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
Meeting & Project Facilitation
Training in Biblical Counseling & Conflict Resolution
Board of Directors
Extensive Professional Network
email: [email protected]