Build it. Fund it. Exit Strong.The Founders Business Advisory
Five Stages, One Outcome.We Built Our Own Value Acceleration System...
You Built Something Valuable.
Let’s make sure you get paid like it.
THE METHODOLOGY
Most Advisors Show Up When You Are Ready to Sell. We Show Up Years Before — And We Stay.
Built On Three Aligned Tracks
Quashi’s approach is grounded in the Exit Planning Institute’s core insight: a great exit requires your business, your personal life, and your financial future to all be aligned at once. Most advisors address one track – we call it financial advisors working in silos. Your CPA works in the past, Your Financial Advisor looks at investments because “that’s really what it’s all about anyway right…?”, Your Estate Planner looks at your future… but after you are dead…. Your Attorney creates documents that does not align with your overall plan because they did not talk to everyone together to ever get the full plan!
Do you even HAVE a full plan?
— We work all three tracks — at the same time. One system. No Silo.
Business Track
Build a more valuable, transferable business that operates independently of you as the owner. We make your business Sabbatical Ready™ — it grows whether you are in the building or not.
Personal Track
Together, we ensure you are personally ready — both financially and emotionally for life after the business. We build your plan for what comes next, alongside the exit strategy itself.
Financial Track
Build a financial plan that maximizes EBITDA value for exit proceeds, tax impact, and generational wealth goals — Ready to go so your personal wealth strategy is ready the day the wire clears.
The three tracks are not worked sequentially — they are built in to our system. The tracks work in parallel, with each informing the others. Your business value drives your personal financial readiness. Your personal goals define your exit timeline. Your financial plan sets the minimum enterprise value required to fully fund the life you are building toward. When all three are aligned, exit planning stops being a transaction and becomes a strategy — and is simply good business.
The best time to start exit planning is when you are not thinking about selling. The second best time is today.
THE FIRM
Not a Bank. Not a Traditional Consultant
Quashi helps founders strengthen financial performance, reduce value risk, prepare for capital, and build a more transferable company—before a future sale or transition makes the work urgent.
Who We Are?
Quashi is a South Florida-based business advisory and capital firm. We serve growth-stage, founder-led businesses exclusively — working as the embedded financial partner that helps companies build stronger, raise smarter, and exit on their own terms.
We help founder-led businesses strengthen financial performance, create enterprise value, access capital, and prepare for a successful transition — typically over a 2–5 year value-creation period.
And Why It Matters...
We bring Wall Street analyst discipline to your boardroom. We see your company the way a buyer’s due diligence team will see it — and help you close the gap before they ever walk in the room.
Quashi sits at the intersection of business strategy, exit planning, private company analysis and personal finance – and we use that vantage point to help founders and families make smarter decisions about their money and their future.
Source: Exit Planning Institute — 2023 National State of Owner Readiness Report
Build It.
Build a resilient business with lasting enterprise value - with value as the key.
Fund It.
Align capital raises and venture funding with your next stage of growth.
Exit Strong.
Prepare for a considered transition that realizes value and protects your legacy.
What We Do
Build a More Valuable Business. Be Ready for What Comes Next.
Quashi helps founder-led businesses strengthen financial performance, create enterprise value, access capital, and prepare for a successful transition—typically over a 2–5 year value-creation period.
Strategic Finance
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Value Acceleration
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Capital Strategies
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Exit / M&A Planning
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We have helped over 100 Companies on NYSE, AMEX, NASDAQ, OTC Markets, TSX and other global exchanges, as well as worked with many private companies.
For over 16 years – our founder Patrick Mitchell has worked with our partner firm WallStreet Research™ – an affilliate firm of Alan Stone and Company. Together they have worked with CEO’s and founders to create independent analyst research reports, corporate profiles and newsletters on selected quality emerging growth companies, distributed to investors worldwide.
Bringing undervalued companies to the attention of Wall Street
Ready to get a best solution for your business?
Tell us about your company – if you are interested in engaging us to help you increase the value you have in your business, personal and financial tracks… Reach Out and let’s talk!