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USA's largest CFO firm focusing on mid-market companies

Exit Strategies

John M. Leonetti, Esq., M.S. Finance, CM&AA
Managing Director, Pinnacle Equity Solutions

Author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and their Advisors [John Wiley & Sons, 2008]

ORDER YOUR COPY TODAY!

John M. Leonetti is the founder of Pinnacle Equity Solutions and, for fifteen years, has served as a principal, a manager, a transactional advisor, a legal advisor and a financial advisor to privately held businesses, their owners, and their advisors. Over this time period John has noticed a lack of consistency in how Exit Strategy services are delivered to the entrepreneur. This inconsistency exists, even though succeeding a business is one of the most important and complex financial decisions that will be made in that business owner's lifetime. Proper planning and well timed exits can literally mean millions of dollars in additional Value and Wealth Preservation that is added to a business owner's net worth and legacy.

John brings to the Exit Strategies practice an extensive education to go with his hands-on work experience. He earned his Law Degree from Suffolk University and is an attorney in the State of Massachusetts. Along with the Law Degree, John also completed a Masters Degree in Finance at Suffolk's Sawyer School of Management and holds a BS in Finance from Providence College.

Academic achievements include teaching Retirement and Estate Planning courses at Suffolk University for those studying to earn the CFP^® certification and a 'first of its kind' Private Capital Markets course being offered in the Spring of 2007. Private Capital Markets is a course for MBA Students, Entrepreneurial students, Business Owners and Advisors on Valuing, Financing and Transferring privately held businesses within the developing world of the Private Capital Markets. In the Fall of 2008 John released his book, Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and their Advisors.

Originally from Brooklyn, New York, John currently resides in Canton, Massachusetts, with his wife, Christine, and their four children - Catherine, Elizabeth, Michael and Nicholas. He remains actively involved with his alma mater, having received its Outstanding Alumni Award in 2003 in recognition of his continuing dedication. John enjoys spending time with his family, playing golf, and riding his motorcycle.

Testimonials

"Every business owner and entrepreneur needs to read this book and then follow it's directives to the letter. Absolutely essential!"

Michael E. Gerber, Founder/Chairman/CEO Chief Dreamer Enterprises and Author of the E-Myth Books

"A priceless gem full of timeless wisdom and accurate insights. This book will help you and your advisors to achieve a more effective and graceful exit from your business. I highly recommend that you and your advisors follow John's counsel. Doing so can dramatically improve your income."

Bruce R. Wright, Author of The Wright Exit Strategy: Wealth How to Create It, Keep It and Use It. Inventor of Macro Strategic Planning

"The marketplace of privately-held businesses and the advisors who serve them has been waiting for and very much in need of a book like Exiting Your Business, Protecting Your Wealth. This guide for owners and advisors illustrates how illiquid wealth that is trapped inside of a private business can be liberated and used to meet an exiting owner's personal goals. With literally millions of Baby Boomer business owners facing the challenging task of transitioning out of their business, Leonetti has developed a constructed a blue-print that can benefit virtually any private company owner who is looking for a solution to their business exit."

Rob Slee, Private Markets Guru and Author or Private Capital Markets

Contact Information:

john@pinnacleequitysolutions.com
Phone: 781.821.2608
Fax: 781.821.2644

Pinnacle Equity Solutions
399 Neponset Street, Suite 202
Canton, MA 02021

www.pinnacleequitysolutions.com
www.exitingyourbusiness.com

B2B CFO® (877) 4-B2B CFO

USA's largest CFO firm focusing on mid-market companies

Exit Strategies

ORDER YOUR COPY TODAY!

Testimonials

Contact Information:

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B2B CFO^® (877) 4-B2B CFO

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