The International Exit Planning Association
Professional Services software - N/A, N/A, US
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The International Exit Planning Association Details
Pinnacle Equity Solutions is the fastest growing exit planning business in the world. We have over 100 professional advisors as our Members, to whom we provide four (4) basic services: 1. Training - our market-leading 2-day exit planning workshop, online courses and Certified Business Exit Consultant professional designation. 2. Tools - our online content library consists of more than 140 hours of recorded interviews, content, lesson plans, etc. . . This also includes more than 85 exit planning newsletters, breakfast presentations, practice management tools, etc. . . that our Members have a license to use to grow their exit planning practices. 3. Our network of professional advisors who work in a collaborative manner on engagements with exiting owners. We have attracted top advisors around the country in estate planning, ESOPs, M&A, tax, risk and wealth management, as well as valuation, business consultants, and part-time CFOs. 4. Support - Five (5) full-time employees serve our 100+ Members on a daily basis with their exit planning needs. We also provide customized coaching services and monthly calls and materials to get and keep your exit planning business on track. We work with our Members to assist them in writing their exit plans as well. Beyond all of this, Pinnacle works with a select number of business owners each year to 'practice what we preach' and actually deliver the same services that we training our Members to do.
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