Training Class is May 23rd
through July 18th
Customized Exit Planning Program
for B2B CFO® Partners
Pinnacle Equity Solutions, Inc. and B2B CFO® are proud to bring you a highly customized, effective, and profitable exit planning program for your business.
The B2B-Pinnacle Exit Planning Program is for B2B Partners who want to build on their Finding the Exit™ conversations with business owners through customized exit planning education, training, tools, and marketing support to prospect and attract high-value, long-term business owner client relationships.
This exciting Membership Program is designed to have you increase your revenues with a new line of business that provides strategic level consulting to business owners which is valued at $300.00 to $400.00 per hour.
Pinnacle Equity Solutions has trained hundreds of professional advisors and consultants on our proven 6-step process for planning and executing business exits. For the B2B Partners, we have combined the message and philosophy of B2B to bring you a fully customized course and tool set.
NOTE: Pinnacle's full-time business is supporting advisors and consultants with their exit planning needs. Unlike other organizations, Pinnacle does not sell businesses, do legal work, manage investments, sell insurance, handle tax matters or compete with your primary business in any way. Our primary objective is to be supportive to your success. Accordingly, the success of Pinnacle's business is dependent entirely upon your success with your focus on exit planning. You will see this approach and attitude reflected throughout our B2B-Pinnacle partnership.
Customized B2B-Pinnacle
Member Exit Planning Course
Dennis Niven
Provides advisory and exit planning services to business owners as a partner with B2B CFO®.
John Leonetti
Founder and C.E.O. of Pinnacle Equity Solutions, specializing in exit strategy design and execution services to advisors and their privately held business owners.
Jerry Mills has worked hard to assure the quality of this program and its applicability to your business. In addition, Dennis Niven(B2B CFO® Partner, Scottsdale, AZ) was added to this customized and comprehensive training course to teach it in the manner similar to that of Joe Worth's Integrity Selling classes for new Partners. Dennis's coursework will be taught via an eight (8) week, online series of Webinars (maximum of fifteen (15) Partners per class). The course work is structured as follows:
- The Training Workbook
You will initially receive a B2B-Pinnacle course training workbook that includes powerpoint slides which assist you with the online lesson plans as well as detail Pinnacle's exit planning system. Also included in the training workbook are case study materials for the B2B-Pinnacle course. - Weekly Lesson Plans
Each week you will receive 'homework', which includes two (2) powerpoint/video lessons that will be approximately 45 minutes in length each. The lesson progresses on its own as you watch, listen, and take notes. At the end of each lesson there are quiz questions to test your learning. - The Live Weekly Classes
After reviewing the video lessons, you will attend the conference call (and Webinar) classes at 6pm EST and be further lead through the hour-long weekly lesson plan by . NOTE: John Leonetti will also be co-instructing. On these calls you will get all of your questions answered and begin to incorporate this training into your practice. - You will receive new lessons every week for a total of eight (8) weeks. At the completion of the eight (8) week course, a final examination will be administered. Upon successful completion of the final assessment, you will 'graduate' and be forwarded a customized B2B-Pinnacle, Finding the Exit binder for use with business owners.
NOTE: Pinnacle's coursework is approved for sixteen (16) CPE credits as well as ten (10) Certified Financial Planning (CFP) credits.
Customized Finding the Exit™ /
Pinnacle Exit Planning Binder
Graduates of the B2B-Pinnacle training program will be provided with a customized Finding the Exit™ binder. The external appearance of this promotional binder will look identical to your existing Finding the Exit™ binder. However, inside will include more details of the 6-step process and deliverables which you will be able to show to your business owner prospects and clients to engage them in the exit planning process in greater detail and consistent with your training. Therefore, similar to today's Finding the Exit™ binder, this is your selling document that illustrates a sample of the written exit plan that you will create for your owners and use to begin generating income for your practice.
Customer Service and Live Orientation
for Each B2B-Pinnacle Member
B2B-Pinnacle Members are 'A' Clients to Our Organization
Pinnacle's internal team is familiar with the B2B organization and views this relationship as one of our 'A' clients. Therefore, each B2B-Pinnacle Member can expect a high level of customer service and support from Pinnacle's organization. This support begins with an orientation call for new B2B-Pinnacle Members. There are many, many features and benefits to the B2B-Pinnacle program and we want you to have knowledge of all of them. Therefore, each new B2B-Pinnacle Member is welcome to participate in our customized orientation for B2B-Pinnacle Members. Upon your registration in the B2B-Pinnacle program, you will receive an invitation to an upcoming B2B-Pinnacle orientation. And, throughout the term of your B2B-Pinnacle Membership, you can expect excellent customer service from our office.
