Pinnacle Equity Solutions - Exit Planning for Advisors and Owners

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Building a Team of Subject Matter Experts
Pat’s write up takes a look at how Billy, the business owner we heard about in our interview with John Wobbleton on May 7th, could have taken steps to prevent the issues he faced when selling his company and avoided … Continue reading →
Advisor Oversight Leads to $80 million Exit Loss for owner
Click below to listen to the full audio interview with John Wobbleton (28 minutes). Our Exit Planning Story for the month of May comes from John Wobbleton of Strategic Advisors out of Virginia Beach, VA and Raleigh, NC. John is … Continue reading →
Raising Your Credibility With Business Owners
In our last newsletter we highlighted how newsletter marketing can impact the way you prospect business owners. Specifically, we focused on how being consistent and authentic in the way you educate business owners can, and will, lead to greater success … Continue reading →

Providing Solutions for The Exit Planning Industry Ensuring the advisors that depend on us are well educated and successful. Explore what Pinnacle Equity Solutions has to offer.. Exit Planning Chapter Meetings These nationwide meetings are designed for networking, education, and awareness raising on exit planning(advisors & owners welcome). Exit Planning Training, Tools, Support & Events We offer professional advisors a number of Pinnacle's Membership, our 2-day workshops, our ongoing coaching and support, a license to use our extensive IP, and live events including weekend trainings and annual conferences. Exit Planning Certification (CBEC^TM) Our Certified Business Exit Consultant™ professional designation is a market leader. After extensive training, we issue the mark to those who have demonstrated success with exit planning by writing a plan for an exiting owner. Information for Business Owners Our networking, Membership training and certification course are all built to help you achieve a more successful exit. We have training advisors local to you ready to assist you.