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Learn How to Exit Your Business and Achieve Your Business and Financial Goals during a One Hour Webinar with John Leonetti

Many small and midsized business owners find the majority of their wealth and income is tied to their illiquid, privately-held business and that the business itself is highly dependent upon their individual efforts for its continued success. These owners built their successful businesses with a plan and now need a new plan to ensure they reap the benefits of their hard work. Whether launching a new business or preparing to transition away from an existing enterprise, business owners need an exit strategy plan to ensure they achieve their ultimate business and personal goals.

In December, we were privileged to host John Leonetti, author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors and Managing Director of Pinnacle Equity Solutions, in a two-part interview series on the StrategyDriven Podcast. During our interview, John shared his insights on what exit planning is, the five exit options, identification of the best exit option given the business owner’s personal and financial readiness and goals, and the impact of taxes on exit option selection.

And now John is offering a complimentary online webinar where participants will learn more about how to implement these strategies and will be an opportunity to ask specific questions on exit planning.

Webinar Details

This webinar is open to the public and complimentary.

Topic:
Exit Strategy Planning

Date:
Friday, January 23, 2009

Time:
2:00 pm Eastern / 1:00 pm Central / 12:00 pm Mountain / 11:00 am Pacific

Pre-Registration:
www.exitstrategytraining.com/webinar

Additional Resource

Find out more about Exiting Your Business, Protecting Your Wealth by listening to the two-part StrategyDriven Podcast interview series:

Additional Information

Complimenting the tremendous insights John shares in Exiting Your Business, Protecting Your Wealth and this special edition podcast are the additional resources accessible from his website (www.ExitingYourBusiness.com). John’s book, Exiting Your Business, Protecting Your Wealth, can be purchased by clicking here.


John Leonetti, author of Exiting Your Business, Protecting Your Wealth, is the owner of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services for advisors and their privately held business owner clients. He previously served as a Financial Advisor with Smith Barney and was an adjunct professor at Suffolk University where he taught Private Finance to MBA students as well as Certified Financial Planning courses to undergraduates. To read John’s full biography, click here.

StrategyDriven Podcast Special Edition 7b – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 2 of 2

StrategyDriven Podcasts focus on the tools and techniques executives and managers can use to improve their organization’s alignment and accountability to ultimately achieve superior results. These podcasts elaborate on the best practice and warning flag posts on the StrategyDriven website.

Special Edition 7b – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 2 of 2 examines how exit planning helps business owners preserve their illiquid business wealth and achieve their post business ownership goals. During our discussion, John Leonetti, author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors and owner of Pinnacle Equity Solutions, shares with us his insights regarding:

  • benefits of employing a multidiscipline advisory team to support exit planning
  • the optimal time to begin exit planning
  • how often to review and update, if necessary, your business exit plan
  • key market trends to consider and monitor when executing an exit strategy

Additional Information

Complimenting the tremendous insights John shares in Exiting Your Business, Protecting Your Wealth and this special edition podcast are the additional resources accessible from his website (www.ExitingYourBusiness.com). John’s book, Exiting Your Business, Protecting Your Wealth, can be purchased by clicking here.

Final Request…

The strength of our community grows with the additional insights brought by our expanding member base. Please consider rating us on iTunes by clicking here. Rating the StrategyDriven Podcast and providing your comments online improves our ranking and helps us attract new listeners which, in turn, helps us grow our community.

Thank you again for listening to the StrategyDriven Podcast!


About the Author

John Leonetti, author of Exiting Your Business, Protecting Your Wealth, is the owner of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services for advisors and their privately held business owner clients. He previously served as a Financial Advisor with Smith Barney and was an adjunct professor at Suffolk University where he taught Private Finance to MBA students as well as Certified Financial Planning courses to undergraduates. To read John’s full biography, click here.

StrategyDriven Podcast Special Edition 7a – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 1 of 2

StrategyDriven Podcasts focus on the tools and techniques executives and managers can use to improve their organization’s alignment and accountability to ultimately achieve superior results. These podcasts elaborate on the best practice and warning flag posts on the StrategyDriven website.

Special Edition 7a – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 1 of 2 examines how exit planning helps business owners preserve their illiquid business wealth and achieve their post business ownership goals. During our discussion, John Leonetti, author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors and owner of Pinnacle Equity Solutions, shares with us his insights regarding:

  • what exit planning is
  • the five exit options
  • identification of the best exit option given the business owner’s personal and financial readiness and goals
  • the impact of taxes on exit option selection

Additional Information

Complimenting the tremendous insights John shares in Exiting Your Business, Protecting Your Wealth and this special edition podcast are the additional resources accessible from his website (www.ExitingYourBusiness.com). John’s book, Exiting Your Business, Protecting Your Wealth, can be purchased by clicking here.

Final Request…

The strength of our community grows with the additional insights brought by our expanding member base. Please consider rating us on iTunes by clicking here. Rating the StrategyDriven Podcast and providing your comments online improves our ranking and helps us attract new listeners which, in turn, helps us grow our community.

Thank you again for listening to the StrategyDriven Podcast!


About the Author

John Leonetti, author of Exiting Your Business, Protecting Your Wealth, is the owner of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services for advisors and their privately held business owner clients. He previously served as a Financial Advisor with Smith Barney and was an adjunct professor at Suffolk University where he taught Private Finance to MBA students as well as Certified Financial Planning courses to undergraduates. To read John’s full biography, click here.