Roseville, CA - April 2018 - Pinnacle Equity Solutions Inc., a market leader in training and education for business exit planning, is pleased to announce that David E. Stone, MBA, CFP®, ChFC®, CLU®, CRPC®, founder and owner of Stone Consulting Group and a registered representative of Lincoln Financial Advisors, recently earned the Certified Business Exit Consultant® designation from Pinnacle Equity Solutions, Inc. The Certified Business Exit Consultant® (CBEC®) designation is a highly-regarded exit planning credential, requiring extensive coursework, education and training as well as successful completion of an exam, delivery of a comprehensive business exit plan and peer review and formal interview with the Certified Business Exit Consultant committee. The designation further establishes Stone as a go-to resource for business owners in the marketplace today.
“There are currently over ten million baby boomer business owners in the US and many of them will be exiting their business in the next five to ten years,” said Stone. “I am pleased to bring my extensive training and expertise I received from Pinnacle and the CBEC® program to my practice, and to my clients, to help them with their complex business and exit planning needs.”
About Pinnacle Equity Solutions
Pinnacle Equity Solutions 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. Best known for our proven six-step, exit planning process, Pinnacle focuses on helping owners get a clear picture of their personal goals with a customized-solutions that address a business’s perpetuation and ongoing success regarding the next level of ownership.
About the CBEC® Designation
The CBEC® Designation offered through Pinnacle Equity Solutions, Inc. is a highly regarded exit planning designation. Out of all the senior-level, professional advisors who are in the process of seeking the designation, less than fifty percent (50%) have satisfied the stringent requirements to be granted the mark. To receive the CBEC® Designation, an individual must complete the course’s extensive education and training program that required 20+ hours of pre-course study, 32 hours of leading edge curriculum taught by top expert instructors in their respective fields, and included content from a first-of-its-kind MBA class on the ground-breaking field of ‘private finance’. Designees must then demonstrate mastery of the curriculum through the successful completion of a rigorous final examination as well as the delivery of a comprehensive exit plan to a business owner, including peer review and a formal interview regarding the qualitative and quantitative aspects of the planning process delivered to that owner. The CBEC® Designation is designed to deliver this combination of training and skills through our rigorous curriculum, live practice management training and ongoing support.
David Stone is a Registered Representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp. Member SIPC, a broker/dealer and a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC. and Lincoln Associates Insurance Agency, Inc. and other fine companies. David Stone CA Insurance License #0B01934. CRN2095022-041918