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.
This webinar is open to the public and complimentary.
Exit Strategy Planning
Friday, January 23, 2009
2:00 pm Eastern / 1:00 pm Central / 12:00 pm Mountain / 11:00 am Pacific
Find out more about Exiting Your Business, Protecting Your Wealth by listening to the two-part StrategyDriven Podcast interview series:
- StrategyDriven Podcast Special Edition 7a – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 1 of 2
- StrategyDriven Podcast Special Edition 7b – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 2 of 2
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.