Patrick Mitchell brings Wall Street analyst discipline to the boardroom. He sees your company the way a buyer\u2019s due diligence team will and helps you close the gap before they walk in the room. He is a Certified Exit Planning Advisor (CEPA) through the Exit Planning Institute and holds an Executive MBA in International Business with a Finance concentration from Florida Atlantic University. He also completed FAU\u2019s invitation only Financial Analyst Program.<\/p>\n\n\n\n
Patrick is not a business advisor who learned exit planning. He is a founder. At 16, he started a surfboard company in his parents\u2019 garage and built it to his first million dollars in revenue across 14 countries. He began his finance career as a proprietary trader at Pro Trade Securities and interned at HedgeCo Securities, one of the largest online distributors of hedge fund data, where he assisted with capital introductions for hedge fund managers.<\/p>\n\n\n\n
For 16 years, Patrick has served as a Senior Analyst at WallStreetResearch.org, analyzing financial statements, evaluating company performance, and reviewing and building capital raise pitch decks. He has been personally involved in more than 75 company reports.<\/p>\n\n\n\n
Patrick recently launched Quashi International, a South Florida business advisory and capital firm built exclusively for growth stage, founder led companies. Quashi acts as the embedded financial partner that helps companies build stronger, raise smarter, and exit on their own terms.<\/p>\n\n\n\n
Quashi sits at the intersection of business strategy, exit planning, private company analysis, and personal finance, and uses that vantage point to help founders and families make smarter decisions about their money and their future. Patrick and Quashi work with owners who are ready to grow, raise capital, or plan an exit, and who understand that a great business strategy is only half the equation.<\/p>\n","protected":false},"excerpt":{"rendered":"
Senior Analyst with WSR for 16 years. Certified Exit Planning Advisor, FAU Executive MBA and founder of Quashi International.<\/p>\n","protected":false},"featured_media":0,"menu_order":10,"template":"","class_list":["post-95011","wsr_person","type-wsr_person","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/wallstreetresearch.org\/wsr\/wp-json\/wp\/v2\/wsr_person\/95011","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wallstreetresearch.org\/wsr\/wp-json\/wp\/v2\/wsr_person"}],"about":[{"href":"https:\/\/wallstreetresearch.org\/wsr\/wp-json\/wp\/v2\/types\/wsr_person"}],"version-history":[{"count":1,"href":"https:\/\/wallstreetresearch.org\/wsr\/wp-json\/wp\/v2\/wsr_person\/95011\/revisions"}],"predecessor-version":[{"id":97086,"href":"https:\/\/wallstreetresearch.org\/wsr\/wp-json\/wp\/v2\/wsr_person\/95011\/revisions\/97086"}],"wp:attachment":[{"href":"https:\/\/wallstreetresearch.org\/wsr\/wp-json\/wp\/v2\/media?parent=95011"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}