B2B CFO Extends Leadership Position in Mid-Market Business Transitions

Source: MorningStar.com Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses B2B CFO, nation’s largest CFO and business transitions services firm, today released a summary of its Partners expertise in exit strategy leadership, highlighting a rapidly expanding client roster for… Read more »

My Road to B2B CFO® | How I Got Here-Part 3

It’s been a long time since I wrote the first two parts of this article.  The funny thing is, I really enjoy writing.  I’ve always had a talent for it (although having a good editor never hurts), it just seems like there were always other priorities.  That should be changing.  Let’s be honest.  Part of… Read more »

Growing High Tech Business in Utah

Great article published by Forbes about the tech growth in Utah. Silicon Slopes Vs. Silicon Valley: Four Tech Unicorns, Thousands Of Startups, No Frenzy – by Amy Feldman Among the state’s more than 4,000 tech startups, at least four are unicorns, venture-backed companies valued at more than $1 billion: Pluralsight, Qualtrics, Domo (founded by Josh… Read more »

B2B CFO Extends Leadership Position in Mid-Market Business Transitions

Source: MorningStar.com Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses B2B CFO, nation’s largest CFO and business transitions services firm, today released a summary of its Partners expertise in exit strategy leadership, highlighting a rapidly expanding client roster for… Read more »

Budget Your Way to Success

A Budget can take a lot of thought, time and effort to put together, but it’s importance for small to mid-sized businesses cannot be under estimated.  A budget is a tool to help you accomplish many things and help you take control of your finances.  Many times, lenders will require an annual budget from their… Read more »

Goal Setting In Your Business

Breaking down goals. I recently read an article from the Harvard Business Review that prompts you to give some thought not only to your goals, but the steps to get there.  It doesn’t particularly discuss financial goals but the premise applies to any goal individually or for your business.  Here is a link to the… Read more »

What is Due Diligence?

Due diligence is defined as the process of systematically researching and verifying the accuracy of a statement. Conducting due diligence greatly enhances informed decision making. By improving the amount and quality of information available to decision makers, and by properly utilizing that data, the chances of success become greater, risks are reduced, and a higher… Read more »

Award Winning Author and Inc. Magazine’s Editor-at-Large Bo Burlingham to Keynote B2B CFO’s Annual Meeting

B2B CFO®, the nation’s largest CFO and Exit Strategies firm for privately held businesses, announced today that award winning author and Inc. Magazine’s Editor-at-Large, Bo Burlingham will keynote the National Partners Meeting to be held April 28-30, 2016. The invitation-only annual event that brings together all of B2B CFO’s Partners from across the country along… Read more »