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ABOUT
Cahill Advisory is a boutique consulting firm focused on value growth and exit planning. We partner with business owners to reduce risk, build transferable value, and prepare for succession or sale with clarity and confidence. Our work goes addresses both the financial and human dynamics that make transitions succeed.
CAPABILITIES
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Value Growth & Exit Planning – Strategies to strengthen transferable value and market readiness.
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Succession Readiness – Preparing leaders, successors, and teams for smooth transitions.
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Business Value Assessment – Identifying value drivers and risks that impact outcomes.
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Owner Dependency Reduction – Building systems so the business thrives beyond the founder.
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Legacy & Transition Strategy – Balancing wealth, legacy, and relational goals.
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Deal Readiness Support – Guiding owners through M&A prep, due diligence, and negotiations.
Daniel Ross, Fly Fishing Collaborative
I met Patrick in 2012 and he’s been my go-to partner ever since. When client work gets stuck, he brings clarity, momentum, and alignment.
Patrick is a rare leader—empathetic yet decisive. He unites teams, even in high-stakes boardrooms, and builds trust where egos often collide.
Once, while repositioning a top executive coach, Patrick sketched a one-hour plan that transformed the brand into a global success—still thriving years later.
He always asks, “Does this bring clarity?” And it does. Patrick elevates every team he touches. If you need clarity, alignment, and results, he’s the one you want.
Jacob Neighbors, Craft Business Advisors
Patrick was an instrumental partner in helping me grow and exit my second generation family business. He played a crucial role in helping us strategically acquire and integrate other businesses as well as exit navigate sale to private equity. I would bring Patrick in for any venture larger or small.
Josh Kimzey, Entreprenuer
Patrick Cahill embodies the spirit of creativity, entrepreneurship, community and leadership but his greatest accolade is his character and integrity. He is talent, intellect, drive, and passion but most of all he is heart. This quality sets him apart and he is truly, at the end of the day, an amazing human being in whom I'd select for my team, no matter what the endeavor. He possesses the intangible natural qualities that cannot be created, educated, or developed.
CLIENT IMPACT
METHODOLIGIES & FRAMEWORKS
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Value Acceleration Methodology™ (VAM)
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Certified Exit Planning Advisor (CEPA®) principles
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Succession Lab™ process
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Enneagram
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GiANT 5 Voices
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VoiceCraft™ Methodology
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Updraft Leader Training
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LIVE - Leader Development Process
CREDENTIALS & AFFILIATIONS
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CEPA® (Certified Exit Planning Advisor)
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Strategic partnership with McArthur Executive Development
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Active in professional networks supporting succession, M&A, and leadership development
Succession Lab™
An immersive program helping owners prepare psychologically and strategically for succession.
Growth Lab
A strategic advisory program for companies looking to scale and increase transferable value.
Value Advisory
Bespoke consulting engagements that integrate financial strategy with people-focused alignment.
PROGRAMS & VENTURES
LET'S WORK TOGETHER
patrick@cahilladvisory.com