Broker Check

Equity Strategies Group - Paramus, NJ


61 South Paramus Road, Suite 425

Paramus, NJ 07652




Assembling a premiere team to meet your needs.
Based on your unique needs and your company profile, we bring together the optimal team to execute your exit strategy.

Equity Strategies Group has assembled a premiere team of Exit Planning talent to serve businesses throughout the country. Our combined resources can not only help you plan for and execute the successful sale of your business, but also provide you access to capital if reinvesting in your company is recommended to improve its value before a sale. We have partnered with a select group of Investment Banking and Mergers & Acquisitions firms who specialize in working with privately-held businesses, as well as professionals in areas such as Management Buy-Outs and Employee Stock Ownership Plans. This extended team will contribute up front in the Exit Planning phase, and will work in concert with you and your legal, accounting and financial advisors throughout the process.

*Licensed, not practicing accountancy on behalf of Lincoln Financial Advisors/Sagemark Consulting. Lincoln Financial Advisors Corp. and its registered representatives do not give legal or tax advice.

Equity Strategies Group has access to the following tax, legal and estate planning professionals to assist its clients in developing a successful Exit Strategy.

William B. Contessa, CM&AA 
Gregory W. Klipstein, J.D.*, LL.M. 
Robert E. Appel, J.D., LL.M., MBA 
David Megaw, J.D., LL.M., CLU, ChFC 
Donna L. Rowan, J.D., LL.M., CLU, ChFC

We have partnered with twenty Investment Banking and Mergers & Acquisition firms to execute an Exit Strategy for our clients who wish to sell their companies to outside parties. They all specialize in mid-sized companies and have different locations nationwide. They provide access to strategic and financial buyers, in the U.S. and abroad, in a wide variety of industries.

Dan is a nationally recognized expert in the field of Exit Planning for business owners.

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Greg's areas of expertise include tax savings-motivated estate planning for high net worth individuals and their families, estate/asset protection strategies, business succession strategies, and charitable planning.

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Bob worked at the accounting firm of Touche Ross & Co as a Senior Tax Consultant and the Lexington Insurance Company, AIG where he was Assistant Manager of Financial Services.

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Dave is the co-author of Asset Management Plan and Business and Estate Asset Review and authored A Quick Reference Guide to the 1986 Tax Reform Act, Longman Publishing.

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Donna was a tax consultant for Arthur Andersen & Co. in Hartford where she worked in the areas of personal and corporate income taxation as well as estate, gift and trust taxation.

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