Patrick McMillan
CFO / Transaction Advisor

Patrick McMillan is a CFO and Transaction Advisor at Amplēo with a deep specialization in Quality of Earnings (QofE) and Financial Due Diligence (FDD), helping companies before, during, and after transactions.

Before becoming a consultant at Amplēo in 2020, Patrick brought a wealth of experience from his role as Corporate Controller and acting CFO for a franchise group, where he led a significant expansion from 38 to 63 locations. He then served as an independent consultant and strategic advisor for various small, high-growth companies, enabling them to scale effectively and sustainably.

Despite his extensive financial expertise, Patrick is anything but your typical accountant and finance strategist. His passion for numbers rivals others’ love for chocolate or coffee, as evidenced by his favorite shirt proclaiming, “Warning: may talk about EBITDA.”

Known for his infectious smile and joyful character, Patrick has a talent for guiding teams and companies through exponential growth. Throughout his career, he’s served predominantly in C-suite roles, steering numerous entities to triple-digit growth year after year. Patrick’s meticulous approach to financial due diligence has been instrumental in facilitating numerous M&A transactions totaling over $2 billion in combined valuation.

Patrick has been featured on multiple podcasts and speaking events, including The Thinking Project, Acquicon, Business Ninjas, M&A Masters, ExitGuide, Let’s Buy a Business, Bill, Financial Modeler’s Corner, and Utah Business Forward.


Fun Facts/Hobbies

  • Mountain biking
  • Hiking
  • Camping
  • Running
  • Reading biographies

Education/Certificates

  • Bachelor’s degree in Spanish and Business from East Tennessee State University 
  • MBA (finance) from Utah Valley University 
  • Certified Exit Planning Advisor