About the Author
Daniel A. Prisciotta
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 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 BS degree in Accounting. He resides in the New York City metro area.
our books
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
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.
PRAISE
“One Way Out is a must-read for business people who would be smart to have an exit strategy with Dan Prisciotta presenting an amazingly comprehensive approach to solving problems and reaching financial goals. Don’t be one of those who waits too long to put your house in order.”
Robert Gaida, Retired CPA
Vice Chairman, BDO LLP
“After working for close to 50 years in the profession, I find it is clear that the mark of success is empathy and skill. In One Way Out, Dan Prisciotta demonstrates how to relate to clients, get to the bottom of their concerns, and then to come up with creative solutions. The planning process he outlines in these pages is as robust as they come, performing an amazing service for readers.”
Bernard J. D’Avella, Jr., Esq.
D’Avella Family Business
“Business owners are called upon to make difficult decisions every day, but rarely, if ever, do those decisions concern business succession or exit planning. In One Way Out, Dan Prisciotta has crafted a process that presents the business owner with a logical framework to understand the value they want to achieve and the path to get there. Whether you are a business owner or an advisor, One Way Out should become your ‘go to’ reference guide for the development of a comprehensive business succession or exit plan.”
James C. McDonald
CEO, ALTZ LLC
“For a family business to survive, planning is critical to laying a foundation for its future. Dan Prisciotta has laid out a clear methodology as to how this process can work and be successful. One Way Out presents a road map as to how to approach the issues and find the advantages needed to make this process attainable. It’s required reading for every entrepreneur who must tackle this issue at some point in the evolution of their business.”
Lewis J. Baer
Owner, Newel LLC, Fourth-Generation Family Business
Resources
- Chapter 1 -Securing Your Optimal Exit Now
- Chapter 2 Checklist -The One Way Out Planning Process
- Chapter 5 Checklist-Growing and Protecting Your Business
- Chapter 6 Checklist-Corporate Policy Review
- Chapter 7 Checklist-Wealth Preservation Strategies
- Business Exit Readiness Survey (BERI)
- Business Valuation Estimator
- Corporate Policy Review (CPR)
- Buy/Sell Agreement Review
- 401(k) Plan Review/Benchmarking
- Marketability Assessment
- Value Driver Assessment