Every business owner will transition from their company one day- either vertically or horizontally. With proper planning you can control how successful and personally fulfilling your strategy will be. It is vital to surround yourself with high-quality advisors who understand all aspects of exit planning-not just the deal, but how it satisfies personal wealth needs for you and your family. You will need an "A team" that can coordinate all of the necessary resources to help you prepare, understand your strategic alternatives, and maximize after-tax proceeds.
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 adds a new dimension to the exit paths and process described in One Way Out, and brings those principles to life!
______________________________________
"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
"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, 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." - 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. ESG's bench strength, access to industry specialists, and deep desire to help the privately held business owner is what sets it apart." - Nathan Truax, Director of Advisor Development, LFA and CEO of Business Transfer Consultants
"One Way Out - The Case Studies is not only incredibly informative-an essential handbook that should be on every owner's desk-but is a great read as well! Dan's work has brought value to all of the clients I have introduced him to, as well as to their other advisors involved in the sale process." - Douglas B. Richmond, CBEC®, Director, Sagemark Consulting Private Wealth Services
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 Networks' 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 highest 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 B.S. degree in Accounting. He resides in the New York City metro area.
