Mission

We Exist To Help Business Owners Build Business Value, Exit On Their Own Terms and Conditions, and Leave Their Desired Legacy.


Model

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.  

We provide strategic planning and advice for accelerating business value and planning a successful exit and legacy.   We do not provide personal asset management or insurance services.

Differentiators: 

  1. Our primary focus is to know you the owner and your goals for life, exit, and legacy. 
  2. Comprehensive, objective, and values-based advice and planning for both personal and business exit readiness. 
  3. Willingness and ability to act as Project Manager for a comprehensive exit plan. 
  4. Creation of a strategic financial plan for the business.  

Partner Profiles

 

Pat Ennis, CExP™, CAP®

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 and training results in a comprehensive planning approach for business owners’ who are intent on building transferable business value and exiting their business on their own terms and conditions.

Technical knowledge is evidenced by the professional certifications of Certified Exit Planner (CExP®), Certified Value Builder (CVB™), Chartered Advisor of Philanthropy (CAP®) and Certified Financial Planner (CFP®)  Pat is also particularly proficient in the "soft skills" needed for assisting clients with clarifying and establishing their owner-based goals and objectives, and managing a team of advisors in designing and implementing a plan.

Past employment includes Merrill Lynch, Fidelity Investments, and Sentinel Wealth Management.  Additional information is accessed in his 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.

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
  • Counseling & Mediation
  • Board of Directors
  • Extensive Professional Network

Contact Information:

[email protected]  |  (301) 943-8203


Corby Megorden, MEA, CCEA

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 a 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
  • Masters in Engineering Administration
  • Certified Cost Analyst/Estimator
  • Operations
  • Strategic Business Financial Planning & Controls
  • Program Management
  • Strategic Planning
  • Training in Counseling
  • Board of Directors
  • Extensive Professional Network

Contact Information:

[email protected]  |  (240) 994-4941


Values

  • BUILDING VALUE WITH EXCELLENCE - A valuable enterprise is one that pursues excellence.
  • CLARITY - Clear expectations, plans, processes and communication.
  • CONFIDENTIALITY - We are committed to confidentiality in our client relationships.
  • GENEROSITY - Having a charitable attitude toward those we are privileged to serve.
  • INTEGRITY - Honest intentions, dealings and communication.  Following through and doing what we say we are going to do.
  • LEGACY - The effective transfer of the enterprise, resources, core values, traditions, and faith.

Affiliations

 
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