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.