Daniel A. Prisciotta, CFP®, CPA*, PFS, ChFC®, CBEC® is a financial authority among privately owned middle-market business owners. He has developed unique strategies to increase business value, and to transfer businesses to family, key employees, or to outside buyers for the highest price. Author of the popular books, Defend Your WealthandOne Way Out–How to Grow, Protect, and Exit from Your Business, he is a desired speaker on the topics of business exit strategies and wealth preservation. He has presented at numerous industry and association events, and has been interviewed by CNN Business News and quoted in The Wall Street Journal, The Los Angeles Times, The Record, and Journal News business columns, as well as in numerous other publications.
Dan’s designations, certifications and affiliations include:
•Certified Business Exit Consultant (CBEC®)
•President of PrisCo Financial
•Founder of Equity Strategies Group
•Cofounder of Business Intelligence Institute
•Member of Sagemark Consulting Private Wealth Services Group
•Member of the American Institute of CPAs
•Member of the Society of Financial Service Professionals (SFSP)
•Member of the Financial Planning Association (FPA)
•Registered Securities Representative
•Certified Continuing Education Instructor
Dan resides in Ramsey, New Jersey, with his wife, Teresa, and their two children, Michelle and Danny.
Daniel Prisciotta is a registered representative of Lincoln Financial Advisors.
Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies andstate variations thereof. PrisCo Financial and Equity Strategies Group are not affiliates of Lincoln Financial Advisors. *Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.
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