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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What Type Of Exit Plan Do You Need?

Our experience shows that every business is different as is each owner’s relationship with their company. That is the primary reason that our exit planning work is offered on a customized basis. That being said, there are general categories in which the majority of our exit planning clients fit. Click the link on the box below that best describes the type of business that you have to learn more about “what type of exit plan do I need?”

 Micro Market  Middle Market  Construction/Contractors  Licensed Practitioners
  • Less then $5 million in annual revenues
  • Fewer than 25 employees
  • Annual profits less than $1 million
  • Generally owned and operated by the founder(s)
  • More than $5 million in annual revenues
  • Greater than 25 employees (with a management team in place)
  • Annual profits in excess of $1 million and up to $5 million
  • Generally owned and operated by founders with little outside / professional investment dollars in the company’s capital structure.
  • Bonding agents
  • Limited buyers

Micro-Market refers to businesses with less than $5 million in annual revenue. While these companies are the lifeblood of small What Type Of Exit Plan Do You Need? | Pinnacle Equity Solutions - Exit Planning, Succession Planning, Legacy Planningbusiness in America, they also, generally speaking, have less complexity to them than larger, middle-market businesses. Micro-market companies fit the following, general description.

Middle Market businesses have annual revenues between $5 million and $150 million. There are approximately 500,000 middle market companies in the United States today. These businesses, generally speaking, have better developed management teams, larger market share in their industries, as well as owners with more complex personal planning surrounding their exit. Middle market companies fit the following, general description.

Construction and Contractor-Related Businesses are unique in their own regard. In many cases, a bonding company is a large partner in your business and has a say in any changes in ownership or to the balance sheet of your business. The majority of these businesses transition internally to managers and family members (perhaps with the use of an ESOP to assist). Therefore, many of Pinnacle’s tax-minimization, customized internal transfer strategies are a part of an initial conversation.

Licensed Practitioners (such as doctors, dentists, attorneys, etc . . .) are also in their own category for business transitions because, in a majority of states, only another licensed practitioner can serve as a principal / owner of the business. Therefore, the pool of potential buyers is limited and these businesses often-times need to look at management buyouts or roll-up companies in their industries.