A certified exit planning advisor, 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 succession planning advisor, Vincent has discovered his true passion for 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 exit planning advisor 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 delivering 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.
client engagement coordinator
Lisa is a business professional with over 30 years of customer service experience. She earned her Bachelor’s in Business Management, and her Master’s in Organizational Behavior and Management during her employment with The Andersons in Maumee, Ohio.
Lisa began her career with The Andersons as a seasonal clerk, working her way through secretarial and administrative positions, supervisory positions, and eventually acquired the position of Customer Service and Transportation Manager. She developed long-term relationships with customers and negotiated cost-effective freight for their distributor locations.
During that time, Lisa gained management and continuous improvement experience. She’s worked with many ERP systems and email programs. She is also highly proficient in Microsoft Excel, Word and PowerPoint.
Additionally, Lisa has managed budgets for two departments, developed and supervised employees, created metrics to improve efficiencies, and conducted customer surveys.
Lisa is outgoing, well-organized and service-oriented, with a passion for serving others and building solid customer relationships.
Matt is a Master of Science in Finance and Master of Business Administration candidate at Walsh College and a Certified Value Growth Advisor. Matt is impassioned by financial analytics and mergers and acquisitions. Matt’s background is in fundraising, strategic planning and analysis. Matt is competing in the CFA Institute Research Challenge and in the ACG Cup. Matt has overseen multimillion-dollar budgets and assisted in raising capital for multimillion-dollar projects.