Conducting Successful Virtual Roundtables

THE EXIT PLANNING ADVISOR PLAYBOOK WEBINAR SERIES

Conducting Successful Virtual Roundtables


The time is now to take advantage of a great opportunity to meet and work with business owners. The pandemic has forced us to work more remotely and some of you have worked well in this environment while others have had some challenges.

The new market is virtual and will continue to grow even once we go back to face to face opportunities.

This workshop will go through the market trends along with a clear understanding of how to run your own virtual roundtable.

 

Learning Objectives:

  • Market & Trends for virtual roundtables
  • A check list of what to do and not do
  • An outline on how to get started

 

 

About The Exit Planning Advisor Playbook Series:

The EPI Exit Planning Advisor Playbook Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public.

How are financial advisors, accountants, consultants, attorneys, and M&A advisors implementing what they learned through EPI inside of their practices and with their owners? This webinar series is for professional advisors who are looking to build out a significant practice by incorporating exit planning concepts and processes into their marketing and services. Advisors also want to drive best practices and have better conversations with business owners. This series will feature experts in practice development, practice management, marketing and branding, delivery of exit planning services, tools and resources, and strategic planning. Accompanying speakers will be advisors just like you, sharing their stories. Register today and enhance your exit planning knowledge every month with EPI!

 

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Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

About the Presenter


Vincent Mastrovito, CEPA, CEBC

Vincent Mastrovito, CEPA, CEBC

Family Business Architect, Prometis Partners Inc.

Contact Vincent

Vincent is the founder and president of Prometis Partners. He began his career in 1989 providing wealth management services to businesses and individuals. After two decades with Lincoln Financial Group, confident in his own experience, Vincent built his own firm, Prometis Partners.  During his years as an independent advisor, Vincent has discovered his true passion in working closely with business owners on exit planning strategies. He brings his experience and enthusiasm for finding solutions to each new challenge.

Vincent has successfully completed advanced education through the Exit Planning Institute, Value Builder program, Pinnacle Equity Solutions, and the Business Enterprise Institute and Institute for Success. All of these advanced courses focus their education on how to best help business owners increase the value of their business and successfully transition out of their business. Vincent is a Certified Business Exit Consultant (CBEC®), Certified Exit Planning Advisor (CEPA®), Certified Value Builder (CVB™) and a Certified DISC+ Coach (CDVC®). These designations reflect the requisite educational background and Vincent’s leadership and strong commitment to deliver optimal solutions to business owners.

Vincent has a gift for motivating people and providing them with the necessary long-term impetus to reach their goals. Vincent provides his clients with written goals for the succession of a business’s 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 will accommodate the business, its shareholders, and potential buyers. He is a member of the Exit Planning Institute (EPI), which provides comprehensive practice development tools, education, and ongoing support networks to business owner advisors. Vincent is also the founding president of the EPI West Michigan Chapter which provides education to professionals and business owners on value acceleration and transition planning.

Additionally, Vincent shares his experience and positive outlook with others as a national speaker on exit planning. He also leads round-table discussion groups with business owners to explore the issues that they face selling or transferring their companies and to determine how to best approach their individual situations. He is adept at motivating a team or organization to work together to meet group goals and works well under pressure and with time constraints.

Connect with the Presenter: Prometis Partners Inc.  |  Website: www.prometispartners.com  |

Phone: (616) 622-3070 |  Email: Connect with Vincent