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.
leadership development director
Melissa grew up working in the family business that her grandfather started over 90 years ago.
Upon graduating from Xavier University, Melissa worked for Citibank for almost 10 years. While at Citibank, she rose through the ranks of customer service to trainer and unit manager. Melissa was on a team of 4 mangers that executed the startup Front-End Customer Service Department at Citibank’s Midwest location which grew rapidly to over 1300 customer service representatives. She was instrumental in rewriting and creating the national training manual for collections. During the 40 hours of training that each new hire went through, there was a high concentration of teaching on active listening skills, defusing an angry customer, and other soft communication skills.
Melissa transitioned into managing a law office with utilized her strong organizational and communication skills. While at the law office, she spearheaded developing a system for converting a paper files into an electronic filing system.
Melissa is a certified Advanced DISC coach. Drawing on her experience as a trainer, Melissa enjoys enabling people to use communication tools that increases their self-awareness, aid in conflict resolution, boast self-confidence.
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.