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10th Annual Exit Planning Conference
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11/7/2019 to 11/8/2019
When: November 7th & 8th, 2019
Where: Omni Parker House
60 School Street
Boston, Massachusetts  02108
United States
Contact: Pinnacle Equity Solutions

Online registration is closed.
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Members and Non-Members Welcome


With a flood of business owners moving quickly to the exit in today's market, it appears that the tsunami of owners that have been written about and discussed for more than a decade, have now started the process of exiting their businesses.

However, with the US economy doing very well, but against the backdrop of a rate cut from the Federal reserve, there are mixed signals as to how much longer the next recession can be put off. 

The Pinnacle / IEPA conference presentations are designed to help our attendees both

'Address the Tsunami, While Preparing [your practice] for The Storm'.

Both of these topics will be covered during our Annual Conference, including the introduction of new Value Growth curriculum that is designed to help our advisor community become more effective in engaging owners, no matter what the economic conditions bring. For more details, download the 2019 Annual Conference Agenda.


Return to New England

As has become tradition, we will return again to New England for the fall season and we will host our event the days preceding the weekend, allowing for extra time to visit and enjoy the city for our Members and their guests.

The real driver of this event is the excitement around the growth of the exit planning business and industry. Pinnacle’s Membership is the fastest growing in the industry and our reputation for quality training leading to success in delivering solutions to owners is what has us leading this emerging space. With such a rapidly developing business, we want to bring together this new industry’s thought leaders, prominent speakers, best practices training as well as extensive networking opportunities for you to benefit from and meet with professional advisors who are also focused in this area. You’ll also learn more about Pinnacle’s current and future initiatives including how we are working to build this emerging industry we call exit planning.

With the growth of our Membership, content-rich training programs, Certification program, and national partnerships, Pinnacle wants to continue our momentum forward by offering an opportunity for new and experienced exit planners to learn from and network with each other . . . all in one place.

Meet and Network with Pinnacle Members and Other Professional Advisors

Our exit planning conference is your chance to advance your knowledge and expertise in the growing field of exit planning while networking with those who are the highest trained and most active in the Exit Pinnacle Field.
The Industry’s Thought Leaders: Our Pinnacle Exit Planners and conference attendees hold a variety of specialized skill sets within the exit planning space. You’ll meet Merger & Acquisitions advisors, transactional advisors, private equity group principals, CPA’s, attorneys, financial and risk management specialists, appraisers, business consultants and other professional advisors who serve the business owner marketplace and who you need to know about in order to better serve your clients in this unique area. 

What Is Included In The Conference

As a review, your conference attendance includes:

  • Attendee lists sent in advance of the conference.
  • Cocktail & networking reception with an open bar on Thursday evening and an opportunity to meet the nation’s leaders in exit planning.
  • Registration package including workshop binder, case study materials, and other Pinnacle surprises for our attendees.
  • Breakfast and lunch, including coffee and other drinks throughout the day.
  • Education, education, education – from leading voices and authors in the exit planning world.
  • Case study and group session for learning and networking together.
  • The chance to win cash prizes and sponsor awards
  • The opportunity to visit Boston during one of the most beautiful times of year (also during one of the most difficult times to find a hotel room and accommodations).
  • Mix this Conference with a long weekend in Boston, visiting the scenic areas where the leaves are changing or simply walking through the historic city, visiting with our country’s founding father’s footsteps and landmarks.

As we continue to build our emerging industry, we remain excited about events such as this that empower attendees to take their exit planning business to the next level of awareness and excellence.

Register Today!

Pinnacle Members-Only Pricing: $497
IEPA-Member Pricing: $597
Non-Member Pricing: $797

Conference discount pricing expires October 15th.

We look forward to seeing you in Boston!

Should you have questions or require any additional information, please call our Pinnacle Equity Solutions office at 781-821-2608 or send an email to

Omni Hotels & Resorts - Boston

Please note that the fall is a very busy time of the year in Boston. We highly recommend booking a hotel room as soon as you as possible. We have secured a room block at the Omni Parker Hotel at a discounted rate of $299/night. Please note this discounted room rate expires on October 11th and reservations made after this cut-off date are subject to hotel availability and standard rates will apply.

BOSTON, MA 02108

PH (617) 227-8600

Click here to make your hotel reservations