Value-packed seminars featuring best practices and original research regarding business exit strategies and retirement planning for business owners, plan sponsors, CPAs and attorneys are Patrick’s specialty.
Patrick Ungashick is the president of White Horse Advisors. He specializes in financial planning for owners of successful closely-held businesses, helping them to achieve their major business and personal financial goals. He is the author of Dance in the End Zone: The Business Owner’s Exit Planning Playbook. With his colleagues at White Horse Advisors, LLC, Patrick advises clients in areas such as business exit strategies, estate planning, and tax-efficient compensation strategies. Patrick has worked extensively with business owners in general construction, subcontracting, manufacturing, and wholesale supplies.
Topics:
- Exit Planning
- Retirement Planning for Baby Boomer Business Owners
- Plan Sponsor Fiduciary Responsibilities Under Financial Reforms
Read more about Dance in the End Zone:
Explore White Horse Advisors’ groundbreaking research, America’s Entrepreneurialist Generation: Exit Planning and the Baby Boomer Age Wave.
