Hire the Best Business Planners in Florida

Charles has built organizations, businesses, and the value that sustains them for over 11 years. He is thoughtful, determined, and deeply committed to problem-solving. ⭑ Featured on Upwork's Times Square Billboard for Excellence in Data Mining and Management ⭑ Expert-Vetted by Upwork as a Top 1% Management Consultant Charles specializes in helping businesses build healthy cultures, stable systems, and resilient operations. Guided by faith, he holds himself to a much higher standard than can reasonably be asked in professional work, ensuring complete accountability. Charles is a retired professional athlete, a world-class kitesurfer, a musician, and a lifelong learner. He is one of the most joyful people you will ever meet. When you're ready to see a difference, reach out, set up a contract with Charles, and experience the impact so many others have.

🎖️ Top 1% on Upwork | Former SBA Underwriter & Loan Broker | 10+ Years | 150+ Projects on Upwork only 🚀 I build lender-ready business plans and financial models that actually get deals approved, from SBA and USDA loans to investor funding and immigration visas. As a former SBA underwriter and active loan broker, I know exactly what lenders look for and I design every plan and model to meet real underwriting standards. What I do 📌 SBA-compliant business plans (7(a), 504, microloans), investor-ready plans, franchise, landlord, export, strategic, continuity, and immigration plans (E-2, L-1A, EB2-NIW, EB-5, H-1B, O-1) 📊 Full 5-year financial projections, 3-statement models, investor-ready financial models with cap tables, and SBA acquisition models for business purchases 🧮 Feasibility studies and business plans for SBA and USDA Business & Industry loans, including financial projections, market analysis, and economic impact assessments 💼 Buyer-side financial analysis, business valuations, Quality of Earnings reports and reviews, seller add-back and earnings review, cash flow and DSCR/debt service analysis, and post-close forecasting 📣 Pitch decks, executive summaries, CIM/OMs, investor teasers, and consulting for SBA loan readiness and funding strategy My work is designed to be clear, defensible, and easy for lenders, investors, and management teams to follow, with rush delivery (including 72-hour options) available when timelines are tight. Why clients work with me Most business plan writers and modelers guess what lenders and investors want; I work with them daily and build your package around real SBA, USDA, and private lending standards. I focus on decision-grade analysis, realistic and defensible assumptions, and clean Excel models that support acquisition planning, financing strategy, and ongoing management. Funding and approval outcomes My work has supported SBA 7(a) loans from 350K to 5M+, USDA Business & Industry loan approvals, investor raises including a recent 5MM SaaS deal, and multiple immigration visa approvals. Examples include a 600K SBA 7(a) loan for a deli, a 1MM+ SBA loan for a pickleball franchise, and a 4MM USDA-backed storage facility loan, along with numerous lender-ready and investor-ready packages from day one. If you need a business plan, financial model, feasibility study, or acquisition analysis that can stand up to lender and investor scrutiny and move your deal toward approval, message me and let’s discuss your project.

Microsoft 365 | SharePoint Online | Azure | Power Apps | Power Automate | Power BI | Microsoft Teams | OneDrive | Artifitial Inteligence (AI) Hello and thank you for visiting my page. Over the past 15 years, I’ve helped organizations like yours adopt the tools in the Microsoft 365 & SharePoint ecosystem, including SharePoint Online, Power Apps, Power Automate, Copilot, Power BI, Microsoft Teams, Project Online, Planner, OneDrive, and Exchange. By doing this, my team and I empower users, optimize operations, and ultimately transform their businesses. I build intranets, extranets, and collaboration solutions using SharePoint 2013/2016/2019/Online, Power Pllatform, SPFx, React, C#, .Net Core, JavaScript, TypeScript, Microsoft Teams, OneDrive, and other features in Microdoft 365. I'm extremely proficient in optimizing operations by automating manual business processes, migrating on-premise solutions to the cloud, and enhancing reporting for actionable insights. I use cutting edge no-code Power Platform to build forms and automate processes as well as custom solutions development and integrations. My personal goal is to deliver perfectly designed solutions. I always ensure perfect UI/UX design in custom SharePoint Online branding and Power Apps development projects.

I have been a lead generation specialist for over 20 years. My skill set is very well rounded which allows me to specialize in finding qualified leads for businesses, organizations and individuals. My services are included – ►Lead Generation ►B2B Sales lead Generation ►Prospect List Building ►Contact List Building ►Data Collection ►Web Research ►LinkedIn Data Research ►Data Entry ►Email List Building ►Company Data Research ►Database Creation ►Data Mining ►Web Scraping ►Data Extraction ►Data Accuracy Verification ►Administrative Support Task ►PDF Conversion I have spent years helping various companies by providing my best services whether it is lead generation, list building. I always try to satisfy my client and complete the job on time.

