exit strategies for advisors, helping private companies sell their business, exit planning for business owners, exit planning for advisors
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Special Report


"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."



 

'The ART of Exiting a Business' Presentation at Gillette Stadium

Join Pinnacle Equity Solutions at Gillette Stadium for a free presentation on

'THE ART OF EXITING A BUSINESS'

How to Incorporate Business Owner Exit Strategies into your Advisory Practice

John will be presenting in addition to Special Guest Speakers:

Moshe Milevsky, PhD Author of "Confessions of a VA Critic" Bill Walton NBA Legend

Event Date: Monday, September 17, 2007

Time: 8:30am -- 12:00pm

Location: Gillette Stadium, Fidelity Clubhouse East Suite Foxboro, Massachusetts

Space is limited. Reserve your seat today. Call Elise Stephenson at 1-800-344-6860 ext. 4253625 or email elise.stephenson@us.ing.com