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Read our Testimonials
"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 |
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Welcome to Pinnacle Equity Solutions
INCORPORATE BUSINESS EXIT PLANNING INTO YOUR ADVISORY PRACTICE TODAY!
Click Here to Watch a Brief Introductory Video on Pinnacle Equity Solutions
ENTER YOUR INFORMATION BELOW TO SUBSCRIBE TO OUR FREE WEEKLY EXIT STRATEGIES NEWSLETTER
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.
Keep Reading:
Business Exit Strategy Planning: The Next Frontier
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Business Exit Strategy Planning: A Growth Niche
In a competitive financial 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 financial planning. What if you could also offer yourself as a resource for business exit strategy planning? . . . keep reading
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The 10 Best Exit Strategy Questions An Advisor Can Ask a Business Owner
Assisting a business owner with an Exit from their business is a complex planning engagement. So, how can a single advisor handle this daunting task effectively? The only answer to this question is 'to become aware of Exit Strategy techniques and to coordinate resources to address the client's issues'. Organized thought is your greatest ally in this fragmented and complex planning area. . . . keep reading
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John House, ChFC
Coyote Financial
Scottsdale, AZ
John Thomas
Stearns Financial Services Group
Greensboro, NC
Daniel Wyand
Vitale, Caturano & Co.
Boston, MA
John S. Gorham, CLU
The Bulfinch Group
Needham, MA
Joseph Bazzano, CPA
Bloomfield, CT
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Here's what our members are saying ...
"..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
"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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Silver Membership