Patrick Guthrie
Evergreen Advisors LLC
Columbia, Maryland
About
Company name
Evergreen Advisors LLC
Business title
Director, Valuation Services
Contact
How to contact
patrickcguthrie@gmail.com
Professional Profile
Call Me When
a valuation of business or interest in a business is needed for estate planning, financial reporting or management planning.
Professions
Valuation
Functional Expertise
Buy side/Acquisitions
Charitable giving
Equity
ESOPs
Estate planning
Family business
Financial Modelling
Intangible assets
Investor relations
Private equity
Real estate
Sell side/Divestiture
Strategic planning
Trusts
Venture capital
Exit/Transition Planning
Diversity/Equity/Inclusion
Business Focus
Valuation Services
Professional Certification
Charter Financial Analyst
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
Patrick has particular expertise assisting family offices with important financial decisions regarding their business investments for tax, estate, and management planning purposes.
Chapter information
Membership
Maryland Individual
Member since
Member for 2 years
Why I'm a Member of XPX
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