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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The Creating a Transferable Business Workshop

The Growth and Transition workshop is designed to provide business owners with the information and tools needed to increase the value of their business in a determined manner that will assist with a future transition from the company.

The workshop will cover the following topics:

  • Today’s marketplace of business growth and transfer opportunities.
    An overview and case studies of planning engagements that lead to successful outcomes.
  • A 6-step process to design and implement your plan, including:
    • Personal planning, including a Value Gap calculation
    • How and where you can increase the transferable value of your business today
    • Options that are available for future transition and how to manage the business today towards that future transition.
    • Who is needed on your planning team.
    • Executing your plan.

The presentation portion of the workshop will end at 10:00 a.m. sharp to assure that we stay on schedule.  However, an optional question and answer / discussion period will follow, allowing attendees to address their individual questions with the expert presenters.

 

Event Host:

Wealthguard-Logo-700x157 (640x144)

 

John Williams headshot

John L. Williams, concentrates on working with successful business owners to exit their business with the objective of maximizing value and minimizing taxes. Similar to his early adoption of financial planning services in the 80′s, he has joined ranks with the leaders of the emerging industry known as “Exit Planning”. His combination of skills and experiences, including financial, tax, and estate planning, along with his active operation of WealthGuard Advisory Group, LLC, a wealth management firm, provide him with an advanced ability to deliver solutions to business owners as they look to transition to the next phase of his life. A few of his professional credentials include – Certified Public Accountant (CPA) (1979) and Certified Financial Planner (CFP) (1984). John is a native Atlanta and was an honors graduate of Georgia State University. He and his wife Susan have three wonderful children and a granddaughter. He is active in community organizations including Rotary of Windward and the Atlanta Cagers Basketball, a youth sports organization. Outside of work John loves physical activity – in the gym, in the yard, in the water, etc. …..it’s his therapy.


Attention Professional Advisors:
This event is intended to educate business owners on
this important topic. We respect and appreciate your input to the materials and the event, but require that your registration be accompanied either a special invitation or by a corresponding registration with a business owner who you are bringing with you. Thank you in advance for sharing this event with your owners.

Tuesday, October 28th @ 7:30 a.m. registration, 8:00 start time

Location

Marriott Courtyard

12655 Deerfield Parkway

Alpharetta, GA  30004

 

Please fill out the form below to register for this event

 

 

 

Should you have questions or require any additional information,
please call our office at 781-821-2608.