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 meeting facilitation and 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.

Professional Organizations include the Mid-Atlantic Facilitators Network, the Business Enterprise Institute, and Advisors in Philanthropy. 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]   

 
Pat is a trustworthy, organized, and talented listener that brings forth issues in a way.. that is respectful and unique to most business meetings.
— Client Quote