Clients say Gary specializes in helping leaders avoid costly problems and increase profits by uncovering million dollar blind spots to make better business decisions, carrying out rigorous due diligence and enterprise risk management reviews, and partnering with them on critical fiscal and financial projects.

I find your perspectives interesting, stimulating and sometimes provocative.

Joe M Rife, PhD
President, GENEVA Group Inc
385 Concord Ave, Ste 202
Belmont MA 02478

Published Thought Leader ExecSense ( a service from the Financial Times)

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Gary operates his business as the Fiscal Doctor. This gives you an idea of how clever he is. Gary is a great resource to work with senior executives who need behind the scenes coaching to grasp the implications of the numbers before them.

Larry Stybel
Leadership and Career Success for VPs
and Above in 28 Countries and 25 U.S. Cities.


Gary came in without knowing anything about History Museums in general but got our staff to focus on the key areas that impeded our growth. He raised the urgency about our need for the new 5 year strategic plan that would incorporate the 10 areas of concern identified by the staff. Gary was tenacious and diligent.

Sheffield Hale
President & CEO, Atlanta History Center

Great suggestions, lots of wisdom and advice. Most company directors don’t make suggestions as valuable as yours. Have a great 2016.

Jim Gilreath
Gilreath Consultancy

Gary has a financial background, second to none in solving business problems, many before they become an issue.

Pete Mackin
Oak Peak Advisory Group

Gary spoke to my CEO group, and the information he provided was very valuable. I mentor Business Owners and CEOs in my consulting practice, and I have found that most of them are so focused on growth and managing through their challenges that they lose sight of the basic things they need to be doing to manage the financial aspects of their company. Gary has a wonderful process to put companies through that identify million dollar blind spots that can put companies back on track.

Tom Cramer
Founder & Co-Chairman
The Brain Trust
1010 Olde Towne Ln.
Woodstock, Ga 30189

You’re the best.

Stephanie, Manager
The Business Forum Show


If anyone is thinking about a speaker or consultant to provide facilitation or a strategic planning workshop, Gary is the “go to person”. Who knew someone with such strong financial, operational and strategic experience could actually provide humor and warmth while helping me and the company.

Randy Houk
CEO, The Benefactory

Gary Patterson’s presentation style, preparation, and manner of weaving interesting stories to add humor, and even fun, to technical and complex issues makes him my ‘Go to Person’ for moderating and facilitating discussions at Entretech Forum. I look forward to bringing him back next year.

Lawrence C. Grumer
Managing Director
Technology Associates & Alliances (TAA)

I hired Gary for this project because he has that rare combination of intelligence, integrity and humility required to energize employees in implementing complex strategic changes — the success of the project proved that I was right.

Charles H. Ricker
Former Chairman and Managing Director
H.H. Robertson, UK

You were the first person to say “HOW CAN I HELP” when we restarted the Custom House from scratch. Most folks just walked away. And you kept it simple and light. 5 years later we had a $125,000 income only foundation in place. So my hat is still off to you my good “now southern” friend. Cheers.

Mark J. Guay, PC


I needed an expert who wore many financial hats – funding, deal structure, cap table, you name it – Gary is that guy. He creates impressive short term wealth by maximizing margins and identifying hidden balance sheet assets that are underappreciated or underutilized.

Dean Macri
Founder & CEO, The Cielo Group

Gary helped revise the overall economic structure of the group during a dramatic increase in the company’s size and complexity. He demonstrated creative approaches to problem solving in his areas of responsibility which included buyouts, restructuring project debt and ownership.

Sara Lou Brown
Partner, KPMG Peat Marwick

Gary’s experience is unmistakable. You know that he’s done what you are doing before and has dealt with difficult situations. His broad exposure to a variety of situations helps him think ‘out of the box’ to develop creative solutions. He is also unflappable in front of boards and lenders.

