Step-by-step guidance for business owners and their advisors on how to create a successful business exit strategy
With private business representing more than half the U.S. economy, the aging of the Baby Boomer generation and their retirement goals represents an important topic. As this generation prepares to leave the business arena, many will need guidance on how to successfully exit their business and protect as much wealth as possible. Exiting Your Business, Protecting Your Wealth provides this guidance. Providing proven direction with which business owners can measure their financial and mental readiness to exit their business, this timely book presents various exit options and provides guidance on achieving the exiting owner's long-term goals.
John M. Leonetti, CFP, CM&AA (Boston, MA), is the owner of Pinnacle Equity Solutions, which provides exit strategy design and execution services to financial advisors and owners of privately held businesses. In addition, he is the owner of Beacon Hill Equity Group, which provides comprehensive planning and investment advisory services to high-net-worth households. He has been a financial consultant with Smith Barney; a financial advisor with Merrill Lynch Pierce Fenner & Smith; and a mergers and acquisitions associate with Trudeau & Trudeau Associates.
