Exit Planning Case Study: Investigating Exit Options

WEST MICHIGAN CHAPTER EVENT

Exit Planning Case Study: Investigating Exit Options


Has Rich investigated all his exit options? Researching all exit options focuses on more than just a sale. They can identify the exit options that aligns with the personal, financial, and business needs. Join chapter experts as they dive into what exit options exist for Rich Molnar and the importance of building a business that is independent of himself. In this session, you will work through a hands-on case study to build your exit planning acumen. Collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.

 

Learning Objectives:

  • Identify Rich’s exit options and investigate the best one for him
  • Understand the importance of building a business that is independent of the owner
  • Prepare and bring together the transition advisory team
  • Determine next steps after vetting all exit options

 

About the Presenter:

Learn from industry expert Vincent Mastrovito, CEPA, CBEC, Founder of Prometis Partners, Founder of EPI West Michigan Chapter.

Meet the Presenter

 

Thank you to our Sponsors!

 

This meeting will be held at Calvin University.

Address: 1800 E Beltline Ave SE, Grand Rapids, MI 49546

EXIT PLANNING IS GOOD BUSINESS STRATEGY

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 www.EPIGrandRapids.org

About the Presenter


Vincent Mastrovito, CEPA, CBEC

Vincent Mastrovito, CEPA, CBEC

Founder of Prometis Partners, Founder of EPI West Michigan Chapter

Meet Vincent Mastrovito:

Vincent is the founder and president of Prometis Partners, and he began his career in 1989 providing wealth management services to businesses and individuals. After two decades with Lincoln Financial Group, Vincent decided to become an independent advisor. As a fiduciary, he is always held to the highest standard of care and acts in the client’s best interest. During these years with his own firm, Vincent discovered his true passion in working closely with business-owners on exit planning strategies and developed Prometis Partners to pursue his desire to help business owners accomplish their exit planning goals.

Vincent has successfully completed advanced education through the Exit Planning Institute, Value Builder program, Pinnacle Equity Solutions and the Business Enterprise Institute – all of which focus their education and training on how to best help business owners successfully transition out of their business.

Vincent has successfully transferred or positioned many businesses for their transition to the next generation or sale.

Vincent is a national speaker on exit planning. He also conducts business owner roundtables to discuss the issues that they face, and how to best approach their situation. Vincent also conducts monthly podcasts and maintains a blog on his website.

Vincent is a Certified Business Exit Consultant (CBEC®), Certified Exit Planning Advisor (CEPA®) and a Certified Value Builder (CVBR®). These designations reflect a strong commitment and educational background to deliver optimal solutions to business owners. Vincent provides his clients with the written goals for the succession of a business’ ownership and control. His process is derived from a well thought out and properly executed plan that considers all factors, all interested parties, and the personal goals of the owners in a manner and a time period that is accommodative to the business, its shareholders, and potential buyers. He is a member of the Business Enterprise Institute Inc. (BEI), which provides comprehensive practice development tools, education and ongoing support networks to business owner advisors. He is a member and Preferred Associate of the Michigan Manufacturing Association, as well as a member of Central Michigan Manufacturing Association and Great Lakes Bay Manufacturing Association.