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New Member Feature
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"A very large number of the "baby boomer" business owners have very
specialized and immediate needs as they begin to plan and harvest
accumulated business and personal wealth as they approach retirement.
Even though there are many available resources and hundreds of thousands
of advisory professionals, none has the kind of advantages Pinnacle
offers in this large, unorganized, and highly fragmented marketplace."
-Mike Nall, Founder
AM&AA
Chicago, IL
"[Pinnacle's] seminar completely blew my expectations out of the water. I now have the tools and support to provide my clients with a new service that may mean more to them than any other service I offer. Several days after completing the course I approached some of my existing clients and business associates with the concept of exit strategies. The response was exceptional. I signed on two clients and instantly became a resource to other business associates."
-Joseph Bazzano, CPA
Bazzano & Rosenbloom
Bloomfield, CT
"The training sessions integrated the fundamentals of exit planning into a comprehensive client example. This allowed me to expect or at least anticipate what the business owners reactions will be. It also built my confidence with this subject matter as it also ties in with traditional financial planning."
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Pinnacle Equity Solutions
WE HAVE ALL OF THE EDUCATION, TOOLS AND COACHING TO GET YOU STARTED IN WORKING WITH BUSINESS OWNERS ON THEIR EXIT PLANNING TODAY !
Click Here to Watch a Brief Introductory Video on Pinnacle Equity Solutions
SEE JOHN LEONETTI INTERVIEWED ON
In a competitive planning environment, you may find yourself looking for ways to add more value to your clients and prospects. Competitive advantages are increasingly hard to come by. Consider that over the next five to twenty years, the baby boomers--the largest generation in history--will reach retirement age. Many of them are owners of private businesses in need of planning advice for the future. What if you could also offer yourself as a resource for business exit strategy planning?
Pinnacle Equity Solutions provides advisors - financial planners, attorneys, estate planners, accountants, M&A professionals, etc. - with the tools they need to incorporate Business Exit Planning into their advisory practices. The key to tapping into this area is knowledge. You need to understand the marketplace, develop methods by which you can become an asset to the business owner, and become proactive.
We are confident that joining our membership programs will get you more clients, increase your exposure in the marketplace, diversify your business, increase your revenues and challenge you in a new and exciting way.
Begin working with Business Owners today to grow your practice with an Exit Strategies focus that brings in high quality clients and makes you more MONEY.
UPCOMING EVENTS:
NEW YORK CITY EVENT - EXIT PLANNING FOR ADVISORS 2-HOUR SEMINAR, SEPTEMBER 7TH
RHODE ISLAND AND MASSACHUSETTS EXIT PLANNING SEMINAR FOR BUSINESS OWNERS, SEPTEMBER 14TH
NORTHEAST CHAPTER MEETING AT THE DOWNTOWN HARVARD CLUB, BOSTON ON SEPTEMBER 21ST (GUESTS INVITED FOR NETWORKING)
CONNETICUT 2-DAY EXIT PLANNING WORKSHOP AT MOHEGAN SUN CASINO ON SEPT 23RD & 24TH
CHICAGO CHAPTER REGIONAL MEETING ON SEPT 29TH (GUESTS INVITED FOR NETWORKING)
PHILADELPHIA CHAPTER REGIONAL MEETING ON OCT 6 (GUESTS INVITED FOR NETWORKING)
HARTFORD CHAPTER REGIONAL MEETING ON OCT 7 (GUESTS INVITED FOR NETWORKING)
MIAMI CHAPTER REGIONAL MEETING ON OCT 13 (GUESTS INVITED FOR NETWORKING)
NEW HAMPSHIRE CHAPTER REGIONAL MEETING ON OCT 14 (GUESTS INVITED FOR NETWORKING)
BOSTON 2-DAY EXIT PLANNING WORKSHOP ON OCTOBER 21ST & 22ND
CERTIFIED BUSINESS EXIT CONSULTANT - PINNACLE'S PREMIER EXIT PLANNING DESIGNATION *GUARANTEED RESULTS* OCTOBER 25ST - 29TH
B2B CFO AFFILIATION
WE ARE PROUD TO BE DELIVERING EXIT PLANNING SOLUTIONS WITH B2B CFO PARTNERS ACROSS THE UNITED STATES
Keep Reading:
Business Exit Strategy Planning: The Next Frontier
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Question #3
Question #3: Do you know the Options (besides 'selling') that are available to you for a Business Exit? Continuing with our example about Jimmy's kitchen design company, an Advisor will naturally ask the question, 'Is Jimmy aware that selling the business is only one (1) . . . keep reading
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"Every business owner and entrepreneur needs to read this book and then
follow it's directives to the letter. Absolutely essential!"
- Michael E. Gerber
Author of the E-Myth books
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"..One of the best decisions that I have made in my 14 year career in the financial planning business. Thanks to Pinnacle, I now consider myself and our firm to be clearly more distinguished than most other practitioners in terms of the expertise & value we can provide to our clients"...Read More
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Silver Membership
