Financial Poise

Patrick O’Keefe

Patrick M. O’Keefe, CPA/ABV/CFF, CTP, MAFF is the Founder and CEO of O’Keefe. Pat is recognized as an expert in the fields of strategic advisory services, corporate reorganization, debt restructuring, turnaround consulting, refinancing solutions, due diligence support, valuation and litigation support.  Pat has been approved by the U.S. Department of Justice to act as a Chapter 11 trustee and has performed as a court appointed receiver for numerous operating companies. For over 25 years, Pat has been active as a financial consultant and turnaround advisor to under-performing businesses in various industries including, retail, construction, automotive, manufacturing, and real estate, and has successfully completed assignments in out-of-court and Chapter 11 restructurings. He is an advisor to financial institutions in complex workouts and asset recovery strategies.
Pat is qualified in the area of litigation support services and has been accepted as an expert in federal and state court matters involving lost profits, valuation and economic damages. He is one of a handful of experts recognized by the Institute of Business Appraisers as a business valuator accredited in litigation. Prior to forming O’Keefe & Associates, Pat was a former partner at Deloitte & Touche where he was in charge of the Detroit offices Middle Market department. Subsequent to Deloitte & Touche, he was a Chief Financial Officer of a residential development company in Michigan and was a partner in a turnaround consulting firm.

Pat is a member of the Turnaround Management Association (TMA), American Bankruptcy Institute (ABI), American Institute of Certified Public Accountants (AICPA), Michigan Association of Certified Public Accountants (MACPA), and Institute of Business Appraisers (IBA).

Pat is a past President of the Detroit Chapter of the TMA.   He currently serves on the Detroit Athletic Club Board of Directors, Board of Trustees for Cleary University, and the External Advisory Board for Michigan State University’s Department of Accounting and Information Systems.  He is a past advisory board member of the University of Detroit Turnaround Management Program and Oakland University’s Finance and Accounting Department.  Pat is a frequent guest lecturer and writer. He has been quoted in publications and has appeared on television and radio stations to discuss issues on automotive, real estate and retail industries. He has received the Outstanding Individual Contribution Award by the TMA, the Cleary Business Medal of Honor as an outstanding businessman, and the Small Business Administration’s Financial Services Champion of the Year Award presented by former Governor Jennifer Granholm.  In 2012 alone, his firm had several successes.  To name a few, Pat was recognized by the M&A Global Network for Boutique Turnaround Consulting Firm of the Year, and was awarded Turnaround of the Year-Middle Market by the M&A Advisor and Turnaround Management Association.

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