Co-founder and Executive Manager at Charter Capital with a history of 28 years working in the financial services industry. Skilled in Cash Flow, Leveraged Finance, Factoring, Mergers & Acquisitions (M&A), and Structured Finance. Strong business development professional with BA from The University of Texas at Austin and MBA of International Business from University of South Carolina.

8 Proven Tips for Building a Successful Staffing Agency

Success tips for staffing companies

Between attracting talent, managing clients, and dealing with budgets, running a successful staffing agency isn’t always easy. However, staffing firms that stand the test of time usually apply a proven formula. We’ll reveal some top staffing tips below so that you can apply them to…

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Digital Transformation: Pros and Cons for Small Businesses

digital transformation concept in business, disruption

Most businesses born in the digital age are equipped with the tools required to operate seamlessly in a connected world by default. Those who have been around for any length of time, however, must be moving toward digital transformation to remain competitive and grow. We’ll…

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How Factoring Can Help You Run Your Business More Effectively

Work Smarter

Run Your Business More Effectively: Many business owners don’t hear about invoice factoring until they run into a cash flow crunch and need working capital to cover an expense. However, it’s a valuable tool that can help businesses run more effectively overall. We’ll go over…

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7 Proven Ways to Protect Your Small Business from Inflation

Businessman holding an umbrella protect from problems

Nearly a quarter of small business owners say their greatest concern is inflation, according to the latest National Federation of Independent Business (NFIB). With the current inflation rate sitting at 7.5 percent—the highest it’s been since 1982—per the Bureau of Labor Statistics (BLS), it’s no…

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7 Ways Business Leaders Can Prepare for Success in 2022

Business Leaders Can Prepare for Success

7 Ways Business Leaders Can Prepare for Success. Business leaders face challenges unlike anything else seen in the past. From absenteeism related to COVID-19 through supply chain issues and morale, what it means and what it takes to lead effectively has changed dramatically over the…

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3 Benefits of Combining Invoice Factoring and PO Financing

Benefits of Combining Factoring and PO Financing

Very few things excite business owners more than receiving large purchase orders. Unfortunately, the joy is often short-lived as reality sets in. How can you accept a large order when your bank account doesn’t have enough to cover supply costs? PO financing and factoring are…

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