Industry Leading Exit Planning Training and Certification Course to be Held in Boston, MA on March 18th – 22nd, 2013

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Pinnacle Equity Solutions' Certified Business Exit Consultant™ Course in Boston, MA Provides Industry Leading Exit Planning Training for Senior Level Professional Advisors Working with Privately Held Business Owners.

Exit Strategy Training Firm

Pinnacle Equity Solutions, Inc. 399 Neponset St., Suite 202 Canton MA, 02021 781-821-2608

Pinnacle Equity Solutions, the leading exit strategy training firm in the country, will be hosting one of their 2013 Certified Business Exit Consultant™ courses in Downtown Boston, MA on March 18th – 22nd. The CBEC™ course is designed to teach senior level professional advisors how to effectively and profitably add business owner exit planning to their practice using Pinnacle’s proven process, systems, and support.

Pinnacle’s Certified Business Exit Consultant™ course is a week long course held in Boston, MA that trains professional advisors on how to master the exit planning conversation with their business owner clients and prospects, construct a comprehensive written exit planning report, and deliver solutions to the marketplace of exiting business owners. There are currently over ten (10) million baby boomer business owners in the United States today and the majority of these owners will be exiting their business in the next five (5) to ten (10) years. By offering exit planning advice and support to these business owners, senior level advisors can position themselves with current clients and prospects as a resource to assist with this complex need.

“It’s a thrill to be leading the emergence of this exciting new industry through our 2013 CBEC™ courses” says John Leonetti. “The quality of senior level advisors that we attract to our CBEC™ courses is a testament not only to the great opportunity that exit planning provides to owners but also to the reputation that Pinnacle continues to enjoy as the leaders in this new field.”

During the five (5) day Certified Business Exit Consultant™ course, professional advisors from around the country (and around the world) will learn Pinnacle’s proprietary and proven 6-step exit planning process. This course brings together advisors from all disciplines – attorneys, financial planners, CPAs, risk managers, wealth managers, valuation professionals, business consultants, part-time CFOs, and others – and presents new and innovative ways these professionals can collaborate to provide business owners with the highest level of exit planning services available in the marketplace today.

The course is led by John Leonetti and supported by Pinnacle’s faculty of experts in the fields of tax, estate planning, Employee Stock Ownership Plans (ESOPs), legal agreements, valuation, growth consulting and more. Each expert presents their content in an overall structure that has been shaped and molded over more than five (5) years to assure that advisors who attend the course leave with the breadth of knowledge necessary to become a leading exit planner in the marketplace. In addition, two (2) days of the course are dedicated to practice management; learning how to prospect the owner, engage the owner, and deliver value in the exit planning engagement.

The Certified Business Exit Consultant™ course is available to senior level advisors who demonstrate the experience necessary to provide this complex service to business owners in the marketplace. To learn more about the course and to submit an application, please visit If you would like to receive updates on Pinnacle and the marketplace of exiting owners, click here to be added to Pinnacle’s newsletter list.

About Pinnacle
Pinnacle Equity Solutions was formed on the belief that privately-held business owners need an improved process for planning for their business exit and transition. There is a gap today between traditional business brokers / mergers and acquisitions services and those offered by personal advisors such as financial, insurance, CPAs and attorneys. A business exit is both a personal and a business decision. Pinnacle believes that any transaction that is being contemplated should be accompanied by a comprehensive planning process to assure that the right decisions are being made.

With the majority of an owner’s wealth tied to their illiquid business, and millions of baby boomer owners marching towards retirement, Pinnacle stands alone in our passion and commitment to helping owners and their advisors learn about the ways to safely and securely exit their illiquid businesses and protect their wealth.

Pinnacle was founded in 2007 by John Leonetti, who is also the author of the leading exit planning book Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors. Since its founding, Pinnacle has trained hundreds of professional advisors who have gone on to profitably add business owner exit planning to their practices. Pinnacle provides continued support to this national network of advisors through the six (6) person staff at Pinnacle headquarters in Canton, Massachusetts.

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Liam O'Shea
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