Plan ^ Analyze ^ Report > Act

Action without a guided plan is simply a reaction.

We help investors and management teams develop a planning, analysis and reporting environment to guide and expedite action to create greater value.


Attract Private Equity

Focusing on how to generate wealth is the touchstone of the Investor’s mindset.

Private business investors generate wealth by improving the quality of earnings and excess cash flow to attract other investors.

Our Business Value SCORE framework identifies areas to improve Strategy, Commercial Viability, Operations Alignment, Return on Effort to achieve Enduring value.

What's in a Name?

Charted Course is the concept proactively establishing plans to guide action that produce greater business value.  We help private investors, and their management teams, clarify and act upon opportunities to produce greater value.