Panel Discussion- On Case Study


Panel Discussion- On Case Study

Helping a business owner navigate through all the complex parts of his/her life and business takes a team a professionals. Each one with their own respective skill set will advise the business owner on how to best prepare them for their exit.

Also communicating with the business owners’ other advisors will be critical to the owner to assure them that everyone is focused on the same goal.

A case study will be emailed to all registered participants.


Learning Objectives:

This series will help you better understand some of the complexities and process that you will need to incorporate in your conversations with owners. A prepared advisor is a great resource for the owner and will elevate their status by putting the owners needs first.


About the Presenters:

Learn from a panel of experts including, Ronald L. Knipping, Erik J. Schumacher, John Carter, and Randy Rua, moderated by Vincent B. Mastrovito.


Meet the Presenters

This meeting will be held at the Grand Rapids Chamber of Commerce.

Address: 250 Monroe Ave NW suite 150, Grand Rapids, MI 49503


The EPI West Michigan Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Ron Knipping, CFP®

Ron Knipping, CFP®

Financial Planner


Erik J. Schumacher, CPA
John Carter
Randy Rua

Randy Rua

Managing Partner at NuVescor Group


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending approval)


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at