Patrick McMillan

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

Meet the rest of the team

Kyle Shurtz

Fractional CMO

Kyle is a marketing strategist with more than 10 years driving revenue-focused campaigns. He has overseen substantial marketing budgets and translated them into billions in client revenue, with a particular focus on video-based content strategy.

Mike Riley

Fractional CMO.

Mike has more than 14 years in digital marketing and has held fractional CMO roles across multiple companies, bringing proven leadership and the strategic judgment to align marketing efforts behind a single growth plan.

Julia Olson

Fractional CMO

Julia has 18 years across digital marketing, event management, public relations, and marketing leadership, and has driven results for dozens of brands. She is at her best building campaigns from a blank page.

Beau Graves

Fractional CMO

Beau brings two decades of marketing expertise and leads integrated campaigns for top brands, driving results through organic search, creative content, and demand generation. Known around here as the SEO Cowboy, for reasons involving both search algorithms and Western heritage.

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Ryan Hutchins

President, Valuation

Ryan founded Peak Business Valuation, a national firm that delivers 1,100+ business valuations and 150+ equipment appraisals a year. He works with business owners who are buying, selling, or growing — and need to know what they actually have. His focus is quality, accuracy, and making sure the number means something.

Jason Parr

President, Sales Tax

Jason has spent 30 years going deeper into one discipline while most firms go broader. He joined Peisner Johnson in 1996 and built his career there learning every service line, working through every kind of situation, and eventually becoming President and CEO. The Sales Tax People has completed 35,000+ projects for companies ranging from regional mid-market businesses to large multinationals. His clients are CFOs, controllers, and the accountants who serve them, usually calling when the exposure has already been building quietly for months. He'd rather you call before that point.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.

 Let's Build It

You've Got the Vision. 


We've Got the Fractional

Team to Build It.

A fractional CFO who knows your numbers. A fractional CMO driving your pipeline. An HR leader building your people systems. Sales tax specialists keeping you compliant. Valuation experts ready when you need them. All embedded. All executing. All backed by Ampleo Intelligence, our AI platform.