Mission

Successful business owners and businesses have significant positive impact on many people including their families, employees, customers, communities and the national economy. We exist to help owners increase impact through value acceleration, steward impact with a successful business succession or business exit strategy, and continue impact with a clear plan for “what’s next?”.


Values

We value the economic impact and human flourishing that results from a successful business.

We value business owners and their interests.

We value integrity, excellence, diligence, and generosity in serving clients and others.


Approach

ENNIS Legacy Partners is a fee-only consulting firm serving small business owners ($1 - $25 million in revenue) in the Washington DC area and throughout the United States.  

ELP Differentiators:

  1. Our approach is relational and not transactional, with a continual intentionality in getting to know you and your goals for life, business exit, and legacy.

  2. Our approach and thinking is comprehensive as it pertains to the integration of both personal and business goals in an owner’s life.

  3. We always have your personal goals and the past, present, and future impact of your business in mind when executing a business exit strategy. There is much at stake when and how you leave your business.

  4. Our willingness and ability to act as Project Manager for a Comprehensive Exit Plan.

  5. A focus on business value creation and acceleration as central to a successful plan for exit. Strong business value is at the heart of a successful exit, and an owner who has a transferable business has maximum freedom and options for life, exit, and legacy.

  6. If desired by the client, we are capable of integrating a biblical framework into all planning phases of value creation, exit, and legacy. For example, a question when incorporating a biblical approach would include, “Does your why for growth and exit align with His why?”.

NOTE: We are not transaction intermediaries and do not provide financial asset management or insurance services. 


Team Profiles

 

Pat Ennis | Founder & President

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®), Certified Value Builder, 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 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.

He 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.

Summary of Knowledge and Experience

  • Building Business Value (Certified Value Builder™)

  • Exit Planning (Certified Exit Planner™)

  • Financial Planning (CERTIFIED FINANCIAL PLANNER™)

  • Estate & Philanthropic Planning (Chartered Advisor in Philanthropy™)

  • Decades of Experience in Leadership & Management | For-Profit & Non-Profit

  • Strategic Planning

  • Meeting & Project Facilitation

  • Training in Biblical Counseling & Conflict Resolution

  • Board of Directors

  • Extensive Professional Network

email:  [email protected]  


Corby Megorden | Partner

Corby Megorden has decades of executive experience helping organizations identify and successfully navigate the challenges of growth, risk, and change.  His expertise covers operations, program management, and financial development and has been tested in a variety of contexts including non-profits, industry, and the military.  As the VP of Operations for TeleCommunication Systems, he created corporate financial management, contracting, budgeting, and corporate merger processes, helping guide the company from startup to a publicly traded company.  As Administrator of a 4,000 member church, he developed structures, processes and procedures to manage finances and operations through periods of rapid growth, economic challenges, and radical organizational change, bringing stability and maintaining the fiscal health of the church.  He is a retired Captain with the Naval Reserves, serving the last 11 years of his 22-year tenure as an Executive or Commanding Officer.  With a Masters in Engineering Administration and 14 years as a licensed pastor, he brings a unique combination of knowledge of the processes and interpersonal dynamics in which organization function.  He is also a Certified Exit Planning Advisor (CEPA) and Certified Cost Estimator/Analyst (ICEAA).

Corby has served on numerous non-profit boards including Covenant Life School, Christ Church of Mt. Airy, and ONE-U Campus Ministries. He and his wife Vilma live in Gaithersburg, MD.  They have two married daughters.

Summary of Knowledge and Experience

  • Leadership and Management: For-Profit & Non-Profit Organizations

  • Certified Exit Planning Advisor (CEPA)

  • Certified Cost Analyst/Estimator

  • Masters in Engineering Administration

  • Operations

  • Strategic Business Financial Planning & Controls

  • Program Management

  • Strategic Planning

  • Training in Counseling, Conflict Resolution, & Ministry

  • Board of Directors

  • Extensive Professional Network

email:  [email protected]  


Joe Tasto | Value Advisor

Joe is a successful and proven entrepreneur who founded and ran a government contracting business that grew its revenue from $0 to $30 million in 3 years. He and his business partners then sold the biomedical research and IT services company for 15X EBITDA. In addition to this business, Joe has started and run a consulting company and a social business. As a Certified Value Builder™, Joe works with our clients to prepare for a successful exit by building the value of their business.

In addition to many years of executive management, Joe has experience in research and development (R&D), scientific management, program management, and business development. He has worked in both the product and services industries.

Joe has an MS in electrical engineering and an MD degree and has been published in medical, education, and engineering journals. He is active in philanthropy with Maryland Community Health Initiatives (AKA “Penn North”). He and his wife have three sons.

Summary of Knowledge and Experience

  • Building business value (Certified Value Builder™)

  • Entrepreneurship

  • Successfully exiting a business

  • Decades of experience in leadership and management in small businesses

  • Government contracting

  • Biomedical research & IT services

  • Product R&D

  • Operations

email:  [email protected]  

 
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Walter Deyhle | Exit Planning Associate

Walter H. Deyhle, CPA, ABV, CFF, MAFF, CExP™, CEPA is a partner and the director of Gelman, Rosenberg & Freedman CPAs’ 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.

Professional Affiliations

  • American Institute of Certified Public Accountants (AICPA)

  • Business Enterprise Institute

  • Exit Planning Institute

  • Institute of Business Appraisers

  • Maryland Association of CPAs

  • National Association of Certified Valuation Analysts

 
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ELP Affiliations

 
 
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