The Certified Business Exit Consultant™ (CBEC) designation is a comprehensive exit planning program designed to both educate and put you in the business of exit planning for privately-held business owners. This program includes leading-edge content, organized coaching, practice management training, and a mentoring program that will keep you focused on your new line of business. The CBEC™ designation will take exit planning from being merely something that you do to being THE thing that you do. This is intended for advisors who are serious about consistently delivering this specialized service to exiting owners. We have a screening process that helps assure that the right candidates come into this training. We are highly interested in continuing to build the most successful exit planning advisors and consultants in the industry. You should set your expectation to be in the company of this elite group upon your accepted into the program. Kindly note that the pre-requisite to the Certification course is completion of Pinnacle, live 2-day workshop curriculum (live or online training). All applicants for Certification will be 'up to speed' on the same teachings and will move ahead quickly with the advanced learning and practice management modules. Please complete the application below and return a signed copy along with a check for the application processing fee. The review process takes about two (2) weeks after which we will return an answer to you. We look forward to working with you and advancing your business.
Please note that we are interested in attracting and retaining the best exit planning candidates in the world. In order to assure this level of quality we need to gather quite a bit of information. Kindly note that all information gathered as part of this application will be held in strict confidence. Failure to be accepted into this program will not be discussed with anyone outside of the Pinnacle office or outside of the Application Committee meetings and conversations. All personal and business information will be kept private.
First Name (required) MI Last Name (required) Suffix
Company Name Company AddressStreet Suite City State ZIP
Office Phone Office Fax Cell Phone Email (required) Website
Please describe your practice
How long have you been in business?
What is the main focus of your practice?
Clients actively represented by your firm
Professionals in your office:
Current year - projected less than $250K$250K - $500K$500K or above Last year less than $250K$250K - $500K$500K or above The year before less than $250K$250K - $500K$500K or above
Who is your Broker/Dealer (if applicable)?
On a scale of 1 to 10 (1 being the lowest, 10 being the highest) please indicate your experience level for each category:
Financial Planning 12345678910Business Planning 12345678910Brokerage Services 12345678910Commercial Banking 12345678910
Consulting 12345678910Tax Planning 12345678910Accounting 12345678910Legal 12345678910Insurance 12345678910
Valuation 12345678910Investment Banking 12345678910Estate Planning 12345678910Money Management 12345678910Other (please describe):
Kindly indicate any advanced designations / certifications that you hold for each of the practice areas listed above:
What do you hope to achieve for your practice with the Certified Business Exit Consultant™ designation?
What Exit Planning services do you currently offer your clients?
What are your goals for prospecting new business owner clients?
Do you currently have a plan for marketing your advisory practice?
Do you have current business owner relationships with exit planning needs? Please describe:
How many owners have you sent an engagement to do an exit plan? Please describe:
Please list the sales training that you have had in your career:
What are you doing now to market your services to business owners?
Describe your challenges with sales and marketing
Please indicate how far along you are with your Exit Strategies Training (check all that apply) and your current Practice Management through the Pinnacle Equity Solutions program(s): Completed Essentials Training ProgramStarted Exit Strategies School Online LessonsAttended Member Monthly Conference callsAttended Newsletter Training callsAttended Suffolk University's 'Private Capital Markets' MBA courseStarted sending out News LettersAttended a live presentation or educational event (Describe below the event, date and time)Held a breakfast presentation for owners and other centers of influenceConducted one-on-one business owner meetings on this topicMarketed your exit planning service to centers of influenceReceived any other income or business that can be attributed to the exit planning message
Use this section to describe any other live presentation or educational events you have attended (describe the event, date and time).
Please describe details of how your business was furthered without actually writing an exit plan.
I consent to the personal background checks that accompany the Certified Business Exit Consultant™ designation and wish to be considered for the training and certification program.
(NOTE: The Certification Committee does not review credit ratings with the major agencies as the notion has been dismissed that one's credit rating accurately indicates passion and aptitude for Business Exit Planning and Consulting work. The Committee will, however, screen for criminal records so applicants may want to disclose, with the submission of this application, an explaination of prior offenses).
Below are three (3) professional references and forthcoming is a non-refundable application fee of $ 350.00 which will be credited to the remaining costs for completion of my Certification.
If accepted into the CBEC™ Program, I further agree that I will use my best efforts to follow the instructions that empower me to market and sell the exit planning service. I will document these efforts in my Exit Planning Training Modules and use these tools and the CBEC™ system to advance my practice.
By checking this box I am accepting the Agreement terms stated above.
After successfully submitting your application, you will be redirected to our shopping cart for payment.