Patrick Ungashick

TEC Canada Speaker | Author | CEO – Navix Consultants | CEO – Persium Group | Vistage Speaker

Patrick Ungashick has spent much of his career building and leading companies that offer advisory services to business owners and leadership teams, including investment banking, private equity, wealth management, and exit planning. He is the author of two books aimed at 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*. Patrick has received the “Top Performer Award” every year since its inception among Vistage/TEC speakers. He lives on Marco Island, Florida, with his wife, Maggie, and their three sons.

Patrick Ungashick

TEC Canada Speaker | Author | CEO – Navix Consultants | CEO – Persium Group | Vistage Speaker

Patrick Ungashick has spent much of his career building and leading companies that offer advisory services to business owners and leadership teams, including investment banking, private equity, wealth management, and exit planning. He is the author of two books aimed at 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*. Patrick has received the “Top Performer Award” every year since its inception among Vistage/TEC speakers. He lives on Marco Island, Florida, with his wife, Maggie, and their three sons.

Patrick’s Topics

Patrick Ungashick challenges the traditional view of exit planning, offering a proactive approach focused on positioning CEOs and business owners for success long before their exit. Instead of waiting until the last minute, he emphasizes the importance of making strategic decisions today to avoid pitfalls that could harm future outcomes. Drawing on over 25 years of experience, national research, and real-world case studies, his workshop helps leaders prepare personally and professionally for their exit by addressing key issues like exit strategy, legacy, post-exit plans, and achieving financial freedom.

In this workshop, Patrick Ungashick challenges the “Growth Myth” — the mistaken belief that growing a business automatically leads to a successful exit. He explains how company leaders often confuse growth with value, and that decisions aimed at growing a business don’t always increase its transferable value, which is key for a successful exit. Drawing on over 25 years of experience, national research, and real-world case studies, the workshop helps business owners and CEOs understand the difference between growth and value, how to create transferable value, and how to assess their business’s strengths and weaknesses in the Seven Elements of Transferable Value™.

Patrick Ungashick’s “The Growth Myth” workshop is one of the most powerful experiences. This hands-on workshop goes beyond a typical presentation, offering an expanded version of the Transferable Value Assessment™. Participants gain actionable insights on making their organizations more valuable today, setting them up for a successful exit in the future. The workshop’s unique format brings together three or more CE or SB groups for a high-energy, collaborative half-day session, where Chairs can invite guests and prospective members to join in the experience.

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