Case Study- Working Through the Process


Case Study- Working Through the Process

Knowing what steps you need to follow to help an owner better understand what state their business is in will help you communicate to your clients what they need to do to have a more successful transition.

A case study will be emailed to all registered participants.


Learning Objectives:

  • You will learn how to approach and educate an owner on what benefits planning can bring to the table.
  • What issues or people could be standing in the way of your client?
  • How you should approach each part of the business
  • Working with the owner’s advisors


About the Presenters:

Learn from the EPI West Michigan chapter leadership team, Vincent Mastrovito, Randy Rua, and Mary Van Skiver, as they lead a roundtable discussion.


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

Vincent Mastrovito, CEPA, CBEC

Vincent Mastrovito, CEPA, CBEC

Founder/President, Prometis Partners


Randy Rua

Randy Rua

Managing Partner at NuVescor Group


Mary Van Skiver, CPA, PHR, CEPA

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