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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Adam Rose

adam-roserose-law-firm-logo

 

Contact Information:
Rose Law Firm
(971) 282-2573
arose@rose-law.com
5885 Meadows Road, Suite 255
Lake Oswego, OR  97035
 
 
 

 

I’m passionate about helping my clients plan for and ultimately successfully complete the transition of their family or closely-held business. My practice is focused on helping business owners increase, monetize, and then retain the wealth/value that they have built, over the years, in their closely-held businesses.

I work with owners to intentionally bring together all of the pieces of the puzzle in a way that maximizes the amount of value that they are able to realize when it comes time to transition their business–either in a sale (perhaps to a son or daughter, to a competitor, to a partner, to a private equity fund), a private equity recapitalization, an ESOP, a management buyout, or in another transition option.

My practice focuses in the following areas:

  • Business transition & succession planning
  • Mergers and acquisitions
  • Venture capital transactions
  • Negotiating, structuring, and unwinding joint ventures
  • Fiduciary duty advising and disputes
  • Business ownership disputes

OR & WA RPC-Mandated Notice: Any results that may have been achieved on behalf of one client in one matter do not necessarily indicate that similar results can be obtained for other clients.