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Free cpe webinars
How To Add Business Sales and Success Fees to Your Advisory Practice

HOW TO ADD BUSINESS SALES AND SUCCESS FEES TO YOUR ADVISORY PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 19, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Register for this course to learn the ins and outs of taking a company to market — the good, the bad, and the ugly! Due to a recent change in federal legislation, non-M&A advisors (CPAs, business consultants, etc.) have more opportunities than ever before to participate in business sales and success fees without the federal requirement of securities licensure.

At the IEPA we have been tracking and joining lobbying efforts for this change, which is now 89 years in the making. This change provides a unique opportunity for many advisors, particularly for those who adhere to the compliance standards that recently changed.

Learning Objectives:


  • Outline best practices from an experienced M&A investment banker who has led hundreds of exit planning engagements that advised on more than $1.5 billion in illiquid wealth and created over $300 million in liquidity events for exiting owners

  • List a step-by-step approach to guiding business owners through the process from deal origination to the transaction closing 

  • Define how advisors can add M&A /sell-side services to existing clients without having to build an entire investment banking business

  • Recall key factors that business owners need to consider prior to the sale of their business

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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John M. Leonetti, Esq., M.S. Finance, CFP, CM&AA is the founder and CEO of Pinnacle Equity Solutions, Inc., an exit strategies firm specializing in exit strategy design and execution services to advisors and their privately held business owners. John is a nationally recognized leader in the Exit Planning field and has been interviewed on ABC News Now, NECN and featured in the Wall Street Journal. In addition, John is the author of the highly publicized book “Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and their Advisors”. John’s book has been the hot topic for many national industry and business owner publications.  For fifteen years, John has served as a principal, a manager, a transactional advisor, a legal advisor and a financial advisor to privately held businesses, their owners, and their advisors. Over this time period John has noticed a lack of consistency in how Exit Strategy services are delivered to the entrepreneur. This inconsistency exists, even though succeeding a business is one of the most important and complex financial decisions that will be made in that business owner's lifetime. Proper planning and well timed exits can literally mean millions of dollars in additional Value and Wealth Preservation that is added to a business owner's net worth and legacy. John brings to the Exit Strategies practice an extensive education to go with his hands-on work experience. He earned his Law Degree from Suffolk University and is an attorney in the State of Massachusetts. Along with the Law Degree, John also completed a Masters Degree in Finance at Suffolk's Sawyer School of Management and holds a BS in Finance from Providence College. Academic achievements include teaching Retirement and Estate Planning courses at Suffolk University for those studying to earn the CFP® certification and a 'first of its kind' Private Capital Markets course offered in the Spring of 2007. Private Capital Markets is a course for MBA Students, Entrepreneurial students, Business Owners and Advisors on Valuing, Financing and Transferring privately held businesses within the developing world of the Private Capital Markets. In the Fall of 2008 John released his book, Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and their Advisors. Originally from Brooklyn, New York, John currently resides in Canton, Massachusetts, with his wife, Christine, and their four children - Catherine, Elizabeth, Michael and Nicholas. He remains actively involved with his alma mater, having received its Outstanding Alumni Award in 2003 in recognition of his continuing dedication. John enjoys spending time with his family, playing golf, and riding his motorcycle.

About Our Presenter

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The International Exit Planning Association is the market leader in providing education, consulting, and support to help middle-market companies design and execute comprehensive exit plans that allow owners to transition their businesses to the next owner, whether they are family, management teams, or outside buyers.

The IEPA provides exit planning education for advisors and owners of privately-held businesses through our books, white papers, online videos, live events, and webinars. Their private consultations include meeting with Certified Business Exit Consultants who are all senior-level, experienced advisors that follow the 6-step exit planning process in their work with owners. This unique group of advisors has access not only to the IEPA's content and support, but also to each other so that virtually any exit situation, in any industry, is one that our network of Members has seen before.