Josh Patrick
Senior Advisor
Specialties: Creating Business Value, Private Business Wealth Management, Business Succession Planning
Josh’s passion in life is helping private business owners create extraordinary value with their businesses and lives. As a Certified Financial Planner® and a Financial Transitionist®, he knows how to help you get the most value from your business both from personal experience (selling his successful 90-employee business) and from helping countless others do the same.
As a former blogger for the New York Times, Josh shared his tips for preparing for the future in his book, Sustainable: A Fable About Creating a Personally and Economically Sustainable Business. He has taught over 200 seminars and hundreds of companies over the past 35 years.
