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Patrick McMillan
The QofE Guy
Midvale, Utah
Contact
How to contact
patrick@qofeguy.com or theqofeguy.com/connect
Professional Profile
Call Me When
You’re buying or selling a business and need to understand the story behind the numbers through Quality of Earnings and financial due diligence.
Professions
Accountant
Consultant
Functional Expertise
Board of Directors (for profit)
Business growth
Buy side/Acquisitions
Cash flow enhancements
Corporate finance
Due diligence
Entrepreneurship
Equity
Finance
Financial Modelling
Forensic accounting
Management succession
Mergers
Private equity
Sell side/Divestiture
Training
Transaction advisory
Exit/Transition Planning
Business Focus
Quality of Earnings, financial due diligence and transaction advisory for buyers, sellers, lenders and lower-middle-market business owners.
Professional Certification
CEPA (Certified Exit Planning Advisor)
Transition Planning Certification or Methodology
EPI Value Acceleration Methodology™
Client Industries
Business Services
Computer/Electronics
Consumer Services
Education
Financial Services
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Wholesale/Distribution
Client Results
175+ transactions representing more than $2.5B in combined value, helping clients understand the story behind the numbers and make better-informed deal decisions.
Advisor Resource Relationships
AM&AA
EPI
Chapter information
Membership
Utah Launch Committee
Member since
New Member
Chapter Leadership Role
Launch Committee
Why I'm a Member of XPX
I value bringing trusted advisors together across disciplines to better serve business owners throughout growth, transition, and exit.
Make XPX Part of Your Business Plans
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