Joel Goobich becomes Certified Business Exit Mentor

Nov. 28, 2011 - PRLog -- With the growing need for professional exit planning advice, Joel Goobich, successfully completed the certification requirements of the Pinnacle Equity Solutions exit training course for business advisors. The emerging field of exit planning requires a comprehensive knowledge of many different financial planning, wealth management and business consulting disciplines. Pinnacle Equity Solutions is the premier address for exit planning certification in the marketplace today. The highly specialized business exit planning consultant and mentor certification course builds on more than three (3) years of training and experience with hundreds of advisors and consultants who are profitably using Pinnacle’s 6-step exit planning system today with their business owner clients.

The Certified Exit Planning Mentor designation requires the same educational rigour, but with the additional pre-requisite of having owned and successfully exited your own business. This added experience and background provides the Certified Exit Planning Mentor with the knowledge and mindset to truly assist business owners create and implement a roadmap to extract the illiquid equity and wealth they have accumulated in their business.

"The certification process,  the unequaled level of education and the ongoing support that we receive from John Leonetti and the Pinnacle Equity Solutions training will be invaluable to Big Picture Advisors' business focus" says Joel Goobich. "We have already begun the integration of Pinnacle's 6 step process into the Big Picture Advisors methodology. We are now able to fundamentally assist owners in the exit planning and implementation process in a cohesive and entirely holistic manner. Beginning with growing and preparing their businesses for exit, developing a comprehensive exit plan and then implementing the exit plan roadmap as the trusted advisor. We have established strong working relationships with some of the leading CPA's, Tax Attorneys, Wealth and Financial Managers and M&A Experts that are working in the exit planning field."

In order to have a comprehensive approach to an owner’s needs, an advisor or consultant  or mentor must have a solid plan to message this unique service to an exiting owner. As owners themselves who have successfully exited their own businesses, the Certified Exit Planning Mentors are well positioned to relate directly to the pressures and needs of other business owners as they contemplate, prepare for and then go through the exit process of reaping the rewards of the investment, risks and sacrifices they have made in building their businesses.

"Most business owners are not aware of the many options that are available for a successful exit from their business. When they think of a business exit, they predominantly think of a sale to another owner. The truth is that only one in five business owners exit in this manner" continues Joel Goobich. "We help business owners understand other possible options such as internal transfers such as creating and ESOP (Employee Stock Ownership Plan), Succession Planning or even a Management Buyout."

With the 'baby boomer' generation approaching the retirement age, the need for professional exit planning assistance is becoming highly sought after and certainly greatly needed.

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Big Picture Advisors LLC provides actionable Strategic Business & Management Consulting, Exit Planning, Business Growth & Development, Business Plans, Market Development and Executive Business Coaching.

The Big Picture Advisors exit strategy and implementation program helps business prepare for and implement robust, creative and successful business exits that meet the goals and objectives of the owners and stakeholders.