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

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:

Swiss Ave Logo

Homer-Smith-Headshot

Homer Smith is the Managing Partner of Swiss Avenue Partners in  Seattle, spanning the greater Seattle/Tacoma area. He has over 12 years of experience in the financial services industry and is the founding partner and CEO of his wealth management firm.  He received his BA in Finance from Western Washington University in 2001.  Homer began his career in Bellevue, WA with Ameriprise Financial and quickly moved into a district management role and then to Field Vice President in Honolulu, HI where he was responsible for the recruitment and development of financial advisors.

After going back into personal practice in 2010, Homer focused his wealth management practice on middle market business owners and recognized the need for a more comprehensive solution to support those business owners on the growth and ultimate exit from their business and became an owner of Swiss Avenue Partners in 2013.

Homer is a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor.  He currently sits on the board for the Harrison Medical Center Foundation as well as the Kitsap Estate Planning Council.  Homer lives with his wife, Val and their daughter, Lyla in Gig Harbor, WA.

 

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.

Wednesday Nov 5th

7:30 a.m. registration, 8:00 a.m. start time

Location

Hampton Inn & Suites

31720 Gateway Center Boulevard S

Federal Way, WA  98003

Please Fill Out From Below to Register

 

 

 

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