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


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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Contact Us

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 can lead to successful outcomes depending on your situation.
  • A 6-step process to design and provide recommendations for the implementation of 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 12:00 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.   We will also be providing lunch for those who wish to stay for the follow-up session.


Event Host:



Summit Financial Group, LLC  is a comprehensive financial planning and wealth management firm dedicated to providing insight and solutions that assist owners of privately held companies as they prepare for the eventual transition of their companies. As a strong believer in planning first, Summit’s objective 6 Step Exit Planning process, helps owners understand the personal impact to the owner of the different exit routes available to them. Being able to digest and simplify the complex intricacies of Business and Personal financial planning creates a unique value proposition to Summit Financial Group’s clients.

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.


Thursday, July 17th

9:30 a.m. registration, 10:00 a.m. start time

2010 Crow Canyon Place, Suite 130

San Ramon, CA



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.


Separate from the financial plan and a Summit advisors’ role as financial planner, an advisor may recommend the purchase of specific investment or insurance products or accounts.  These product recommendations are not part of the financial plan and clients are under no obligation to follow them.
Summit Financial Group, LLC
2000 Crow Canyon Place Suite 450 San Ramon, CA 94583
Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC.  Securities dealer and registered investment advisor.  Summit Financial Group, LLC is independently owned and operated.  Pinnacle is not affiliated with either Summit Financial or Securian Financial Services. TR#952069 DOFU 06/2014