Greg Carney

Gary Patterson, the FiscalDoctor, was a welcomed addition to our monthly roundtable discussion. If you’re looking for a speaker on enterprise risk management, look no further. Gary’s the one!

Steve Dodman
Greater Boston Manufacturing Partnership
Director of Business Development

Great segment last night! Thank you for taking the time and joining the show. We greatly appreciate the insightful, passionate and open minded responses and advice you provided to all of us at Tandem HR and our listeners.

Again, we know your time is precious and we are grateful you shared some of it with us. We look forward to your participation on future events.

Paige Bodzianowski
Marketing Intern
Tandem Family of Companies

Stick Out Your Balance Sheet and Cough is an indespensable resource that should be at the fingertips of every CEO.  Even successful companies will benefit from the gems contained in this book.

Joseph Larkin
Former Deloitte Partner in Charge of Enterprise
Risk Management Practice

As an ‘outsider’ Gary can act as an objective observer of key events and general business planning — critically important to anyone in the early stages of a start-up or middle-market company.

Chris Adams
CEO, Walleye

Thank you for your valuable contribution to our publication over the past year. Your articles have offered breakthrough insights and practical wisdom on the increasing importance of risk management.

The Editor of Bean Media
7 Grosvenor Place, Brookvale NSW 2100

Smart, never-give-up- guy who does whatever it takes to get the job done.

Jim Cast
Jim Cast, CPA

I’ve known Gary for over a decade. He has actively contributed his financial expertise to many firms allowing them to solve major issues and take advantage of significant opportunities to grow their profitability. His insightful newsletters and articles are always “spot on” providing direction when the way is unclear. I highly recommend Gary to those firms that value an objective, outside, expert perspective on how to improve their financial performance.

Pete Mackin
Sales Executive, Consultant, Greater Boston Area

Spring Keynote Address

Gary did a great job. The group was participative and enjoyed what he had to say. He was kind enough to sign books and he had a line out the back door when he finished. Thank you Gary!

Jane Clark
Vice President of Member Services, NationaLease

Gary and I serve as Business Advisors in the Goldman Sachs 10000 Small Businesses growth initiative @ Babson. His passion to help the 6 CEOs he mentored is 5 Star. Ask Gary how he can help your organization.

Hugh Glazer, Business Coach & Problem Solver for CEOs/CFOs
Advisor- Babson College-Goldman Sachs 10,000 Small Businesses

MarnieHeadshotTHANK YOU! Gary – You were a super guest! I’m going to STUDY your book — for all three businesses! You did a great job explaining things while whetting my appetite, and hopefully listeners had the same experience!
Here’s the link address at BTR and at iTunes. To download the segment, go to the BTR link.

Again, thank you so much for sharing the air! I look forward to connecting with you again.

Marnie Swedberg, Author, Speaker, Trainer & Media Expert
Marnie’s Friends Talk Radio http://www.marnie.com/

Most nonprofits are extremely risk averse. Avoiding big risks is good. Avoiding all risks means giving up tons of rewards–rewards that will make you successful. What’s a nonprofit to do? Talk to Gary. He will help you to identify the risks that should be keeping you up at night to propel you to actions and problem solving.
Gary will free you up to manage your rewards.

Karen Eber Davis
MBA, a professional advisor on income development and partnerships between for profits and nonprofits. She is the author of 7 Nonprofit Income Streams: Open the Floodgates to Sustainability (CharityChannel Press, 2014). For a free excerpt from her book, email Karen

KED logo for web copy

Enjoyed the presentation and interacting with our group.
Great presentation. Very Helpful

Ronda McMichael
Wise Environmental

I just wanted to share Gary’s segment with you- he was great.

Shalom Klein
Host of Get Down to Business on WIND,
Chicago, Il.

Recommendation Letters from Different Industries

Construction Industry
Logistics and Transportation
Finance and Operations
Professional Services
Due Diligence and ERM
Manufacturing, IT, Assessment, ORM, Project Management
Hospitality and Services
High Tech
Enterprise Risk Management