Patrick Trotter

Advisor to Founders & CEOs | The steady hand you don’t have on payroll | Helping companies become scalable investable & exit ready

Naples, Florida, United States

About

For more than 30 years, I've helped build, scale, govern, and lead organizations through periods of growth, complexity, and transformation. Today, I serve as a trusted advisor to founders, CEOs, and executive teams building scalable, investable, and valuable companies, helping them navigate the critical decisions that shape growth, governance, and long-term enterprise value. My role isn't to sit on the sidelines and offer theory. It's to bring pattern recognition developed across decades of operating experience, board leadership, capital formation, innovation, and business growth. Throughout my career, I've helped create more than $2 billion in enterprise value, co-founded and led organizations through significant growth, participated in a NASDAQ-listed company, and advised leaders across healthcare, technology, and growth-stage businesses. I have also served on numerous private and public company boards and am an accomplished international aviator who divides his time between the United States and Canada. Areas where I help include: • Scaling organizations without losing operational discipline • Leadership and organizational design • Governance and board development • Capital readiness and strategic growth planning • Enterprise value creation • Exit and succession planning • Strategic partnerships and business development When you've seen enough businesses succeed, struggle, scale, stall, acquire, merge, and exit, you begin to recognize patterns others can't yet see. If you're building a company and looking for a steady hand you don't have on payroll, I'd be glad to connect.

Experience

  • Founder at Trotter Advisory
    Aug 2023 - Present · 2 yrs 11 mos

    We help founders and CEOs build companies that are structured correctly from the beginning and capable of creating long-term enterprise value. Many startups struggle because critical decisions around governance, leadership, structure, capital, and growth are made without the benefit of experience. Founders often don't know what they don't know until the consequences appear later. Drawing on more than 30 years of executive leadership, entrepreneurship, board governance, and over $2 billion in enterprise value creation, Trotter Advisory helps leaders build stronger foundations, avoid costly mistakes, and create businesses that are scalable, investable, and built to last.

  • Managing Partner at Well Nation International
    Oct 2003 - Present · 22 yrs 9 mos

    Investment Company focused on Wellbeing Companies and Business Advisory services Systematically improving profitability of small and medium businesses.

  • Executive Chairman at Bluekey® Health
    Aug 2021 - Present · 4 yrs 11 mos

    Corporate Health and Wellness Company Serving the US

  • Chairman at ReechUs Wellbeing
    Jan 2024 - Present · 2 yrs 6 mos

  • CoFounder, Board Chairman at Orion Energy Systems, Inc.
    Jan 2003 - Oct 2009 · 6 yrs 10 mos

    Co-founded and chaired a pioneering energy financing and lighting company, guiding the organization from startup to a successful public offering in 2008 and a market capitalization of approximately $360 million.