Rich Wood

San Mateo, CA

35+ Years of Experience


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My Background

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

My background includes 18 years as a Chief Financial Officer, several years as a CPA in a "Big 4" national firm, and an MBA from UC Berkeley. I have worked in companies of many sizes, from startups through various stages of growth and complexity, up to $1B in sales.

My experience spans many industries, including technology, professional services, construction, banking, manufacturing, retail, commercial real estate, transportation and others. A career in the Bay Area has enabled deep experience in technology businesses, including enterprise software, SaaS, online marketplaces, e-commerce and mobile apps.

As a finance executive, I have helped secure more than $100 million in debt and equity financing; identified and resolved complicated finance and strategic challenges; built and improved systems and teams; helped structure and negotiate company-changing strategic deals; coordinated legal, tax and regulatory aspects of domestic and international expansion; and helped sell several companies. 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.

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 help owners of privately held small and mid-size businesses to reach their goals. CFO services help business owners solve problems and improve the performance and value of their companies. Transition services help owners successfully exit their businesses, capturing the financial value they have built and leaving behind a well-running company 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 200 other partners who help each other benefit from our thousands of years of collective experience.

Some financial work areas where I can help:

  • Raise additional cash when needed from lenders and equity investors.
  • Plan owner exits and other transitions to maximize value and minimize surprises.
  • Improve cashflow by improving operations and financial processes.
  • Clarify strategic goals and the steps needed to achieve them.
  • Control or reduce costs by improving budgeting and purchasing processes.
  • Support effective decisions with reliable reports, analyses and forecasts.
  • Navigate transactions and business challenges where an experienced finance professional can help sort out issues, risks and potential solutions.

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.

Let's meet

Please ask me about our Discovery Analysis service which our firm offers for free to qualified businesses. Through this service, I invest up to approximately eight hours to understand your goals, analyze financial data, compare performance to industry benchmarks, and deliver a confidential and informative report. This service typically identifies opportunities for improvement, sometimes including areas where I can help. If I cannot help, I often know somebody who can.

If you own a small or mid-size business, I would love to meet you and learn about your company. I can be reached by email, phone or the contact form on this page.

Rich Wood

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About Rich Wood

Personal Website:


UC Berkeley

UC Santa Barbara
BA, Business Economics

Certificates & Licenses:


Certified Business Transition Expert

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