“What you keep is more important than what you sell” is advice I was given by Ed Dale, a very wise and successful business man. Clearly, in the long run to grow requires we sell more. But selling more alone doesn’t get the job done.… Read more >
Are you looking for CFO and Exit Strategy services for your business? B2B CFO® has the tools, talent and experience to help you reach your goals. B2B CFO® has what you need with more than 25 years of experience helping small to mid-size privately held businesses. We serve clients in the following areas:
- and Surrounding States
See what the Discovery Analysis™ can do for you. Click on one of our partners mentioned above and complete the submission form. We will get back to you as soon as we can.
I’ve encountered a lot of businesses where the owner openly encourages the business to be like a family. While that has an appealing ring my experience is that all of these organizations under-performed. To that end, I wanted to share this article I saw from the Harvard Business Review, You Company Is Not a Family. … Read more >
Every business owner is faced with the same problem; how do I turn $1.00 into $1.10 as fast as possible, and then do it again and again and again. Understanding this process, called the Cash Conversion Cycle, can help us take specific actions to make cash grow faster.… Read more >
On July 16, 2014, CFO Magazine (ww2.cfo.com) published an excerpt from “The Exit Strategy Handbook: The Best Guide for Selling Your Business” published by B2B CFO. The excerpt comes from Chapter 19, which discusses the importance to a business owner of having accurate financial information before the company is sold. … Read more >
For several years I had the honor and privilege of teaching Strategy Formulation and Implementation in the Graduate Business School of the University of Phoenix. My students were all practicing professionals; attorneys, physicians, engineers and marketers. It was the final course in the MBA sequence so students were fully armed with business tools. … Read more >
I read that when Donald Rumsfeld was Secretary of Defense he had a stand-up desk. When people met with him in the office, everyone stood. We adopted this practice in a former company with a morning “Management Stand-Up.” We met standing up for 15-30 minutes each morning and the topic was always the same; What Needs To Happen Today to Meet A Customer Expectation?… Read more >
With 5 partners in the TriCity Region of Houston, San Antonio and Austin, B2B CFO® provides CFO services. Each B2B CFO® partner works with multiple companies therefore you don't have the cost of a full time CFO. What does B2B CFO® do? We use our six step process, the B2B CFO® GamePlan™ to take you to a higher level of success. Our experienced CFOs work with you to analyze and review your financial systems and then work with you to get more cash into your business. Read more about the B2B CFO® GamePlan™ to see how we do this.
Please click on the tabs below for more information about the B2B CFO® GamePlan™
The people we serve
We serve owners of companies with revenues up to $75 million that want to increase cash, profitability, sales and company value.
Our attitude of respect
We recognize the wisdom of the adage, "The world consists of two types of people, those who act and those who are acted upon." We realize you are of the former group.
Entrepreneurs are the geniuses of our generation. With approximately 330 million Americans in the United States, your group, entrepreneurs and business owners, consists of about 8% of the population of our great country. Yet despite that small percentage, you and your peers employ 70% to 75% of the W-2 employees of our nation! As such, we understand that the future economic recovery of our country rests upon your shoulders.
We recognize the complexity of that burden and want to help you, even if it is, seemingly, in a small way. For it is often from small things that great things derive. The acorn seed is smaller than a quarter, but it can give birth to the Oak tree which can grow more than 60 feet in height and live for centuries. And so it is with business owners.
Are you familiar with the story of Hewlett-Packard? Today, it's one of the world's largest information technology companies. But what you might not know is that the company was created with just $900 in a one-car garage by two entrepreneurs, Bill Hewlett and Dave Packard. They were entrepreneurs with a seed of an idea. They risked all they had on their idea and achieved great success.
Why did you start your business?
We often ask business owners the question, "Why did you start or buy your business?" This is a fun question to ask because of the diverse reasons owners give. Some of the responses are:
We refer to you as a 'Finder'
Our firm has its own distinctive terminology, which refers to you and your peers as 'Finders'. We've even written about your characteristics in our book, The Danger Zone:
Finders are the leaders of the company. They are not necessarily the people who lead all company employees on a daily basis. Finders demonstrate the type of leadership that "pulls" people into the future - employees, current customers and future customers.
Finders demonstrate some specific attributes that are essential to this success. There are numerous terms that can describe the leadership of a Finder; the following few will give you the main idea.
You will notice that all of the above attributes or future functions require action. Hence, Finders are all about the future. They do not live in the past. They view the past as a tool from which to learn, not as a place in which to dwell (The Danger Zone, Lost In The Growth Transition, pp. 25- 26).
Finders often become frustrated
It is our experience that Finders often become frustrated with the day-to-day grind of running a business, which often takes them away from their original goals of starting the business.
The B2B CFO® GamePlan™
The purpose of the B2B CFO® GamePlan™ is to help Finders either get on track or keep them on track with their original goals and objectives of starting and/or purchasing their company. The B2B CFO® GamePlan™ consists of six separate steps:
The Discovery Analysis™
The Strategy Process™
The Strategy Implementation™
The Results Solution™
The Excel Experience™ (Excel – to do extremely well, surpass, outclass, outrival)
The Exit Strategy™
What's the next step?
We invite you to call upon one of our professionals to deliver a complimentary Discovery Analysis™ of your company. The process is confidential and will not take much of your time.
Something about our professionals
B2B CFO® is unique. Unlike a full-time chief financial officer or part-time CFO (interim CFO, temporary CFO, fractional CFO, contract CFO, or other companies that provide CFO services), we create a long-term, professional relationship with a handshake on an affordable as-needed basis. Services are provided objectively by seasoned partners who average 25 years of experience.
We can help with the simple things, such as helping to improve cash flow, or the more complicated matters, such as a business exit. As you'll discover, with more than 6,000 years of collective experience and a multitude of national partnership resources, there isn't much we can't do for you.
Article Source: The B2B CFO® GamePlan™