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One of the truly great benefits for the business community in the Charleston Region is the fact that Charleston is widely recognized as one of the best cities in the United States in which to live and work. That being the case, Charleston attracts top level executives, CEO’s, former business owners, Fortune 500 business consultants and other retirees or transplants with a wealth of business knowledge and experience. These top performers soon realize that playing golf five days a week is simply not enough to satisfy their business and competitive needs and many end up in our offices looking for their next business venture. For most of them, however, working full time is not in their plans and our talk soon turns to assisting businesses in the role of an experienced advisor. It is not the money. It is the involvement. It is the satisfaction found in assisting other business owners in meeting their business objectives.
And one very significant guiding principal of Charleston Business Advisors should be noted – we believe that world class business services should come at a cost; but at a Charleston, SC cost and not an inflated rate based solely on our credentials. And I should also say, don’t be confused by our wide array of business services. We are able to offer such an array of services because of the diversity of the experts that make their home in Charleston – now for the benefit of the Charleston business community through Charleston Business Advisors.
 In this regard, we have developed a proprietary, cost effective Advisory Board business management system that provides business owners with the resources they need to further their business objectives. Read more about this exciting business tool by downloading a copy of our white paper, The Value of Advisors and Advisory Boards, and call us today to schedule a meeting.
I invite you to review the credentials of our exciting group of seasoned business professionals and call us today to learn how we can assist you with your business. We have a seasoned expert ready to meet your specific needs.
Sincerely,
J. Daniel Mahoney
Managing Partner |
Our Services
▪ Business Acquisition – Contract Negotiation; Offer Formulation and Negotiation; Due Diligence Assistance; Closing Process Management; Transition Management
▪ Business Divestiture – Recasting financial statements to maximize enterprise value, Market Positioning Planning, Bid Process Creation and Management
▪ Business Coaching – Proprietary programs designed to bring focus to your priorities and activities in order to achieve your business goals
▪ Workouts – Bank negotiations, debt restructuring, business operations restructuring, strategic planning, balance sheet restructuring
▪ Family Business Planning – Succession Planning, Business Planning, Sales and Marketing Planning, Strategic Planning, Family Business Forum
▪ Business Advisory Boards – Formation, Implementation, and On-going Advisory Board Services
▪ Non-Profit and Governmental Affairs – Political Action Committee Development, Economic Planning and Analysis, Economic Research Center Development, Non-Profit Board Effectiveness, Non-Profit Fundraising
▪ Real Estate Development – Site Identification, Multi-Family Development, Warehouse and Flex-Office Development, Property Acquisition, Pre-Development Coordination, Construction Oversight, Sales and Marketing
Meet Our Team of Experts
 J. Daniel Mahoney, Managing Partner
B.S. Bentley College, Waltham, MA
Mr. Mahoney serves as Charleston Business Advisors Managing Partner after a career of participating in over 40 merger and acquisition projects throughout his career and acting as CEO of numerous privately-held and publically traded companies. Mr. Mahoney serves on several Boards of Directors of US companies with a particular focus on distribution companies. Mr. Mahoney is experienced in complex and sophisticated business environments with a successful record of strengthening enterprise equity value, reducing operating costs, and improving bottom-line profitability in acquisition, industry roll-up, turnaround and leveraged business environments. Mr. Mahoney is a seasoned, senior level executive with over 30 years of experience and success in top-line growth, bottom-line profitability and strengthening enterprise equity value, for private, publically traded and equity group owned companies in a myriad of industries.
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 Marc Williams, Partner
BA, College of Charleston, Charleston, SC
JD, University of South Carolina School of Law, Columbia, SC
Marc Williams is a graduate of the College of Charleston and the University of South Carolina School of Law. As an attorney, Mr. Williams’s early career included acting as General Counsel to several businesses primarily in the capacity of transaction and contract negotiation and management as well as acquisition and divestiture of corporate assets or divisions. Mr. Williams has owned several businesses, acquired several businesses, raised venture capital for business start ups, and had leading roles in debt financing and capital funding for various business sizes. It was this business acquisition and divestiture experience that led Mr. Williams to business brokerage and the acquisition of Charleston Business Brokers. Mr. Williams takes pride in the professional practices of Charleston Business Brokers and is committed to providing the highest level of ethical business brokerage services to his clients.
