Here at Pinnacle Equity Solutions headquarters, we spend a lot of time thinking about the millions of business owners who are approaching retirement age but continue to have the majority of their personal net worth tied up in their illiquid business. One of the most important questions that we ask about this group of owners […]
Here at Pinnacle Equity Solutions headquarters, we spend a lot of time thinking about ways to make our 120 Members more successful and continuing to lead the emerging exit planning marketplace. With ‘creativity’ as one of our core values, we are constantly creating new ways to have the professional advisors in our Membership be more effective with business owner […]
Providing Solutions for The Exit Planning Industry
Ensuring the advisors that depend on us are well educated and successful.
Explore what Pinnacle Equity Solutions has to offer..
Exit Planning Chapter Meetings
These nationwide meetings are designed for networking, education, and awareness raising on exit planning(advisors & owners welcome).
Exit Planning Training, Tools, Support & Events
We offer professional advisors a number of Pinnacle's Membership, our 2-day workshops, our ongoing coaching and support, a license to use our extensive IP, and live events including weekend trainings and annual conferences.
Exit Planning Certification (CBECTM)
Our Certified Business Exit Consultant™ professional designation is a market leader. After extensive training, we issue the mark to those who have demonstrated success with exit planning by writing a plan for an exiting owner.
Information for Business Owners
Our networking, Membership training and certification course are all built to help you achieve a more successful exit. We have training advisors local to you ready to assist you.