Custom workshops are available to meet your needs. For suggested topics, see our Articles. Here are our most requested workshops and seminars:
Workshops Designed for Business Owners (3-4 hours interactive)
- Creating and Harvesting Value in Your Business
- Fathers and Mothers, Daughters and Sons: Managing Successful Family Business Transitions
Seminars Designed for Business Owners (1 to 1.5 hours)
- Creating Value in Your Business
- Harvesting Value from Your Business
- Family Business Transition Roadmap: What's Ahead for Parents and Kids?
- Captive Insurance for the Small Business
- Compensation Planning for the 21st Century
- Estate Planning for the Private Business Owner
Workshops Designed for Advisors (3-4 hours interactive)
Experience and Testimonials
Josh is a frequent speaker before groups of business owners, including Vistage CEO groups across the country, where he typically earns evaluation ratings of 4.5 plus (out of 5).
"Josh Patrick spoke to my group this last month on the topic of Creating and Harvesting Value from Your Business. My members were really engaged during the presentation, participated during the program and give him near perfect scores. Almost every member thought they received useful ideas they could integrate in their companies and in their own life planning."
"Josh spent time with me getting to understand the hot buttons of my group and tailored his presentation to the interests of our group. I strongly recommend you consider using him to help your members understand options they might have in making their businesses more valuable to them as individuals and as business enterprises."
Terry S. Slinde, Chair
Vistage International, Inc., Des Moines, IA
"Josh Patrick is a knowledgeable, thoroughly-versed and entertaining speaker who knows his stuff. He uses real-life examples gleaned from his personal experience as a small-business owner and industry educator to breathe life into his presentations. His “been there, done that and here’s what I learned” approach, coupled with his ability to get across complex financial concepts in a down-to-earth way have made him a popular and effective speaker in our industry. His audience satisfaction ratings for us make him one of our go-to professionals for industry education. "
Richard M. Geerdes, NCE, President & Chief Executive Officer
National Automatic Merchandising Association
"I have worked with Josh Patrick in a variety of venues over the last few years. He has presented professional development events for both our Vermont business advisors, as well as for the New England Professional Development conference for the six New England Small Business Development Centers. Josh’s presentations are well thought out, well presented, and give a great deal of practical -- and sometimes complicated information—which is presented in a manner that is easy to understand. Josh is knowledgeable, articulate, and always interesting!"
Lenae Quillen-Blume
State Director, Vermont Small Business Development Center
"I have known Josh for over 5 years. During that time, he has done several presentations for our national wealth management/tax planning group. Each time his presentation has been professional, timely and very well received. His review numbers from participants are always 5 out of 5. I highly recommend him as a speaker."
Scott Hamilton
CEO, InKnowVision LLC
"As President-Elect of the American Rental Association I have attended thousands of seminars. Only once have I hired a speaker for an evaluation of my business and personal future, that is Josh Patrick.
Josh Patrick has spoken for the American Rental Association on a variety of topics that help our members become better at understanding their financial opportunities within their business and personal life. Josh’s program is peppered with stories that help our members relate to issues they have in their business. The combination of practical knowledge as well as technical understanding brings great value to those who attended his program. I would strongly recommend we use him again."
John Crabbe, President
Vermont Tent Company