John Leonetti
Esq., M.S. Finance, CM&AA
Free
Business Exit Strategies Expert
John Leonetti Quick Facts
- Main Areas
- Business Exit Strategies Training and Solutions
- Career Focus
- Business Owner, Business Advisor, Business Coach, Financial Advisor Training
John M. Leonetti is the founder and managing director of Pinnacle Equity Solutions, an exit strategy planning firm which offers planning services to business owners as well as education and training programs for professional advisors. He is a recognized thought leader in the exit strategy planning field and for fifteen years has served the various roles of manager, transactional advisor, legal advisor and financial advisor to privately held businesses. He is also an exiting business owner in his own right, successfully selling his wealth management business in early 2008. John is author of Exiting Your Business, Protecting Your Wealth – A Strategic Guide for Owners and Their Advisors [John Wiley & Sons, 2008], as well as an adjunct professor teaching Retirement and Estate Planning courses and a 'first of its kind' Private Capital Markets for MBA students at Suffolk University in Boston.
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Articles by this expert
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Article
Talking the Language of Exits
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''.
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Article
Bouncing Out of This Recession
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 ...
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Article
Business Owners Need to Start Growing Into Their Exit
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 ...
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Article
Business Owners Need to Start Growing into Their Exit
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 ...
Recently added
Article
Bouncing Out of This Recession
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 ...
Recently added
Article
Can Being a “Go-Giver” Grow Your Business?
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 ...
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Article
Exit Strategies & Diversification
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 ...
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Article
What Are You Stepping Into With Your Business Exit?
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 ...
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Article
Business Exit Planning and the Rise of the Internal Transfers
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 ...
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Article
The Success of Exiting a Business and Seeing the Big Picture
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 ...
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Article
The Expected Wave of Exiting Business Owners
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 ...
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Article
Business Owners are Picking Up, Dusting Off and Moving On
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 ...
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Favorite Quotes & Thoughts from John Leonetti
Today, there is a lack of focus on Exit Strategy Planning. To fill this void, our team supports business owners and their advisors in designing and executing Exit Strategy plans that accomplish the exiting owner’s goals. Exit Strategy Planning is a holistic and comprehensive plan for the business owner's corporate, personal, and family objectives.
Contacting John Leonetti
You can reach us any of the following ways:
Mail: 399 Neponset Street, Suite 202
Canton, MA 02021
Email: info@pinnacleequitysolutions.com
Phone: 781-821-2608
How to get started
We are always interested in hearing your questions or comments regarding Exit Strategy planning. Feel free to contact us and someone from the Pinnacle Team will get in touch with you shortly.
www.PinnacleEquitySolutions.com www.ExitingYourBusiness.comBy Email: info@exitingyourbusiness.com
By Phone: 617-367-5772 | Toll Free: 1-866-680-1011
By Fax: 617-367-0799
Other highlights
Become a member of our Exit Strategies Training Program
http://www.pinnacleequitysolutions.com/public/119.cfm
Pinnacle Newsletter Program
http://www.pinnacleequitysolutions.com/public/department86.cfm
VIP Consultations with John M. Leonetti
http://www.pinnacleequitysolutions.com/public/department76.cfm
Exit Strategy Planning Home Study Course
http://www.pinnacleequitysolutions.com/public/123.cfm
David Neagle CD/Transcript Bundle