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.

Registration will begin at 7:30am with a complimentary light breakfast served.  The presentation will be from 8:00am to 9:30am, followed by a Q&A discussion period to allow attendees to address their individual questions with our expert presenter.

Event Host:

high falls logo

ken-burke

Ken Burke, Certified Business Exit Consultant®, is the Chief Financial Officer and General Manager of High Falls Advisors. Prior to joining High Falls, Ken founded a consulting and business coaching firm specializing in business performance improvement and succession planning. He is a Certified Public Accountant and spent more than 20 year in practice at both national and regional CPA firms as a tax specialist. Ken specializes in working with business owners to start, grow and ultimately transition their business to the next generation of owners.

Ken grew-up in New Jersey and moved to Rochester in 1999 with his wife Rosella. Ken and Rosella met at Niagara University and he currently serves on the Advisory Board to the College of Business at NU. Ken and Rosella now live in Fairport with their three children, Michael, Lauren & Kevin.

Thursday August 20th

7:30 a.m. registration, 8:00 a.m. presentation

Being held at

The Genesee Valley Club

421 East Avenue

Rochester, NY  14607

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.