Patrick Ungashick is the Chief Executive Officer of Persium, a specialized financial advisory firm that serves three markets: retirement plan committees, owners of closely-held businesses and individual investors. As CEO, his primary role is to create a team at Persium that is focused on meeting clients' needs and exceeding their expectations. In the field of exit planning, for more than twenty-five years Patrick has provided exit advice and solutions to business owners in a wide variety of industries, from as small as several million in revenues to more than half a billion. Patrick is the author of two books helping business owners prepare for exit: Dance in the End Zone: The Business Ow

Patrick Ungashick
Chief Executive Officer
Persium Advisors LLC
United States, Georgia, Atlanta
About Me
Profile Information
Chief Executive Officer
Persium Advisors LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Atlanta
Georgia
United States
Oct 13, 2024
Work Experience
NAVIX Consultants
CEO ♦ Business Exit Strategist ♦ Succession Planning Jan 2009
Dance in the End Zone
Author Jan 2008
Persium Group
Chief Executive Officer Mar 2004 - Present
Email: pungashick@persiumgroup.com
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