
Patrick Sergott
Partner & CFO
Patrick is an experienced entrepreneur, investor and CFO with a passion for helping businesses achieve their goals by connecting the dots of operations, finance and market forces.
Resources & News Featuring Patrick Sergott

ARTICLE
How A&E Firms Can Stop Overpaying for Talent and Start Maximizing Profit Margins
You're hiring top-tier talent architects, engineers, and project managers. You're investing in their development, offering competitive salaries, and yet, y...

ARTICLE
Stop Guessing Your Cash Flow – Start Controlling It in Real Time
You’ve landed that big client. Your backlog is strong. Yet, every time payroll comes around, you feel that familiar pit in your stomach. Why? In the A&...

ARTICLE
A Transaction Readiness Mindset - 9 Things To Know (Before You Go) Through Due Diligence
Transaction readiness isn't something you start when buyers appear; it's a strategic mindset that should begin years before considering an exit. Without pr...

ARTICLE
Think Twice Before Taking a Merchant Cash Advance
Merchant cash advances (MCAs) are an alternative financing tool frequently offered by merchant card processors (such as Stripe, PayPal, Square, etc.) to sm...

News
The Corporate Transparency Act Deadline Is Approaching – So Many Questions...
The following article is a collection of information compiled from several other published sources, but it is not intended to be legal or tax advice. Pleas...