Charlotte Consultant Services
Business Planning & Bookkeeping Services
That Keep Valuations & Profitability Growing
Bringing RELEVANCY & FOCUS to Business's Finances via 3 Decades of Investing Experience To Drive Business Value
We offer services focused on increasing business valuations & profits. In addition, Exit & Financial Planning geared toward determining the impact of a business sale on an owners financial situation.
We have been applying financial analysis to determine the value of large companies for over 25 years as an institutional investor/hedge fund manager. We now apply that same experience to smaller businesses to identify, quantify & solve problems that affect profitability & values.