Potential partnership(s) in the Charlotte area
November 15, 2025
by a searcher from Colorado State University - College of Business in Charlotte, NC, USA
I’m a Senior Financial Analyst at a large bank with 15 years of corporate FP&A experience (budgeting, forecasting, cash-flow modeling, lender relationships). I’m ready to invest up to $150K-$200K in cash to buy a business in the greater Charlotte area and serve as a hands-on fractional CFO partner (~10 hrs/wk).
What I Bring: $150K–$200K cash for the purchase + immediate working capital.
Experienced in financial modeling, KPI tracking, and growth planning.
Fractional CFO role—I handle the numbers so you can focus on operations.
What I’m Looking For:
Revenue: $500K – $3M
Sector:Any non-food/beverage—especially energy, electrical, HVAC, construction, logistics, or tech services supporting the data-center / AI build-out
Geography: Charlotte MSA (within ~60 min drive from uptown)
You: Experienced operator with some capital to invest (skin in the game is required). Ideally 3+ years operations experience in direct or related-industry.
Deal Structure (Flexible):
We both invest cash → shared equity - ideally your cash contribution will be much smaller than mine. You receive market salary + meaningful ownership. I fund my share 100% in cash; you fund yours with combination of cash & sweat equity with milestone targets for increased ownership.
If you’ve got good operational experience, a little capital, honest, reasonable and hardworking, let’s chat. A quick 15-minute call or coffee can tell us if it’s worth digging deeper. Text or call###-###-#### if interested, cheers.
in Charlotte, NC, USA
from Duke University in Chapel Hill, NC, USA