2. • Founded 1987
• Headquartered in Phoenix, AZ
• Nation’s largest CFO firm serving
ABOUT B2B CFO
entrepreneurial, growth and mid-market companies
with revenues <$75 million
• 220 Partners in 45 states, representing >6,000 years
of cumulative experience.
• Partners average 25 years business experience;
senior level executives with a broad expertise
• Partners work with more than 600 businesses with
combined annual sales >$3 Billion
• Please visit online at www.b2bcfo.com
B2B CFO® in INC. 5000 list
184% Growth Earns B2B CFO® Spot in
the 2010 List of Fastest Growing
Companies in America.
5. Typical Client
(Day One) • Owner has become a
“Minder”
• Lack of financial
visibility
• Poor cash flow
• Weak margins
Finders
• Exposure to fraud
Minders
• Low business value
Grinders
6. Business
owner • Misjudges how well the
“illusions” company is doing
• Mistakes in reading
financial information
• Overestimates cash
flow of business
• Makes poor choices due
to faulty data
7. Where is the Cash Going?
• Receivables increasing
• Excess inventory
• Excess capital
expenditures
• Operating expenses
out of control
=
Owner contributing
cash to cover overhead
10. 5
ways • More time for owner
• Increased financial visibility
• Make company more
bankable
• Build company value
we can help • Develop exit strategy
11. 7 Sustainable sales
ways Managing gross margin
Working capital management
Capital expenditures
Credit facilities
to get more
Cash driver metrics
cash
Projections
14. Typical Client Owner now has:
(After Phase 2)
• Goal clarity
• Increased profits and cash
• Trusted long term advisor
• Seasoned partner
• National partner resources
• Successful exit strategies
• No contract
15. Where do I go Virtual resources
for help? include:
• Bankers/ finance
companies/ investors
• Lawyers
• CPAs/ tax advisors
• Risk managers
• Employment/ benefits/
payroll
• Wealth managers
16. “Ideal Referral” • Business Owner
• Chief Executive Officer
• Executive Director (Not
for Profit)
of a company/NFP with revenues
<$75 million p.a.
If they do not require my
services, they are likely to know
someone in a peer group who does
17. “Ideal Client” • Business Owner
• Chief Executive Officer
• Executive Director (Not
for Profit)
of a company/NFP with revenues
<$75 million p.a. wanting to
increase cash, profitability, sales
and company value (with or
without an exit)
18. Peter Aronstam
Partner - B2B CFO®
954-260-1918
paronstam@b2bcfo.com
Hinweis der Redaktion
Client Relationship Problems
Poor forecasting of cash flow, revenues and profits, leading to surprises.Lack of awareness and compliance with loan covenants.Management has insufficient financial experience.
After 20 years and over 600 clients we have seen many ways that companies can fail. We call the business illusions..