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Employee Ownership, Valuation and Succession with Dr Craig West

EPISODE · Dec 7, 2025 · 21 MIN

Employee Ownership, Valuation and Succession with Dr Craig West

from Accounting Industry Insights with Mark Holton · host Mark Holton

In this episode, Mark chats with Dr Craig West, founder and chairman of Succession Plus and creator of Capitaliz, about how employee share ownership plans can transform succession planning. Craig explains why ESOPs are so powerful for retaining key people, giving younger leaders a genuine path to ownership and lifting business valuation over time, and how accountants can use valuation insights to support advisory work and value based pricing. Contact Craig: Capitaliz: www.capitaliz.com Succession Plus: www.succession.plus

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Employee Ownership, Valuation and Succession with Dr Craig West

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