Press Releases

David E. Stone of Stone Consulting Group Earns Certified Business Exit Consultant® Designation

Stone Achieves Significant Level of Distinction in Exit Planning for Business Owners

Roseville, CA - April 2018 - Pinnacle Equity Solutions Inc., a market leader in training and education for business exit planning, is pleased to announce that David E. Stone, MBA, CFP®, ChFC®, CLU®, CRPC®, founder and owner of Stone Consulting Group and a registered representative of Lincoln Financial Advisors, recently earned the Certified Business Exit Consultant® designation from Pinnacle Equity Solutions, Inc. The Certified Business Exit Consultant® (CBEC®) designation is a highly-regarded exit planning credential, requiring extensive coursework, education and training as well as successful completion of an exam, delivery of a comprehensive business exit plan and peer review and formal interview with the Certified Business Exit Consultant committee. The designation further establishes Stone as a go-to resource for business owners in the marketplace today.

“There are currently over ten million baby boomer business owners in the US and many of them will be exiting their business in the next five to ten years,” said Stone. “I am pleased to bring my extensive training and expertise I received from Pinnacle and the CBEC® program to my practice, and to my clients, to help them with their complex business and exit planning needs.”

About Pinnacle Equity Solutions

Pinnacle Equity Solutions is the market leader in providing education, consulting and support to help middle-market companies design and execute comprehensive exit plans that allow owners to transition their businesses to the next owner, whether they are family, management teams, or outside buyers. Best known for our proven six-step, exit planning process, Pinnacle focuses on helping owners get a clear picture of their personal goals with a customized-solutions that address a business’s perpetuation and ongoing success regarding the next level of ownership.

About the CBEC® Designation

The CBEC® Designation offered through Pinnacle Equity Solutions, Inc. is a highly regarded exit planning designation. Out of all the senior-level, professional advisors who are in the process of seeking the designation, less than fifty percent (50%) have satisfied the stringent requirements to be granted the mark. To receive the CBEC® Designation, an individual must complete the course’s extensive education and training program that required 20+ hours of pre-course study, 32 hours of leading edge curriculum taught by top expert instructors in their respective fields, and included content from a first-of-its-kind MBA class on the ground-breaking field of ‘private finance’. Designees must then demonstrate mastery of the curriculum through the successful completion of a rigorous final examination as well as the delivery of a comprehensive exit plan to a business owner, including peer review and a formal interview regarding the qualitative and quantitative aspects of the planning process delivered to that owner. The CBEC® Designation is designed to deliver this combination of training and skills through our rigorous curriculum, live practice management training and ongoing support.

David Stone is a Registered Representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp. Member SIPC, a broker/dealer and a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC. and Lincoln Associates Insurance Agency, Inc. and other fine companies. David Stone CA Insurance License #0B01934. CRN2095022-041918

 

Your Personal CFO: The Value of a Trusted Financial Advisor

David E. Stone Explains the Importance of Having Your Own Personal CFO on the Mike Gray Real Estate Hour

Roseville, CA – December 2016 – David E. Stone, CFP®, ChFC®, CLU®, CRPC®, and registered representative of Lincoln Financial Advisors, discussed the value of a trusted financial advisor as a special guest on the Mike Gray Real Estate Hour on AM 1380 The Answer on December 3, 2016.

Many Americans use the end of the year to reassess their financial goals, and Stone stresses the importance of a comprehensive financial plan that does not rely on one source of income, but takes into account a person’s full financial picture, including investments and insurance.

Stone offered several tips for finding a trusted financial advisor. He encourages people to look for a financial advisor with a “helicopter approach,” looking over the entire financial situation and considering both the details and the big picture of a family’s finances. Secondly, Stone advises finding someone who act as a personal CFO, helping oversee all financial matters comprehensively. People should also look for a financial advisor with experience collaborating with other financial professionals – including specialized insurance agents, attorneys and CPAs – to ensure that no detail of the financial plan is overlooked.

Above all, clients must trust their financial advisor. Financial matters can be highly personal and involve family and business considerations, future goals, and past mistakes. Finding a financial advisor with whom an individual can feel comfortable discussing these topics and creating a long-term plan is paramount.

“Many people misunderstand the purpose of a financial planner, so we created this concept of a personal CFO,” says Stone. “People envision a CFO as a chief financial officer managing all of the finances within a company, but why shouldn’t individuals and small business owners have a personal CFO who build and stewards their entire financial picture?”

Stone has been in the financial services industry for 24 years. He recently authored and published, The Power of a Plan: How a Personal CFO Can Help Business Owners & Professionals Prosper.

He is a graduate of California State University and Brigham Young University, and a member of The Financial Planning Association® Sacramento. He is a Certified Financial Planner™, Chartered Financial Consultant, Chartered Retirement Planning Counselor.

Stone’s office is located at 1013 Galleria Boulevard, Suite 270, Roseville, Calif.

CRN-1666498-121916

 


 

Discover How a Personal CFO Can Help Business Owners & Professionals Prosper

New National Book Release From Professional David E. Stone New book from professional financial planner shares strategies you can use to help improve your financial situation now and plan for the future you desire.

Roseville, CA - October 12, 2016 - Planning for and achieving a secure financial future is an ongoing goal for many people, young and old. One of the biggest difficulties in getting started is building a plan that works for the individual. That’s the challenge that CERTIFIED FINANCIAL PLANNER™ Professional David E. Stone tackles in his new book titled, The Power of a Plan – How a Personal CFO can Help Business Owners & Professionals Prosper. (Advantage Media Group, Fall 2016)

In The Power of a Plan, David presents an interesting and informative overview of the many elements embodied in a comprehensive financial plan. A CERTIFIED FINANCIAL PLANNER™ professional with over 20 years’ experience, David describes real-life events and the benefits when proper planning was in place, as well as the consequences when it wasn’t. Whether you’re just starting out or have already accumulated substantial wealth, The Power of a Plan can help you understand the benefit of having your own “Personal CFO.”

David uses a vivid analogy to help readers understand how to plan. As he explains, “Residents of Oklahoma plan for tornadoes. Just living there carries a risk of their home being swept away by a violent cyclone—so they prepare for the worst. As a business owner or soon-to-be retiree, you also must plan for the worst. Markets will fluctuate and investments will falter, but with a plan, you can endure the trying times”.

In The Power of a Plan, he shares strategies you can use to help improve your financial situation now and plan for the future. You’ll learn how to: manage and understand your cash flow; handle your insurance needs; manage the risk of your investments; oversee real estate investments; prepare for retirement; implement tax-planning strategies; leave an inheritance to future generations; and identify business succession opportunities.

The Power of a Plan – How a Personal CFO can Help Business Owners & Professionals Prosper is available now at Amazon.com and other online retailers.

David E. Stone is Founder of Stone Consulting Group. Since 1992, David has provided business and financial planning services to professionals and business owners. He obtained his bachelor’s in business management from Brigham Young University and his MBA from California State University, Sacramento. David is also a former member of the extension faculty at the University of California, Davis. David is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant, Chartered Life Underwriter, and Chartered Retirement Planning Counselor. David Stone is a registered representative of Lincoln Financial Advisors a broker/dealer (Member SIPC) and registered investment advisor. CRN-1607998-093016

For Press/Inquiries:

Name: Marianne Apoian
Phone: (916) 415-7062
Email: Marianne.Apoian@lfg.com