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

Read More >>

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.

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

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:

John's NEW Headshot - For the Web(2.27.13) John Leonetti, Esq., M.S. Finance, CFP, CM&AA and a Certified Business Exit Consultant®  is the founder and CEO of Pinnacle Equity Solutions, Inc., an exit strategies firm specializing in exit strategy design and execution services to advisors and their privately held business owners.

John is a nationally recognized leader in the Exit Planning field and has been interviewed on ABC News Now, NECN, and numerous national radio programs, including being quoted in the Wall Street Journal on a number of occasions.  In addition, John is the author of the highly publicized book “Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and their Advisors”.  John’s book has been the hot topic for many national industry and business owner publications.

 

 

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, August 20th

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

  The Puritan Backroom – Conference Room A

245 Hooksett Road

 Manchester, NH  03104

 

Please click the link below to register for this event

 

register
As space is limited for this event, we are requesting a $50.00 registration fee to ensure your commitment to attending the presentation.  All attendees will be refunded the full $50.00 registration fee at the end of the event.

 

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

 

 

 

 

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