Kendall Capital Associates is a business and financial advisory services firm based in Charlotte, North Carolina.
Although we primarily work with companies in the Southeast, we have clients and institutional relationships across the country.
We can probably help you if your company faces a critical situation . . . cashflow difficulties . . . capital needs . . . valuation of stock options for tax purposes . . . operational problems . . . strategic re-evaluation in light of competitive developments . . . succession planning . . . buying another company, taking on a financial partner . . . or even considering the sale of the entire business.
These types of issues are among the most difficult matters for the managers of an organization to address - - - and yet they are often the most important in a company’s history and in the lives of its owners.
We’re here to help. The following pages are an introduction to our firm and to our approach to serving our clients.