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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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 Current Marketplace Need for Owner Exit Planning; Including Why Advisors Either Want to Enroll in Our Training or Partner with Our Members

Here at Pinnacle Equity Solutions headquarters, we spend a lot of time thinking about ways to make our 120 Members more successful and continuing to lead the emerging exit planning marketplace.  With ‘creativity’ as one of our core values, we are constantly creating new ways to have the professional advisors in our Membership be more effective with business owner engagements – we not only view this as our primary job, but we also work tirelessly to listen to our Members to gauge what will be most helpful to their success.

Heading into our fifth year of offering the Certified Business Exit Consultant
® course, and our seventh year of leading advisors in this emerging space, I wanted to share a few thoughts as to why and where exit planning can either fit into your practice or how and where you can connect with Pinnacle Members to assist you with your business owner prospects and clients.

The Marketplace Need

Business owners today face challenges like never before.  They have to compete globally, they need to adapt to technological breakthroughs that disrupt every industry, they need to manage challenging legislation that impact their businesses and, most notably, the Baby Boomers need to decide whether to invest excess cash back into their businesses or to personally save for their retirement.  With owners aging, these decisions become more challenging and create a level of complexity that is fueling a fast-growing marketplace for ‘exit planning’ services.

How Things Used to Be
There was a time when life was more simple for owners.  There were fewer options for owners to transition their business, less capital was available, there were fewer potential investors, and the transition of the business seemed to either be to a strategic / industry buyer or to a family member.  Now, the average business owner with a successful company is bombarded with calls, post-cards, letters, e-mails and other forms of marketing from private equity groups and other investors who want to talk to that owner about a transition of their business.


Where Advisors Play a Role in This Process

In Pinnacle’s experience, these owners rarely know what to do with all of these options.  We also hold a world-view that professional advisors play a role in an owner’s life of helping them sort through complexity to make the appropriate, customized decisions for their personal and business goals.  As a result, the emergence of the ‘exit planning’ industry is mostly about helping owners to understand this complexity and to develop a plan to navigate it.  If you are a professional advisor who works with business owners and you are interested in helping them address this complexity, then we suggest that you focus at least a portion of your role as the owner’s trusted advisor on the relevant and timely issue of that owner’s successful transition of their company.


Why is This Critical to Owners?

The demographics show that a majority of owners have most of their personal wealth tied up in their privately-held business.  In addition, the most recent findings from Pinnacle’s Business Exit Readiness Index (BERI) assessment, show that almost 90% of owners have a low ‘mental readiness’ to exit their business.  Therefore, if we have empirical data showing that most owners want to continue on with their business but they need to eventually create a plan for the company’s transition, then we can conclude that these owners are in need of solutions that transcend the idea of simply selling their companies.  They are in need of planning-based solutions that follow a process for their eventual exit.  Without such proactive planning, the owners are stuck and much of their wealth and their company’s futures are left at risk.


Where Pinnacle and Our Members Can Assist

Pinnacle’s business model focuses on training, certifying and supporting professional advisors who want to add exit planning to their practice.  If you want to be proactive and create a new source of revenue for your business by offering these solutions, then I recommend that you register for next week’s webinar to learn about our training programs.


Click here to register for the webinar.


However, after seven (7) years in business, we also know that many advisors will recognize that their business owner prospects and clients need assistance but they do not want to lose focus on their primary role as the owner’s attorney, consultant, part-time CFO, CPA, financial advisor, risk / insurance advisors, etc . . .   In that case we invite you to review Pinnacle’s new website for a Pinnacle Member / Certified Business Exit Consultant®  that is local to you (we have Members in 34 U.S. States and Ontario, Canada today) to discuss partnering with those individuals and gaining access to the training, tools, support and international network that those Members utilize in their businesses.  To find a Pinnacle Member close to you see www.pinnacleequitysolutions.com.


Why Work with Pinnacle

Your business owner’s needs are going to continue to grow more complex and you will need to work with experienced advisors to help them.  Pinnacle boasts seven (7) years of delivering our proven, 6-step exit planning process to owners.  Our Members all have access to the tools that we create to deliver these solutions.  And, simply put, there are very few organizations offering this support and, we believe, none as comprehensive and dynamic as Pinnacle. 

Don’t just take our word for it . . . either register for our webinar to learn more or reach out to a Pinnacle Member near you to learn about how you can get more involved in this exit planning marketplace to participate in delivering comprehensive, customized solutions to your business owner prospects and clients.  


Concluding Thoughts

I’m pleased to share today’s thoughts and I hope that they are helpful in having you determine how, why, and where you will help your owners gain clarity around their business exit.  It is our hope here at Pinnacle that our message reaches more and more advisors so that the millions of business owners who need this advice will learn that solutions are available and that a proven process is accessible to assist them with this unique and complex need.

Wishing you all the best for your advisory business and the success that you seek in 2014 and beyond.

 Warm Regards,

John Leonetti, Esq., CFP, CM&AA
Certified Business Exit Consultant