Branding and Differentiating your Practice:
Pinnacle's Automated, Exit Planning Newsletter Marketing Support
Tool for Business Owner and Referral Source Communications
Online Newsletter Content and Distribution
Advisors and consultants who incorporate exit planning in their businesses want to brand their practice with this unique service in order to differentiate themselves in the marketplace. One of the keys to branding your practice is consistency of the message that you are sending. Your B2B-Pinnacle program enrollment empowers you to brand your practice not only by providing each B2B-Pinnacle Member with a license to access and use Pinnacle's exit planning newsletters (and other content), but it also includes access to our online newsletter distribution system and support to assist you in consistently sending this special content to your business owners and centers of influence. Pinnacle will also support you in seeing that this branding is done on a consistent basis.
Customizing Your Online Stationery
Pinnacle's team will work with you during our orientation process to build a customized newsletter with your company branding. You work with our internal team to design and approve the look and feel of your online 'stationary'. Once this is established, Pinnacle will automatically (bi-monthly) load and deliver the newsletter content to your list of subscribers.
Customizing and Tracking Your Communications
Each newsletter that is sent to owners and centers of influence can also be personalized by each B2B-Pinnacle Member. You will have you own username and password to log onto the newsletter system and customize the content and message for your bi-monthly exit planning newsletter. This individual account access will also empower you to track who opens your newsletters as well as who 'clicks through' to any offering that you have provided. NOTE: Pinnacle's content library includes training classes for online newsletter distribution tools and techniques to further assist you in marketing and building your practice.
Access to Pinnacle's Virtual Data-room for
Exit Plan Document Accumulation and Storage
The writing of an exit plan for a business includes the collection and analysis of many different client documents. In order to assist you in facilitating this process of data-collection and review, your B2B-Pinnacle Membership includes access to Pinnacle's secure, virtual data-room for storage and retrieval of client documents.
Practice Management Tip: A properly designed exit planning process will put you in a position of trust with your exiting owners. Your owners will share vital, personal information with you as they look to build a plan for their exit. By organizing your owner's documents and, hence their lives for them, you will be in a position to be irreplaceable as an advisor or consultant to these owners. The accumulation, organization and secure storage of client documents is a vital part of this process and one that will have you building a stronger, more consistent, and more profitable business.
Access to Pinnacle's Content Library
Beyond the newsletters, your B2B-Pinnacle membership includes a license and access to our entire library of proprietary exit planning content, support tools, additional training materials, prospecting tools, practice management classes, fact finders, engagement agreements (approved by B2B CFO®) and much, much more. Pinnacle's content library contains more than 100 hours of proprietary content for your continuing education and specific needs. Dozens of specialized topics are archived for you to continue learning as you begin to address the complexities associated with a business exit plan. This online library is available to you 24 hours a day, 7 days a week. For the B2B-Pinnacle Member who wants to immerse themselves in learning, there are a variety of practice areas and additional lesson plans to choose from to further your education and skill sets.
In short, Pinnacle's content library includes everything that you need to be in the exit planning business right away as well as to perpetually continue your education and learning.
The Exit Strategies Newsletters
and Training Calls
The Constant Creation of New and 'Fresh' Content
Pinnacle creates six (6) new Exit Strategies Newsletters at the start of each quarter (i.e., January, April, July, & October) which address current issues related to privately-held business owners and their exits. All B2B-Pinnacle Members have access to these Quarterly Newsletter Training Conference Calls, hosted by John Leonetti. On these calls John discusses the relevance of each newsletter topic, providing you with insights, support and further guidance to help keep your focus and to advance your practice by empowering you with the ongoing ability to hold more meaningful conversations with exiting owners.
Pinnacle Library of Newsletter Content
Pinnacle's content library includes more than sixty (60) newsletters. Not only is the newsletter content available to you, but an archived training call also accompanies each newsletter so that you can further understand the exit planning topic and be empowered to have a deeper conversation with your exiting owners and referral sources. Pinnacle's newsletters are written on the wide variety of practice and focus areas that are included in any exit plan. These newsletters serve two purposes.
First, the newsletters assist you in branding your practice with exit planning. These newsletters are easily used for your Constant Contact® newsletters.
Next, the newsletter training calls are designed to educate you on the relevance of each topic and why an owner would find the information vital to their exit.
NOTE: Again, B2B-Pinnacle Members have access to all of the Pinnacle content library.
