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 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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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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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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How To Keep Your Job (If You’re A CFO) ByPYMNTS Posted on June 1, 2016® There are market forces at work threatening the job of the chief financial officer, and we’re not just talking about the role automation and robots can play in replacing human employees. A new generation is taking the lead at U.S.…

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In B2B CFO’s The Exit Strategy Handbook, we provide statistics that reflect an upcoming “tsunami” of businesses that will need to transition to new ownership over the next 20 years.  We estimate that 378,000 businesses, on average, will hit the market annually over the next 20 years. Our conclusions are based on census data showing there…

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We at B2B CFO® talk often about how to increase your business valuation.  Maybe it’s time we talk about common ways that small and medium sized business (“SMB”) owners unwittingly sabotage their company’s value. Focus on Tax Avoidance. Sure, we all love to minimize tax.  Some methods are perfectly legitimate and will not affect your…

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Employee Stock Ownership Plans (ESOPs) can make wonderful business exit vehicles in some circumstances.  That said, ESOPs are commonly misunderstood and prematurely dismissed from consideration by business owners when considering a business exit.  Some would even go so far as to compare the claims of ESOP proponents to the works of the ancient Greek writer…

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We know. Its hard to keep up with so many terms. What are the differences between exit planning, succession planning, and transition planning? There is no right answer, but here’s how we keep the terms straight.     Succession Planning Succession planning is a process for identifying and developing new people to assume leadership positions.…

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