Patrick Ungashick

As CEO of NAVIX, I lead a team of experienced and highly trained professionals to provide the proprietary process that helps business owners plan for and achieve successful exits. First created in 2009, NAVIX is now used by a team of consultants to help business owners achieve happy exits. After watching countless owners struggle to achieve successful exits, we have developed a better way. Using our proprietary process, we strive to create a world where owners achieve financial freedom, create a sustained business legacy, and exit at a time and manner of their choosing. NAVIX MISSION: We help owners of closely held businesses plan for and execute successful exits: achieving financial freedom, creating a sustainable legacy, and exiting on their own terms. NAVIX VISION: A world in which every owner of a closely-held business achieves a happy exit. We are unique because we help navigate both exit planning and execution, getting both the owner and business ready for exit.

With more than 20 years experience working first-hand with hundreds of businesses and their owners, I have turned the conventional wisdom about exit planning upside down with a radically different approach. Through my direct experience, findings from proprietary national research, and entertaining real-world case studies and stories, I am able to share my expertise with business owners and CEO's through live workshops and webinars. Please contact Kim Brown at 678-322-3025 or kbrown@navixconsultants.com for information.

Persium is a specialized financial advisory team serving individual investors, business owners, and retirement plan committees. Our services include: • WEALTH MANAGEMENT FOR BUSINESS OWNERS: We specialize in advising business owners on how to create wealth and invest outside of their companies, both prior to and then after they exit. • WEALTH MANAGEMENT FOR INDIVIDUALS: Our team of wealth managers specializes in helping you build and manage your personal portfolio and head down the path toward financial freedom. • RETIREMENT PLAN OVERSIGHT: Through CoVerity, we provide professional advice to retirement plan investment committees to help them make sound decisions, stay ahead of the regulatory curve, and facilitate positive outcomes for participants. We take a persistent and personal approach to our investment process and to our client relationships. We believe that when you have a personal relationship with a trusted advisor who helps you navigate big decisions and alleviate stress about money, you can then focus on what really matters to you. This should be not considered a solicitation to offer advisory services in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Investment advisory services offered through Persium Advisors, LLC, a registered investment advisor. Although our clients may follow this account, this should not be interpreted as a testimonial regarding any client’s experience with our firm.