Josh Patrick

Josh Patrick

President at The Stage 2 Solution

Burlington, Vermont Area
Management Consulting

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Josh Patrick's Overview

  • President at The Stage 2 Solution
  • Founding Principal at Stage 2 Planning Partners
  • President at Patrick's Food Service

500+ connections


Josh Patrick's Summary

I have one goal when working with help them make their lives better. I have one goal for do interesting things with interesting people. Combining them makes a great life and interesting business opportunities.

Specialties: Total Wealth Management, Succession Planning, Inside Business Transitions, Business Value Creation, Marketing Strategies, Business Strategy, Niche Development, Persona Identification, Mergers, Assist Organizations In Creating Extreme Value, Helping Business Owners Achieve Great Results, Financial Advisory Advice

Josh Patrick's Experience

Privately Held; 1-10 employees; Financial Services industry

August 2014Present (2 months) South Burlington, VT

We work with successful RIA firms helping them create a business that has sustainable value. I often act as an executive business advisor to help the leaders in the firm take actions that will move their firms to one that is salable. This doesn't mean we're selling the firm, it means we're getting the firm to be sale ready.

Our goal is to help our wealth management clients create a positive reputation in their niche, manage all of the revenue options and create a sustainable business. We believe this will help make all stakeholders in the firm have a better life.

Founding Principal

Stage 2 Planning Partners

Privately Held; 1-10 employees; Financial Services industry

1996Present (18 years)

Our specialty is providing total wealth management for Private Business Owners. We have a suite of proprietary processes that help Clients understand what's important and how to improve the enterprise value of their business. Our wealth management process takes into account personal financial needs as well as corporate needs in an integrated manner.


Patrick's Food Service

19761995 (19 years)

Josh Patrick's Projects

  • Contributor to New York Times You're the Boss Blog

    • September 2012 to Present
    Team Members: Josh Patrick

    I contribute to the New York Times You're the Boss blog. My channel is called Creating Value. I discuss and challenge business owners to think about their business in a different way. I bring ideas to the table that can increase both business and personal value for those who are small business owners.

  • Contributor to the Huffington Post

    • June 2014 to Present
    Team Members: Josh Patrick

Josh Patrick's Skills & Expertise

  1. Certified Financial Planner
  2. creating enterprise value
  3. Wealth Management
  4. Strategic Thinking
  5. Strategic Analysis
  6. private business owner coaching
  7. Strategic Consulting
  8. Marketing Strategy
  9. Coaching
  10. Enterprise Software
  11. Small Business
  12. Business Strategy
  13. Executive Coaching
  14. Business Planning
  15. Strategic Planning
  16. Succession Planning
  17. Strategic Financial Planning
  18. Corporate Development
  19. Analysis
  20. Organizational Development
  21. Mergers & Acquisitions
  22. Leadership Development
  23. Business Development
  24. Business Coaching
  25. Strategy

View All (25) Skills View Fewer Skills

Josh Patrick's Education

Boston University

BA, American History (United States)


Josh Patrick's Additional Information


music, reading, writing, skiing, bike riding (road), travel

Groups and Associations:
Honors and Awards:

President NY State Vending Association, President VT. Financial Service Professionals, Chairman National Vending Association Education Committee

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