Patrick Ungashick, Co-Founder & Board Chairman
“For several years, I have had the opportunity to participate in the Distinguished Clown Corps of Atlanta. This group raises money for Children's Healthcare, one of the largest pediatric care hospitals in the US. Dressed up as clowns, we visit with hospitalized children, march in the annual Atlanta Christmas Parade, and have an all around great time.”
Patrick Ungashick co-founded Persium and currently serves as its Board Chairman.
Throughout his career, Patrick Ungashick has built and led companies that provide advisory services to business owners and leadership teams, including investment banking, private equity, wealth management, and exit planning services.
Patrick is the author of two books designed to help business owners prepare for exit: Dance in the End Zone: The Business Owner’s Exit Planning Playbook and A Tale of Two Owners: Achieving Exit Success Between Business Co-Owners.
An award-winning speaker, Patrick has delivered hundreds of workshops on achieving successful business exits.
Patrick has three sons and lives with his wife, Maggie, on Marco Island, Florida.
ph 678.322.3000 / fax 678.322.3059
Persium Group, LLC / 2100 Riveredge Parkway, Suite 1230 / Atlanta, GA 30328
Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.
The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.