Our Approach

Charted Course Advisors advises clients on profitability, capital structure, operational, and merger-acquisition matters.

We complement clients’ teams as an outsourced Chief Financial Officer (CFO) and as Senior Advisors, applying finance and operations management strategies, across a variety of industries, to create value and attract capital.

Solutions Provided

  • Improve clients’ quality of earnings by refining financial and operating practices that focus on owners’, investors’, and financiers’ requirement to create value
  • Develop key performance indicators (KPIs) to align behavior with investment objectives
  • Provide CFO level leadership to prepare companies to sell, with post-transaction support for ESOP, private company, and private equity fund portfolio companies
  • Develop and employ working capital management programs to optimize the capital structure (long-term vs. short term needs, financial leverage to optimize return on invested capital)
  • Assess corporate accounting and finance functions, providing the roadmap and guidance to effectively function in GAAP financial accounting, operational accounting and financial planning and analysis


Next Steps...

Please contact us to schedule a brief assessment of your opportunity to create more value from your business.