Because you didn't start your business to crunch numbers - you started it to build wealth. If you’re a construction contractor doing over $1M in revenue - I can help you keep more of what you earn!
With over 30 years of experience in banking, reviewing 10,000+ financials statements and over $2B in funding acquired - I know what it takes to build REAL wealth, not just revenue.
Your actual profit margin vs. what it should be.
The 3-5 hidden leaks draining your cash flow right now.
Your personalized prescription to keep more of what you've already earned.
Why doubling revenue doesn’t double your income (and what to do about it).
You'll share your story. I'll ask pointed questions. Together, we'll uncover the gap between what you make and what you keep—then build a blueprint to close it.
No theory. No accounting jargon. Just a clear path to put more money in your pocket.
Last year's revenue and take-home.
Your biggest financial frustration.
One specific goal for the next 12 months
Patrick helped me see I was using the wrong number in my bidding process. He gave me the tools and a more realistic target to help reverse the trend in my business. It’s hard to find someone who really knows this stuff — and even harder to find someone who can explain it in a way a contractor can actually use. The experience was well worth the money.

I was stuck in my own head as a business owner and needed an expert's outside perspective. Patrick's 'teach a person to fish' philosophy clicked immediately. The result? I discovered where we were bleeding money and restructured our budget so the company actually rewards me as the owner. Would I recommend Patrick? 10 out of 10. You'll make back your investment in the first year.

I knew what a P&L and balance sheet were, but I had no idea how to use them. Patrick made it simple, practical, and relevant. Now I understand the numbers, I'm more confident, and I feel like a better business owner.

Patrick took the mystery out of our finances. He helped us understand why our P&L looked great, but our cash didn't, and he simplified our financials, so everything finally clicked.

Working with Patrick on several projects was an excellent experience for my team and I. His knowledge of the banking industry is second to none, and his guidance was key to several successes for our company. We highly recommend Patrick to anyone searching for assistance in budgeting, cash flow analysis, banking referrals and help navigating the sea of financial offerings out there.

Before working with Patrick, I was doing all this work and knew the company was making money, but I couldn't understand why I wasn't seeing more of it personally. I didn't know why I wasn't able to compensate myself the way I should. In just 30 days, Patrick helped me see exactly where the opportunities are. We identified that improving my gross profit margin by just 3% could add approximately $150,000 in profit, and reducing my AR collection time by just 10 days could put another $135,000 in cash back into the business. Now I have a clear roadmap. I know the revenue I need to hit, the gross margins I need to achieve, and the seven numbers I need to watch every month. Most importantly, I finally know what to focus on to move the business forward.

Franchise Owner

"After struggling to put together my business plan on my own, I reached out to Patrick for professional guidance, and it was the best decision I made for my startup. He expertly guided me through preparing a comprehensive business plan and was instrumental in connecting me with the right lenders to secure financing. What impressed me most was his deep understanding of what banks and financial institutions are actually looking for in a business proposal.
Patrick was there every step of the way, offering valuable advice and support throughout the entire process. His expertise took the guesswork out of what can be an overwhelming experience for new entrepreneurs. If you're struggling to put together a compelling business plan or proposal, I highly recommend Patrick. He has the knowledge and network to help you present your business in the best possible light to potential lenders."

President, Zeskind's Hardware & Millwork

"Working with Patrick on several projects was an excellent experience for my team and me. His knowledge of the banking industry is second to none, and his guidance was key to several successes for our company."

President, Thibodeau Media Group

"I highly recommend working with Patrick for not only his professional experience but his personal touch."

WeberMessick Tax & Accounting

"We have been so incredibly fortunate to have teamed up with Patrick."

Owner, Hagerstown Dermatology and Skincare

"Prior to working with Patrick I didn't have a good understanding of my numbers. My P&L was like reading Chinese. Now I'm in better control of my finances and know what I'm looking at."

President & CEO, Mavenspire

"Patrick's approach blends education with strategic planning. He ensures you grasp the significance of your numbers and helps you set goals based on them. Each month, he acts as a cheerleader, emphasizing their importance and driving accountability."
