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“Every company…needs a Chief Financial
              Officer.”

            Peter Aronstam
           Partner B2B CFO®
• 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.
Why are we unique
Power of the Partnership
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
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
Where is the Cash Going?
          • Receivables increasing
          • Excess inventory
          • Excess capital
            expenditures
          • Operating expenses
            out of control
                      =
           Owner contributing
           cash to cover overhead
Our Approach
Our Value Proposition
5
   ways        • More time for owner
               • Increased financial visibility
               • Make company more
                 bankable
               • Build company value
we can help • Develop exit strategy
7         Sustainable sales
   ways       Managing gross margin

              Working capital management

              Capital expenditures

              Credit facilities
to get more
              Cash driver metrics
    cash
              Projections
What do
Company
Executives
 need for
 financial
 success?

             More Time


              An Exit Strategy
                                 Reduced Overhead
Dashboards
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
Where do I go   Virtual resources
 for help?      include:
                • Bankers/ finance
                  companies/ investors
                • Lawyers
                • CPAs/ tax advisors
                • Risk managers
                • Employment/ benefits/
                  payroll
                • Wealth managers
“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
“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)
Peter Aronstam
  Partner - B2B CFO®
     954-260-1918
paronstam@b2bcfo.com

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B2B CFO Presentation to Rainmakers - Peter Aronstam

  • 1. “Every company…needs a Chief Financial Officer.” Peter Aronstam Partner B2B CFO®
  • 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.
  • 3. Why are we unique
  • 4. Power of the Partnership
  • 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
  • 12. What do Company Executives need for financial success? More Time An Exit Strategy Reduced Overhead
  • 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

  1. Client Relationship Problems
  2. Poor forecasting of cash flow, revenues and profits, leading to surprises.Lack of awareness and compliance with loan covenants.Management has insufficient financial experience.
  3. After 20 years and over 600 clients we have seen many ways that companies can fail. We call the business illusions..