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

Stu Welsh, CBEC®

 

 
 
Stu Welsh 2015
 
Contact Information:EGT-logo_FINAL
EGT Advisors
(866) 538-7594
swelsh@egtadvisors.com
9881 Broken Land Parkway, Suite 220
Columbia, MD  21046
 
 
 

Stuart Welsh is a Certified Business Exit Consultant® (CBEC) who has worked with closely held and family business owners for more than 30 years. He has earned an in-depth understanding of the needs of these business owners, positioning himself as a long-term, trusted advisor. His clients’ businesses represent a variety of industries, including wireless, retail, wholesale distribution, government contracting, urgent care and professional services.

Stu has guided his clients through multi-faceted planning processes to determine the optimal choices for business transitions. His rich resources allow him to bring the most effective advisors to the owners. When the best exit option is to stay and grow the enterprise value, Stu’s background as CFO/COO for multiple closely held businesses gives him the expertise and resources to assist his clients in growing the value of their firms to meet their personal goals. Stu has assisted his clients in determining whether they can afford to exit their business when approached as an acquisition target. He also has walked through the various exit options assisting in determining if the best option is to sell the business, incorporate an ESOP, walk through a management buyout, look at a Private Equity Group, or stay and grow their business. He has worked with family businesses to assist in the planning and transition process to the next generation.

Stu holds a Bachelor of Business Administration degree from Loyola University of Maryland. He and his wife of 30 years, Linda, have three grown children. Stu enjoys golfing and the outdoors, and is committed to coaching and mentoring youth and emerging business leaders.

MISSION

“EGT is committed to assisting business owners and their advisor to accelerate growth and to gain understanding of the options for achieving goals and maximizing the value of their business.”