7467 State Route 22
New Alexandria, PA 15670
Office: (724) 668-7900
Fax: (724) 668-8083

Business Intelligence Institute

Through hard work and perseverance, you've taken a vision and turned it into reality. You've built a successful business. You've created wealth. Maybe you've even begun grooming the next generation of leadership.

Now it's time for the next phase - capitalizing on what you've started.

The Business Intelligence Institute provides pragmatic strategies to help grow and protect your business, while potentially maximizing its value - allowing you to accomplish personal, financial and estate preservation goals.

Business Intelligence Specialists - like Dave Estatico - are a select team of top-tier financial planning professionals from within Lincoln Financial Network. They offer planning-based, outcome-oriented solutions that answer business owners' critical questions.

"How can I grow and protect my business?"

"What is my business (really) worth?"

"Who'll take the reins?"

"How do I attract and retain top talent?"

"How do I tap the wealth in my company?"


We offer solutions as unique as you:

Business Owner Planning & Advice - There is no "one size fits all" approach to structuring and operating a successful business. Issues of capital structure, tax reduction and entity selection interact uniquely with your own goals and vision. The challenge is to develop a plan that maximizes your company's value today - and tomorrow.

  • Entity Selection
  • Business Assessment
  • Equity and Synthetic Equity Planning
  • Business Value Estimate
  • Growth and "Shock Absorber" Capital
  • Tax Minimization

Exit and Succession Planning - Owning a successful business is not an end in itself. Rather, it is a means to an end. We will work with you one-on-one to protect and preserve the wealth contained in your business - and create a strategy to capitalize on that wealth on your terms, while passing on assets and management control from one generation to the next.

  • Buy-Sell Analysis
  • Family Transfers
  • Mergers & Acquisitions*
  • Cash Flow and Buyout Capital*
  • Exit Planning & Sales to Outside Parties*

Executive Compensation - Compensation is more than just a paycheck. Together, we'll explore the wide variety of taxable, non-taxable and deferred compensation plans available for key non-owner executives and managers. Ultimately, the right plan can help attract and retain top talent, increase business value, and ensure business continuity.

  • Long Term Performance Awards
  • Corporate Benefits
  • Equity/Synthetic Equity Compensation
  • Key Employee Protection
  • Owner's Protection
  • Nonqualified Deferred Compensation

Corporate Retirement Plans and Benefits - Implementing a retirement plan for your business can be unchartered territory. We'll guide you in selecting and implementing a tax-effective retirement plan that benefits both owners and employees, while complying with increasingly complex regulations.

  • 401(k) and 403(b) Retirement Plans
  • Profit Sharing
  • Pension Plans
  • Defined Benefit Plans
  • Retirement Income Analysis
  • Group medical, dental and vision
  • Group short-term disability and long-term disability
  • Group long-term care
  • Employer-sponsored life insurance
  • Executive Compensation Packages

*Offered through 3rd Party unaffiliated resources

Donald McDade, David Estatico, Scott Lauer, Daniel Stephans and Ronald Romeo are registered representatives of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice. Mosaic Wealth Consulting is not an affiliate of Lincoln Financial Advisors Corp CRN-3170387-072120.

Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Lincoln Financial Advisors Corp. or Sagemark Consulting, a division of Lincoln Financial Advisors Corp. a registered investment advisory. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

We are licensed to sell Insurance Products in the following states: Alabama, Arizona, Florida, Georgia, Kentucky, Maryland, Missouri, North Carolina, New York, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia, Wyoming.

We are registered to sell Securities in the following states: Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Illinois, Kentucky, Maryland, Michigan, North Carolina, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, Wyoming.

*Mosaic Employee Benefits is a separate entity and is not affiliated with Lincoln Financial Advisors Corp.

Not all registered representatives with our firm are able to offer advisory services.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
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