195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Buy John M. Leonetti’s Book

Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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About Us

Pinnacle Equity Solutions is the market leader in providing education, consulting and support to help middle-market companies design and execute comprehensive exit plans that allow owners to transition their businesses to the next owner, whether they are family, management teams, or outside buyers. Best known for our proven six-step, exit planning process, Pinnacle focuses on helping owners get a clear picture of their personal goals with a customized solutions that address a businesses perpetuation and ongoing success regarding the next level of ownership.

Pinnacle provides exit planning education for owners of privately-held businesses through our books, white papers, online videos, live events, and webinars. Our private consultations include meeting with our Certified Business Exit Consultants™  who are all senior-level, experienced advisors that follow Pinnacle’s 6-step exit planning process in their work with owners. This unique group of advisors has access not only to Pinnacle’s content and support, but also to each other so that virtually any exit situation, in any industry, is one that our network of Members has seen before.

Pinnacle is based in Canton, MA and was founded by John Leonetti. Leonetti, who has advised hundreds of midsized firms on exit-related issues, is author of the book Exiting Your Business, Protecting Your Wealth – A Strategic Guide for Owners and Their Advisors. The book is considered by many the leading resource tool for owner exits. Leonetti is uniquely qualified in the world of exit planning not only as the leader of the network of Pinnacle Members and Certified Business Exit Consultants™ , but also as a practitioner, using the same tools, techniques and strategies that he provides to his Membership.

Pinnacle’s vision is that all middle-market business owners have a well developed exit plan to assist them with the largest financial and emotional transaction of their lives. Our mission is to educate owners and your advisors, empowering this emerging marketplace with the information and support that it needs to handle this massive flow of Baby Boomer wealth that is positioned to change hands in the next few decades. Our values of education, excellence, education, integrity and helping others is what unites our network of Members and Certified Business Exit Consultants™ , making Pinnacle’s team the very best in breed with assisting you with your unique needs.

John M. Leonetti

Founder and CEO of Pinnacle Equity Solutions, Inc.

John M. Leonetti - Founder and CEO of Pinnacle Equity Solutions, Inc.John M. Leonetti, Esq., M.S. Finance, CFP, CM&AA and a Certified Business Exit Consultant® is the founder and CEO of Pinnacle Equity Solutions, Inc., an exit strategies firm specializing in exit strategy design and execution services to advisors and their privately held business owners.  John is a nationally recognized leader in the Exit Planning field and has been interviewed on ABC News Now, NECN, and numerous national radio programs, including being quoted in the Wall Street Journal on a number of occasions.  In addition, John is the author of the highly publicized book “Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and their Advisors”.  John’s book has been the hot topic for many national industry and business owner publications. Read more.

 

 

Jeff Barnes

Associate

Jessica LeClair

Member Coordinator

Christine Leonetti

Office Manager

Christine is a graduate of Boston University and holds a Bachelor of Arts degree in Communications. Chris has twenty (20) years of experience with office management, having held leadership roles with Paul Revere Insurance, Unum, and Frenkle and Associates in New York City. Christine also worked as an independent contractor with her own consulting business while raising her four (4) children at home. Chris oversees the operation of Pinnacle’s business, assisting with both administrative items as well as with the human resource and business issues for Pinnacle’s day-to-day operations.