"John is an excellent teacher who has taken a complex process and broken it into an orderly manner by organizing its components into a logical scope and sequential process. He further uses understandable charts that we can use to translate this to our customers. His system is exactly what I needed to start and accelerate my exit planning business."
Kevin J. Kennedy
Beacon Exit Planning
Elmira, NY
2-Day Exit Strategy Training Workshop
November 10th & 11th 2009
Mohegan Sun Casino,
Uncasville CT
8:00AM-5:00PM EST
Exit Planning Workshop for Advisors
As an advisor, your clients look to you for guidance and to help them achieve their future goals. A natural opportunity for you to increase your business lies within your existing client base - business owners. All business owners, regardless of the stage of their life, can benefit from planning for the eventual exit from that business. Our 2-day seminar will show you everything you need to know in order to incorporate exit strategy planning into the services you provide - today.
The Need for Exit Strategy Planning
Did you know that there are an estimated 22 million businesses in the United States? With the largest generation in our country's history entering retirement age, and many of the nation's private businesses are owned and run by these Baby Boomers, the need for these business owners to prepare for their exit is more important now than ever before.
Within the next 35 years, experts estimate that $10.4 TRILLION of net worth from private businesses will be transferred. There is urgency to this emerging marketing with very few advisors or consultants currently trained and prepared to advise clients on how to successfully exit their business. In addition, most business owners equate exiting their business with selling their business. Unfortunately, less than 20% of companies successfully sell to an outside buyer. The not so obvious, but much more frequent, exit strategies include transfers to family member, to management teams, to private equity groups, or to employee stock ownership plans (ESOPs) as well as gifting programs.
Become a Quarterback
You do not need to become a financial advisor/investment banker/business valuation analyst/tax advisor all rolled into one. Your goal will be to simply understand the needs of your business owner client, compare the exit strategy options available to them, and then to add value by coordinating the exit strategy process. Our two-day seminar will show you everything you need to know, how to incorporate it into your business today, and how to start selling your services.
John M. Leonetti , CFP, CM&AA, is the founder and managing director of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services to advisors and their privately held business owners. In addition, John is the author of the highly publicized book “Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors”.
John is a nationally recognized leader in the Exit Planning field and has been interviewed on ABC News Now, NECN, and numerous national radio programs. In addition, John's book has been the hot topic for many national industry and business owner publications.
Exit Planning Experts
Continuing Education Credits
BONUS: This workshop has been approved for the following credits:
Approved for 18 hours of CPE credit
Approved for 12 hours of CFP credit
Pinnacle Equity Solutions is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.
This program has been accepted for CFP® Credit by the Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER- and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Workshop Outline
Our 2-day workshop will give you all the tools you'll need to incorporate exit strategy planning into the services you provide. During the workshop, you'll learn the benefits of being the quarterback of an Exit Strategy Transaction, including:
Becoming the trusted advisor for your client
Receiving compensation for planning
Positioning your advisory services
Networking with other advisors
Branding your practice for exit strategies
We'll cover a simple six-step process to complete a successful exit plan:
Establish Exit Goals
Measure Financial and Mental Readiness of the Owner
Identify the type of Exiting Owner they most resemble
Learn and Choose Your Optimal Exit Option
Understand the Value of the Option You Choose
Execute Your Exit Strategy Plan to Reach Your Goals and Protect Your Wealth
In addition, the seminar will include presentations from top advisors in
their area of expertise from around the country. Including...
Tabitha Croscut concentrates her practice on all matters related to ESOPs, including their design, maintenance, correction and termination, as well as the fiduciary duties related thereto. As a member of the ESOP Team at Boylan Brown, Tabitha brings a calm, confident and deeply competent presence to transactions. Tabitha helps business owners structure orderly transitions of their ownership, helping owners to protect their employees, their company's legacy and the wealth they have built, while also helping ESOPs and their employee owners unlock the potential of an ownership culture. Tabitha received her B.A. degree, summa cum laude, from Elmira College and earned her law degree, magna cum laude, from Syracuse University College of Law. Ms. Croscut has presented on a variety of topics regarding ESOPs including such topics as the basics of ESOPs, ESOPs and corporate governance, ERISA disclosure, and the affect of Internal Revenue Code Section 409A.
