Strategic CFO & Advisory Solutions for Ambitious Business Owners
At Charles CFO Partners, we specialize in helping service businesses in the trades — like HVAC, plumbing, electrical, and other home services — as well as real estate investors scale profitably and prepare for major milestones like capital raises, acquisitions, and exits. Our fractional CFO and M&A advisory services bring the clarity, structure, and strategy needed to make confident, growth-focused financial decisions.
Our Services
We step in as your company’s strategic financial partner — without the full-time CFO price tag. From building dashboards and forecasts to guiding hiring, pricing, and capital decisions, we give you the clarity to scale with confidence. Ideal for growing businesses doing $1M–$20M in revenue.
Whether you're preparing for an acquisition, selling your business, or exploring a merger, we help you navigate the entire process with precision. From due diligence to valuation strategy and deal structuring, we act as your trusted partner in high-stakes transactions.
