Exit Plan Pros and Pinnacle Equity Solutions Announce Exit Planning Partnership

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The new partnership between Exit Plan Pros and Pinnacle Equity Solutions will bring comprehensive Exit Planning services to the Bay Area.

Pinnacle Equity Solutions, a national exit strategy, training and solutions firm; and Exit Plan Pros, a local Bay Area Exit Planning firm; are launching their partnership with a morning educational seminar on June 28th at the Wendel Conference Center in Oakland, California. Business owners and advisors are welcome to attend.

“Business Exit Planning is gaining a lot of traction today thanks to the sheer number of baby boomers reaching retirement age. Our seminar is a great opportunity for business owners and advisors to learn about Exit Planning from John Leonetti; author of the bestselling book, ‘Exiting Your Business, Protecting Your Wealth.’ says Gary T. Brooks, chief executive officer and founder of Exit Plan Pros. “It’s inevitable, every business owner will exit their business at one point or another. Hiring an expert to guide you through what may be the most important series of decisions in your business career is absolutely vital. Mistakes made when exiting your business may affect you for the rest of your life.”

John Leonetti, founder of Pinnacle Equity Solutions, also shares his enthusiasm for bringing exit planning services to the San Francisco Bay Area with Exit Plan Pros, “We chose to partner with Exit Plan Pros because they have the strongest reputation for achieving the best results for business owners. Exit Plan Pros brings more than twenty-five years of exit planning experience to the table. We admire the deeply rooted relationships they have established with their clientele.”

Exiting a business is one of the largest financial and emotional decisions a business owner will make. The presentation will include a general overview of options available to business owners when considering the transfer of their business. Attendees will also learn when and how business owners should begin planning their Exit Strategy. Other discussion topics will include the landscape of service providers, business valuation basics, agreements required in a deal, trends in today’s marketplace and selling multiples.

To register for the event please visit: http://www.exitplanningsf.com/

About Exit Plan Pros:
Exit Plan Pros has more than twenty-five years in developing and executing personalized Exit Plans for business owners. The Exit Plan Pros planning process ensures that business owners maximize the value of their business while minimizing the tax ramifications of any sale or transfer.

About Pinnacle Equity Solutions:
Pinnacle Equity Solutions provides training to advisors who are looking to incorporate Business Exit Strategies Planning into their practice. Pinnacle memberships give advisors the tools they need to prospect and acquire these clients, including training classes, marketing materials, white papers, newsletters, and more.

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Alex Bettencourt

Mamie Marcus
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