DAN FINN

Dan Finn has spent more than three decades specializing in structured settlements and tax-advantaged payment solutions, with a particular focus on Structured Installment Sales (SIS)—a niche he has worked in since its inception in 2005.

Recognizing that business transitions involve complex dynamics that go far beyond the financial transaction itself, Dan pursued his Certified Exit Planning Advisor® designation to better understand those dynamics and to serve the exit planning community as a knowledgeable resource in this specialized area. He partners with business brokers, CPAs, M&A advisors, and other exit planning professionals to help business owners defer and manage the tax burden of a sale through a Structured Installment Sale—preserving more of what they’ve built.

A published author, Dan’s 2021 article in The CPA Journal, “An Introduction to Structured Installment Sales,” remains one of the most widely referenced resources on the subject. His work has also appeared in Realty Times and other industry publications. A graduate of Ohio State University with a Bachelor of Science in Education, and drawing on earlier careers as a public school teacher and insurance training manager, he brings a natural ease to presenting complex material—regularly conducting educational seminars for financial advisors, CPAs, attorneys, business brokers, real estate professionals, and others who can benefit from a deeper understanding of this specialized planning strategy.

Dan holds the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services—a credential that reinforces his understanding of long-term income planning central to successful business transitions. He also holds the Master’s Certificate in Structured Settlement Consulting® (MSSC®) and Certified Structured Settlement Consultant® (CSSC®) designations, earned through the Mendoza School of Business at the University of Notre Dame in partnership with the National Structured Settlements Trade Association (NSSTA). A member of NSSTA since 1991, he has served on its Board of Directors, including one term as President and Chairman. He is also a member of the Exit Planning Institute and the California Association of Business Brokers.

Published Authority on Structured Installment Sales

As a recognized thought leader, Dan authored "An Introduction to Structured Installment Sales" in The CPA Journal (October/November 2021), one of the most widely read publications among accounting and financial professionals. This piece positioned him as a go-to resource for CPAs and advisors seeking to understand how structured installment sales can serve business owners and other clients navigating significant liquidity events — bridging the gap between tax strategy and cash flow planning.

Master's-Level Expertise in Exit Structuring and Long-Term Income Planning

Dan holds both the Master's Certificate in Structured Settlement Consulting® (NSSTA/University of Notre Dame) and the Retirement Income Certified Professional® designation (The American College of Financial Services) — a rare combination that equips him to design sophisticated, tax-advantaged payment structures for clients at every stage of a transaction or life transition. This dual expertise is especially valuable for business owners who need both deal-side structuring and long-term income sustainability built into the same plan.

National Leadership in Structured Financial Solutions

As Past President and Chairman of the Board of the National Structured Settlements Trade Association (NSSTA), Dan helped shape industry standards and best practices at the national level. With over three decades of hands-on experience — including consistently ranking as a top producer and opening a West Coast office serving clients across the western United States — he brings institutional-grade knowledge and a proven track record to every structured installment sale engagement.

Dan Finn's path to becoming a structured installment sale specialist is anything but linear — and that's exactly what makes him effective. Before dedicating his career to structured financial solutions, Dan was a public school teacher, basketball coach, carpenter, professional actor — and a competitive athlete who once completed a solo transcontinental bicycle journey. Those experiences shaped a communicator who can take genuinely complex material and make it accessible to any room.

His insurance career began in claims at Nationwide Insurance, where he rose to district claims manager before moving into structured settlements in 1991. Dan has been involved with Structured Installment Sales since their inception in 2005, and pursued his Certified Exit Planning Advisor® designation specifically to better understand the dynamics of business transitions and to serve the exit planning community as a specialist in this niche area.

Principal of Finn Financial Group in Newport Beach, Dan partners with CPAs, business brokers, M&A advisors, and attorneys to help business owners defer and manage the tax burden of a sale — preserving more of what they've built. He holds master's-level credentials in both structured settlement consulting and retirement income planning, is a published author in The CPA Journal among other publications, and served as President and Chairman of the Board of the National Structured Settlements Trade Association.

Dan Finn has spent more than three decades specializing in structured settlements and tax-advantaged payment solutions, with a particular focus on Structured Installment Sales (SIS)—a niche he has worked in since its inception in 2005.

Recognizing that business transitions involve complex dynamics that go far beyond the financial transaction itself, Dan pursued his Certified Exit Planning Advisor® designation to better understand those dynamics and to serve the exit planning community as a knowledgeable resource in this specialized area. He partners with business brokers, CPAs, M&A advisors, and other exit planning professionals to help business owners defer and manage the tax burden of a sale through a Structured Installment Sale—preserving more of what they’ve built.

