Dave Lemon

Omaha, NE CFO

33 Years of Experience

dlemon@b2bcfo.com
402-679-9680

I have been a partner with B2B CFO®; since 2009 and I provide CFO and business transition services for companies in numerous industries with up to $75 million in revenue. The two services are very complimentary, as CFO engagements often turn into business transition engagements. I enjoy working with owners as their CFO, enabling them to focus their energies on growing their business instead of managing the financial affairs of the company.

Here is a sample of engagements I’ve worked on:

CFO Engagements

  • Negotiated a new credit facility for a $7M entertainment industry company to help fund 20% growth.
  • Recruited & trained CFO/controller candidates for two fast-growing companies.
  • Provide industry benchmarking and cash flow modeling services for an exit planning firm.
  • Helped a mfg/distribution company implement a new accounting & inventory management system.
  • Implemented product/customer/rep profitability analysis using pivot tables for a $25M IT supply chain company.


Business Transition Services Engagements

  • Helped a national SaaS software company sell to a global strategic buyer.
  • Helped a $14M regional food company sell to a PE backed company as part of a national rollup.
  • Helped a $6M distribution company sell to a competitor.
  • Completed a strategic business plan for a SaaS software company resulting in a new exit strategy.
  • Worked with buyers/sellers to complete business valuation models and due diligence for a business broker.


I am a member of the Board of Directors and am President-elect for ACG Nebraska, and I lead their annual ACG Cup, which is an M&A case study competition for MBA students at Creighton, UNL, UNO & Bellevue Universities. I am also a member of the Nebraska Society of CPA’s (inactive) and the Pay It Forward Group.


Contact Dave Lemon

Fill out the form
and receive The Discovery Analysis™ for FREE.

A ($1,600 value)

Submitting Form...

The server encountered an error.

Form received.

About Dave Lemon

Personal Website:

Universities:

University of South Dakota

Certificates & Licenses:

CPA
Quickbooks Certified ProAdvisor

Organizations:

ACG Nebraska
Greater Omaha Chamber of Commerce
Pay It Forward Group
Nebraska Society of CPAs

For Dave Lemon's Clients:
Write a testimonial for Dave Lemon