Speaking
Book Patrick for engaging talks on smart strategies to maximize cash flow and ensure you’re getting paid what you’re worth. Empower your audience with actionable insights to boost profitability and financial success.
Patrick is a dynamic and engaging speaker that brings realism as well as proven experience into conversations with contractors in a true workshop environment. His experience, developed from his years in banking and his integrity help contractors identify with the real solutions he offers to the most critical aspects for success in their businesses. He is exceptional at reaching the broad cross-section of C-suite responsibility, ensuring that any company bold enough to open their minds to his concepts, will be able to invest effectively and implement efficiently. Whether speaking to a room of 300 or a workshop of 20, Patrick cuts through the distance in the room to make his content relevant, personal and infectious. He is a valuable asset to any trade organization and reliable addition to any event seeking to connect an audience to the power of profitability.
James Baty
Executive Director
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Testimonials
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.
Jessica Maragh
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."
Rick Miller
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."
Liz Thibodeau
President, Thibodeau Media Group
"I highly recommend working with Patrick for not only his professional experience but his personal touch."
Ryan Letke, CPA
WeberMessick Tax & Accounting
"We have been so incredibly fortunate to have teamed up with Patrick."
Johanna Fangmeyer, MSN, CRNP
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."
Michael Tanenhaus
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."
