ExitReadiness® PODCAST: Exit Planning, Succession & Selling Your Business

AI is already changing how businesses are built, operated, and sold — and the business owners who understand this shift will build more valuable companies than those who don't. Andre Yee, Founder and CEO of Tiga AI and a serial entrepreneur who helped grow Eloqua from $15M ARR to an Oracle acquisition for approximately $1 billion, joins Pat and Walter at the frontier of AI-driven selling. Andre explains what AI is already doing to the sales function, what it means for the systems and processes that create transferable business value, and how forward-thinking business owners should be positioning themselves now. A conversation at the intersection of technology, growth strategy, and exit planning.  

Guest: Andre Yee, Founder & CEO, Tiga AI | Former Founder & CEO, Triblio (acquired by IDG/Foundry)
Connect with guest: tiga.ai

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Verne Harnish has spent four decades helping some of the world's fastest-growing companies scale — and he has studied what actually drives enterprise value more deeply than almost anyone in the field. Founder of the Entrepreneurs' Organization, CEO of Scaling Up (Gazelles), and author of Scaling Up and Mastering the Rockefeller Habits, Verne joins Pat and Walter to share four key ways companies can maximize valuation before an exit. Drawing from his work with thousands of companies and from the dedicated exit chapter in Scaling Up, Verne delivers actionable insight on building the kind of business that commands a premium — whether the owner plans to sell in two years or ten.  

Guest: Verne Harnish, Founder & CEO, Scaling Up (Gazelles) | Founder, Entrepreneurs' Organization | Author, Scaling Up
Connect with guest: scalingup.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Technology implementation is one of the most misunderstood pre-exit decisions a business owner can make — the right moves add value and buyer confidence, while the wrong ones create risk, disruption, and complexity that shows up in due diligence at the worst possible time. Mac Lillard, CPA/ABV/CITP, CIA, CFE, Senior Manager of Risk & Advisory Services at GRF CPAs & Advisors, rejoins Pat and Walter for a focused conversation on what owners need to know before making technology investments in advance of a sale. Mac explains how buyers evaluate technology infrastructure, what creates risk versus what creates value, and the timing considerations every owner should factor into their pre-exit technology strategy.  

Guest: Mac Lillard, CPA/ABV/CITP, CIA, CFE, CISA/CRISC, Senior Manager, Risk & Advisory Services, GRF CPAs & Advisors
Connect with guest: grfcpa.com/people/mac-lillard/


“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Business owners who understand the risk landscape facing them in the years ahead can build stronger, more resilient companies — and more attractive acquisition targets. Melissa Musser, CPA, CIA, Partner and Director of Risk & Advisory Services at GRF CPAs & Advisors, joins Pat and Walter to map out the top forecasted risks for 2024 and beyond. From cybersecurity and technology risk to economic and workforce pressures, Melissa connects the dots between enterprise risk management and the factors that savvy buyers and investors evaluate when assessing a business. A conversation that is both a strategic planning resource and an exit planning roadmap for any owner who wants to build value proactively.  

Guest: Melissa Musser, CPA, CIA, CITP, CISA, Partner & Director, Risk & Advisory Services, GRF CPAs & Advisors
Connect with guest: grfcpa.com/people/melissa-musser-cpa-citp-cisa/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

Identifying a successor is one thing. Equipping them to actually succeed as an owner is something else entirely — and most succession plans leave this critical step underdeveloped. In this episode, Pat and Walter focus on one of the most practical and often overlooked dimensions of succession planning: what it actually takes to prepare a management team member, family member, or key employee to step into ownership responsibility. From financial literacy and decision-making capacity to the emotional and cultural dimensions of ownership transfer, this conversation offers a practical framework for owners at every stage of the succession planning process.

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis



Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

A business that depends on the owner to function — because the processes live in the owner's head rather than in documented systems — is not a transferable business. Jason Henderberg, founder of Henderberg Business Solutions in Webster, New York, and a 30-year veteran of operational and leadership consulting with credentials including Lean Six Sigma Black Belt and ISO-9001 Auditor, joins Pat to make the case for systems documentation as a core exit planning strategy. Jason explains why businesses without written systems sell for less, what it actually takes to build a process-driven company, and how owners can get started — no matter where they are today.  

Guest: Jason Henderberg, Founder, Henderberg Business Solutions
Connect with guest: henderberg.com

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis



Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.


============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

If you’re a regular listener, you know we are agnostic as to which exit route an owner chooses – we work to help them decide which exit route most aligns with their goals.

