Rich Wood

San Mateo, CA CFO

38 Years of Experience

richwood@b2bcfo.com
650-595-2552

My Background

I'm a B2B CFO® Partner with more than 35 years of finance experience.

My experience includes more than 17 years as a Chief Financial Officer and many years in Controller, Consultant and CPA roles. My experience includes companies of many sizes, from startups through various stages of growth and complexity, up to nearly $1B in sales. I also provided audit and transaction support services for eight years at Deloitte, a "Big 4" global CPA firm.

Working in the San Francisco Bay Area, most of my experience has been in technology companies, with deep experience in software and internet businesses, including enterprise software, SaaS, online marketplaces, development services, mobile apps and e-commerce. I have also served in construction, banking, professional services, manufacturing, wholesale distribution, retail, commercial real estate, transportation and other industries.

As a finance executive, I have helped secure more than $120 million in debt and equity financing, identified and resolved complicated finance and strategic challenges, helped structure and negotiate company-moving strategic deals, managed legal, tax and regulatory aspects of domestic and international expansion, built and improved systems and teams, and assisted M&A exits. My experience includes leadership of legal, HR, administration, IT and customer service, giving me a broad perspective on most issues I face as a finance executive.

My background includes a UC Berkeley MBA, a UC Santa Barbara BA in Business Economics and a California CPA license.

When not working to improve your company, I enjoy reading, sports, cooking, running and camping with my wife and two kids, all of whom I am very proud.

What I do

I provide growth and business transition services to privately-owned mid-size companies in the San Francisco Bay Area. The goal of growth services is to help business owners achieve financial success for their companies and for themselves, by improving the performance and value of their companies. Transition services help owners maximize financial rewards for the value they have built, while leaving a well-running operation for the next owners of the business and a viable working future for continuing employees.

My services draw on my own 35+ years of financial experience and on numerous tools and methods developed by B2B CFO® since it was founded in 1987. I also have access to more than 220 other partners who help each other benefit from our thousands of years of collective experience.

Growth services aim to increase company value by pursuing the following objectives:

  • Clarify strategic goals and the steps needed to achieve them.
  • Improve revenue and cashflow by optimizing pricing, improving billing and collections, and helping to structure deals with customers, distributors and strategic partners.
  • Control or reduce costs by implementing effective budgetary processes, improving purchasing practices and restructuring supply arrangements.
  • Raise additional cash when needed from lenders and equity investors.
  • Support effective decisions with reliable reports, analyses and forecasts of revenues, costs, cash flows and key performance indicators.
  • Protect assets by implementing management controls, appropriate financial investments, and protections of physical and intellectual assets.
  • Help navigate transactions and other challenges where an experienced finance professional can help sort out issues, risks and potential solutions.
  • Plan and execute ownership transitions that maximize value and minimize surprises for business owners who want to move on to other endeavors.

These are things I think about and work on as a B2B CFO® Partner. If your company doesn't have a CFO-level finance professional, or your team doesn't have enough time or skills to generate the above benefits, I can help you for a fraction of the cost of hiring a full-time executive. I would love to meet you and discuss how I can help.


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About Rich Wood

Personal Website:

Universities:

UC Berkeley
MBA

UC Santa Barbara
BA, Business Economics

Certificates & Licenses:

CPA

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