PATRICK MITCHELL

Strategic Advisor to Founders -

I help founders build their businesses, raise capital, and protect the wealth they create. CEPA Certified Exit Planning Advisor | Executive MBA | 16 year Wall Street Research Analyst Background | South Florida based.

Why Me?

Abraham Lincoln once said ... "If I had 8 hours to cut down a tree, I would spend the first 6 sharpening my axe..." - let's just say, I have been there done that... seen it all with first hand experience. And yes - I am still shaking my head, 30 years of sharpening. Coming out the other side without going insane is hard but coming out the other side and being financially better off... ?? Is it possible? When something hits your business or your family… and it will, — I won't be reaching for a brochure. I've navigated most of it firsthand. That changes how I think, what I ask, and what I build with you. I am someone who has been through enough to know that financial planning and business planning isn't theory — it's survival, strategy, and legacy... and simply good business strategy. so... Here's what I do: I work with business owners who are serious about what comes next. Not just growing the business — but eventually selling it, transferring it, or passing it on, because it is more than just a job to them. That means I'm thinking about your exit before you are. About your equity before you exercise it. About your estate before your attorney brings it up. About your tax bill before April - And then... I get you to do the same so we can grow your business value. I'm a serial entrepreneur, have an Executive MBA with a specialty in Finance, I am a Certified Financial Analyst, a financial strategist and Certified Exit Planner (CEPA). That combination is rare. I understand what it costs — in time, money, risk, and sleep — to build something of value. I take that seriously. When you sit across from me and say "I don't know what to do about my business, my family, or my future" — I've been there. I understand the weight of it. And I've come out the other side financially intact and smarter for it. That's why I do what I do. If you're a business owner who's serious about what happens next — to your business, your family, and your legacy — reach out. DM me or book a 20-minute call. No pitch. Just a real conversation. With deep respect to what you are building…

As a Certified Exit Planning Advisor (CEPA®), Patrick Mitchell is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

Strategic Advisor to Founders -

I help founders build their businesses, raise capital, and protect the wealth they create. CEPA Certified Exit Planning Advisor | Executive MBA | 16 year Wall Street Research Analyst Background | South Florida based.

Why Me?

Abraham Lincoln once said ... "If I had 8 hours to cut down a tree, I would spend the first 6 sharpening my axe..." - let's just say, I have been there done that... seen it all with first hand experience. And yes - I am still shaking my head, 30 years of sharpening. Coming out the other side without going insane is hard but coming out the other side and being financially better off... ?? Is it possible? When something hits your business or your family… and it will, — I won't be reaching for a brochure. I've navigated most of it firsthand. That changes how I think, what I ask, and what I build with you. I am someone who has been through enough to know that financial planning and business planning isn't theory — it's survival, strategy, and legacy... and simply good business strategy. so... Here's what I do: I work with business owners who are serious about what comes next. Not just growing the business — but eventually selling it, transferring it, or passing it on, because it is more than just a job to them. That means I'm thinking about your exit before you are. About your equity before you exercise it. About your estate before your attorney brings it up. About your tax bill before April - And then... I get you to do the same so we can grow your business value. I'm a serial entrepreneur, have an Executive MBA with a specialty in Finance, I am a Certified Financial Analyst, a financial strategist and Certified Exit Planner (CEPA). That combination is rare. I understand what it costs — in time, money, risk, and sleep — to build something of value. I take that seriously. When you sit across from me and say "I don't know what to do about my business, my family, or my future" — I've been there. I understand the weight of it. And I've come out the other side financially intact and smarter for it. That's why I do what I do. If you're a business owner who's serious about what happens next — to your business, your family, and your legacy — reach out. DM me or book a 20-minute call. No pitch. Just a real conversation. With deep respect to what you are building…

As a Certified Exit Planning Advisor (CEPA®), Patrick Mitchell is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.