Allen has been working in the small business world since he was an 18-year-old managing the books for a small landscaping company in his hometown Silver Spring, MD.
Since then, his small business journey involved running the retail business for a snack food startup, consulting in industries ranging from study abroad to property maintenance, and operating his own boutique short-term rental portfolio in the White Mountains.
Like the other consultants at Appletree, Allen is an absolute business nerd who loves nothing more than diving into the nitty-gritty of business challenges & opportunities - whether those be refining a sales process, analyzing the profitability of a potential new business line, or scoping a job description for a new hire.
He lives in Plymouth, NH and his happy time is on a Sunday morning after a long run, omelet, & a cup of coffee.
Jamie has a passion for helping operators and working alongside them.
He started in the field working for an hourly wage, and has run private equity backed companies as CEO up to $10M in revenue.
The journey has been expansive. Jamie’s had to hire, fire, sell, cut, and invest. Each rung requires a new mindset, and he is excited for the possibility of sharing his learnings with you.
Jamie's belief is that if we can work together to form a solid understanding of the unit economics of the business, we can build from that standpoint and take the company anywhere they want to go.
Patrick has been helping small businesses grow for +10 years. After a few years in small business advising, he kept seeing the need for better bookkeeping and cashflow management. Ultimately he loved the team and systems at Appletree that deliver a superb client experience.
Patrick earned his BSBA in International Business and Finance, then went on to complete his MBA at University of Denver. He spent years at a small business marketing startup, then a small business advisory firm.
He is a self proclaimed business geek and obsessed with helping small businesses grow faster. He lives in Dover, New Hampshire with his wife Brie and 3 boys. Patrick enjoys fly fishing, skiing and podcasts.