Cash. We Help You Get It.™<br />We serve owners of emerging and mid-market companies with revenues up to $75 million that want to increase cash, profitability, sales and company value. <br />B2B CFO® is the trusted business advisor that creates financial and goal clarity to increase cash, profitability, sales and successful exit strategies.<br />Our efforts to create financial and goal clarity often address the issue of cash. The topics surrounding cash vary, depending upon the business and personal needs of the client.<br />Cash is the life-blood of any business. With adequate cash a company will most likely live. Without adequate cash a company will most likely die.<br />
Banking & Lending Relationship<br />We build banking and lending relationships to help our clients with their banking and lending needs. We know how to talk with bankers and lenders on behalf of our clients. We understand how to present our client’s financial information to them. Any business that hires one of our partners will improve their chances to maximize banking and lending relationships.<br />
Profit Improvement<br />Our partners average 25 years of CFO experience. We have the experience necessary to look at a company in its entirety to see if there are ways to improve profit. Companies use our services and long-term relationship to determine ways to improve present and future profits. <br />
Financial & Strategic Planning<br /> The success of any company is dependent upon its ability to look into the future to adjust to ever-changing market conditions. The owner of a company should assume that its competition is making financial and strategic plans to take away its customers. Our partners, supported by more than 2,000 years of collective CFO experience, are experienced to help a business owner in financial and strategic planning.<br />
Cash Flow Projections<br />Business owners often call us because their internal staff has just notified them that the company is unexpectedly out of cash. This situation is not only frustrating to the owner but takes valuable time and resources to fix the problem.<br />Our partners are trusted business advisors that are seasoned at assisting a company create cash flow projections. We can train a company’s internal staff how to use proven models to project future sources and uses of cash. Cash excesses or shortages are usually somewhat predictable. Our goal is to help predict the cash and help the business owner become proactive for excesses and shortages of cash.<br />
Working Capital Improvement<br />Working capital is a financial measurement that represents a company’s operating liquidity. It is not uncommon for a company to have significant profits or sales but be short in working capital. This shortage in working capital can cause a company to not be able to make payroll or pay vendors, notwithstanding significant profits or sales.<br />Our partners, supported by national partnership resources, are experienced at communicating the working capital situation of a company. More importantly, we are capable of showing a company methods to improve its working capital.<br />
Gross Profit Optimization<br />Gross profit is the difference between revenue and the cost of making a product or providing a service before deducting overhead expenses, income taxes and interest payments.<br />It is not uncommon to see gross profits decrease as sales increase. The decrease in gross profits can have a significant negative impact on the net profits of a company. The reasons for the decrease in gross profits are numerous and might include such things a company theft, salesmen that are lowering prices to earn commissions and the outgrowth of the ability to measure gross profit, etc.<br />Our services are provided on an objective basis by seasoned partners to help a company measure and improve its gross profit.<br />
Expense Reduction<br />Expense reduction is an important topic for any business owner. We have witnessed companies increase expenses to the point that they have gone out of business or have experienced significant financial stress. Expense reduction is usually not a matter of simple math. Our partners average 25 years of CFO experience and are seasoned in the areas of expense reduction.<br />
Timely & Accurate Financial Statements<br />One of the secrets to obtaining cash from bankers and lenders is to have timely and accurate financial statements. With these instruments, a banker has the opportunity to quickly determine the amount they can lend to a company. Without these instruments, a banker is left to suppositions and delays, which is usually very frustrating to a business owner that needs action from a banker or lender.<br />A business owner can’t make good business decisions based upon bad financial information, regardless of the owner’s intelligence. Bad financial decisions are typically the effect of untimely or inaccurate financial statements. On the other hand, good financial decisions are typically the effect of timely and accurate financial statements.<br />Our partners know how to assist a company with its goal of obtaining timely and accurate financial statements. Additionally, we are skilled at being a sounding board for information before an owner makes key decisions.<br />
Increased Sales<br />Most business owners want to increase sales. Our goal is to assist in that area. <br />Business owners can usually increase sales significantly if they are allowed to spend time in what we at B2B CFO® call “Finding Activities.” Finding activities are those events that allow an owner to be a visionary, idea generator and a catalyst for change. These activities usually allow an owner to spend time building relationships and ideas to bring future sales into the company.<br />We are seasoned at assisting a company improve its infrastructure to allow an owner to escape many of the administrative and operating activities to be able to spend more time in finding activities. Typically, significant increase in sales result from this effort.<br />
Exit Strategies<br />Each business owner will some day no longer be associated with the business. B2B CFO® is the trusted business advisor that creates financial and goal clarity to help with successful exit strategies. A successful exit strategy usually takes a strategic process to improve infrastructure and company value in order to improve the probability of a successful exit strategy.<br />
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