Milestone Launches Market Readiness Division

Private Equity Veteran Joins Milestone’s Team to Lead Market Readiness Division, Helping Business Owners Prepare for Upcoming Financial Transactions

Milestone is pleased to announce the launch of a new Market Readiness division with the hiring of private equity veteran Pat McDonald to lead the initiative. McDonald is an experienced Chief Financial Officer with strong experience in private equity across multiple industries. He brings a wealth of knowledge to his new role as the Managing Director of the Market Readiness division.

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Milestone’s Market Readiness team helps business owners prepare for an anticipated financial transaction, whether it’s a capital raise, a refinancing, or a sale of the company. Their proven approach will address areas of weakness and expose knowledge gaps that erode value and give a potential buyer or investor leverage. The entire process is designed to prepare a company for due diligence, increase the likelihood of a successful transaction, and maximize the valuation of a business.

“We are thrilled to have Pat join our team,” said Tom Gabbert, Milestone founder and CEO. “He has been on both sides of the table when it comes to M&A transactions. By combining Pat’s transaction experience with our existing Fractional Accounting and HR Services offerings, we are giving our clients a unique competitive advantage when preparing for a transaction.”

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Market Readiness will focus on a three-step process of education, strategy, and execution to best position companies for due diligence and even the playing field with sophisticated buyers. “Our experienced team understands how to mitigate risk and maximize the valuation of your business,” noted Pat McDonald. “We will deliver more than just a roadmap, though. We will oversee the execution of the process and serve as your trusted partner throughout the journey.

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