Josh Patrick

Josh Patrick, founder of Stage 2 Planning and a specialist in advising small business owners, dives into the unique challenges entrepreneurs face. He shares his journey from vending business owner to financial planner, emphasizing the importance of specialized consulting. Josh discusses how to effectively delegate and become operationally irrelevant, plus his innovative approach to pricing and client relationships. He reveals strategic insights on profit allocation, exit planning, and the critical role of values in building a successful firm.