John M. McLaughlin, Ph.D. has been involved in over 25 transactions in the autism and special education markets. He served a Managing Director of Behavioral Innovations with eight ABA clinics in the Dallas Fort Worth area from 2009- 11. An education entrepreneur his entire working life, at age 24 he started a school in Nashville now in its 45th year for students who benefited from a highly personalized education. In the mid-80’s John become an associate professor of educational administration at St. Cloud State University in Minnesota. While a professor he researched the role of the private sector in school reform and started the influential Education Industry Report, tracking private investment in the education arena. He left his tenured post in academia in 1997 to focus full-time on the business of education and behavioral health.
John has worked with dozens of groups interested in investing in education, special education, and behavioral health clinics using applied behavior analysis. He has also advised numerous operating companies in those fields looking to grow or sell their enterprises. John has also served on the corporate boards of Benton Hall (Nashville), National Heritage Academies (Grand Rapids), Behavioral Innovations (Dallas), ChanceLight Behavioral Health, Therapy, and Education (Nashville) and the advisory boards of Bright Horizons Family Solutions (Boston), The Catholic Digest (St. Paul), and The Orpheum Theater (Sioux Falls).
His most recent book, How Autism Is Reshaping Special Education: The Unbundling of IDEA (Rowman & Littlefield) won a dozen awards including Social Impact Book of 2017 by the Human Relations Indie Book Awards. John has also written dozens of articles and opinion pieces and addressed audiences from the World Bank to the National School Boards Association. John received degrees from Peabody College of Vanderbilt University, The University of Chicago, and The University of Minnesota.
David Grenat has advised organizations across a wide variety of industry sectors, sponsorship structures, organizational development stages and project settings. Prior clients have included privately held businesses, private equity firms, publicly traded companies, non-profit institutions and government agencies.
David’s prior transactional advisory experience, which includes management of mergers and acquisitions, divestitures & sales of companies, recapitalizations, fairness opinions, early-stage and expansion financings, and management buyouts, provides clients a real-world, capital markets view of value. This experienced view informs Path Partners’ delivery of practical and accurate valuation work products.
With respect to tax issue resolutions, David’s prior fair market valuation experience includes, among others, charitable contribution deductions, build-in-gain determinations, estate and gift, check-the-box / deemed liquidation / capital loss calculations, worthless stock deductions, stock option date-of-grant elections, and purchase price allocations.
David’s valuation creation perspective is further informed through his prior participation, as principal, in the initiation, negotiation, financing and purchase of a successful education and training organization and his service, in a leadership role, in helping build the value of that organization post-purchase. In his management capacity, David assisted the organization with respect to strategic planning, long term financial modeling, initiation of acquisition opportunities, evaluation of internal expansion initiatives, follow-on capital formation, and investor relations’ activities. A sale of this particular business was subsequently achieved – generating an outstanding return on investment for sponsors.
David’s clients in tax issue resolution contexts have included taxpayers and their advisors as well as IRS revenue agents and estate tax attorneys.
As of December 2022, David had completed 337 formal business valuation review, opinion or transaction advisory assignments with organizations collectively comprising over $1 trillion in enterprise value.
Sarah has been in-love with Behavior Analysis since she took her first intro to ABA class as an undergraduate student at Gonzaga University. Sarah has been a Board Certified Behavior Analyst since 2004 (she even took the exam using real paper and a pencil). Sarah founded and was President of an ABA services business, STE Consultants, from 2004-2019. During that time STE Consultants worked to provide quality ABA services to individuals with ASD and developmental disabilities throughout the San Francisco Bay Area, Sacramento and Washington state.
Sarah is the past-president of the California Association for Behavior Analysis (CalABA) and was a founding Board Member of the Council of Autism Service Providers (CASP). Sarah has presented at over 30 professional conferences throughout the United States. Sarah has provided consultative services for ABA providers in Belize, Kenya and Brazil. Sarah currently works as a Development Consultant for the CalABA, is a founding partner of On Location, a media company, and provides consultation to ABA associations and businesses throughout the United States. Sarah loves to workout, drinks far too much coffee and enjoys public speaking (really).
Leaders across many industries turn to Dave for strategic advice and coaching given his expertise in business operations, financial management, public relations and marketing. He has worked with more than 100 clients over the span of his career, including nonprofit organizations, industry associations, municipalities, state governments and educational institutions, in addition to multinational corporations and small-to-medium sized businesses.
Dave draws on nearly two decades of experience in business, as well as another decade in higher education. He has designed and managed enterprise-wide strategic communications programs for Citigroup, Bank of America, Principal Financial Group, and multiple divisions of Wells Fargo & Company, in addition to having served as director of strategic marketing and public relations for a private company with clients ranging in size from startup to Fortune 250. Most recently, he led communications and marketing for Drake University, including a refresh of the 140-year old institutional brand, the launch of online education and two-year degrees, along with oversight for a Democratic presidential debate and a global broadcast partnership with CNN during the most recent Iowa caucus season.
In 2011, Dave earned his doctorate at the University of North Carolina at Chapel Hill. He is also a former research fellow of the Arthur W. Page Center for Integrity in Public Communication and the Plank Center for Leadership in Public Relations. In addition to serving on the teaching faculty at UNC, Dave has designed and delivered courses at Drake University, University of Oregon, Florida State University and San Diego State University, where he remains an active instructor of record. He has also led or participated in educational exchanges to Asia, Europe and South America.
Dave has been nationally accredited by the Public Relations Society of America (PRSA) since 2003. In 2015, PRSA named Dave to its prestigious College of Fellows, an exclusive honorary organization for those who have made a significant and distinguished impact on the PR profession. He has subsequently served on the Commission on Public Relations and the editorial board of Journal of Public Relations Research.