Patrick Crowley Email & Phone Number

"I'd sell this tomorrow if I got the right price...and the right deal" This is what a business owner client told me...and I'm sure you've probably thought the same thing too. Think about it... You've built a profitable business. It has created a nice lifestyle for you and your family. It's your baby. But this baby takes up a LOT of your time. Sometimes more than you wish it would. And so you start thinking of the end goal...the day where you get to hand the keys to someone else and all of your hard work turns into the form of a check. Let's skip ahead and say you get a great price from the perfect buyer...suddenly your time issues disappear. But like a left hook from Tyson you'll get blindsided by a NEW problem: how to protect, preserve, and re-invest the wealth you've encompassed. Here's how I help business owners 1) put a plan in place to create maximum value before an exit and 2) how to grow their wealth after we get the right deal from the right buyer. Let me introduce you to the proprietary Personal Wealth Analysis™ strategy. I've implemented this strategy with numerous business owners to create the cash flow they need to expand their businesses so they can create the maximum value at the time of an exit. Leave me a note if you'd like a proven process to help create more value in your business so you're primed to exit at the right value...with the right buyer.

Listed skills include Portfolio Management, Wealth And Retirement Planning, and Asset Allocation.

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  University Of Iowa

  Bachelor'S Degree