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Episode 20 with Robert Patin

Robert Patin is an international best-selling author, financial consultant, and agency expert. He is also the founder and managing partner of Patin & Associates, a Los Angeles-based business management and consultancy firm.
Robert Patin offers results-oriented executive financial professional services with extensive expertise in financial review, budget development, cash flow management, debt restructuring, asset liquidation/purchase, and corporate audit for both large and small businesses. With Patin’s consulting services his clients have optimized their sales processes, generating more than $30M in additional revenue. Truly, his two decades of proven success in finance make him an invaluable asset to any business, and his clients.

In this episode, we discuss:

  • Robert Patin’s background and how that influenced him to where he is today.
  • How he started his business and grew it overtime.
  • Some of the processes that Robert and his team does to help the business achieve their success.
  • The behind the scenes of the phenomenal numbers that his business has reached.
  • What his book, The Blueprint Agency is about and why he wrote it.

I hope you will find this episode as exciting and informative as I have. Robert shared to us such great insights when it comes to growing your business, whether big or small. This comes from his passion of solving problems to impact change to people – not just to owners but the employees within the agency as well.

Please let me know your thoughts!
Highlights:
03:18

“I felt that I’m able to have the most impact in business from an accounting angle, and I mean, really, who I am at my core as a problem solver. That’s what I love to do.”
11:52
“So, I mean, I’m not gonna say that a balance sheet and income statement isn’t important, right? It definitely is. But I’m a firm believer that I would prefer to look at what I’m actually doing today to drive a result for tomorrow, and the actions that I can actually change.”
15:14
“Really what I get from that is that I’m able to impact change with clients in such a substantial way, and coming into a business where the client is either marginally profitable, in a lot of instances are working more hours than they ever had before. They’re anxious, they’re stressed out and being able to help that client get to a much better place, and seeing the amount of impact that I can have on someone’s life. Not on just the owner’s lives, but on the employees within the agency as well. It provides me with fulfillment.”
18:14
“There’s only so much that I can actually scale to and I was hoping that I’d be able to touch more lives through putting the way that I function and the way that I work with agencies in paper and in writing.”

Connect with Robert Patin:
Website: https://www.cfofinancialstrategies.com/

Steve Eschbach is founder and president of Eschbach Enterprises, Inc. (EE), a comprehensive business advisory firm focused on enhancing corporate value to take business owners to their next level of success. Through the various subsidiaries under the EE umbrella as well as the established affiliations/strategic partnerships he has established in his 40-plus years as a senior financial executive leader, Mr. Eschbach has the direct experience and/or knows subject matter professionals that enables business owners to continue to thrive. His companies over the years have represented both the sellers and buyers in dozens of business transactions over 40 years, ranging in size from under $100 thousand to over $15 billion, and in industries such as energy, technology, entertainment, healthcare management, retail and home services to name a few.

Building upon this, Mr. Eschbach is a published author, sought-after public speaker, audio and video podcast host at both the local and national levels and community leader – both past and present – on a number of community nonprofit boards and professional organizations. Mr. Eschbach holds a Bachelor of Science degree in Accounting from the University of Connecticut and a Master of Business Administration degree in Investment Finance from the University of Hartford. He has been a Chartered Financial Analyst since 1989 and is an Illinois licensed producer in life/health insurance as well real estate.

Connect with Steve Eschbach Website:
https://eschbachenterprises.com
LinkedIn: https://www.linkedin.com/in/speschbach

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