John Leonetti, Esq., M.S. Finance, CFP, CM&AA, Certified Business Exit Consultant | Professional Bio.
John Leonetti, Esq., M.S. Finance, CFP, CM&AA, Certified Business Exit Consultant
Pinnacle Equity Solutions
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.
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.
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
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.
remains actively involved with his
alma mater, having received its Outstanding Alumni Award in 2003 in recognition of his
enjoys spending time with his
family, playing golf, and riding his
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.