Come and see what hundreds of professional advisors are calling 'their ticket' to exit planning success. Pinnacle Equity Solution's Exit Planning Chapter Meetings are where the industry's best trained and most committed professional advisors and consultants gather to 'learn and earn' with and from each other. Our next San Francisco Chapter meeting will be held Thursday, June 7th.

Pinnacle's Chapter meetings are designed as half-day educational sessions for the Members of Pinnacle's training program. However, due to the growing demand for the inclusion of a larger group of professional advisors, we are inviting non-members to attend our entire networking and educational session from 3:30pm until 7:00pm.

You are encouraged to attend and become a part of Pinnacle's growing family of professional advisors by attending this upcoming event. Come and see for yourself how our leading training and networking programs can help you grow your exit planning practice.

Agenda


  • 3:30 - 4:00pm: Refreshments and Networking
  • 4:00 - 4:15pm: Welcome & Introductions
  • 4:15 - 5:45pm: Guest Speaker, Richard Lyons: Preparing a Privately Owned Business for Sale
  • 5:45 - 6:00pm: Break

Practice Management - Case Study Session - Optional

  • 6:00 - 7:00pm: Case Study Session - Learn from other advisors who are actively working with clients on exit plans and promote your business by providing solutions to the business owner's situation.

Speaker

Richard Lyons, Attorney and Partner at Wendel Rosen Black & Dean

Richard, a partner in the firm, practices business and intellectual property (IP) law. He has worked with green businesses for more than two decades. He was a key player in putting together the nation's first utility-scale, institutionally funded wind power project.

He was lead counsel on the merger that created the first and largest national natural foods distributor. As a co-founder of Wendel Rosen’s green business group in 2002, he helped Wendel Rosen become the first certified green law firm in the country.

Chapter Leader

Gary T. Brooks, has over 24 years experience in the investment banking industry and has completed over 100 transactions. He also has 10 years in financial planning and company management.

In 1986 he joined Acquisition Management and Brokerage, one of the first M&A firms focused on the middle market. The mission of Acquisition Management was to offer their clients the sophisticated level of service that large investment banks such as Morgan Stanley, Solomon Brothers and Bear Stearns were offering their larger business clients.

In 1991, Mr. Brooks founded Larchmont Associates to continue providing investment banking advisory services to middle market companies. Larchmont works closely with only a small number of clients and their advisors at any one time to help them meet their business and personal financial objectives.

Mr. Brooks founded ExitPlanPros in 2006 to capitalize on his experience and offer a vertically integrated exit planning advisory service to mid-sized business owners.

He is the resident Exit Planning expert on the Dun & Bradstreet website, Allbusiness.com.


Chapter Leader

Alan Campbell, has over 30 years of broad-based financial and operational experience. He is a versatile, results-oriented senior executive with proven entrepreneurial skills and Fortune 100 training and experience. Residing in the Silicon Valley for the past twenty-five years, he has over 20 years of experience at the CFO, COO and Controller level in a variety of industries, including computer hardware and services, high-tech manufacturing, telecommunications, distribution and insurance. In addition to having spent several years in middle management positions at Fortune 100 companies Alan has founded, built and sold two successful start-up companies. He knows what it is like to meet payroll and fulfill the many demands placed on the small business owner. Alan considers himself to be a business man first and finance professional second.



Event Details



Pinnacle's San Francisco
Exit Planning Chapter Meeting


Thursday, June 7th, 2012
4:00 PM - 6:00 PM
3:30 PM Registration


Wendell, Rosen, Black & Dean LLP
Conference Center, 1111 Broadway, 19th Floor
Oakland, CA



If you have questions about registering for this event or require additional information about our services, you can call our Pinnacle Equity Solutions office at 781-821-2608.

 
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