Greetings!
Patrick Mitchell
Here...
I am a Palm Beach Florida based Financial Advisor, Business Strategist, and founder of Quashi International and Tallawah Private Capital. I sit at the intersection of business strategy, exit planning, private company analysis and personal finance - and I use that vantage point to help founders and family's make smarter decisions about their money and their future. In short... I Grow Money T.R.E.E.S.
Who I Work With
I work with business owners and founders who are ready to grow their companies, raise capital, or plan an exit — but who understand that a great business strategy is only half the equation. My clients want a plan that protects their personal wealth and family future just as deliberately as it grows their company.
Founders Ready to Grow
Business owners scaling revenue, teams, and operations who need a strategist that understands both the balance sheet and the personal stakes behind every decision.
Founders Raising Capital
Entrepreneurs preparing for outside investment, partnership, or private capital who need to understand valuation, terms, and the true cost of the money they're raising.
Founders Planning an Exit
Owners thinking about a future sale or transition who want to close the value gap and build a personal financial plan that carries them well beyond the closing table.
An Advisor Who Has Been There, Done That
I didn't start in finance — I started in business. Serial entrepreneur, father of three, and someone who has lived through market crashes, exits, foreclosures, and comebacks. I built Tallawah Private Capital because founders deserve an advisor who speaks their language.
My StoryWhat Clients Say
Patrick didn't just help me plan my exit — he helped me understand what my business was actually worth and how to close the value gap before we went to market. The result was a significantly better deal than I expected.
David R.
Founder, Healthcare Services Company — Palm Beach
I had already worked with three advisors before Patrick and none of them understood the reality of running a business and managing personal wealth at the same time. Patrick got it. The topics and strategy he built changed everything.
Marcus T.
CEO, Multi-Unit Franchise Operator — South Florida
The T.R.E.E.S. framework gave me a clear picture of my financial life for the first time. Tax, estate, exit — all connected. Patrick's approach is different. Nothing like what I have seen from other traditional financial advisors.
Sandra L.
Owner, Real Estate Development Firm — West Palm Beach
Grow T.R.E.E.S.
My proprietary generational wealth framework — Tax Strategy, Revenue, Exit Planning, Estate & Legacy, and Succession — connecting every element of your financial life into one integrated strategy.
Explore the Framework
Ready to Build a Strategy Around Your Business?
Exit planning isn't just about selling your company. It's about building one worth selling. I help founders think about that from day one.
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