Exiting Your Business, Protecting Your Wealth : A Strategic Guide for Owners and Their Advisors
ISBN: 9780470400708
Platform/Publisher: Ebook Central / Wiley
Digital rights: Users: Unlimited; Printing: Limited; Download: 7 Days at a Time
Subjects: Business/ Management;

Written by John Leonetti-attorney, wealth manager, merger and acquisition associate, and fellow exiting business owner in his own right- Exiting Your Business, Protecting Your Wealth will guide you in thoughtfully planning out your exit options as well as helping you analyze your financial and mental readiness for your business exit. Easy to follow and essential for every business owner, this guide reveals how to establish an exit strategy plan that is in harmony with your goals.

John M. Leonetti , CFP, CM&AA, is the owner of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services to advisors and their privately held business owners. In addition, he is the former owner of Beacon Hill Equity Group, an advisory business that provided comprehensive exit strategy planning and investment advisory services to high-net-worth business owners (he followed his own instructions in successfully exiting that business). He also teaches private finance to MBA students as an adjunct professor at Suffolk University; has been a financial consultant with Smith Barney; a financial advisor with Merrill Lynch Pierce, Fenner & Smith; a mergers and acquisitions associate; and a manager in his family business.

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