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.

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.