Carleton & Wines, LLC is a boutique corporate financial analysis and real estate consulting firm. Our firm partners with financial analysts and certified appraisers to provide residential and commercial valuations throughout Southeastern PA and Delaware. All associates strive for excellence through continuing industry education with a required minimum 28 hours class-time every 2-years along with supporting extensive field analysis. We encourage our partners to earn their designations with either the Appraisal Institute or the American Society of Appraisers.
Our consulting services include market studies, REO asset management, and financial and market analysis. We are here to help property owners and investors with the due diligence required to make informed sound real estate decisions. C&W’s principal is also a designated REALTOR partnered with Premier Property Sales & Rentals of Springfield, PA. This allows us to offer the full services or Premier’s brokerage including sales, purchases, rentals and property management.
Our reputation for quality over quantity has enabled us to provide for a wide range of clients from individual homeowners to some of the most recognizable firm in the country including national and local lenders, insurance companies and legal firms.
It cannot be stressed enough, as it is one of our core values: quality over quantity. This practice has allowed us to continually serve our client’s needs without sacrificing quality and service. If we are unable to 100% commit to a project due to work-load or conflict of interest, we will help you find a firm that has the ability to find a solution to your problem. We know with certain projects, time is of the essence and your quality cannot be sacrificed when it comes to making informed decisions.
Carleton & Wines, LLC is managed by Skip Wines, SRA. Skip not only leads the firm in day-to-day operations, but is also a practicing certified appraiser and business financial analyst.
Skip's real estate analysis focuses on the valuation of investment properties, pre and post renovation, and financial analysis necessary for informed cap ex decisions. Skip has worked as a consultant on projects for numerous public and private agencies ranging from local attorneys to the Department of Housing and Urban Development. Skip served as head of marketing for the Redevelopment Authority of the City of Philadelphia’s Neighborhood Stabilization Program (NSP) properties under contract with Higgins and Welch Real Estate, Inc. and AET Enterprises, LLC.
Skip's financial analysis practice consults with small to mid-sized businesses with an emphasis on financial modeling and forecasting. This service allows firms to make informed management decisions on everything from short and long-term growth options to marketing and cap ex decisions. Skip is currently a candidate for FMVA® certification offered by the Corporate Finance Institute® (CFI) .
Academic accomplishments include:
- University of South Carolina - Bachelor of Science
- Louisiana State University - Shreveport, MBA – Finance with honors
- Cornell University - Certificate in Commercial Real Estate
- University of North Carolina at Chapel Hill - Business Essentials Certificate
- Appraisal Institute® - Designated Member - SRA
· ima® - Assoc of Accountants and Financial Professionals in Business
· Designated Member of the Appraisal Institute® (SRA)
· National Association of REALTORS®
· Pennsylvania Certified Real Estate Appraiser
· Delaware Certified Real Estate Appraiser
· FHA Certified Appraiser
· University of South Carolina Alumni Association
· Beta Gamma Sigma – Business Honor Society
· Sigma Iota Epsilon – Professional Management Honor Society