Your local office
We are looking for the closest office..

Patrick McFarlen

Patrick McFarlen is a Director of CFI USA and has almost 20 years of experience in mergers and acquisitions and financial consulting assisting public and privately held clients, including many owned by private equity groups, with transaction advisory and M&A services. Patrick  McFarlen has extensive experience in business valuation, business transition planning, due diligence, estate and gift tax planning, financial modeling, executive compensation, specialty tax, and other financial strategy and transaction services. Prior to joining CFI USA he was a Director at EKS&H Capital Advisors, LLC with the partner expertise developed at EKS&H LLLP (EKS&H) Transaction Advisory Services group.

Patrick McFarlen earned his BS in accounting from the Metropolitan State University of Denver, holds the designation of Certified Public Accountant (CPA) and CFA Charterholder and is a licensed securities representative, holding his Series 24, 28, 63, and 79 registrations

Sector focus