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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ESS Summary Report

For owners who are just thinking about developing an exit from their business, Pinnacle’s exclusive Exit Strategies Solutions (ESS) Summary Report is an ideal place to begin. All of Pinnacle’s Certified Business Exit Consultants™  and Members have access to this diagnostic tool which provides an owner will answers to the following questions:

  1. How much money do I need from my business exit to maintain my lifestyle?
  2. What is the current value of my business today?
  3. When can I expect to receive the value for my business?
  4. What taxes am I likely to pay for my exit transaction (i.e. what will be my ‘net’ dollar proceeds)?
  5. Is my estimated ‘net’ amount from the exit enough to meet my post-exit lifestyle expenses?

The answer to these five (5) questions is the starting point for many owners. By knowing what you need, what your business is worth and whether or not you’ll meet your personal financial goals, owners can begin to assess their overall opportunity to successfully exit their business.

The video on this webpage describes the ESS Summary Report in greater detail. Further, you can also request a sample deliverable from our software-driven assessment to see how this report can assist you with your exit planning.

Feel free to contact Pinnacle’s offices to learn more about how you can get started with your exit planning through our ESS Summary Report.