A published author, Dan’s 2021 article in The CPA Journal, “An Introduction to Structured Installment Sales,” remains one of the most widely referenced resources on the subject. His work has also appeared in Realty Times and other industry publications. A graduate of Ohio State University with a Bachelor of Science in Education, and drawing on earlier careers as a public school teacher and insurance training manager, he brings a natural ease to presenting complex material—regularly conducting educational seminars for financial advisors, CPAs, attorneys, business brokers, real estate professionals, and others who can benefit from a deeper understanding of this specialized planning strategy.

Dan holds the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services—a credential that reinforces his understanding of long-term income planning central to successful business transitions. He also holds the Master’s Certificate in Structured Settlement Consulting® (MSSC®) and Certified Structured Settlement Consultant® (CSSC®) designations, earned through the Mendoza School of Business at the University of Notre Dame in partnership with the National Structured Settlements Trade Association (NSSTA). A member of NSSTA since 1991, he has served on its Board of Directors, including one term as President and Chairman. He is also a member of the Exit Planning Institute and the California Association of Business Brokers.

Dan Finn has spent more than three decades specializing in structured settlements and tax-advantaged payment solutions, with a particular focus on Structured Installment Sales (SIS)—a niche he has worked in since its inception in 2005.

Recognizing that business transitions involve complex dynamics that go far beyond the financial transaction itself, Dan pursued his Certified Exit Planning Advisor® designation to better understand those dynamics and to serve the exit planning community as a knowledgeable resource in this specialized area. He partners with business brokers, CPAs, M&A advisors, and other exit planning professionals to help business owners defer and manage the tax burden of a sale through a Structured Installment Sale—preserving more of what they’ve built.

A published author, Dan’s 2021 article in The CPA Journal, “An Introduction to Structured Installment Sales,” remains one of the most widely referenced resources on the subject. His work has also appeared in Realty Times and other industry publications. A graduate of Ohio State University with a Bachelor of Science in Education, and drawing on earlier careers as a public school teacher and insurance training manager, he brings a natural ease to presenting complex material—regularly conducting educational seminars for financial advisors, CPAs, attorneys, business brokers, real estate professionals, and others who can benefit from a deeper understanding of this specialized planning strategy.

Dan holds the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services—a credential that reinforces his understanding of long-term income planning central to successful business transitions. He also holds the Master’s Certificate in Structured Settlement Consulting® (MSSC®) and Certified Structured Settlement Consultant® (CSSC®) designations, earned through the Mendoza School of Business at the University of Notre Dame in partnership with the National Structured Settlements Trade Association (NSSTA). A member of NSSTA since 1991, he has served on its Board of Directors, including one term as President and Chairman. He is also a member of the Exit Planning Institute and the California Association of Business Brokers.

Published Authority on Structured Installment Sales

As a recognized thought leader, Dan authored "An Introduction to Structured Installment Sales" in The CPA Journal (October/November 2021), one of the most widely read publications among accounting and financial professionals. This piece positioned him as a go-to resource for CPAs and advisors seeking to understand how structured installment sales can serve business owners and other clients navigating significant liquidity events — bridging the gap between tax strategy and cash flow planning.

Master's-Level Expertise in Exit Structuring and Long-Term Income Planning

Dan holds both the Master's Certificate in Structured Settlement Consulting® (NSSTA/University of Notre Dame) and the Retirement Income Certified Professional® designation (The American College of Financial Services) — a rare combination that equips him to design sophisticated, tax-advantaged payment structures for clients at every stage of a transaction or life transition. This dual expertise is especially valuable for business owners who need both deal-side structuring and long-term income sustainability built into the same plan.

National Leadership in Structured Financial Solutions

As Past President and Chairman of the Board of the National Structured Settlements Trade Association (NSSTA), Dan helped shape industry standards and best practices at the national level. With over three decades of hands-on experience — including consistently ranking as a top producer and opening a West Coast office serving clients across the western United States — he brings institutional-grade knowledge and a proven track record to every structured installment sale engagement.

Dan Finn's path to becoming a structured installment sale specialist is anything but linear — and that's exactly what makes him effective. Before dedicating his career to structured financial solutions, Dan was a public school teacher, basketball coach, carpenter, professional actor — and a competitive athlete who once completed a solo transcontinental bicycle journey. Those experiences shaped a communicator who can take genuinely complex material and make it accessible to any room.

His insurance career began in claims at Nationwide Insurance, where he rose to district claims manager before moving into structured settlements in 1991. Dan has been involved with Structured Installment Sales since their inception in 2005, and pursued his Certified Exit Planning Advisor® designation specifically to better understand the dynamics of business transitions and to serve the exit planning community as a specialist in this niche area.

Principal of Finn Financial Group in Newport Beach, Dan partners with CPAs, business brokers, M&A advisors, and attorneys to help business owners defer and manage the tax burden of a sale — preserving more of what they've built. He holds master's-level credentials in both structured settlement consulting and retirement income planning, is a published author in The CPA Journal among other publications, and served as President and Chairman of the Board of the National Structured Settlements Trade Association.