B2B CFO^® (877) 4-B2B CFO

Cash. We Help You Get It™ Banking Relationships Profit Improvement Strategic Planning Cash Flow Working Capital Gross Profit Optimization Expense Reduction Financial Statement Increased Sales Exit Strategies

USA's largest CFO firm focusing on mid-market companies

Interim CFO?

You have arrived at the correct website. We can take care of your Interim CFO needs. This page briefly explains these services.

What Are Your Desired Results?

Many closely-held companies want to increase sales, cash and profits. They eventually want sell their business for a profit. The ideal timeline would look something like the following:

Fee Structure

Most of the companies that hire us for CFO services have immediate concerns that need to be addressed. Our goal in our Phase II Clean-Up is to address those concerns by delegating tasks to the lowest cost possible. We then propose an on-going relationship with the company, which we call Phase III, or the Maintenance Phase. Our goal is to decrease our fees and to have a long-term relationship with the company.

Future Fee Structure

One of the unique features of our firm is that we usually have long-term relationships with our clients. We will stay with a client for five years, ten years or as long as it takes to help the client achieve its goals. A CFO typically learns a lot of very important things about the client during the Clean Up phase. Additionally, important relationships are formed with bankers, vendors, employees and other key people related to the company. We feel it is a good situation for the company to retain us for a long period of time in order to utilize the knowledge obtained during the Clean-Up phase. It is usually to the client's best interest to continue a long-term relationship with our partners, both locally and nationally, to take advantage of relationships we have built with bankers, investment bankers, etc.

Below are some important things to learn about our firm

Financial & Goal Clarity	We work with the business owner to create financial and goal clarity. We try to understand the overall goals that our clients want to achieve. We then work with the business owner to create financial clarity in order to achieve those goals.
Increased Profit & Cash	Financial and goal clarity is used to increase sales, profits and cash. A company can never have too much cash. A company can, however, easily run out of cash and get into The Danger Zone, as explained in our books, The Danger Zone, Lost in The Growth Transition and our newly-published book, Avoiding The Danger Zone, Business Illusions.
Trusted, Long-Term Business Advisor	B2B CFO^® is a trusted business advisor. Our goal is to have a long-term business relationship with our clients, similar to those that our clients have with their attorneys and CPAs. Unlike a full-time or interim CFO, we create a long-term professional relationship. Interim and full-time CFOs typically stay with a company for a short period of time, often as few as 12 to 17 months. Valuable company information then leaves with them. Time, money and other resources must then be used to replace them and the knowledge they obtained. A B2B CFO^® partner stays long-term with the company to help the company grow and to help valuable information remain with the company.
Successful Exit Strategies	We understand that every business owner will some day exit their company. We assist with the important elements of building company value to help the owner with successful exit strategies.
Seasoned Partners	Services are provided on an objective basis by seasoned partners who average 25 years of CFO experience. It is highly unlikely that a company will ask a question or present a problem that our experienced partners can't resolve.
National Partnership Resources	Each partner is supported with around 3,750 years of collective CFO experience and national partnership resources. Resources include the latest technical software available for client services. Our resources also include our banking and lending relationships.
	We work with a handshake on an affordable as-needed basis. We are not interim CFOs. No contract is required to engage our partners. Our clients engage our seasoned partners at a fraction of the cost of a full-time or interim CFO. Our firm has more experience than that of a full-time or interim CFO.

You can find a CFO nearest to your location by typing in your zip code in the following box:

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B2B CFO® (877) 4-B2B CFO