Wednesday, March 25, 2009

What an Event!

It is hard to describe the educational experience that 22 high caliber, sophisticated, and entrepreneurial advisors went through last Thurday and Friday at Pinnacle's 2-day Workshop in sunny Las Vegas. Advisor after advisor told me that this was the best presentation and educational event of their careers and that they would be going back to their offices to redesign their advisory practices to capture this opportunity.

Listed below is some of the feedback that was given to Pinnacle's staff regarding the quality of the learning experience.


"The subject matter was deep and insightful. The synergy among the high caliber attendees really took the Workshop to another level. This is a must for the client-focused advisor in the business owner marketplace."

- Emrich Stellar


"Great Workshop and knowledge - very practical."

- Irving Katz


"The beauty of John's methodology is that it is not lost in the numbers . . . . by recognizing the human desires, needs, and foibles of the exiting owner, John's techniques help develop a sound framework for a successful and satisfying ownership transition."

- Rob Brown


"The synergistic dynamic overlay of talents dedicated to a well conceived process to help qualified business owners make well informed decisions on exit options"

- John A. House


"John does a great job in turning a demographic observation into a concrete business. Excellent program !"

- John Alter


"Excellent process and techniques for making the most of the exit planning opportunity."

- Russ Gorman


"Overall excellent !"

- Greg Mickelson


"Excellent program"

- Buz Code

With continuing feedback of this kind, we grow more and more excited about our next program in Boston this Fall. Look for an announcement of the dates and location this summer.

In the meantime, if you want to stay ahead of this growing marketplace, consider Pinnacle's Home Study Course to get you going with Exit Planning right away.

© John M. Leonetti

Specializing in Business Exit Strategies, John M. Leonetti, Esq., M.S. Finance, CM&AA founded Pinnacle Equity Solutions to provide exit strategy planning services to business owners as well as education and training programs for professional advisors. To learn more about John's Exit Strategy Services and his recently published book, "Exiting Your Business, Protecting Your Wealth", visit

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