Testimonials
- David Massie – Owner – Massie Tool n Mold
- Nick Scalamogna – General Manager/Controller – SyBridge of St. Petersburg
- John Basley – General Manager – Modern Technical Mold and Development
- Chris Outlaw – Husky Technologies
- Dawn Aylesworth – Former Owner – Aylesworth Seafood
Letters of Recommendation
- John Brenner – SVP, Commercial Lending – Flagship Bank of Florida
Representative Engagements
Over more than three decades of advisory work, Charles Herold has assisted closely held and middle-market companies with a wide range of assignments. Examples of services provided include:
- Advising companies experiencing liquidity and cash flow challenges.
- Assisting owners with lender negotiations and debt restructuring strategies.
- Improving operating performance through cost management and operational efficiencies.
- Serving as interim Chief Financial Officer until a company is properly capitalized and staffed.
- Developing growth and strategic planning initiatives.
- Preparing businesses for sale or ownership transition and representing owners as a licensed business broker.
- Providing independent business assessments for owners, lenders, and other stakeholders.
Specific client information remains strictly confidential.