Business Exit Strategy Services and Exit Planning training for business owners and professional adviors
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Join our Silver Membership Program Today!

Our exciting Silver Membership Program is designed for advisors who are incorporating Exit Strategies Planning into their practice but need tools, training, networking and support in order to prospect and acquire business owner clients who are looking to leave their business.

The key to long-term growth and success is finding a way to stay informed and motivated on a consistent basis.

  • Training:
    • A 12-Month Exit Strategies Online Training Course which is a part of the Membership program. These monthly lesson plans are designed for you to learn and/or reinforce your understanding of exit planning and Pinnacle's system.
    • Live training calls every month focused on practice management topics, interviews with experts within the exit planning marketplace, current newsletter topics, and much more.
    • Introductory Essentials Training Program which is a 2 1/2 hour guided Powerpoint training program to jumpstart your learning.
  • Tools:
    • Pinnacle's Membership includes a license to use hundreds of articles, newsletters, white papers and training calls for your practice and continuing education. You also receive access to prospecting and marketing tools including: fact finders, an exit planning brochure, engagement agreements, breakfast presentations and much more to make the integration of exit planning into your practice turnkey.
    • Pinnacle's Online Content Library also contains over 120 hours of spotlight guest calls with experts in the exit planning space and practice management training calls to provide you with additional resources related to customizing your practice and engaging owners.
    • Access to Pinnacle's Virtual Data-Room which is a safe and secure place to store the necessary documents for your clients.
    • Automatic distribution of our ghost-written newsletters to your business owner list on your own customized template.
  • Support:
    • Pinnacle has five (5) full-time employees in their corporate headquarters supporting the needs of and coaching their fast-growing Membership.
    • In addition to personnel, Pinnacle also supports its Membership with monthly training and coaching calls, which include CD's and transcripts of all calls for review at your convenience.

Sign up for the Silver Membership Program!