Operator. Strategist. Growth Partner.
I help owners, investors, and leadership teams scale operations, strengthen financial performance, and make consequential decisions with clarity.
40+
Years across operations, finance & technology
125+
Franchise units owned, managed or sold
$900M+
Combined revenue under financial leadership
3,000+
Employees across diversified enterprises
Where I add value
Turn ambition into an executable growth plan. Charles helps leadership teams assess opportunities, sequence investments, and build the operating discipline required to scale.
Improve consistency, accountability, and unit economics across complex portfolios—grounded in firsthand experience operating more than 125 franchise locations.
Bring an operator’s perspective to financial planning. From management reporting to capital allocation, create visibility that supports confident decisions.
Evaluate, integrate, and position investments with practical guidance shaped by acquisitions, portfolio sales, investor relationships, and successful exits.
Turn the brand into something people can actually use. Design and build the site, portal, or internal tool the business needs—conceived, designed, and shipped end to end, then measured and improved.
I can help you
I have faced these questions as an owner and operator—not only as an advisor. Here is how we can work through them together.
How I can help
I can help you identify where margin is leaking—labor, pricing, purchasing, scheduling, or unit-level execution—and build a practical scorecard your managers can use every week.
How I can help
I can help you test whether the business is ready to scale, strengthen your management structure, and create repeatable operating and financial systems before you commit capital.
How I can help
I can help you evaluate unit economics, operating risks, capital needs, and deal assumptions, then prepare a disciplined integration or exit plan based on firsthand acquisition and sale experience.
How I can help
I can help define decision rights, performance expectations, reporting rhythms, and incentives so leaders know what they own and problems surface before they become expensive.
How I can help
Drawing on engineering, product development, and building the AI-enabled Evollon platform, I can help you select practical tools that improve reporting, training, customer engagement, and decision-making—without chasing technology for its own sake.
How I can help
I can design and build the digital front door—messaging, layout, booking or ordering flow, and launch—so the experience online matches the quality of the operation behind it.
A rare operating perspective
Engineer. Product leader. Investment banker. CFO. Franchise owner. Entrepreneur. That range makes it possible to see the whole business—not just one function.
01
Scaled franchise portfolios across multiple states, including Supercuts, Popeyes, and Carl’s Jr./Hardee’s.
02
Led finance for diversified enterprises, supported growth from $10M to $750M in assets, and navigated acquisitions and exits.
03
Moved from semiconductor engineering to regulated medical devices and product leadership at the first internet-only OCC-chartered bank. Today, I am building Evollon, an AI-enabled youth achievement platform conceived to help students document growth and opportunity.
04
Decades of board and foundation work creating pathways for young people through sport, education, and mentorship.
How we work
“Strategy only matters when the organization can execute it.”
Get underneath the symptoms—financially, operationally, and organizationally.
Focus leadership on the few decisions that materially change the outcome.
Build the cadence, accountability, and tools needed to turn decisions into results.
Education
MBA, The Wharton School
Finance & Marketing
BS, Physics — Hampton University
Analytical foundations for an operator’s career
Case studies
Illustrative engagements based on the situations franchise owners bring to me most often.
Quick-service franchisee · 8 units
Challenge
Sales were up year over year, but profit fell at five of eight locations. The owner couldn't tell which stores were the problem or why.
What we did
A First Look Diagnostic of P&Ls, labor schedules, and food cost by unit, followed by a weekly manager scorecard on labor, waste, and ticket times.
Result
Labor brought back in line with sales within 90 days, and every manager reviewing the same five numbers each week.
Begin with a First Look DiagnosticSalon franchisee · 4 units
Challenge
The owner wanted to open three more locations but was still personally running payroll, hiring, and scheduling for all four.
What we did
A readiness review, a district-manager role with clear decision rights, standard opening checklists, and a capital plan for the next two sites.
Result
The owner stepped out of daily operations and opened the next location on schedule and on budget.
Begin with a First Look DiagnosticInvestor group · 20-unit portfolio
Challenge
A group was weighing the purchase of a regional franchise portfolio and needed an operator's view beyond the seller's numbers.
What we did
Unit-by-unit economics, lease and remodel exposure, staffing risk, and a 100-day integration plan built into the deal model.
Result
Underperforming units identified before closing, giving the buyers a stronger negotiating position and a clear first-year plan.
Begin with a First Look DiagnosticFree preliminary diagnostic
Share your industry, size, and the challenge in front of you. This AI-powered first read draws on my operating playbook—a starting point for our conversation, not a substitute for it.
Your tailored diagnostic will appear here.
Engagements & rates
Senior operating and financial leadership, priced as a fraction of a full-time executive hire. Every engagement begins with a complimentary 30-minute conversation.
Best first step
$3,000–$5,000
fixed fee · 2 weeks
A fast, low-risk review of your P&L, unit economics, and operations—ending with a written action plan you can act on immediately, whether or not we work together afterward.
$450
per hour · 2-hour minimum
Focused working sessions on a specific question—unit economics, a lease, a hiring decision, or a technology choice.
$7,500–$15,000
fixed fee · 2–4 weeks
Site visits, P&L and labor review, and a written plan with prioritized actions and a weekly manager scorecard.
$5,000–$7,500
per month · ~2 days
Monthly owner check-ins, KPI review, and on-call guidance for multi-unit operators who want a seasoned sounding board.
$12,000–$20,000
per month · 1–2 days per week
Hands-on executive leadership of operations, finance, and management teams. Three-month minimum.
$20,000–$50,000+
per project · success fee optional
Portfolio evaluation, due diligence, deal modeling, and integration or exit planning for buyers and sellers.
$5,000–$10,000
fixed fee · 2–3 weeks
Practical review of reporting, training, and customer tools, with a phased plan to adopt AI where it pays off.
$6,000–$18,000
fixed fee · 3–6 weeks
A marketing site, booking flow, or owner portal designed and implemented for your business—copy, layout, and launch included.
Rates are guidelines; final scope and pricing are confirmed in writing before work begins. Travel billed at cost.
Your next stage