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info@winesgroup.net

Carleton & Wines, LLC

Signed in as:

filler@godaddy.com

  • Home
  • About
  • SERVICES
  • Clients
  • Contact

Account


  • My Account
  • Sign out


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  • My Account

services

Corporate Financial Analysis

  • Financial Modeling
  • Ratio Analysis
  • Scenario Analysis
  • Forecasting: Income, Cash Flow, Balance Sheet
  • Budgeting
  • Presentation: PowerPoint & Pitchbook
  • KPI Monitoring
  • Ongoing Quarterly Analysis

Real Estate Valuations

  • Loan origination - purchase - refinance
  • FHA appraisal
  • Estate Matters - probate - planning
  • Tax Appeal
  • Buyer / Seller representation
  • Relocation
  • Pre-listing appraisal
  • Portfolio asset valuation
  • Feasibility
  • REO valuation - pre and post repairs


Market Analysis

  • Due diligence research
  • Asset value projections
  • Income approach valuations
  • Value attributable to characteristics
  • Investment spread analysis
  • Cost benefit study
  • Identify market trends - written and visual 

Bookkeeping Services

  • Through our partner company Ardbrae Bookkeeping and Advisory
  • Monthly small business bookkeeping services
  • Clean Up / Catch Up
  • Invoicing / Bill Pay / Reconciliation
  • Back Office Support

Carleton & Wines, LLC

99 ALDAN AVE #420 CONCORDVILLE, PA 19331

(855) 255-6535 - DWINES@winesgroup.net

Copyright © 2025 Carleton & Wines, LLC - All Rights Reserved.

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