Marcel J. Bernier, ESQ.
Partner - Murtha Cullina, LLP
Marcel has assisted businesses for over twenty five years with a variety of legal matters. He represents businesses in many industries, including manufacturing, distribution, retail, real estate, insurance, computer software, e-commerce and professional service firms. He has an A rating from the Martindale Hubbell Law Directory and is among the top five percent of Connecticut attorneys selected by other attorneys as a Connecticut Super Lawyer.
He speaks frequently to business groups and professional associations regarding business and tax issues with respect to purchasing and selling businesses, business succession planning, choice of legal entity, limited liability companies and estate planning.
Marcel provides responsive, personalized legal services. He enjoys advising businesses and individuals and assisting them in achieving their objectives.
Tracey Feiber
Founder- New Face of Retirement
Tracey Fieber is the founder of NewFaceOfRetirement.com and creator of The Secrets to Retirement Success System™, the most complete one-on-one Retirement Transition training program for corporate executives and small business owners in North America.
Tracey is also the author of the upcoming book “How to Retire to a Life of Adventure, Passion and Purpose”, which is predicted to quickly hit #1 bestseller status.
Tracey is known for combining a unique blend of innovative, straight-shooter, nofluff strategies that really work, with an endless compassion for corporate executives and small business owners that are rarely seen together.
Joseph Bazzano, CPA, CVA is a graduate of Bentley College with a Bachelors of Science Degree in Accountancy. He is a member of American Institute of Certified Public Accountants, Connecticut Society of Certified Public Accountants and National Association of Certified Valuation Analysts. Joe is a board member of Exit Planning Exchange Connecticut, Inc and former chairman of the Connecticut Society of Certified Public Accountants’ Manufacturing Committee. He has been awarded and official citation from the Connecticut General Assembly for Community Service. His work experience includes nearly 20 years of service in areas of public accounting, exit planning and valuation services to closely held companies ranging from $10,000 to $100 million. Areas of expertise include financial reporting, consulting, business valuations, mergers and acquisitions, exit strategies, tax planning and compliance for individuals and business entities in the manufacturing, construction, wholesale and real estate industries.
Testimonials
"...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 and value we can provide to our clients. I also see the opportunity to dramatically increase our revenues and client base because of your support to help make it happen."
Warland Griffith, President and CEO
Wealth Management Advisors, Inc.
Miami, FL
"My Membership with Pinnacle Equity Solutions has breathed a fresh breath of life into my wealth management practice. The exit strategies concept is unique and a great value-add for my business owner clients. Within a month of attending the 2-Day Exit Strategies Training Workshop, I was incorporating exit strategy planning into my practice and impressing clients with my holistic advice on their illiquid wealth.
"I am now excited about prospecting with this idea as no other advisors are using these tools to grow their practices. Pinnacle's approach has allowed me to engage this valuable marketplace of business owners like never before, providing more opportunity for my practice than I could have even imagined."
R. Bennett Firestone
Legacy Wealth Management
Mt. Pleasant, NC
"I thoroughly enjoyed the Pinnacle workshop. It was one of the most informative and exciting workshops I have attended in a long time. This looks to be a very exciting new opportunity for financial advisors and I recommend you attend if you want to know more about the field of Business Transition Planning."
Timothy T. Traub, CFP
Orleans, MA
"In assisting my M&A clients, I recognized a great need for exit planning. I had been actively searching for an organization to give me the needed knowledge, tools and information to integrate this service into my existing M&A practice. John Leonetti has addressed this grossly under-served market segment and is providing financial professionals the necessary tools and support to capture this growing market. I am so thankful to have found Pinnacle Equity Solutions. Now I will be able to successfully incorporate exit planning into my present business. I highly recommend it!"
If you have questions about registering for this event or require additional information about our services, you can all our Pinnacle Equity Solutions office at 781-821-2608.
Christopher G. Gent, CLU, ChFC, CIC
Managing Partner, The Hartford Agency of New England Financial, a MetLife Company, with four locations in Connecticut and Massachusetts. Built the agency from five associates to over 65 with a staff of product specialists to support them.
Presently developing a private practice and personal clients, specializing in executive benefits, investment management, succession planning, group insurance benefits and qualified plan design and investments.