In order to further prepare and support you in delivering this unique service to your business owner prospects and clients, your B2B-Pinnacle Membership will also include a great number of support tools, including:
Additional Content and Tools in the
Pinnacle Content Library
Monthly Practice Management Calls
The 2nd and 3rd month of each quarter are devoted to the practice management issues relevant to driving your exit planning practice forward. Pinnacle added these practice management calls to our programming in 2010. Our topics to date include Online Newsletter Marketing, Selling the Exit Plan, Engaging the Business Owner, Marketing Your Exit Planning Practice, Writing an Exit Plan, as well as our Case Study series. We have on our calendar additional topics including interviews with Members who are having success with exit planning, how to build your website for effective branding, as well as how to more effectively use Pinnacle's tools, such as the online data-room. The format for these practice management calls comprise both a training call and then a follow up call which is all based upon questions and answers. This format allows Members to listen to the content and, a few days later, get their questions answered. It is this ongoing support that continues to make Pinnacle the leader in not only education but also effective practice management in the exit planning field.
Spotlight Guest Calls
Since 2007, Pinnacle has been finding and interviewing leaders in this emerging field of exit planning. These Spotlight Guest Calls address a wide variety of topics related to exit planning including speakers from the worlds of Private Equity, Valuations, Financing Sources, Employee Stock Ownership Plans, Mergers and Acquisitions, Family Business Consultants, Industry Leaders, Book Authors, Attorneys, and many, many others, including B2B's own Jerry Mills (see Nov. 2009 in the Pinnacle archives). Like our other training calls, the Spotlight calls are archived on the Membership site for your review.
Insights and Networking/Resource Opportunities
These Spotlight Guest calls are carefully designed to provide insights into the exit planning space as well as to provide the B2B-Pinnacle Member with a growing list of national experts upon whom you can rely to provide you with specific insights for client cases.
NOTE: Most Pinnacle Spotlight Guests agree to make themselves available for one-on-one questions from Pinnacle Members. And, many Pinnacle Members have used this benefit not only to gain the insights of the professionals, but also to expand their national network of resource partners for their expanding exit planning practices. In this way, a B2B-Pinnacle Member can accurately state that they have access to a deep pool of talent which has been organized to provide specialized insights, advice, and partnership to our business owner cases. This is a powerful tool for the B2B-Pinnacle Member who is pro-active in communicating with this powerful group of leaders.
Unable to Make the Live Training Calls?
Your B2B-Pinnacle Membership includes a monthly mailing of all of our training calls to your office or home. Every month Pinnacle will mail you a CD recording and transcription of the practice management, spotlight guest and/or newsletter training calls at no extra charge. Pinnacle Members listen to these CDs in their stereo, car, or on their computer. Therefore, even if you do attend the LIVE calls, these CDs will be a great asset to your library, which you can refer to again and again.
Access to an Exit Strategies Breakfast
Presentation and Audio Training
Most Members who make exit planning a part of their business are interested in sharing this with other advisors, centers of influence and owners. We recommend - and have training and a procedures manual for hosting - two (2) hour breakfast presentations to small crowds of owners and advisors. Your B2B-Pinnacle license includes access to this breakfast presentation and empowers you to begin to share this unique concept with others.
We mentioned earlier that the branding of your business includes quality content and consistent messaging. Pinnacle recommends that you establish a series of breakfast presentations over the course of a year and welcome advisors and owners (and/or have advisors bring owners) to learn about planning for their exit.
Practice Management Tip: It is also a very good idea to invite other professionals, to co-present these concepts to owners. In this way, you can build exit planning teams and begin to further reinforce your new focus with other advisors.
Access to Additional Prospecting
and Marketing Tools
Within Pinnacle's Content Library you will find many more tools to assist you in building your exit planning practice. These include:
- Plan Writing Software
- Questionnaire/Fact Finder for the prospecting and information gathering stage of the owner meeting(s).
- Free lead list of 50-100 businesses in your area as a starting point for your prospecting (you simply provide our office with your zip code and we will sort for businesses that fit the criteria of ideal exit planning clients)
- Pinnacle's White Paper Library which includes papers written on various Exit Strategy topics as requested by our members
- Sample phone script to follow when calling prospects
- Exit Strategy Brochures which you can customize for mailing to prospects
- An Introductory Essentials Training Program - A 2 - hour guided Powerpoint training program hosted by John Leonetti to jumpstart your learning
Free Attendance at Future Live Events
In additional to all of these tools, training and benefits, we are also happy to extend an invitation to all B2B-Pinnacle Members to attend one of our live 2-day training sessions at no additional cost (please consult with Pinnacle office for upcoming locations and 2-day workshops around the country).
Conclusion
As you can see, we have worked hard to make this B2B-Pinnacle program the absolute best that it can be to support you in making money in the emerging field of exit planning. On behalf of Jerry, Dennis, and Pinnacle's team, we welcome you into this exciting program and look forward to delivering to you the customized and powerful tools that accompany this profitable business.
B2B CFO® Exit Planning Program
Training Class is May 23rd
through July 18th
Click the button below to register today for this special offer.
Register Now!
If you have questions about registering for this event or require additional information about our services, you can call our Pinnacle Equity Solutions office at 781-821-2608.