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Pinnacle Equity Solutions Membership
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Pinnacle Equity Solutions, as sister company of the International Exit Planning Association, provides membership to top exit planning advisors in the U.S. and Canada. Membership provides advisors with access to our vast library of content and tools and gives the advisor a license to use that content in their business activity. Our Membership program is designed for professional advisors who want a turnkey solution to adding exit planning to their practice.

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

Membership provides advisors with access to our vast library of content and tools and gives the advisor a license to use that content in their business activity. Our Membership program is designed for professional advisors who want a turn-key solution to adding exit planning to their practice.

Silver Membership: $3000 annually or $297 per month

  • Marketing Approach Kit
  • Newsletter Library
  • Monthly Trainings
  • Prospect Presentations
  • Referral Collaborative Portal Access


A la Carte Services available to Silver members

  • BERI™: $50/month ($500/yr)
  • ODI™: $50/month ($500/yr)
  • Exit Strategies Summary Report:
  • $600/client


Gold Membership: $5000 annually or $497 per month

  • Marketing Approach Kit
  • Newsletter Library
  • Monthly Trainings
  • Prospect Presentations
  • Referral Collaborative Portal Access
  • BERI™: Access
  • ODI™: Access
  • Exit Strategies Summary Report
  • Annual Conference Attendance
  • Beyond the Exit Plan Attendance