Month: May 2013


What makes B2B CFO different? One key element is the focus on team and staff development. When starting a relationship with a new client, the focus remains on building the existing resources. This includes staff, systems and outside relationships. Staff changes are expensive. Loss of historical knowledge cannot not be measured. Transition cost of hiring… Read more »

Strategic Planning Made Simple

Whether you are planning a personal strategy, a business plan or a production process, I have found that strategic planning follows the same steps. The first step in this process is to decide what is  important. What is your mission, your vision, your values? What are the guiding principles you will use to filter every… Read more »

When Should an Entrepreneur Hire a CFO?

December 9, 2011 By Kimberly Danek Not every small business or company requires the services for a Chief Finance Officer or CFO, and as such, it is important that an entrepreneur knows the right time to hire one. To hire or not to hire a full-time CFO is dependent on many factors. In general, entrepreneurs… Read more »

Storms ahead for selling your business?

With the economy showing signs of strengthening, it appears business owners are jumping to sell their business.  The recent article by AP Journalist Joyce Rosenberg, “Retiring boomers driving sales of small businesses” supports the notion that the market is going to have an increase in sellers.  B2B CFO® calls this the Tsunami effect. The Exit… Read more »

When Hiring a New Attorney – Three Questions to Ask

Original content from Partner, Mark Gandy: Over the past year, a few of my clients have hired new attorneys.  Here are three simple questions I recommend they ask during the interviewing process (the same ones I use): 1. Do you have SEC experience?  This is not a deal breaker, but business attorneys that have worked in… Read more »