CFO Services
Someone Wants to Buy My Business! Now What?
Avoid Seller’s Remorse If someone makes an offer for your business, it can be an exciting time—but caution is key. Selling a business can be one of the most challenging tasks a business owner will face. Before engaging in discussions with buyers, you need to ensure you are truly ready to sell, otherwise you…
Read More5 Financial Models Every Business Owner Should Use
Successful business owners know the value of using financial modeling to guide sound decision-making and forecast future outcomes. Financial models are used to project the performance of a company, evaluate business and financial investments, and help uncover and avoid potential risks. Below is a list of some key financial models that can bring powerful insights,…
Read More8 Strategies to Propel Your Business Growth Plans
Several recent surveys show that business owners expect the revenue of their business to improve over the next year. And another 60% also believe the current economic climate is having a positive impact on their business. This is all good news—especially for the business owner who is always thinking about how to increase their earnings…
Read MoreAre You Plotting the Right Course for Change & Improvement?
As many organizations begin to start their strategic planning for the coming year, this is a great time to step back and answer three key questions: “Where are we now?”, “Where are we going?” “and “How do we get there?” Business leaders with a strong sense of planning and goal-setting know the benefits of plotting…
Read MoreMaster The 5 C’s of Credit
All business owners know that cash is the life-blood of their business. You might not be in the position yet to borrow funds to expand the business or smooth out cash flow irregularities, but chances are you may need funds in the future to support growth plans, hire new employees, upgrade equipment or even weather…
Read MoreMid-Year Business Assessment Tool
Reflecting back is a great way to move forward. Where are you against your 2019 plan? Ahead, behind, or “on” target? What should you start doing? Stop doing? Do you know how well your business is progressing as we hit the mid-point of 2019? If the answer is no, you’re not alone. These helpful steps…
Read MoreThe #1 Rule in Business…
Know Your Numbers! Having a financially fit company involves checking in on some of your most important financial stats. After all, how can you know where you’re going if you don’t know where you are? B2B CFO® is here to help you. Most business owners admit they are busy putting out fires and working with customers, rather…
Read MoreQuick Acquisition Guide: Nine Pitfalls that Can Derail a Business Sale
Imagine your startup company or 30-year-old family business getting acquired. It sounds like it would be a dream. But in many cases, the transaction can lead to the end of everything business owners work so hard for. Buying an existing business along with selling businesses (mergers & acquisitions), is a great way to buy into…
Read MoreCertified Business Transition Expert™
What is a Certified Business Transition Expert™? I am excited to share that I have recently earned the Certified Business Transition Expert™ designation. This certification allows me to guide business owners through the sale/transition process. Business transitions range from a sale to a third party, an Employee Stock Ownership Plan (ESOP), or to a family member…
Read MoreThe Best Way to Grow Your Business
Although every business wants to grow, some types of growth are certainly better than others. Consider the following 2 options: OPTION 1: Grow Sales by 20%, and net income increases 50%. OPTION 2: Grow Sales by 50% (a lot more work and risk than Option 1), and net income only increases 20%. The best way…
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