Chuck has worked closely with business owners for nearly forty years, advising them on marketing, financial, and general management issues. For twenty of those years he owned his own CPA practice, developing expertise in many diverse industries, from manufacturing to multi-partner professional service firms; those selling high-priced products like aircraft to those selling low-priced items such as auto parts and wine.
In 1996 he founded Fat Margins, a business that teaches executives and their teams how to increase their companies’ profit margins and transform them into highly valuable and saleable assets. His focus is on increasing profit margins through better targeting of high-profit customers and improving pricing skills, the two most fertile areas for finding un-tapped profit. Chuck and Fat Margins are now part of our offerings.
He brings both real-world experience and academic training to his consultancy. He is a dynamic and entertaining speaker who has presented to a wide variety of business groups and while conducting Fat Margins workshops.
Chuck holds a B.S. in Business and Industrial Management from San Jose State University along with a Certified Pricing Professional designation from the Professional Pricing Society and a Certificate in Personal Financial Planning with distinction from the University of California, Berkeley.
Past successes include turning around several financially troubled businesses; returning them to profitability. He has successfully negotiated business acquisitions and has raised both bank and private placement funding for clients.
Whether leading a team of systems designers in restructuring the accounting and reporting systems for a $150 million plus auto parts wholesaler or a system for measuring individual client profitability for an $18 million CPA firm, Chuck brings and awareness of the impact change has on all facets of a business. Not an ivory tower accountant and number cruncher, he brings real world business savvy and insight to his assignments.