Highland St. Charles

Highland St. Charles is an end-to-end advisory services firm for business owners and their families. We work with Founder-led companies with $3 Million to $50 Million of annual revenue, serving in a fractional, hybrid role for clients, part CFO and part COO. We focus on operational planning (uniting sales, workforce, and product plans, anchored to financials), unit economics and margins, and go-to-market strategy, sales funnels, and process optimization to maximize profitability across the entire business. Our future plans call for adding transaction due diligence, accounting and tax services, marketing and sales operations, and wealth management services. Highland St. Charles is based in Athens, GA.