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 Al Katz, Senior Advisor
B.A. The Citadel, Charleston, SC
MBA, Georgia Tech, Atlanta, GA
After serving with distinction as an Army officer Mr. Katz began his career with Ellman's Inc, a publicly held retail specialty organization located in Atlanta, Ga. During his twenty plus years with this company, Mr. Katz held senior level executive positions and filled the office of President and COO of this $90 million company employing over 1,800. Throughout his five years as President he led his team in achieving record sales and profits and successfully sold the company in 1985 as part of the company's strategic plan. Since 2003, Mr. Katz has held the Alvah H. Chapman, Jr. Chair of Management/Ethics in the Business School and continues to teach as a visiting professor in both the undergraduate and graduate programs at The Citadel. Since his second career as a Business Coach began in 1985, Mr. Katz has perfected THE PROCESS™, a method of assessing businesses and improving their business practices. The results have brought happiness and increased prosperity to over 600 business owners in retail, wholesale, distribution and manufacturing, as well as professional, civic and educational organizations. Mr. Katz presently sits on the board of The College of Nursing at MUSC, The American College of the Building Arts, Healing Farm Ministry and the School of Business Advisory Board at The Citadel. He has previously served on the boards of The Gibbes Museum, The Charleston Concert Association and The Charleston Ballet Company. His book published in 2009, A Journey with Mac: Rediscovering the Fundamentals of Business, is available on www.amazon.com as well as www.ajourneywithmac.com.
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 Ray Schipani, Senior Advisor
BS, Villanova University, Philadelphia, PA
MBA, George Washington University, Washington, DC
Ray Schipani is a graduate of Villanova University and holds a Masters Degree in Business Administration from George Washington University. Mr. Schipani has over 30 years of experience in small business development, management and planning. Mr. Schipani has held Senior Level management positions with companies in various industries including high technology (commercial and military), business services and manufacturing. Mr. Schipani’s leadership, as CEO and owner, of an acquired Midwestern manufacturing company quadrupled revenues and profits and the company was named Minnesota Manufacturing Company of the Year. In addition, Mr. Schipani has been awarded eight product patents and holds leadership positions in numerous civic and area business organizations.
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 Thomas R. “Randy” Bates
BA, North Carolina State University, Raleigh, NC
Mr. Bates is holds a degree in Business Management from North Carolina State University. Mr. Bates has extensive experience in the acquisition, development, planning, and marketing of residential and multi-family real estate developments. As the Development Partner in charge of South Carolina for Wood Partners, LLC, a division of Trammell Crow, Mr. Bates developed millions of dollars of highly successful real estate projects and developments. Mr. Bates is experienced in all aspects of large real estate development projects including construction oversight, managing all aspects of sales and marketing, oversight of financial and legal matters, property acquisition, pre-development coordination and development and implementation of comprehensive real estate development business plans.
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 Wayne E. Gable, Ph.D.
BS, Auburn University, Auburn, AL
MA, George Mason University, Washington, DC
PhD, George Mason University, Washington, DC
Mr. Gable received his Economics Degree from Auburn University, his Masters Degree in Economics from George Mason University and his Doctorate in Philosophy and Economics from George Mason University. Mr. Gable has over 20 years of experience in executive level management, economic policy analysis, legislative advocacy and non-profit board development, management and effectiveness. Mr. Gable was a Managing Director for Koch Industries, one of the largest private companies in the world, for many years focusing on Federal Governmental Affairs, and International Governmental Affairs. Mr. Gable as an independent consultant/entrepreneur has more recently provided business planning services and Board Membership for the Institute for Energy Research; provided management training for the Charles G. Koch Charitable Foundation in Washington, DC; and was project leader for the start-up and development of an economic research center for a large private university in Georgia.
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