Gilbert, AZ CFO
29 Years of Experience
Start with a free Discovery Analysis™. If your business has 20 or more employees or more than $4 million in annual revenue, we can start with a telephone call or a Discovery Analysis™ at no charge (see contact form in right column or at bottom on a mobile device). A Discovery Analysis™ will include a look at your financial information and information systems, benchmark your company's financials against your industry, and provide a confidential report of key findings.
Many companies reach a point where they need to:
Business owners take risks and make things happen, and that is why I love working with them. I bring 30+ years of experience in finance, marketing, operations, and sales to help business owners solve their challenges.
I began my career as a CPA with Arthur Andersen & Co. in New York, and worked in Philadelphia as a manager with that firm. I then moved into private industry, working for Campbell Soup Company for 10 years in internal audit, operations planning, marketing, and business unit management. After leaving Campbell's, I served as the CEO of a food processing company in South Jersey, the CFO and Executive VP of a jewelry manufacturing company in New York City, the CFO, and later President, of a NASDAQ Small Cap manufacturer in Exton, PA, and the CFO of a jewelry wholesaler in New York, before joining B2B CFO® as a partner.
I serve in the U.S. Air Force Auxiliary as a mission pilot, instructor pilot, and check pilot. After decades of experience flying planes from trainers to twin engine business jets, I now fly single-engine airplane on search and rescue and reconnaissance missions, as well as special missions in support of the Air Force 548th Combat Training Squadron. I row a single or double scull whenever I can, and swim at LifeTime nearly every day.
Our company is a high growth company, growing at an average annual rate of 30%. Several years ago we reached a size where the scale and complexity of the business needed us to make a transition from having a controller as our senior finance person to having a CFO. We retained Wayne based on a excellent recommendation from one of my board members who had retained him in another company where he was also on the board. Wayne was excellent, helping us put in place the systems and processes to really enable a full CFO function and in helping us transition to a full-time CFO as part of our executive team who could also deal with more sophisticated private equity investors in a recent recap. I highly recommend Wayne!
Wayne and I have worked closely in various projects for at least five years. I find him extremely professional and knowledgeable and creative in resolution of issues, both simple and complex. I very much appreciate his thoughtfulness and insight. He is a leader and skillfully coordinates projects/issues across varied departmental lines. I look forward to the opportunity to engage Wayne in my next venture.
If we work together, I promise that I will always put your interests first, and that in a year or less, we will reduce your stress about cash flow, your business will be running better, and we will be eliminating the barriers to your company's success.
How long will it take to complete a Discovery Analysis™?
In nearly every case, we can complete the Discovery Analysis™ in one day or less
How do we complete a Discovery Analysis™ - online or in person?
We do the Discovery Analysis™ work in person, at your location
Who is involved in a Discovery Analysis™?
We will typically spend approximately 1-2 hours talking with the business owner, 1 hour in analyzing the financial statments and benchmarking against the industry, and 1-2 hours in talking to the people who do the accounting,
How much does it cost?
There is no charge for a Discovery Analysis™. This is my investment in building a relationship.
What happens afterward?
After I complete the Discovery Analysis™, I will prepare a confidential report of my findings?
Do I have to use your services?
There is no obligation to use my services after the Discovery Analysis™.
Will you sign a Non-Disclosure Agreement?
I would be happy to do so. I have a form we can use.
Your company value will not grow and your cash flow will not be what you want it to be. You won't be able to achieve your goals. Grim picture!
Contact Wayne Lorgus
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A ($1,600 value)
About Wayne Lorgus
College of William and Mary Wharton School, University of Pennsylvania Air Command and Staff College, USAF Air University Gemological Institute of America
Certificates & Licenses:
CPA, CFI & ATP,G.G.
U.S. Air Force Auxiliary (Civil Air Patrol), Association for Corporate Growth, Arizona Tech Council, Penn & Wharton Club of Arizona, St Andrews Society of Philadelphia, Undine Barge Club of Philadelphia