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“12 Questions Your Business Must Answer to Prepare for Exit”
 
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A simplified approach to bring focus and clarity to your exit strategy.

Transition on your terms. Step into your future with confidence and clarity

BUT 100% OF FOUNDERS WILL LEAVE THEIR BUSINESS WHETHER THEY PLAN IT OR NOT.

80% OF FOUNDERS HAVEN'T CREATED A PLAN FOR THEIR EXIT,

Meet your CEPA,

Ready To Help You Make The Climb.

Christine Trumbull, founder of Pinnacle Exit Group helps family-owned and closely held businesses successfully plan their exit strategy. With 28 years of financial experience , and a personal connection to family exits, she works hand in hand with owners and their team to ensure they have a clear plan for their future.

Let’s Quell The Overwhelm

and eliminate the confusion.

We get it, time is precious. The path ahead may seem long and daunting.

But the timing of your exit strategy is everything. Whether you are selling to a third party or want to plan a succession within the family, the first step will be accelerating the growth of your company.

Over the course of 3-10 years we will work to strengthen all areas of your business while increasing your revenue, profit, and value.

When it comes to the business you’ve dedicated your life to, there is no greater investment of your time than ensuring you’ll receive the maximum value for your work.

Kick your exit strategy into high gear

download the free guide

“12 Questions Your Business Must Answer To Prepare For Exit”

With clear cascading messaging in place, everyone on your management team will be working towards your ultimate goals and visions. Upon driving growth and profitability to your businesses we will execute the final steps of the transition process. You will be left with peace of mind that every aspect of your exit has been evaluated and set up for success.

Step Three
SUCCESSFULLY TRANSITION

After assessing your business’s position we will move forward with a Strategic Framework. In the growth phase, we will work from the ground up, setting goals, workshopping, and gathering a team of advisors to strengthen every area of the business. Strategies for increasing revenue and maximizing company value will be broken into 90 day increments for easy implementation.

Step Two
ACCELERATE GROWTH

We’ll conduct research on your business attractiveness to potential buyers and personal readiness to exit. When will your business be ready to sell and will you have the wealth needed to walk away? We will focus on de-risking your company while creating proof of value. A thorough evaluation will allow us to 
better plan for your growth over the next few years before your eventual exit.

Step One
Thoroughly Evaluate

A tailored plan to meet your business's unique needs.

A hands-on approach.

Pinnacle Exit Group brings in and manages a team of professionals who specialize in exit strategy. We will work together with an attorney, CPA, business valuation expert, and any member of your own team to prime your company for a successful exit. 

A successful exit strategy begins with a team of experts

Together we will work to:

- Set your unique exit goals
- Ensure your business will continue if something happens to you before your planned exit
- Increase the value of your company so you can reap a fair value for your life’s work
- Create a retirement and asset management strategy that offer peace of mind

When you work with us you'll receive: 

YES, EXIT PLANNING WILL WORK FOR YOUR BUSINESS

In the day to day of running your business there’s little time to implement growth strategies. Little time to take your business to higher places.

But when it comes to your future, we have to make the time. Planning for your eventual exit or family succession can be overwhelming and let’s face it, confusing. 

BUSINESS ATTRACTIVENESS AND EXIT PLANNING READINESS REPORT: 

Recommendations based on the analysis of your businesses valuation, profit and value gap along with guidance regarding your growth and exit strategy

MANAGEMENT SUMMARY AND RECOMMENDATIONS: 

In the day to day of running your business there’s little time to implement growth strategies. Little time to take your business to higher places.

But when it comes to your future, we have to make the time. Planning for your eventual exit or family succession can be overwhelming and let’s face it, confusing. 

ONE PAGE STRATEGIC PLAN ™ :

A plan backed by trusted tax professionals that will ensure you are paying the least amount possible in taxes on new profits.

STRATEGIC TAX PLANS:

I now have a $10,000/month client for the first time...

Hope Horwitz

Working with Christine has changed the course my business is on for the better. I hit paydirt with Christine! Not only do I now have a $10,000/month client for the first time in firm history, I have a solid strategy to keep them coming in! Christine is a true partner and genuinely cares about the people and businesses she works with. I couldn’t be more thrilled that I found her!

 

She helped my organization gain new clarity...

NICK OWNER & FOUNDER OF DIGITAL CHAMPTIONS

"Christine is absolutely amazing. She helped my organization gain new clarity in where we wanted to go, how to get there and guided us every step of the way."
 

She keeps you focused on growing your business.

holly

Christine helped my business become more organized, fine tuned internal processes, and built a marketing plan. My time with Christine has sparked a joy for my business that had faded. She keeps you focused on the big picture and moving forward while growing your business. I highly recommend Christine to any business owner needing to take the “next step” in his or her business development.

 

... inspires people to be the best version of themselves.

LAUREN H.

"Christine is the type of leader who picks someone up when they are down and inspires people to be a better version of themselves. From my own experience, I also know she is a dependable and caring mentor who is always willing to share her wisdom and knowledge.
 

MOMENTUM TO ACHIEVE YOUR GOALS.

HAPPY FAMILY, HAPPY PARTNERS, AND A HAPPY TEAM.

CONFIDENCE IN YOUR NEXT STEPS.

TIME AND FLEXIBILITY BACK IN YOUR DAY.

PEACE OF MIND FOR YOUR FUTURE.

CLARITY IN THE OPTIONS AVAILABLE TO YOU.

What an exit plan in place means for you:

The retirement of you dreams isn’t out of reach

Ready to create your exit strategy with calculated precision?

“12 Questions Your Business Must Answer To Prepare For Exit”

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Get a head start on your exit plan.

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