Daniel A. Prisciotta

Daniel A. Prisciotta CFP(R), CPA*, PFS, ChFC(R), CBEC(R), 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 Networks' 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 highest value for...See more

Daniel A. Prisciotta CFP(R), CPA*, PFS, ChFC(R), CBEC(R), 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 Networks' 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 highest 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 other financial professionals to collaborate and lend his expertise in planning for complex business transitions. Dan is a Magna Cum Laude graduate of Fairleigh Dickinson University with a B.S. degree in Accounting. He resides in the New York City metro area. See less