Are You Thinking of
Exiting Your Business?

“Business owners often don't have the time and foresight to think about exit planning, and it is one of the most important, and overlooked, aspects of the planning process. 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

“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!"

- Brian Tracy, Author/Speaker/Consultant

“For business owners and those who professionally serve them, Dan Prisciotta takes you on a journey that will open your heart and mind to the importance of getting your exit right for you and the next generations of your family.”

- John Marshall, Founding Partner, The Resource Group

“As a successor of a family business, one thing I know well is that business owners are subject-matter experts. They live and breathe their businesses. However, when it comes to business planning, there are many outside and interconnected issues (legal, tax, creditor, financial, etc.) that are foreign to the business owner. Bringing in a quarterback with their team of experts allows the business owner to know the opportunities and challenges. From selling for the highest dollar to making sure those dollars aren't lost to excessive taxation, while utilizing a time-tested process with a team of advisors, is critical to making the process both efficient and controllable to the business owner, the backbone of our country.”

- Matthew Roberson, CFP®, CBEC®, Partner, C Solutions

“Dan's expertise and guidance through the process made it a wonderful experience for all.”

- Tara L. Blair, CPA, CFP®, Business Intelligence Institute Specialist

“Equity Strategies Group has been an invaluable resource for our financial advisors and their business-owner clients. ESG's bench strength, access to industry specialists, and deep desire to help the privately held business owner is what sets it apart. Thanks Dan and the ESG team for all you do in the business owner marketplace. You are a treasure!”

- 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, The 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. I recommend you read his new book!”

- Pete Giaccio, Chief Executive of The Resource Group

“The ESG team is an excellent resource for my business-owner clients. They have time-tested, proven processes to help business owners develop exit plans and then execute them with confidence. Most importantly, they take the time to get to know each business owner's unique situation. I had a business owner tell me that he was impressed with ESG's professionalism and timeliness, but most of all the fact that adding ESG to his exit team made him feel like he was going through the process with a group of trusted friends that genuinely cared about the outcome and the effects it would have on him and his family. Working with ESG is always an enriching experience for both my clients and my practice!”

- Paul J. Meyer, CEPA, CBEC, CRPC, Sagemark Consulting

“Quite frankly, without ESG, my client would have been forced into liquidation. The years of love and care for their business and employees would have been dissolved. Unfortunate circumstances created the need to sell. Not only did ESG bring initial strategies to the table, but when circumstances changed again, ESG was quickly able to pivot and find the right solution. My clients have maintained the company (with new owners) and protected jobs while gaining financial security. Simply put, ESG is a fantastic resource to have in my business exit and succession toolkit.”

- Michael A. Cohen, CRPC, CEBC, Sagemark Consulting

“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. I also know this from personal experience, having been a colleague of Dan's for about three decades. Equity Strategies Group has been integral in helping our clients achieve the successful exit they had always hoped for. If you love a good story, and are a business owner or advisor, then this is the book for you!”

- Dianna Parker, CFP, CBEC, Executive Director, Business Intelligence Institute

“This book is going to smash your existing anxiety about owner exit planning and lay the groundwork for successful succession.”
 
- Mark C. Bronfman, MBA, CPA, author of The Profits Interest, Founder of Bold Value

“Having worked with Dan for well over 20 years in the most complex and diverse situations imaginable, I can say in complete sincerity and confidence that there are none better. High praise indeed, but as the executive director for 19 years of a private high-net-worth advisory group, I 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 while inviting readers into further meaningful, relational connections.”

- Russ Jones, Executive Director of Sagemark Consulting Private Wealth Services

“Exiting your business is a complex and irreversible endeavor. This compelling book provides a glimpse into 17 business exit case studies that illuminate the financial element of an exit transaction, dove-tailed with the human element. Dan is a true thought leader in this space, so do yourself, your family, and your employees a favor and read this book!”

- Joseph W. Brezden, CLU®, ChFC®, CFBS, CRPC®, CBEC® & Michael J. Brezden, CFA, Brezden Wealth Advisors

“When it came time for my client to exit from his business, I wanted to make sure he had the best team possible around him. I brought in ESG because I knew they would have the right process and resources to help for the transaction. I believe this allowed him to obtain the right value for his company and that's exactly what happened! Now that he is financially independent, I am so proud to say that in a small way I have helped him get there.”

- Bruce Charleton, MBA, CLTC®, CBEC®, BII Specialist, The Resource Group

“One Way Out, The Case Studies is a must read for any business owner contemplating an exit from their business, and all owners will eventually exit. You only get one shot at a successful sale, learn from other owners that have gone through the process and found their One Way Out.”
 
- Michael Palumbos, Host of The Family Biz Show, Family Wealth Advisor