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Browse published articles attributed to John Leonetti, with full-archive search.
Many business owners today are confronted with assessing the value of what they have or, more appropriately, may have left in their privately-held businesses. Consequently, most business owners are looking at their business to determine the value and how it can be extracted. This is a part of ...
You may be thinking what I was thinking before heading down to New York to listen to "The #1 Small Business Guru in the World" - that question is:n n "What the heck is a Dreaming Room, and why would I want to be in one?" Well, on my way to New York I had an opportunity to listen to Michael ...
In these trying times, it’s good to get back to some basic concepts around managing and protecting your wealth. Today’s financial environment is providing plenty of reasons to take another look at how your business is positioned relative to your personal plans for an exit. It has been said ...
The role that I play at my company, Pinnacle Equity Solutions, is truly unique. Every day I get to speak with top advisors from around the country on the topic of exit planning. This is particularly exciting as we all recognize how new this industry is and what great opportunities there are to ...
In today’s market environment, many business owners are taking a look at the state of their businesses and measuring that businesses viability and continued profitability against their future exit. What many business owners are realizing is that it is time to get the company in shape in order to ...
A business owner’s exit is a once-in-a-lifetime transformation. We’re not talking about selling a house or a car. This is a complex process that requires the technical expertise of a team of trusted advisors. The key to any successful business exit is planning. It must begin with personal ...
This article is focused on helping business owners and their advisors understand Employee Stock Ownership Plans (ESOPs) and how they can assist in developing effective Exit Strategies from a business. Even with today’s vibrant Mergers and Acquisitions marketplace, many business owners continue ...
I really enjoy sharing many of the insights that I receive through my coaching sessions with advisors. In fact, I have been steadily sharing information regarding a positive mindset and attitude since last fall when the world markets and economies really started to slip into a funk. n ...
The success of exiting a business depends greatly upon the mental perspective of the owner during the exit process. Too often, as business owners, we tend to fixate our thoughts on the business of running our businesses. When, in fact, there is a tremendous amount of value in seeing the ‘big ...
So . . . what the corner office producer at Merrill Lynch knew, that few others were focusing on while the equities markets were in turmoil was rather simple and rather easy to share with those who would listen. He simply said 'buy bonds' (i.e. instead of fixating on the stock market which was ...
Today's business owner is largely without a solid plan for the exit from their business, despite the fact that it is the most important financial (and lifestyle) transaction of their lives. As advisors, the delivery of this message begins with an 'exit conversation' with your business owner prospects and clients. This is where the 'rubber meets the road' - whether you are willing and able to begin this conversation and to follow through on delivering this solution to owners. Today's topic, therefore, is 'talking the language of 'exits''.
The thing about business books is that they tend to be practical, appealing to the left-brain thinker who can use a system or process to advance forward with 'steps' that can be followed in a logical manner to get a certain result. n Well, in my opinion, Barry Moltz breaks from that mold with ...
In today’s market environment, many business owners are taking a look at the state of their businesses and measuring that businesses viability and continued profitability against their future exit. What many business owners are realizing is that it is time to get the company in shape in order to ...
The thing about business books is that they tend to be practical, appealing to the left-brain thinker who can use a system or process to advance forward with 'steps' that can be followed in a logical manner to get a certain result. n Well, in my opinion, Barry Moltz breaks from that mold with ...
I really enjoy sharing many of the insights that I receive through my coaching sessions with advisors. In fact, I have been steadily sharing information regarding a positive mindset and attitude since last fall when the world markets and economies really started to slip into a funk. n ...
For the past fifteen years, I have served as a principal, a manager, a transactional advisor, a legal advisor and a financial advisor to privately held businesses and their owners. Over this time period, I have noticed a lack of consistency in how Exit Strategy services are delivered to ...
With the largest generation in our country’s history entering retirement age, and many of the nation’s private businesses owned and run by these Baby Boomers, the need to prepare for one’s business exit is more important now than ever before. Within the next 35 years, Robert Avery of Cornell ...
Business owners today are beginning to emerge from the bunkers that they have built around themselves and are looking ahead, once again, to what the future has in store. There is a general feeling that we have suffered the worst of this storm. Moreover, since even Warren Buffett agreed that ...
The emotional impacts of exiting a business can be disastrous for an owner who did not carefully consider his or her options and future needs, prior to selling or transferring the business. In the absence of this self reflective thought, a successful exit for the departing owner becomes ...
When considering an exit from your business, you need to ask yourself whether you are focused on building an income stream within your business, or whether you are building equity in the business. The difference between these two opposing perspectives will reveal itself when your turn comes to ...
One of the foundational concepts behind Pinnacle's business model is that there are far more businesses that need exit strategy planning advice than - perhaps - the entire population of advisors can competently serve. The statistics below are drawn from a few studies to illustrate this point. ...