And that can be an ESOP, sale to co-owners or management, a transfer to children or family members or a sale to a third party.

And when a third party sale is the right option…we want to do all we can to prepare an owner for the eventual transaction – including helping them understand the potential pitfalls that can result in a failed deal.


DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.


============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

If you listen to us regularly you’ve heard us talk about the importance of an objective estimate of business value for planning your eventual exit and for this purpose you really do not need a qualified or certified valuation. However, there are certain situations where a certified valuation is advisable if not required. And, it’s not unusual for one of our business owner clients to have one of the situations, so, that’s our topic today, Business Valuations for Gifting, Estate Settlement, Divorce, and Shareholder Disputes.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.


============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.

A key driver of business value and a successful exit is what we would call a “next level management team". A management team that can take the business to the next few levels of growth.You’ve heard many times on this podcast that the less central an owner is to the business the more valuable and attractive their business will be to potential buyers. And if an owner is to be less central they need to develop a strong management team.

DISCLAIMER: The information in this presentation is provided as education only, with the understanding that neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors is engaged to render legal, accounting, or other professional services. If you require legal advice or other expert assistance, you should seek the services of a competent professional. Neither the presenter nor ENNIS Legacy Partners or GRF CPAs & Advisors shall have any legal liability or responsibility to any person or entity with respect to any loss or damage caused, or alleged to be caused, directly or indirectly, by the information contained in this presentation.


============================================

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

============================================

👇Subscribe To The Channel By Clicking Below!👇 CHECK OUT THESE TOP TRENDING PLAYLISTS NOW!

ExitReadiness Podcast: https://youtube.com/playlist?list=PLENXepxD6Ej2xh-2-WXwKKQHbad2sQfD- Live Events: https://youtube.com/playlist?list=PLENXepxD6Ej3Y4QRGndGPt-InMssUD7pq ============================================

About Pat: With decades of experience in financial services, for-profit and non-profit leadership and management, along with the founding of ELP in 2010, Pat has extensive knowledge and understanding of the many challenges faced by business owners. His knowledge base, experience, and training results in a goals-based, comprehensive approach for business owners’ who are intent on building transferable business value and exiting their business responsibly and successfully. Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®) Having pursued much training, along with years of ministry experience, Pat is also particularly proficient in meeting facilitation and the "soft skills" needed for clarifying and establishing owner goals and values, and managing a team of advisors in designing and implementing a plan. Past employment includes Fidelity Investments, Merrill Lynch, and Sentinel Wealth Management. Additional employment information is available in Pat's LinkedIn Profile. Pat has also served on various non-profit boards including Advisors in Philanthropy DC, Peacemaker Ministries, Montgomery County Fellowship of Christian Athletes and Razoo Foundation. He and his wife Charlotte have three children, live in Montgomery Village, MD, and are members of Covenant Life Church. About Walter: Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of GRF CPAs & Advisors Tax and Exit Planning consulting division. Mr. Deyhle addresses particularly complex issues with clients concerning investments, and estate and gift taxes with a specific concentration helping business owners transition their business. Walter holds the CExP™ designation from the Business Enterprise Institute and the Certified Exit Planning Advisor designation from the Exit Planning Institute. He has been involved in the business valuation process for approximately 15 years utilizing his expertise for mergers and acquisitions, liquidations and reorganizations. He has been a member of the Institute of Business Appraisers since 1995 and the National Association of Certified Valuation Analysts since 1993, and is a former member of the Maryland Association of CPAs Business Valuation/Litigation Support Committee. Walter received the designation of Accredited Business Valuation (ABV) from the AICPA, has an M.S. in Taxation from American University, and a B.S. in Accounting from the University of Maryland, College Park.

============================================

CONNECT WITH PAT AND WALTER ON SOCIAL MEDIA

YouTube: https://www.youtube.com/channel/UCOwUmJP3Fm4rYbRAQhYQkpg ExitReadiness Blog: https://ennislp.com/read-our-blog

Facebook: https://www.facebook.com/exitreadiness

Instagram: https://www.instagram.com/ennislp/

Pat’s LinkedIn: https://www.linkedin.com/in/pat-ennis-25b4a111/

Walter’s Linkedin: https://www.linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

Website: Ennislp.com

#PatEnnis #WalterDeyhle #ExitReadiness
============================================

Learn more about Pat and Walter: https://ennislp.com/about

Conversations that move you closer to a regret-proof exit.

Subscribe To The Channel By Clicking HERE!

Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

#PatEnnis #WalterDeyhle #ExitReadiness


DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.