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Member Education
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The Pinnacle Membership is comprised of senior-level advisors and consultants who operate at a high level of productivity but realize that they need additional training, tools and support to fully engage the business owner marketplace and the advanced opportunities that lie within. With education as one of our core values, Pinnacle provides the following resources exclusively to Members so they stay current in the industry and increase the amount of networking contacts that they have in order to make them a more powerful advocate for their business owner clients and prospects.


Monthly Pinnacle Member Trainings


White Papers/Articles

Online Training Access

Business Owner Motives

Deal Structuring

Capital Markets

Transfer Options


Employee Retention



Pinnacle Equity Solutions provides all documents and downloads for the benefit of our current members. We encourage members to customize our materials with their company name and image for distribution to their clients and prospects. Our materials are not intended for re-sale and are permitted to be used as long as you remain a member of Pinnacle Equity Solutions.



Quick Links for Pinnacle Members

Item Name Posted By Date Posted
BERI Report Login Link Administration 3/29/2019
ODI Report Login Link Administration 3/29/2019
Referral & Collaboration Portal Login Link Link Administration 4/26/2019