If you are looking for an Interim CFO, then you have arrived at the correct page. We can take care of your Interim CFO needs. This page briefly explains these services. However, if you are looking for a CFO Job or a CFO Career then please visit our Careers Website
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:
Most of the companies that hire us for CFO services have immediate concerns that need to be addressed. Our goal in The Strategy Implementation™ 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 The Excel Experience™. 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.|
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Something about our professionals
We have created a new industry, the On-Demand CFO™. Compared to an interim CFO or Part-Time CFO, who typically stays with a company for a year or more, and takes valuable company information with them when they leave, an On-Demand CFO™ creates value from day one, empowering you to create and realize successful financial goals with the full weight of more than 200 veteran CFOs and over 6,000 years of combined experience behind you. Not to mention that fact that hiring an On-Demand CFO™ keeps valuable information where it belongs—within your business. Don’t be fooled by companies offering Part-Time CFO Services, choose B2B CFO®, and see firsthand what an On-Demand CFO™ can do for you!