Please watch this one-minute video prior to Step One and Step Two
Please watch this one-minute video prior to Step One and Step Two
Please watch this one-minute video prior to Step One and Step Two
THE SCOPE™ INSTITUTE
Daniel A. Prisciotta
SCOPE™ Institute Faculty Member
As a nonprofit 501(3) educational organization, we educate and inform business owners about exit planning nationwide. In addition to educational live and online events, we connect you to our SCOPE™ Institute faculty and professional educators nationwide who work domestically and internationally with business owners. These professionals have been vetted by SCOPE™ and are free of any past regulatory or disciplinary actions. They bring deep knowledge and expertise to business owners seeking to transition, sell, or exit their businesses.
We are pleased to introduce you to our esteemed faculty member in New Jersey, Daniel A. Prisciotta.
Mr. Prisciotta can help you:
Understand what your business is really worth.
Focus your goals and strategies to maximize the sale of your business and exit high.
Help you with timing, strategy, and improve your chance to reach your long-term goals — leading to a successful exit.
Help to mitigate the capital gains on the sale of your business.
Help you defend your wealth and pass it on to your family.
Daniel A. Prisciotta, CFP®, CPA, PFS, ChFC, CBEC®, is the founder and Managing Partner of Equity Strategies Group, which guides business owners and their advisors to develop and execute successful business exit strategies. He is also the founder of Lincoln Financial Network’s Business Intelligence Institute (BII) and serves on its leadership committee. With over 30 years of exit planning and wealth preservation experience, he has developed a unique process to ensure the optimal value for internal and external business transfers. His previous books include Defend Your Wealth: Protecting Your Assets in an Increasingly Volatile World and One Way Out: How to Grow, Protect, and Exit from Your Business.
Dan is a frequent keynote speaker at numerous industry events. He has been interviewed on television, radio, and also quoted in The Wall Street Journal, Fortune Small Business and The Los Angeles Times. He is highly sought after by business owners to lend his expertise in planning for complex business transitions. Dan is a Magna Cum Laude graduate of Fairleigh Dickinson University with a BS degree in Accounting. He resides in the New York City metro area.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Public Accountant (CPA)*
Personal Financial Specialist designation (PFS)
Chartered Financial Consultant (ChFC®)
Certified Business Exit Consultant (CBEC®)
American Institute of CPAs (AICPA)
NJ Society of CPAs
The Alliance of Mergers & Acquisitions Advisors
MidMarket Alliance
National Association of Estate Planners & Councils (NAEPC)
Society of Financial Service Professionals (SFSP)
Financial Planning Association (FPA)
Sagemark Consulting’s Private Wealth Services and Resource Group
Registered Securities Principal and Representative
Certified Continuing Education Instructor for CFP, PACE, CPA, CRPC, SFSP in multiple states
Books by Daniel A. Prisciotta
ONE WAY OUT - THE CASE STUDIES
17 Successful Business Exits For Fulfillment And Financial Independence
One Way Out – The Case Studies adds a new and valuable dimension to the exit strategies described in Dan Prisciotta’s definitive book One Way Out: How to Grow, Protect, and Exit From Your Business. It features lively interviews and expert sidebars that vividly illustrate 17 different business exits that have paid off handsomely for owners and their families. This book will add a new dimension to the exit paths and process described in One Way Out: How to Grow, Protect, and Exit From Your Business and bring those principles to life.
ONE WAY OUT
How To Grow, Protect, And Exit From Your Business
You will exit from your business someday, and your ultimate success will be defined by how well you plan your departure. In today’s volatile world of global economic turmoil, new tax laws, and regulations, you need to know where you are heading – grooming your business now to provide for your long-term personal goals.
