195 Senior Level Advisors in 36 states & Canada, providing exit, transition, and succession planning services to privately held business owners

What Is Pinnacle Equity Solutions

Pinnacle Equity Solutions is a national association of senior-level, professional advisors who are all trained and supported in a common system to deliver high quality, customized solutions to business owners regarding the eventual exit from their privately-held businesses

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Exiting Your Business, Protecting Your Wealth by John M. Leonetti, CEO of Pinnacle Equity Solutions, Inc.

Exiting Your Business, Protecting Your Wealth
by John M. Leonetti,
CEO of Pinnacle Equity Solutions, Inc.

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Marc Scudillo, CPA, CFP, MBA, AIFA, CBEC

Marc Scudillo

Eisner Amper Logo
 
Contact Information:
EisnerAmper Wealth Management
908-595-6420
mscudillo@eawmcb.com
111 Wood Avenue South, Suite 110
Iselin, NJ  08830
 
 
 

Marc Scudillo, Managing Partner, is one of the founders of the Wealth Management & Corporate Benefits practice. He leads both the firm’s High Net Worth Planning/Investment and Corporate Retirement Business Units. He has extensive experience with the planning needs of Business Owners throughout the business growth cycle addressing both personal and corporate planning goals. Drawing on his background in tax, investment management, financial and estate planning, he serves as an invaluable resource for High Net Worth Individuals as well as Business Owners preparing to orchestrate a business transition within the next 3-5 years.  Marc manages a coordinated team of experts who support clients in all of the facets of personal and corporate planning needs.

Marc is part of the firm’s Private Business Services group and is on the Advisory Board for EisnerAmper’s Executive College.  Prior to joining EisnerAmper, he was a member of the Personal Financial Planning Group at one of the Big Four CPA firms servicing the financial needs of high-net worth clientele and institutions. Marc holds a Masters of Business Administration in Finance and Accounting from NYU’s Stern School of Business, Masters of Science in Accounting from NYU’s Stern School of Business, and a Bachelor of Arts Degree in Economics with a minor in German from Colgate University. He is a Certified Public Accountant and a Certified Financial Planner.

He is a recurring financial expert on CNBC, Fox Business, and CNBC Asia among others and is also often quoted in Reuters, CNN, MoneyMatters, and other financial trade publications. Marc has been recognized by Registered Rep as part of the “Top 100 Independent Advisors”. Under his leadership his team has received numerous accolades including “Top CPA/Wealth Management Company in NJ” by Accounting Today, “NJ 40 under 40” & “NJ Best 50 Women in Business” by NJBIZ, “Premier Advisor” by the National Association of Board Certified Advisory Practices (NABCAP).

Marc spends his free time with his wife and 3 daughters. Through his membership in the NJ Coalition for Financial Education, he is an advocate for promoting financial literacy amongst NJ youth. Marc also served as an assistant adjunct Professor at NYU’s Stern School of Business in Economics.