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 8:30 p.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:

Mike Williams Logo

 

Mike Williams Headshot

Michael C. Williams CPA MS is the managing partner of the boutique CPA firm Michael C. Williams CPA PC. In addition, he is the founder of Business Equity Solutions, LLC an equity strategy firm that specializes in the exit planning industry.  He is licensed as a Certified Public Accountant and holds a Bachelor of Science and a Master of Science degree in Taxation both from Long Island University – C.W. Post.  He has also taught various accounting classes at L.I.U – C.W. Post. as an adjunct professor.

Michael has specialized in the low to mid market industry for over 20 years and has advised many owners on numerous issues that range from start up, acquisitions, mergers, associations, revenue enhancement, overhead reductions, internal systems and strategic planning.  He has an extensive background in all aspects of the accounting and tax profession.  His passion is coaching and advising owners to enhance their personal and business careers by teaching them how to implement key strategies in order to build a strong foundation upon which to create wealth throughout their lifetime while simultaneously maximizing and realizing their hard earned equity through an exit.

 

 

Lee Korn Headshot Jesse Giordano Headshot

Lee Korn & Jesse Giordano – The 306 Group at Morgan Stanley Smith Barney

Jesse and Lee specialize in working with business owners who are looking to Exit their business over the next 2-10 years. Their Exit Planning process includes getting the business ready for sale, identifying an Exit strategy while coordinating the process, and ultimately implementing an income replacement strategy that allows for clients and their family to continue a desired lifestyle.

 

 

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, November 19th

6:00 p.m. registration, 6:30 p.m. start time

Location

Mario Restaurant

644 Vanderbilt Motor Parkway

Hauppauge, NY  11788

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.