Josh Patrick

“Working with business owners is like great jazz. There are rules of the game and it’s what you put between the notes is when magic happens.”

My passion in life is helping private business owners create extraordinary value with their businesses and lives. I help create this outcome by life experiences that I’ve had. I’m a student, an entrepreneur and a curious observer of life. I read over 50 books a year and have done so for more than 35 years. I’ve attended over 60 workshops and taught over 300 businesses strategic and financial management.

I’ve learned that for me to create outcomes you want requires that I listen well and completely. Asking great questions helps me understand what you want. My job is to help you understand not only what you want to do but also why what you want to do is important for you.

I specialize in working with owners of private businesses. It’s where I have the most interest and where I can add the most value. If you own a business and are interested in a coaching relationship as well as wealth management, I’m your guy.

Whether we work on creating value for your business, helping you find a path to financial independence, solving a business succession issue or getting the right customer or right employees I’ve been there and done that.

I think a great advisory relationship is all about creating a partnership with my clients. I’m a member of your team. I help you figure out what you need and then stick around to make sure your goals become reality. Over the past 35 years I’ve worked with and coached hundreds of businesses.

Success for me comes from the combination of learning and doing. Learning provides best practices and doing provides knowledge on what works in the world of private businesses.

Let’s find some really cool ways to make your business and life better. We’ll both be better for it.

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Articles by Josh Patrick


6 Key Components of the Entrepreneurial Operating System 6 Key Components of the Entrepreneurial Operating System 6 Key Components of the Entrepreneurial Operating System 6 Key Components of the Entrepreneurial Operating System


Entrepreneurs looking to streamline their processes will want to listen to this latest Divestopedia podcast with our guest, Mike Paton, who...

Activities That Create the Highest Business Value Activities That Create the Highest Business Value Activities That Create the Highest Business Value Activities That Create the Highest Business Value


Business owners should be spending time on activities that can add the greatest value to their businesses. Rob Slee, renown value creation...

The First Question in Exit Planning: Who Is Going to Own Your Company? The First Question in Exit Planning: Who Is Going to Own Your Company? The First Question in Exit Planning: Who Is Going to Own Your Company? The First Question in Exit Planning: Who Is Going to Own Your Company?


The most important question that business owners need to answer is who is going to own their business in a few years. Based on their answer...

Kids Taking Over the Business? 8 Things to Consider Kids Taking Over the Business? 8 Things to Consider Kids Taking Over the Business? 8 Things to Consider Kids Taking Over the Business? 8 Things to Consider


Transferring ownership of a business is difficult. Transferring it to a family member makes it even more complicated. Here are eight things...

Q&A by Josh Patrick



Yes, I think that if you're thinking about transferring your business to your children you should think about some of the following issues:...


The short answer is no. You should find someone who has experience valuing businesses and can give you a thumbnail valuation for a variety...


In a short word 'no.' Having said that, getting involved in the exit planning process is a great thing to do, especially if you're...