Partners, principals and associates

Patrick Carroll Milwaukee (Headquarters)

10000 W Innovation Dr.
Milwaukee, WI 53226




Patrick J. Carroll


Specializing in the senior living industry, Patrick Carroll concentrates on market research and analysis, market demand analysis, strategic planning, and financial assessment of current operations and the impact of potential changes to future operations.  He developed a strong financial background in a previous role, providing audit and accounting services to health care and senior living providers.  Patrick’s focus on the health care industry has allowed him to develop a deep understanding of the unique issues affecting health care providers and the ability to identify solutions that can be implemented in the near term with a sustainable impact while considering longer-term market and industry changes.

Professional Memberships and Activities
  • Healthcare Financial Management Association (HFMA) - Member
  • Wisconsin Assisted Living Association (WALA) - Member
  • LeadingAge Illinois - Member
  • LeadingAge Wisconsin - Member
  • Wisconsin Health Care Association (WHCA) - Member

Areas of Focus

  • Market research data collection and analysis
  • Senior services market demand analysis
    • Skilled nursing
    • Assisted living
    • Memory care and dementia
    • Independent living
    • Adult day care
  • Strategic planning
  • Financial feasibility studies
  • Community-based service needs assessments
  • Hospice and home health market studies
  • Meeting facilitation
  • Pricing assessments
  • Competitive market assessments




University of Wisconsin-Eau Claire
  • Bachelor of business administration degree in accounting