John M. Leonetti is the founder and managing director of Pinnacle Equity Solutions, an exit strategy planning firm which offers planning services to business owners as well as education and training programs for professional advisors. He is a recognized thought leader in the exit strategy planning field and for fifteen years has served the various roles of manager, transactional advisor, legal advisor and financial advisor to privately held businesses. He is also an exiting business owner in his own right, successfully selling his wealth management business in early 2008. John is author of Exiting Your Business, Protecting Your Wealth – A Strategic Guide for Owners and Their Advisors [John Wiley & Sons, 2008], as well as an adjunct professor teaching Retirement and Estate Planning courses and a 'first of its kind' Private Capital Markets for MBA students at Suffolk University in Boston.
Become a member of our Exit Strategies Training Program
Pinnacle Newsletter Program
VIP Consultations with John M. Leonetti
Exit Strategy Planning Home Study Course
David Neagle CD/Transcript Bundle
Today, there is a lack of focus on Exit Strategy Planning. To fill this void, our team supports business owners and their advisors in designing and executing Exit Strategy plans that accomplish the exiting owner’s goals. Exit Strategy Planning is a holistic and comprehensive plan for the business owner's corporate, personal, and family objectives.
We are always interested in hearing your questions or comments regarding Exit Strategy planning. Feel free to contact us and someone from the Pinnacle Team will get in touch with you shortly.
By Email: email@example.com
By Phone: 617-367-5772 | Toll Free: 1-866-680-1011
By Fax: 617-367-0799
We are always interested in hearing your comments or questions regarding Exit Strategies planning or how our membership programs can benefit your practice. Someone from our office will respond to you shortly.
You can reach us any of the following ways:
Mail: 399 Neponset Street, Suite 202
Canton, MA 02021