Dave Lemon

Omaha, NE

36 Years of Experience


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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.

Dave Lemon

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About Dave Lemon

Personal Website:


University of South Dakota

Certificates & Licenses:

CPA Quickbooks Certified ProAdvisor


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

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