team / certified exit planning advisors
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.
Donald van der Zwaag
Mergers & Acquisitions Advisor (CM&AA)
Value Building Advisor (VBA)
Exit Planner (CEPA)
MBA in Operations Research, University of Michigan
BBA in Economics, Grand Valley State University
Don specializes in Small to Mid-size M&A Business Transitions, Exit Planning Services, and Business Value-Building services. He has had extensive experience in the less than $50M of the sales sector and has been integral for guidance in the midst of highly emotional family business scenarios. Don has years of experience in various operational leadership roles, Non-Profit Administration, and Consulting. Since 2007, Don’s consulting experiences have been focused primarily as an M&A advisor as well as providing start-up and turn-around advice to manufacturing businesses. In addition, he has coordinated the formation of wholly-owned foreign subsidiaries in eight countries as well as coordinated the international accounting and legal requirements for a company chartered in Hong Kong and headquartered in Houston. In his free time, Don enjoys spending time with his family, golfing, and watching college football.
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.