Shane's Articles & Media

In Times of Uncertainty…

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America’s Top CFOs Help Secure $251M in PPP Loans

In the wake of COVID-19 dealing a hard blow to the economy, B2B CFO®, a national firm dedicated to providing management advisory services to privately held companies, came forward to offer advice and Paycheck Protection Program (PPP) application assistance to privately held businesses across the country. A survey completed by B2B CFO® partners indicated that…

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Huge News on PPP Loan Justification

There have been far too many challenges in obtaining Paycheck Protection Program (PPP) loans from the SBA to list. Congratulations if your company did get a PPP loan. You are now likely strategizing how to get as much of the loan forgiven as possible.  Many B2B CFOs are focusing on loan forgiveness now for our…

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NorCal B2B CFO’s Help Raise CARES Act Money – Clients do the Rest

The pandemic has caused great fear, uncertainty, and distress with small/medium sized businesses all over the Northern California Region. We believe that small/medium sized business owners are the hardest hit as they have limited capital for survival while the population figures out how to live in a post-pandemic world. As a stop gap, B2B CFO…

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Why Isn’t Everyone On The Same Team? Check The Incentives

As I have grown older, one of the things I miss most is participation in team sports. I always enjoyed being part of something much bigger than myself. Any successes were so much more enjoyable since I had teammates to share the experience with. The many failures were also more palatable since we failed together.…

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But I Don’t Want To Sell My Business

I hear that frequently, and good for you if your business brings you satisfaction and a level of income that you are comfortable with.  Nevertheless, there will come a day when you will exit your business, which preferably will be on your terms and in accordance with a carefully constructed exit plan. That won’t be the…

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B2B CFO® – A 2018 Forbes “Small Giant” Award Winner

B2B CFO®, the nation’s largest firm dedicated to serving privately held companies with CFO consulting and business transition services, has been named to the 2018 Forbes’ Small Giants List. B2B CFO is one of only 25 companies in the United States to receive this award. The winners were selected for demonstrating longevity, scalable profitability and excellence in business practices.…

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The 2017 Fires Underscore the Need for Exit Planning

The Event The October 2017 Northern California wildfires were the worst in the state’s history. Victims were traumatized by 70 mile-per-hour wind gusts and fire that week. Evacuees grabbed their children and pets with only moments to spare in some cases.  The fires caused 42 deaths, destroyed over 8,000 buildings, and displaced 100,000 people in three counties.…

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ESOPs – They Work!!

You may have noticed previous articles I have written on the virtues of ESOPs – Employee Stock Ownership Plans.  An ESOP can be set up and used to purchase your business, thereby providing you, the business owner, an avenue for a successful business exit.  ESOPs come with a ton of regulation and are not for…

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Risks to Know Before Selling Your Business

B2B CFO® is at it again Just a quick heads up to let you know that the B2B CFO® Northern California partners will be presenting a free educational seminar sometime in the summer/fall of 2017 called “Risks You Need to Know Before Selling Your Business.”  The series will be based on the 4th edition of our book The Exit Strategy…

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