| NASF Event Director
NAVIX CEO Announced as Conference Keynote
Patrick Ungashick is the CEO 0f NAVIX, which helps business owners plan for and achieve happy exits. The NAVIX system was designed out of experience seeing most business owners struggle to exit on their own terms, achieve financial freedom, and create a sustainable business legacy.
In the field of exit planning, for more than twenty-five years Patrick has provided exit advice and solutions to business owners in a wide variety of industries, from as small as several million in revenues to more than half a billion. Patrick is the author of two books helping business owners prepare for exit: Dance in the End Zone: The Business Owner’s Exit Planning Playbook, and A Tale of Two Owners: Achieving Exit Success Between Business Co-Owners. He has been quoted in the Wall Street Journal, New York Times, Financial Week and other print and radio media. He speaks to several dozen business groups per year on how to achieve successful exits.
Outside of work, even though he cannot juggle nor play a musical instrument, Patrick serves as the Head Clown for the Atlanta Distinguished Clown Corps, a group that since inception has raised more than $1 million for Children’s Healthcare of Atlanta, one of the largest pediatric hospitals in the U.S. He also serves on the Board of Directors for the C5 Youth Foundation of Atlanta, a five-year leadership and college-readiness program for high-potential teens from challenging situations.
Patrick graduated magna cum laude from Georgetown University in Washington, D.C. He is a fan of St. Louis Cardinals baseball and the University of Georgia football teams. Patrick has three boys, and lives with his wife Maggie in the Atlanta area.
DANCE IN THE END ZONE – Workshop Description
Patrick Ungashick turns the conventional wisdom about exit planning upside down. Rather than presenting “exit planning” as it’s commonly understood (i.e., the things business leaders find themselves rushing to do immediately before sale or succession) Ungashick presents a radically different approach. He asks, “What decisions need to be made today in order to position the CEO/owner for success at exit?” Too many CEOs/owners struggle at exit or leave value on the table because decisions made years ago come back to undermine their results. The good news is that taking action now not only better prepares the leader for exit, it also helps create a better and stronger business today.
Combining more than 25 years of direct experience, findings from national research, and entertaining real-world case studies and stories, this workshop addresses the essential questions and steps business leaders need to answer to prepare their companies and themselves for exit. Key issues explored include:
- What are the three ways to maximize business value at my exit?
- What is my exit strategy, and how do I know if it is sound?
- What legacy do I wish to create for myself and my organization?
- What will I do with my time and talent in life after exit?
- How much do I need to reach personal financial freedom, and how do I know and track my progress to achieve it?
Value for the Audience: Key take-ways from this interactive workshop also include:
- Answers to the Seven End Zone Questions—the critical questions business leaders and owners must answer to reach their personal exit goals
- The seven areas of Transferable Value™ that increase business value at exit
- Complimentary assessment exercises and tools to use after the workshop
Biography: In the field of exit planning, Patrick is uniquely qualified to help business owners plan for and create successful exits. He is CEO and co-owner of two companies. More importantly, for more than twenty-five years Patrick has provided exit advice and solutions to business owners in a wide variety of industries, from as small as several million in revenues to more than half a billion. Patrick is the author of two books helping business owners prepare for exit: Dance in the End Zone: The Business Owner’s Exit Planning Playbook, and A Tale of Two Owners: Achieving Exit Success Between Business Co-Owners. He has been quoted in the Wall Street Journal, New York Times, Financial Week and other print and radio media. He speaks to several dozen business groups per year how to achieve successful exits. For more information, please visit www.patrickungashick.com.
NAVIX Founder’s Statement
In 1991, I graduated from college and immediately joined my father’s financial services firm in New York City. I found myself a junior associate to Peter Collins, who ran the firm’s investment banking department. My arrival doubled the team size—previously the investment banking department had consisted of Peter, his computer, and a laser printer (in 1991!).
I spent five years working under Peter, helping him to help business owners sell their businesses. During those years, I watched again and again owners experience deep stress, high costs, while struggling to maintain control over their desired outcomes. During those years, a thought began to grow inside me—if achieving a happy exit is so difficult for nearly every owner, there must be something wrong with the conventional methods. Frustrated for all of these business owners, I thought there must be a better way…
It was for that reason that I became a business owner myself, and ultimately created NAVIX. At NAVIX, we intend to change the world for business owners. After watching countless owners struggle to achieve successful exits, we have developed that better way. Using our proprietary process, we strive to create a world where owners achieve financial freedom, create a sustained business legacy, and exit at a time and manner of their choosing.