Category: CFO Services

Mid-Year Business Review

Reflecting back is a great way to move forward. Where are you against your 2019 plan? Ahead, behind, or “on” target?  What should you start doing? Stop doing? Do you know how well your business is progressing as we hit the mid-point of 2019? If the answer is no, you’re not alone. These helpful steps… Read more »

What Are The Signs That a Business Owner Needs A CFO?

B2B CFO® Partners are asked this question often by bankers and attorneys whom we partner with that have business owner clients at various stages of growth within their company. You may be considering the same question as you assess strategic financial leadership within your business. Here is a run-down of some common symptoms suggesting when a… Read more »

Transitioning Your Business? 11 Do’s and Don’ts

The day to transition the business to a new owner will surely come, whether if by default or by purpose. Overall, just 25% of business owners have done serious succession planning.  The reality is that many owners probably won’t be able to sell their businesses when they’re ready, because they’re not taking proactive steps towards… Read more »