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:

Charted Course Advisors, LLC   Our clients are business owners who want to increase their personal wealth, much of which is generated by their business.  By planning ahead and focusing on increasing profits and shrinking business risk, our clients grow the value of their business.  This yields more choices in how and when to monetize their investment in their business.  All owners have unique goals.  We help them meet those goals by: their business earning competitive industry returns; positioning the business to thrive in the absence of the owner; and keeping an active pulse on market demand with investors.

The firm’s professionals, Lee Dahmer, Mark Holmes and Mick Wilson, bring the skills, tools and passion to quickly evaluate current and potential business values.  We have held leadership positions in growing private and public companies.  We bring C-level expertise in financial and operational management, business value creation, buying and selling businesses and exit choices. We bring a collaborative team to each engagement to help our client Take Command of their Business Value™.


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, September 23rd

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

Location

The Hyatt Lodge

2815 Jorie Blvd.

Oak Brook, IL 60523

 

SPECIAL OFFER

All registrants that complete the Business Exit Readiness Index survey prior to the class will receive a complimentary copy of John Leonetti’s book, EXITING YOUR BUSINESS, PROTECTING YOUR WEALTH, which explores the various types of exit planning strategies in a direct manner that all business owners will understand and certainly appreciate. The survey consists of twenty questions and will only take you ten minutes to complete!

 

Just click on the image below to start the survey to take the first step in finding out what type of exiting business owner that you most resemble.

Pinnacle Equity Solutions - Exit Planning, Succession Planning, Legacy Planning

 

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.