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.

Incomplete & Outdated Continuity Plans Risky for Small Businesses

Updating Your Business Continuity Plan for Emerging Risks - A 10-Point Audit Anyone Can Use

Small businesses more likely to succumb to adverse events, yet few create and update continuity plans, industry insiders say. HOUSTON, TX, UNITED STATES, April 28, 2026 — Leading invoice funding company Charter Capital says incomplete and outdated business continuity plans are leaving small businesses across…

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Cash Flow KPIs Critical for Small Business Survival, Experts Say

Track Essential Cash Flow KPIs to Strengthen Your Business

With more than 90 percent experiencing cash flow challenges, and over 80 percent of closures tied to cash flow management, monitoring KPIs is key to survival. HOUSTON, TX, UNITED STATES, February 24, 2026 – Leading invoice factoring company Charter Capital reports that small businesses across the nation…

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11 Cash Flow KPIs Every Small Business Should Track

Track Essential Cash Flow KPIs to Strengthen Your Business

Did you know that most small businesses experience cash flow challenges? Even if your business is healthy and growing, incoming cash rarely aligns with outgoing expenses, which can create gaps and friction in your finances that impact every aspect of operations. However, by tracking a…

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