Southeast Missouri State University
Bachelor of Science in Business Administration
Certified Business Intermediary (CBI), International Business Brokers Association (IBBA)
M & A Source
International Business Brokers Association
Pat has spent 20 plus years providing merger and acquisition advisory to closely-held businesses. Pat specializes in helping business owners maximize the value of their business through a sell-side process that is disciplined and time-tested. The sell-side process coordinates the gathering of pertinent information, recasts historical financial statements, advises on business valuation, and considers potential tax consequences.
The DCF sell-side process assembles all the pertinent operational and financial information in a positive but factual light; drafts blind profile summaries and business review documents; implements confidential, multi-pronged marketing strategies; qualifies buyer prospects and manages the release of business information; manages negotiations, understands deal terms and business sale financing options, coordinates the due diligence process; coordinates the transaction activities between parties; and maintains confidentiality throughout the process.