Companies That Can Benefit From a B2B CFO

Strong, Growing Companies

• Profitable but need financial strategies/controls to continue
• Lack a solid infrastructure
• Growing but not profitable
• Cash is tight due to growth

Struggling Companies

• Have constant cash struggles
• Poor profitability
• Are profitable but can’t improve from year-to-year
• Need new ideas to “break out”
• Need help immediately or they may “go under” (turnarounds)
• Need to reduce expenses and/or increase sales

Companies/Owners Nearing Transition

• Owners looking to sell or transfer their companies in the next 5 years
• Owners who want to sell their companies for a higher value

All Companies

• Need a Game Plan with Financial and Goal Clarity
• Do not use their financials to manage and improve their business
• Need to better manage and forecast cash
• Do not utilize financial strategies to increase sales
• Need metrics, dashboards and better management reporting
• Don’t fully understand product, line of business and customer profitability
• Need better pricing strategies
• Need to better understand job costs and overhead rates for costing and pricing
• Need a strategic plan, business plan or annual operational plan or budget
• Analyze new products, opportunities and risk without financial analysis
• Need improved inventory, accounts receivable or working capital management
• Have a CFO that needs mentoring or has too much on his/her plate

• The CEO is “Alone at the Top” and needs a trusted financial advisor
• The CEO or owner is buried in Administrivia instead of leading and selling

We provide owners with a free, no obligation needs analysis and GamePlan™ to increase profitability, cash, company value and peace of mind.

Please contact Rick Perrin for more information: 608-576-3773