Patrick Guthrie is a Director in the Evergreen Advisors Business Valuation practice.
Patrick brings more than two decades of experience in business valuation, financial forecasting, and business consulting. His expertise spans valuations for tax planning, financial reporting, business planning, and estate planning.
During his leadership role at a global public accounting firm, Patrick developed extensive experience in financial reporting, including business combinations, goodwill impairments, complex equity allocations, and private equity portfolio investments. He also provided valuation services for gift and estate tax planning, pre-sale planning, and management incentive units. Throughout his career, Patrick has served as the lead valuation professional on several hundred business appraisals and is known for his responsiveness to clients and their advisors, as well as his ability to deliver high-quality, defensible valuations.
Patrick has particular experience working with companies across the Mid-Atlantic region, including government contractors, cybersecurity and information technology companies, early-stage enterprises, distribution and manufacturing businesses, and real estate holding companies. He is committed to upholding the ethical and professional standards of the CFA Institute and the Uniform Standards of Professional Appraisal Practice (USPAP).
Licenses and Certifications
Patrick holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.
Organizations
He is an active member of the Baltimore, Howard County, and Washington, D.C. Estate Planning Councils.
Education
Patrick earned his Master of Science in Finance (MSF) from the Sellinger School of Business at Loyola University Maryland and his Bachelor of Business Administration with a concentration in Finance from Towson University.
Interests
Outside of work, Patrick enjoys playing strategy games with friends and family. His interest in strategy carries into his professional approach, where he enjoys analyzing financials, identifying trends and insights, and considering different scenarios to help clients make informed decisions and achieve their goals.
