Home / Endorsements page-5

This book is loaded with great lessons on how to successfully exit your business. It will give you valuable insights that can change your mindset!


Dan’s case studies provide valuable insights for today’s financial professionals involved in exit planning, while uncovering his wealth of knowledge in the business owner market.

John DiMonda
SVP, Head of Lincoln Financial Advisors

As the executive director for 19 years of a private high-net-worth advisory group, can confirm that Dan is Top of Class His subject matter expertise, his compassionate bedside manner, and his ability to advise and guide a client in a trusting, highly productive relationship, above all is unique and unparalleled. This book illustrates all the tools and techniques

Russ Jones
Executive Director of Sagemark Consulting Private Wealth Services

Who doesn’t love a good story? Well, you’re in for a treat because these are 17 GREAT stories in this book You can tell from these case studies that Dan has been there, done that,” and that he’s passionate about passing that knowledge and expertise along to others

Dianna Parker
CFP, CBEC, Business Intelligence Institute (BII) Executive Director

Equity Strategies Group has been an invaluable resource for our financial advisors and their business owner clients. FSO’s bench strength, access to industry specialists, and deep desire to help  privately held  business owners is what sets it apart

Nathan Truax
Director of Advisor Development, LFA and CEO of Business Transfer Consultants

I’ve known Dan for almost 20 years, and he has been one of the top financial professionals at Lincoln Financial Advisors’ elite think tank. Resource Group. He has shared valuable insights with both his peers and clients and is well-respected throughout the organization for his knowledge of business owner exit strategies recommend you read his new book!

Pete Giaccio
Chief Executive of The Resource Group