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.

Event Host:

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Frank Pickett started his career in the financial services industry in 1975 with Security National Bank. Over the course of 20 years, he worked in mortgage banking, commercial lending, savings and investments, import and export banking, and credit analysis in downtown Los Angeles.  Frank’s varied experience in the banking industry provided an excellent foundation for his move into the securities industry in 1996, and it remains an invaluable resource for his clients today.

With 16 years – and counting – in the securities industry, Frank has been through one of the strongest bull markets in history and two of the worst bear markets since the Great Depression. Managing his clients’ assets through these wildly different periods has helped him enhance his skills, refine his judgment and develop a thorough decision-making process.

A graduate of California State University, Long Beach, Frank holds a Bachelor of Arts in economics. Additionally, he holds the following securities licenses: Series 7 (general securities representative), Series 63 (securities agent), Series 9 (FINRA branch manager, options) and Series 10 (FINRA general sales supervisor). He is currently registered in the states of California, Vermont, Florida, Louisiana, Texas, Washington, Hawaii, Michigan, Alabama, Utah, Oregon and Arizona.

 

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, June 24th

5:30 p.m. registration, 6:00 p.m. start time

Location

Flemings – The Sonoma Room

7905 Monet Ave

Rancho Cucamonga, CA  91739

Please Fill Out From Below to Register

 

 

 

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