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StrategyDriven Podcast Special Edition 7a – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 1 of 2
StrategyDriven Podcasts focus on the tools and techniques executives and managers can use to improve their organization’s alignment and accountability to ultimately achieve superior results. These podcasts elaborate on the best practice and warning flag posts on the StrategyDriven website.
Special Edition 7a – An Interview with John Leonetti, author of Exiting Your Business, Protecting Your Wealth, part 1 of 2 examines how exit planning helps business owners preserve their illiquid business wealth and achieve their post business ownership goals. During our discussion, John Leonetti, author of Exiting Your Business, Protecting Your Wealth: A Strategic Guide for Owners and Their Advisors
and owner of Pinnacle Equity Solutions, shares with us his insights regarding:
what exit planning is- the five exit options
- identification of the best exit option given the business owner’s personal and financial readiness and goals
- the impact of taxes on exit option selection
Additional Information
Complimenting the tremendous insights John shares in Exiting Your Business, Protecting Your Wealth and this special edition podcast are the additional resources accessible from his website (www.ExitingYourBusiness.com). John’s book, Exiting Your Business, Protecting Your Wealth, can be purchased by clicking here.
About the Author
John Leonetti, author of Exiting Your Business, Protecting Your Wealth, is the owner of Pinnacle Equity Solutions, an exit strategies firm specializing in exit strategy design and execution services for advisors and their privately held business owner clients. He previously served as a Financial Advisor with Smith Barney and was an adjunct professor at Suffolk University where he taught Private Finance to MBA students as well as Certified Financial Planning courses to undergraduates. To read John’s full biography, click here.
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All too often, strategic planning coordinators are frustrated by an inability to coordinate critical meetings such that all required individuals are able to attend. While strategic planning should be a high priority for all executives and senior managers, so are a great number of other tasks. To ensure the needed executives and managers are available, thereby making the most effective use of their time, it is important to schedule these critical meetings far in advance. By using strategic planning calendars, coordinators will have the prerequisite insight to schedule meetings far enough in advance to avoid conflict with other priority gatherings.
StrategyDriven Podcasts focus on the tools and techniques executives and managers can use to improve their organization’s alignment and accountability to ultimately achieve superior results. These podcasts elaborate on the best practice and warning flag articles found on the StrategyDriven website.
Kim Ades is President of Frame of Mind Coaching and one of North America’s foremost experts on performance through thought management. For over ten years, Kim has helped business professionals achieve exceptional results. By using her unique process of coaching through journaling, she works with clients to unveil and switch their thought patterns to ignite significant change and life transformation. To read Kim’s full biography, 
Strategic plans present the best estimate of what planners, executives, and board members believe will take place within the market environment under the most likely to occur circumstances. But what of the activity of strategic planning itself? Shouldn’t an organization also be prepared to deal with best and worst case outcomes? Or should market forces be allowed to conspire unopposed to create an outcome other than that predicted?
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