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.

Top Strategies for Maximizing Profitability

Top Strategies for Maximizing Profitability

As expenses rise and the economic climate shifts, profit margins are dwindling for small and midsized businesses across the country. While many have raised their pricing as a means of maximizing profitability, the approach can backfire and may not be right in every situation. In…

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Top 5 Tips for Managing Staffing Company Overhead

Top 5 Tips for Managing Staffing Company Overhead

Overhead is one of the most critical cost centers in staffing and is also one of the least understood. If you’re running a staffing company, you already know how cash-intensive it is to operate. You’re paying talent before your client cuts you a check. However,…

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How Factoring Supports Business Continuity Plans

Business Continuity with Factoring

Even though most businesses think they’re prepared to manage disasters, only a quarter actually are, the U.S. Chamber of Commerce Foundation reports. Supply chain delays, economic uncertainty, or even a key client defaulting on a payment can send shockwaves through most businesses. A strong business…

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Factoring vs. Supply Chain Financing: Which is Right for You?

factoring or supply chain financing

No matter which side of the table you sit on during contract negotiations between two businesses considering a partnership, payment terms will always be a major focal point. Businesses providing goods and services want to be paid faster, while businesses receiving them want to delay…

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10 Essential Financial Skills for Business Leaders

Essential Financial Skills

“’Tis skill, not strength, that governs a ship,” historian Thomas Fuller wrote centuries ago, yet the wisdom carries through today, especially in business. Just like a captain navigating unpredictable waters, your business success depends on the skills you master, not just the strength of your…

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5 Tried and True Ways for Business Owners to Destress

Learn why it’s essential and get simple tricks to destress here.

Some stress is inevitable when you’re running a business. But, letting it go unchecked can have serious consequences for you and your company. Below, we’ll cover a few reasons why it’s essential to destress, then explore some proven business owner stress relief tactics to help…

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How to Bet on Yourself for Personal and Business Growth

Bet on yourself 2 1 | How to Bet on Yourself for Personal and Business Growth

Eleanor Roosevelt once said, “The future belongs to those who believe in the beauty of their dreams.” Although her words have stood the test of time, that doesn’t necessarily make having that belief or betting on yourself any easier. On this page, we’ll walk you…

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How to Create an Airtight Business Disaster Preparedness Plan

Disaster Preparedness Plan

Most small businesses think they’re prepared for disasters, yet just a quarter actually are, according to U.S. Chamber of Commerce Foundation research. Perhaps as a sign of the times, most businesses that aren’t truly prepared cite finances. Simply put, planning for emergencies is difficult when…

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Top 6 Business Growth Resources for Savvy Entrepreneurs

Top Business Growth Resources for Savvy Entrepreneurs

Do you know what separates a thriving business from one that stalls? It’s not just the product, the strategy, or even the vision—it’s the ability to tap into the right resources at the right time. For entrepreneurs, staying ahead of the curve means constantly learning,…

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