Content Provider
Pinnacle

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Self-Study CPE
VALUING ACCOUNTING FIRMS
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SUCCESSION PLANNING: ALTERNATIVE DEAL STRUCTURES
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PARTNERSHIP / SHAREHOLDER AGREEMENTS 101
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Pinnacle exitplan

ADDING BUSINESS OWNER EXIT PLANNING TO YOUR ADVISORY PRACTICE

Cost Free   CPE Credits 1.5 hours   Subject AreaPractice Management (Management Advisory Services)  Course LevelBasic  Instructional MethodGroup Internet-Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Other 
Course Description

With the pending retirement of millions of baby boomer business owners, there is a great opportunity to generate additional sources of income by adding exit planning to your advisory practice. This live webinar introduces Pinnacle’s six (6) step exit planning process that hundreds of advisors have successfully followed to add exit planning to their practices. We will cover the owner’s mental and financial readiness, the ranges of value for the company, the five (5) main exit options, deal structure and legal agreements. In addition, we discuss how to prospect business owners and deliver value in an exit planning engagement. The marketplace of exiting owners is currently in the millions and growing; the material presented in this webinar is the first step in taking advantage of this tremendous opportunity, and can also lead towards obtaining the prestigious "Certified Business Exit Consultant" designation.

Learning Objectives

  • Learn what business owners are most concerned about and the key questions that advisors are not asking their business owner clients.

  • Learn how to prospect the exiting owner and deliver value inside an exit planning engagement.

  • Learn the mistakes to avoid in discussion exit planning with owners.

  • Understand Pinnacle’s 6-step exit planning process.

  • Learn the four types of exiting owners – a simple way to determine the type of owner you are dealing with and what their optimal exit is.

  • Learn the five (5) major exit transaction options and the value applied to each.

Testimonials

"It opened some new areas of practice for me at a time when tax preparation is struggling. I would highly recommend this presentation to anyone looking to expand their practice."

"An interesting area of planning while serving small businesses and can strengthen relationship as a trusted adviser."

"This course was very helpful to someone positioned as the "trusted advisor" to clients. Excellent topic!"

"WONDERFUL presenter. Making me consider the future of my company and what types of changes we may need to make."

"Enjoyed the class; fast paced and informative."

"Very interesting - I can definitely see the need for this service in coming years. Good presentation."

Pinnacle Linkedin

John M. Leonetti, Esq., M.S. Finance, CFP, CM&AA is the founder and CEO of Pinnacle Equity Solutions, Inc., an exit strategies firm specializing in exit strategy design and execution services to advisors and their privately held business owners. John is a nationally recognized leader in the Exit Planning field and has been interviewed on ABC News Now, NECN and featured in the Wall Street Journal. In addition, John is the author of the highly publicized book “Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and their Advisors”. John’s book has been the hot topic for many national industry and business owner publications. 

For fifteen years, John 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 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.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211