Pinnacle Equity Solutions is an exit planning training and certification company with a Membership that is comprised of the top exit planning advisors in the United States and Canada. Pinnacle Members and Certified Business Exit Consultants™ have gone through extensive training programs to gain the skills and the knowledge to assist you, the business owner, with the largest financial and emotional transaction of your lives – the exit from your business.
Whether you are thinking about an exit this year or in ten (10) years, Pinnacle Members and Certified Business Exit Consultants™ are here to help. Using Pinnacle’s proven six-step exit planning process, Pinnacle advisors can help you set goals, evaluate your exit options, measure your current financial position both personally and within your business, put a plan in place to achieve your goals, and walk you through the execution of that plan to ensure a successful exit.
Using Pinnacle’s six-step exit planning process from John Leonetti’s book, Exit Your Business, Protecting Your Wealth, Pinnacle advisors focus on three (3) main areas of planning:
Exit Planning – how you, the owner, will successfully retire from your business and generate enough liquidity from that exit to provide the financial security to fund your retirement goals,
Succession Planning – how can you remove yourself from the day-to-day operations of the business and who will take over running the business when you are no longer in charge, and
Legacy Planning – how you can use the wealth that you generated from your business exit to impact the lives of your children, your grandchildren, and your community.
Whether you are looking to sell the business to your management team, sell to your children, put in an Employee Stock Ownership Plan (ESOP), gift the business to charity, or sell your business to an outside party, Pinnacle advisors can help you achieve your goals.
Click here to find a Pinnacle advisor near you and start planning for your business exit today!