Pat has been a Director at Perks since 2001 and is the chief driving force behind the firm’s Pharmacy specialisation. His work in the pharmacy space has identified him as a true specialist in the industry.
Pat has been a Director at Perks since 2001 and is the chief driving force behind the firm’s Pharmacy specialisation. His work in the pharmacy space has identified him as a true specialist in the industry. His passionate energy and commitment to helping his clients realise success has fed the growth of the pharmacy division at Perks, which now services a national client base.
Pat has produced significant results in his work on profit improvement and financial forecasting across a diverse range of pharmacy transactions including purchases, sales, valuations, structuring, succession and funding advice. He also specialises in the areas of taxation advisory, management accounting and asset protection.
Thriving on the challenge of a transaction, Pat draws from his broad base of technical skills and practical knowledge to ensure that each transaction is strategically executed and successfully seen to completion. Pat has over ten years’ experience in preparing pharmacy valuations specifically and has, in this time, produced over 500 valuations across Australia. He sits on the valuation panels for NAB, Westpac, CBA, ANZ, Bank West and Adelaide Bank.
Pat has significant experience in the funding space, with a particular focus on finance for larger businesses who are expanding or restructuring. His dedicated work ethic and entrepreneurial flair, coupled with his expert forecasting skills and the strategic management of client/bank relations, means that Pat has had the opportunity to assist his clients in getting projects over the line that have typically been years in the making.
Pat feels privileged to have the trusted, long-term relationships he does with his clients and ultimately assisting them to improve their financial positions. He has worked with many clients in the pharmacy and hospitality industries, helping them work through difficult trading conditions and assisting them on the road to success.