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Panelist

Vincent Mastrovito

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CEPA, Exit Planning Specialist, 

Prometis Partners

Vincent is the founder and president of Prometis Partners, and he began his career in 1989 providing wealth management services to businesses and individuals.
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About Vincent

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, after 25 years in the business Vincent successfully sold his practice to pursue his passion in working closely with business-owners on exit planning strategies and founded 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 Growth Advisor (CVGA®). 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.

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The 2024 Exit Planning Summit is Powered By REAG
Register

Agenda

  • Agenda
  • Speakers
  • Sessions Overview

Partners

  • Partners
  • Become a Partner

VIP Packages

  • Summit VIP
  • Summit 50

Workshops

  • Mastering the Triggering Event Workshop
  • Women in Exit Planning Symposium

Experiences

  • Golf Outing
  • Welcome Social
  • Author Showcase
  • 10K Alley

About

  • Venue
  • Reserve Your Room
  • Book Your Travel
  • FAQs
  • Contact Us
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