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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Contact Us

Jeff Janes

Jeffrey Janes Headshot
 
Contact Information:
Sagemark Consultinglogo
(615) 750-0200
jeffrey.janes@lfg.com
Loews Vanderbilt Plaza
2100 West End Ave, Suite 800
Nashville, TN  37203

 

Jeff and his team provide integrated advice for business owners who require sale, exit, or succession strategies. Jeff’s clients benefit from a cross-disciplinary approach that coordinates accounting, legal, investment, and insurance concepts throughout the exit planning process to identify coordination gaps and planning opportunities.

His primary area of expertise is in the business owner marketplace advising owners of closely held companies who require pre- and post- exit, sale, and succession planning strategies and implementation.

Jeff is a strategic market access specialist with an emphasis on unlocking markets and deploying synergistic action for complimentary financial service industry partners. He has served in the financial services industry for the past ten years, and for seven consecutive years has held Select Member position with Sagemark Consulting Private Wealth Services Group, an elite team of financial advisors selected from among 2,200 financial planners across the country which focuses exclusively on clients in the high net worth marketplace.

He is a graduate of The University of Alabama where he studied communication, economics, and political science, and has held various developmental roles with regional and national healthcare systems in the southeast.

Jeff and his family live in Nashville, Tennessee where they are active in their church and community.

Capital Markets*
Mergers & Acquisitions*
Finance*
Private Equity*
ESOP*
Internal Buyout*
External Buyout*
Liquidity Solutions*
Public Speaking
Strategy
Investment Planning
Exit Strategies
Succession Planning
Buy-sell Agreements
Independent Financial Advice
Estate Planning
Financial Analysis
Stock Options
Employee Stock Options
Insurance
Strategic Planning
Team Building

Lincoln Financial Advisors Corp. offers Business Owner Succession Planning and can provide access to 3rd party unaffiliated resources to assist business owners in Exit Planning.

Jeff Janes is a registered representative of Lincoln Financial Advisors Corporation.

Securities are through Lincoln Financial Advisors Corporation, a broker/dealer, and Member SIPC. Investment Advisory Services are offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance is offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. CRN-1206967-052615