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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Jay Gilson, CPA, CBEC®

 

Jay Gilson Summit Headshot
 
Contact Information:
Summit Financial Group LLCPrint
(510) 893-6908
jay@summitadvisors.com
2000 Crow Canyon Place, Suite 450
San Ramon, CA 94583
 
 

 

 

Jay has 35 years of experience working with closely-held businesses, their owners and large family groups.  Jay’s passion is the people aspect of the business in developing meaningful long term relationships.

Jay is an integral part of Summit’s exit and succession planning team as they work with business owners through the process of transition strategies.  Jay also lends his technical expertise in collaboration with other tax and legal professionals throughout the process.  Being able to speak their language is tremendously helpful in the teamwork necessary between professionals.

Prior to joining Summit financial Group, Jay was a stockholder and Chief Operating Officer for RINA accountancy and prior to that position, managed the firm’s tax department where he was responsible for RINA’s tax posture, compliance systems, and firm wide tax training.