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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Live Business Owner Workshop

 

Pinnacle’s live workshops are focused on educating privately held business owners about the importance of an exit planning process These events are hosted by Pinnacle Member Advisors and Certified Business Exit Consultants® and will cover Pinnacle’s proven six-step exit planning process.This 6-step process has been used to help over a hundred business owners successfully prepare for the transition from their privately held businesses.

Upcoming Workshops

Click below for more information

Rochester, NY – August 20th

 

 

The Pinnacle Member will introduce this process and describe how you too can achieve a successful exit by following the simple steps.It is important to note that the term ‘exit planning’ does not apply only to those owners who are looking to sell their business or owners who are ready to exit today.Exit planning is about following a process to identify your personal and business goals, measure your ‘readiness’ for an exit, and put a plan in place to run your business – whether for one (1) more year or ten (10) – with an eye on the future and achieving the goals you have put in place.Whether you are looking to transition the business to your management team, sell your business tomorrow, or grow your business for the next ten (10) years, it is important to start your planning now to ensure a successful business exit / transition.Education is the most important piece of an exit plan for a privately held business owner as it is likely something they have never been through before.As a business owner you have spent hours upon hours preparing business plans, updating those plans, growing your business, and doing everything else that goes into creating and running a business.  However, it is statistically shown that the high majority of owners have spent little to no time preparing for their business exit or transition.  These workshops can provide the foundation for you to start thinking about how you will exit your business, who will be the next owner of your business, and how the liquidity from your business will fund your retirement goals – whenever that retirement may be.

Contact Pinnacle Equity Solutions for more information – 781-821-2608

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