Murrieta, CA CFO
24 Years of Experience
Pat has 25 years of executive management, financial management and operational experience as a CEO and CFO for businesses ranging from privately held start-ups to public companies on NASDAQ. He has worked with companies from conception through private placements, IPO and secondary offerings. Pat has worked in and with a variety of industries including high tech, retail, e-commerce, food industry, distribution and manufacturing. He considers himself an entrepreneur first, an accounting professional second, having started four companies leading them financially and as a visionary from inception to sale. Pat passion of working with business owners to achieve their goals both professional and personally has lead him to B2B CFO®.
Pat's experience allows him to quickly analyze a business to identify both opportunities and problem areas for the owners and their business. His understanding of finance, management and operations allows him to develop the financial systems to support the company's operations and provide the necessary feedback that a CEO needs. He possess high-level skills in strategic business planning, establishment of operational/financial controls, transaction structuring, systems integration, human resources, and risk management. Pat has years of expertise in developing interactive financial forecasting tools that have been used to raise capital, sell companies and support business plans. In one of his most recent assignments, his forecasts helped in the sale of a three year old company for $30+ million to a competitor in the interactive classifieds space. Pat has also designed forecasting tools that has helped companies raise over $85 million in both private and public placements. Pat has been involved in numerous mergers and acquisitions. These transactions have given him an understanding of the importance and difficulties of preparing a company for CPA audits and reviews or prior years that can be essential to drive the best value in mergers and acquisitions.
Pat holds a Bachelors of Science degree in Business Administration with emphasis in Accounting from Colorado State University and a Masters of Science from the University of Colorado at Denver. He is active in his community having spent over 35 years coaching youth football, boys and girls basketball, boys and girls lacrosse and soccer. Pat and his wife of 25 years reside in Southern Riverside County they have two children Teran (24) an all conference football and lacrosse player and graduate of Occidental College, and Margaret (22) an academic all conference Lacrosse player and graduate of the University of Southern California.