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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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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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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As posted on PE HUB, by Steve Bills, email author, posted on: July 08, 2013 Buy-out pros pride themselves on their ability not only to do deals and build companies but also to exit their investments in an efficient, profitable manner. Jerry L. Mills suggests they might find it beneficial to offer some of that…

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Sometimes it’s nice to get brief, straight-forward, no nonsense answers to business questions without all the jargon. There really doesn’t need to be a shroud of mystery surrounding finance topics.  Finance is not rocket science, but then again, any topic is challenging if it is unfamiliar to you.  So here goes my best shot at…

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Yes. There is a reason that QuickBooks has a 90% market share in the small and medium sized business demographic.  The software is inexpensive, user-friendly for non-accountants, flexible, and capable of creating just about any information needed.  Even poor data entry can normally be cleaned up easily by those of us who have become QuickBooks…

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It’s rare that a company can effectively grow without the assistance of bank debt.  Managed right, debt is our friend. Purchases of equipment that will last several years should be financed over a term of 5-7 years so that the debt payments are matched by cash inflow from customers that buy the goods you created…

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