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MEMBER PROFILE

 

Patrick Guthrie

Evergreen Advisors LLC

 

Member profile details

Membership level
Maryland Individual
First name
Patrick
Last name
Guthrie
Title
Director, Valuation Services
Company
Evergreen Advisors LLC
 

CONTACT INFORMATION

City
Columbia
State
Maryland
 

PROFILE INFORMATION

Call me when
a valuation of business or interest in a business is needed for estate planning, financial reporting or management planning.
Why I/we support XPX
Develop a network of advisors that can refer to clients through transaction process.
Profession
  • Valuation
Functional Expertise
  • Buy side/Acquisitions
  • Charitable giving
  • Diversity/Equity/Inclusion
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Financial Modelling
  • Intangible assets
  • Investor relations
  • Private equity
  • Real estate
  • Sell side/Divestiture
  • Strategic planning
  • Trusts
  • Venture capital
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
Charter Financial Analyst
In Business Since
2002
How to contact
patrickcguthrie@gmail.com
Business Focus
Valuation Services
Client Results
Patrick has particular expertise assisting family offices with important financial decisions regarding their business investments for tax, estate, and management planning purposes.
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