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This profile was last updated on 1/20/15  and contains information from public web pages and contributions from the ZoomInfo community.

John M. Leonetti

Wrong John M. Leonetti?

Managing Director

Pinnacle Equity Solutions Inc
399 Neponset Street Suite 202
Canton , Massachusetts 02021
United States

Company Description: Pinnacle Equity Solutions is a membership-based company that works with advisors who are interested in incorporating Business Exit Strategy planning into their...   more
Background

Employment History

Education

  • M.S. , Finance
  • Law Degree
    Suffolk University
  • Masters Degree , Finance
    Suffolk's Sawyer School of Management
  • BS , Finance
    Providence College
85 Total References
Web References
CPA Academy
www.cpaacademy.org, 20 Jan 2015 [cached]
John Leonetti, Esq., M.S. Finance, CFP, CM&AA, Certified Business Exit Consultant | Professional Bio. CPA Academy
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John Leonetti, Esq., M.S. Finance, CFP, CM&AA, Certified Business Exit Consultant
Pinnacle Equity Solutions CEO john@pinnacleequitysolutions.com 781.821.2608
...
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.
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John Leonetti, founder of Pinnacle Equity Solutions, authored Exiting Your Business, Protecting Your Wealth to help business owners and their advisors get started on the path to successful exits. John and his team at Pinnacle work with advisors to prepare them to have the intelligent conversation with the business owner about their goals, financial and mental readiness, range of values for the business, options and execution for exit.
John M. Leonetti, Esq., M.S. ...
www.exitplanningnh.com, 22 Dec 2014 [cached]
John M. Leonetti, Esq., M.S. Finance, CM&AA
Managing Director
Pinnacle Equity Solutions was founded by John M. Leonetti who, for fifteen years, 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 eduction to go with his hands-on work experience. He earned his Law Degree from Suffolk University and is a practicing 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. John's undergradute work in Finance was completed at 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 being 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.
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John enjoys spending time with his family.
Exiting Your Business, Protecting Your ...
pinnacleequitysolutions.com, 22 Aug 2014 [cached]
Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.
...
by John M. Leonetti,
ESOP | Exit Plan Pros
www.exitplanpros.com, 27 Sept 2013 [cached]
Recently, our founder John Leonetti was quoted in the Wall Street Journal.
David Buslee Part Time CFO Delafield WI B2B CFO
www.davidbusleecfo.com, 21 Aug 2012 [cached]
(The following was adapted from a Blog Post by John Leonetti, Founder of Pinnacle Equity Solutions.
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John Leonetti, founder of Pinnacle Equity Solutions, recently shared some insights into what he believes exit planning is and what it is not. Bear in mind that in an emerging industry, no one has claim or the final say on what things are or are not. Building an industry takes time and many different perspectives are required. However, the sooner a common language can be agreed upon, the easier it is to begin to advance the profession and attract talent to an industry very much in need of quality people as we continue to grow quickly. This is an attempt to move the conversation - and your thinking - forward a little bit. I believe that John Leonetti's perspective has the potential for this to happen. So he wrote the following:
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Here's what business owners tell John Leonetti when they engage and pay for an exit plan.
Other People with the name "Leonetti":
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