Certified Business Exit Consultant (CBEC) Online Course Delivery

Fall 2016 Tuesday Evening Courses:  6:00pm to 8:00pm EST

October 18th Program Orientation
October 25th Private Capital Markets / MMS
November 1st Mental Readiness & Value Gap
November 8th Business Valuation
November 15th Growth Strategies / External Transfers
November 22nd Internal Transfers / Employee Stock Ownership Plans
November 29th Capstone Course & CTB Content
December 6th Review Course (in preparation for exam)
December 8th & 9th Boston Live Review, Membership Discussion, Exam


Old Pricing $ 3,750
New Pricing $ 2,500

Why a change in delivery? Pinnacle attracts top advisors in their field. Top advisors very much want our training but have many challenges with making their busy professional and personal calenders fit within the 3 weeks that we choose to host week-long courses. This slows down the delivery of our content as well as impedes certain relationships from building with our firm. Plus, the improving economy makes it more of a challenge to travel. Finally, the costs add up – both hard-dollar costs as well as the opportunity costs and, most importantly the time away from your practice.

One of Pinnacle’s core values is ‘creativity’. Our success has come from nine (9) years of listening to our market as it is constantly changing. We offer our remote course as a further evolution of this progression of thinking.

Also, because our costs are reduced for hotel room rentals, meals as well as our physical time on-site for the week long course, we can offer a discounted rate of $2,500 for the CBEC course.

NOTE that in early 2016 we had a 42-person CBEC class as a beta test. We are confident that through our beta, we were able to deliver ALL of the content that existed inside of the live, week-long course. Further, by stretching the classes over a longer period of time, it provides the attendees an opportunity to absorb the training and apply it in the field with prospects and clients.