With decades of experience working with business owners, his professional training and certifications, and success as a leader and manager in both private and nonprofit sectors, Pat demonstrates a unique and broad understanding of the personal and business challenges faced by business owners.  His experience, knowledge, and training result in a comprehensive approach for business owners’ intent on building sellable business value, exiting their business on their own terms and conditions, and leaving their desired legacy. Technical knowledge is evidenced by the following professional certifications: Certified Exit Planner (CExP®), Certified Financial Planner (CFP®), and Chartered Advisor of Philanthropy (CAP®).Pat also excels in the "soft skills" needed for assisting clients with clarifying and establishing their owner-based goals and objectives and managing a team of advisors in designing and implementing a plan. He is also a highly skilled facilitator of strategic planning retreats and meetings.