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Patrick McMillan

Fractional CFO and transaction advisor at Amplēo, specializing in providing executive support to growing companies. Known for expertise in Quality of Earnings analysis and guiding businesses through periods of growth and M&A transactions.

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Oct 8, 2024 • 45min

How to Build Superior Financial Models for M&A With Patrick McMillan

Patrick McMillan, a Fractional CFO and transaction advisor at Amplēo, shares insights from over two decades in guiding companies through M&A. He discusses the crucial role of Quality of Earnings (QofE) in financial assessments during transactions and how it differs from traditional audits. Patrick highlights the importance of normalizing earnings and differentiating between operating and non-recurring items. He emphasizes the significance of soft skills like storytelling in finance, making complex information more relatable and actionable for financial professionals.