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.

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.

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.

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.

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

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.