Join
our exciting new Silver Membership Program if you are an advisor who is
incorporating Exit Strategies Planning into their
practice but need tools and training in order to prospect and acquire business
owner clients who are looking to leave their business.
The
key to LONG-TERM growth and success is finding a way to stay informed and
motivated on a CONSISTENT basis.
All
of our content is available over the web so that you have access to our
libraries, archives, and audio files 24 hours a day, 7 days a week.
Silver Members receive all of the following benefits:
·
Username and Password to access the
Member-Only Advisor Website
·
Access to Prospecting and Marketing
Tools, including
Ø
Questionnaire/Fact
Finder for the first meeting
Ø
Sample
phone script to follow when calling prospects
Ø
Access
to Exit Strategy Brochure for mailing to prospects
Ø
Lead
List of 50-100 businesses in your area as a starting point for your prospecting
Ø
An
Exit Strategies Powerpoint Presentation to present at
a Breakfast Presentation hosted by you for your business owner prospects
·
12-Month Exit Strategies Online
Training Course
Ø
This
online course is filled with valuable information and training that will help
you leverage your time to become more productive and profitable by
incorporating Exit Strategies into your practice.
Ø
Each
video lesson will be approximately 45 minutes -- 1 hour in length and will
progress on its own as you watch, listen, and take notes.
Ø
You'll
receive a new lesson every 30 days, and at the end of each lesson, you'll have
a chance to test your knowledge on the subject matter by taking a short quiz.
You'll find out how you did immediately, and will have a chance to review any
incorrect answers. There is also an area to ask questions along the way.
·
Exit Strategies Newsletter Program
Ø 2 New Exit Strategies Newsletters
emailed to you at the start of each month that can be customized with your
company information and logo and mailed to business owner clients and prospects
to educate them on planning their exit strategy
Ø Monthly Newsletter Training
Conference Call on the current month's newsletters hosted by John Leonetti
Ø Access to all past newsletters and
training audio recordings in the "Newsletter Library" and
"Newsletter Training Calls" area of our Member Website
·
Monthly Spotlight Call with a
discussion topic relating to Exit Strategies with guest speakers from Private
Equity, Valuations, Financing Sources, ESOP boutiques, M&A boutiques,
Industry Leaders, Authors, Attorneys, and others. Includes a 'Question and
Answer' segment.
·
CD recording and transcript of the monthly
"Newsletter Training Call" and "Spotlight Call" mailed to you for your
convenience
Ø
You'll receive the CD of
each call mailed to you at the end of each month, at no extra charge.
Ø
You can listen to these CDs in your stereo, car, or on your
computer.
Ø
And even if you do attend the LIVE calls, these CDs will be a
great asset to your library,
which you can refer to again and again.
·
Access to our White Paper Library --
papers written
on various Exit Strategy topics as requested by our members.
·
Introductory Essentials Training
Program - A 2 ½ hour guided Powerpoint training
program hosted by John Leonetti to jumpstart your
learning.
·
Member Discussion Forum for the
exchange of ideas and questions.
·
Monthly Pinnacle Newsletter -- "Heading for the Exit" -- delivered to
your door to keep you up-to-date on all your membership benefits, upcoming
events, and updates on timely industry information relating to Exit Strategy
Planning.
·
Discounts on workshops and events
hosted by Pinnacle for CPE and CFP® Credits
Joining
now guarantees that you'll immediately receive access to everything you need to
keep you up-to-date with Business Exit Strategy Planning.
2 easy ways to register and get started:
Monthly Membership
Month to Month Payments
Six Month Minimum Membership Requirement
Sign up today at the low price of $297.00 per month.
Annual Membership
Sign up for 1 year at the discounted rate of $2,997 ($567
Savings!)
Receive 2 complimentary Coaching Calls with John Leonetti (normally reserved for Gold Members only)
