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

Read More >>

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.

Linkedin - Pinnacle Equity Solutions - Exit Planning, Succession Planning, Legacy PlanningTwitter - Pinnacle Equity Solutions - Exit Planning, Succession Planning, Legacy Planning

Pinnacle’s Blog/Recent News

June 10, 2014

Are Owners Ready to Exit?

Here at Pinnacle Equity Solutions headquarters, we spend a lot of time thinking about the millions of business owners who are approaching retirement age but continue to have the majority of their personal net worth tied up in their illiquid business. One of the most important questions that we ask about this group of owners is “how do we communicate the importance of planning for a transition / exit to these owners?”

In order to answer a seemingly simple question such as this, one must first ask another question, namely, Are Owners Ready to Exit? Or, put another way, do owners recognize the need for this type of planning and how can we assist them in helping to see the importance of planning for this critical event?

Click here to continue reading……

March 5, 2014

The Current Marketplace Need for Owner Exit Planning; Including Why Advisors Either Want to Enroll in Our Training or Partner with Our Members

 Here at Pinnacle Equity Solutions headquarters, we spend a lot of time thinking about ways to make our 120 Members more successful and continuing to lead the emerging exit planning marketplace.  With ‘creativity’ as one of our core values, we are constantly creating new ways to have the professional advisors in our Membership be more effective with business owner engagements – we not only view this as our primary job, but we also work tirelessly to listen to our Members to gauge what will be most helpful to their success.


Heading into our fifth year of offering the Certified Business Exit Consultant® course, and our seventh year of leading advisors in this emerging space, I wanted to share a few thoughts as to why and where exit planning can either fit into your practice or how and where you can connect with Pinnacle Members to assist you with your business owner prospects and clients.

Click here to continue reading……