Co-Founder of Liminal Leaders and independent growth consultant with 15+ years scaling mission-led companies across tech, wellness, lifestyle, and services. I bring strategic firepower, calm execution, and frameworks that move your vision from friction to flow. I’m the partner founders call when it’s time to clean house, reconnect to purpose, and finally get systems, messaging, and growth working in sync. 🔮 Liminal Leaders — A boutique consultancy guiding founders through messy transitions and rapid scale with clarity, precision, and soul. Alongside Aileen (ex-AWS/GTM), we developed the Liminal Lens — a 2-week growth diagnostic that pinpoints bottlenecks and maps your next chapter. Why work with us: We’ve built $100M+ revenue engines inside Amazon, AWS, Salesforce. Scaled startups from chaos into category leaders. Launched Grammy-winning campaigns. Guided founders through pivots, identity shifts, and existential growth moments. Together, we bring 30+ years of GTM, marketing, RevOps, and exec-level leadership across Fortune 100s, startups, and soul-led businesses. We’ve lived the pressure, the burnout, the breakthroughs—and we don’t sell strategy we haven’t embodied. We don’t just grow companies. We grow the leaders who run them. This is growth with soul. Structure that serves. Strategy that sticks. Whether you need a fresh GTM plan, a HubSpot overhaul, or a trusted CMO partner—I’ve got you. 🔥 Common Engagements: • Fractional CMO / Growth Advisor – Campaigns, roadmaps, audits (all start with our Liminal Lens) • HubSpot Expert – Onboarding, workflows, dashboards, cleanup • GTM & Funnel Strategy – Messaging, sequencing, sales enablement • Brand Positioning & Copywriting – Web revamps, content strategy • Founder Mentorship – Team coaching, advisory, leadership development ✨ Best Fit Clients: • Visionary founders scaling from $3M–$300M • Teams navigating pivots, launches, or identity shifts • Ops-heavy companies craving simplicity, alignment, and results • Soulful brands that value clarity, data, and depth Let’s build your next chapter—with structure, soul, and strategy that scales. P.S. We love helping fresh startups go to market, reimagine direction, design magnetic customer journeys, and activate strategic partnerships + referral flywheels. Ask about our EOY 2025 specials—we’ve got limited slots for founder-led brands ready to move fast and scale smart.

🔍 Your On-Call Procurement Expert Need someone to handle that bulk order? Negotiate with suppliers? Manage inventory? I provide professional procurement support on a project basis – no long-term contracts, just results. 🔍 Get Your Project Back on Track Struggling to keep projects organized? I step in as your dedicated project manager—coordinating tasks, deadlines, and communication—while using Lean Six Sigma to streamline processes and mitigate risks for small and mid-market clients. 🔍 Supply Chain Consulting Done Right Geography does not limit your options anymore. I am availible on all continents, enhanced risk managment, resilient supply chain. 🔍From Product Idea to Perfect Partner Got detailed specs? Starting with just an idea? No problem. I will help you to create reliable sourcing paths across all world – from clarifying requirements to delivering vetted suppliers who bring your vision to life. 🔍Your Brand Should Tell Your Story Tired of being invisible in the marketplace? I develop and improve brand strategies that help your business run smoothly—enhancing visibility, attracting ideal customers, and supporting growth with simple, user-friendly reporting tools. US based proffesional,with global connections in Europe, Asia , North America and part of Africa. I am specialising in manufacturing/ industrial sourcing ( raw materials / industrial components ) , chemicals and private labels. I do have extensive experience with different softwares and willingly share my hands on knowledge with softwares developers. I've been working as a Supply Chain Expert for the past 10 years supporting companies ranging from ✅Supply Chain Strategy & Audit ✅Process Streamlining ✅Supplier Network Optimization ( Sourcing Agent ) ✅Fresh Perspective & Problem Solving ✅Order Managment & Coordination ✅Supplier Negotiations & Relationship Managment ( Buyer ) ✅Inventory Planning & Managment incl. reporting ✅Software development incl. AI Tools ✅Ad Hoc Procurement Projects ✅Project Planning and Structure incl. budgeting and reporting ✅Timeline and Budget Management ✅Risk Managment and Problem Resolution to helping businesses to grow , save time , money and relief employees from routine tasks by streamling them gradually while helping. What you can expect? 🌐 high quality market research 🌐 diversification of supply sources 🌐 efficient communication 🌐 complex sourcing strategy & competitors reserach 🌐 price negotiations 🌐deep dive into inventory managment and what is the most important SOLUTION TAILORED for YOU! I do have proven record of many successful sourcing campaigns, project improvements and thinking way outside of the box to make sure YOU are satisfied. Thank you for your time and consideration. Let's Grow Together! The Key Words to connect with me: Manufacturing Sourcing | SAP ERP | Oracle | Ariba | Supply Chain & Logistics | Supply Chain Pro. | Global Supply Chain Product Manufacturing Industries | Supply Chain Consultation | Supply Chain Expert | Product Sourcing | Manufacturing | Business Strategy & Innovation | Project Management | Procurement & Vendor Management | Global Supply Chain Manager | Creative Consultant | Order Management | Production Planning | Contract Manufacturing | Logistics Management | Inventory Management | Warehouse Management | Lean Manufacturing | Enterprise Resource Planning | Logistics & Supply Chain Management Skills | Material Requirements Planning | Bill of Materials | Retail & Consumer Goods | Transportation & Warehousing | Manufacturing & Construction | Procure-to-Pay | Logistics Coordination | Request for Information | Request for Proposal | Request for Quotation | Purchase Order| Buying | Product Sourcing | Source-to-Contract | Price & Quote Negotiation | Supplier Search | Source-to-Pay | Market Research |Semiconductors | Pharma | Paper Goods | VBA| Microsoft Excel | Power Query | Reporting| Power Pivot | Negotiations | Global Sourcing | P2P | O2C | GL | Account Reconcilliation I Private Label I POD I Print on Demand I Start Up I Business Consulation I 3PL I Packaging