Fractional CFO Services

Financial Strategy & Planning — Developing long-term financial roadmaps, setting KPIs, and aligning financial goals with business objectives.
Cash Flow Management — Monitoring, forecasting, and optimizing cash flow to ensure the business can meet obligations and fund growth.
Financial Reporting & Analysis — Producing accurate financial statements, dashboards, and variance analyses so ownership has clear visibility into performance.
Budgeting & Forecasting — Building annual budgets, rolling forecasts, and scenario models to support decision-making.
Capital Structure & Fundraising Support — Advising on debt vs. equity options, preparing materials for lenders or investors, and managing banking relationships.

REAL ESTATE SERVICES

Tenant & Buyer Representation — Guiding businesses and investors through the leasing and acquisition process across office, retail, multifamily, and hospitality properties throughout South Carolina, Georgia, and North Carolina — from site selection to negotiation to closing.
Landlord & Seller Representation — Marketing and positioning office, retail, multifamily, and hospitality assets to qualified buyers and tenants across the Carolinas and Georgia, negotiating terms that maximize value for property owners.
Investment Sales & Acquisitions — Sourcing, underwriting, and executing purchase and sale transactions for income-producing properties — including retail centers, office buildings, apartment communities, and hotel assets — across SC, GA, and NC markets.
Market Research & Feasibility Analysis — Delivering data-driven insights on market conditions, rent comparables, absorption trends, and asset valuations to help buyers, tenants, and investors make confident decisions — available nationally for consulting engagements.
Portfolio Strategy & Asset Consulting — Advising investors on hold/sell analysis, lease structuring, asset repositioning, and long-term portfolio performance across a diversified mix of commercial property types — serving clients nationally.

Strategic Planning — Partnering with business owners and executives to define clear goals, identify growth opportunities, and build actionable roadmaps that drive long-term success.
Business Modeling — Developing comprehensive financial and operational models that stress-test assumptions, evaluate scenarios, and support confident decision-making.
Accounting System Implementation — Assessing, selecting, and deploying the right accounting platforms and workflows to streamline operations, improve accuracy, and provide real-time financial visibility.
Corporate Restructures — Advising businesses through ownership transitions, entity reorganizations, and operational restructuring to improve efficiency, reduce risk, and position for future growth.
Franchise Implementation — Guiding franchisors and franchisees through the financial, operational, and compliance requirements of launching or expanding a franchise system.
Real Estate Due Diligence — Conducting thorough financial, operational, and market analysis on commercial real estate opportunities to help investors and buyers make informed acquisition decisions — available nationally.