Daniel Prisciotta CFP®, CPA*, CBEC®
Director of M&A and Investment Banking
Dan Prisciotta is the founder of Equity Strategies Group (ESG), a specialty firm focused on helping the owners of privately-held businesses plan for and implement a successful exit strategy. For most business owners, this is a once-in-a-lifetime event and one of the most important decisions they will ever make. Our firm partners with Dan and Equity Strategies Group in order to connect clients with Investment Banking and Mergers & Acquisition professionals to execute transactions and advise them throughout the process.
Beyond the creation of a Marketability Assessment, ESG offers an integrated platform of services* for multiple business transfer options:
- Sale of business ($10 mil min.)
- Equity recapitalizations
- Mergers & Acquisitions
- Raising capital for growth and expansion
- Management Buy-Outs
- Employee Stock Ownership Plans (ESOPs)
Mr. Prisciotta has over 30 years of experience working with privately-owned businesses in the business exit planning process. Dan is a Certified Public Accountant (CPA)*, Certified Business Exit Consultant (CBEC®), CERTIFIED FINANCIAL PLANNER™ (CFP®), Personal Financial Specialist (PFS) and Chartered Financial Consultant® (ChFC®). Dan earned his bachelor’s degree in Accounting from Fairleigh Dickinson University.
Mr. Prisciotta is a registered representative of Lincoln Financial Advisors and a member of the American Institute of CPAs (AICPA), NJ Society of CPAs and The Alliance of Mergers & Acquisitions Advisors. Dan is also active in the Society of Financial Service Professionals (SFSP), Financial Planning Association (FPA), and is a member of Sagemark Consulting’s Private Wealth Services and The Resource Group.
Dan is a thought leader and entrepreneur who utilizes proven strategies to help you implement an Exit Plan to sell your business for the highest value. He is the founder and creative force behind the Business Intelligence Institute (BII), which is an elite group of 100 specialists serving the business owner community nationwide.
Dan is the author of, “Defend Your Wealth” and "One Way Out,".
Equity Strategies Group is a marketing name for registered representatives of Lincoln Financial Advisors Corp.
The Resource Group is an invitation-only, nationwide network of the top planners within Lincoln Financial Advisors.
Sagemark Consulting is an internal Lincoln Financial Network organization of top planners who focus on the high net-worth market.
* Provided by third party resources.
*Licensed, not practicing.