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Mr. John M. Leonetti

Founder and Managing Director

Pinnacle Equity Solutions Inc

Direct Phone: (617) ***-****       

Email: j***@***.com

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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 practice. What type of advisor can benefit from your membership? Our memberships are not ju ... more

Find other employees at this company (14)

Background Information

Employment History

Certified Financial Planner

Smith Barney , Inc.

Affiliations

Founder
Exit Plan Pros

Education

BS

Finance

Providence College

JD

Law Degree

Suffolk University

M.S.

Finance

Masters Degree

Finance

Suffolk'e

Masters Degree

Finance

Suffolk's Sawyer School of Management

Web References (29 Total References)


John M. Leonetti, Esq., M.S. ...

www.exitplanningnh.com [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.
...
John enjoys spending time with his family.


The Pinnacle Equity Solutions Team

www.pinnacleequitysolutions.com [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. 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.


John M. ...

strategicexitinstitute.com [cached]

John M. Leonetti

...
John M. Leonetti
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 .... Read More


Pinnacle Equity Solutions – Performance Systems and Associates

levelbreaker.com [cached]

After working with hundreds of privately-held business owners, Pinnacle founder, John Leonetti developed a 6-step process to assist virtually any owner with planning for their exit.


About Pinnacle Equity Solutions

www.exitingyourbusiness.com [cached]

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.

Originally from Brooklyn, New York, John currently resides in Canton, Massachusetts, with his wife, Christine, and their four children - Catherine, Elizabeth, Michael and Nicholas.
...
Copyright © 2008, John M. Leonetti. All Rights Reserved. Home | About the Book | Book Resources | Sell My Business | Free Evaluation Request | Contact Us | Live Events

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