B2B CFO related

Fiduciary responsibility – Employee 401k Plans

Posted by on November 2, 2010 at 10:37 pm

I recently visited the offices of Piedmont Independent Fiduciaries and was very impressed with what I’ve learned.  I asked Mark D. Mensack, AIFA®, AWMA® to write a post for my blog.  Here it is.  Mark’s contact information is all the way at the bottom of the post. The Department of Labor has been stepping up [...]

B2B CFO® – Serving Philadelphia, New York, Wilmington, Delaware and all points in between

Posted by on October 24, 2010 at 10:21 pm

I currently serve clients in New York City, Philadelphia, Pennsylvania and Wilmington, Delaware. If you are located anywhere in this corridor and are in need of CFO Advisory Services please don’t hesitate to contact me. I can help you with optimizing profit, cash flow challenges, banking relationships, strategic challenges like acquisitions, dispositions and restructings. With [...]

What’s my business worth?

Posted by on October 4, 2010 at 1:45 am

What’s my business worth? Many small and medium sized business owners work a lifetime building a business yet often they are not aware of the variables and financial modeling intricacies that dictate the relative and absolute value of their business.  This knowledge is essential in a trade sale situation but much of the same type [...]

Selling your business and maximizing proceeds

Posted by on October 4, 2010 at 1:34 am

The sale of your business may be one of the most important financial transactions of your career and perhaps, could be a significant life experience as well.  Such a transaction could give rise to a windfall and proceeds which are incredibly significant versus the proceeds that you may realize from decades of running the business [...]

Investing Overseas – Where do you start?

Posted by on October 4, 2010 at 1:25 am

Investing overseas – Where do you start? Your business has enjoyed great success with tremendous growth in its home market.  Now you decide that for strategic, operational and/or financial reasons that you would like to expand internationally.  This is a logical path to take for many businesses, after all, over 95% of the world’s population [...]

Quickbooks Pro Advisor

Posted by on September 15, 2010 at 10:23 pm

I’ve recently become a Quickbooks Pro Advisor.  Quickbooks is one of the most widely used accounting systems amongst the small and medium sized business community. Make sure that you utilize QB’s or whatever your accounting and financial reporting software to run your business as efficiently as possible.  Make sure your financials are accurate and that [...]

B2B CFO NAMED IN PRESTIGIOUS INC. 5000 LIST

Posted by on September 15, 2010 at 4:31 pm

B2B CFO NAMED IN PRESTIGIOUS INC. 5000 LIST 184% Growth Earns B2B CFO Spot in the 2010 List of Fastest Growing Companies in America Phoenix, Ariz. August 24, 2010 – B2B CFO, nation’s largest provider of CFO services to small businesses, has been named to the prestigious Inc. 5000 list of fastest growing companies in [...]

Finding the Exit

Posted by on September 14, 2010 at 5:41 pm

My father served in Europe during World War II with the 30th Division.  He landed in Normandy on D-Day +3 and was lucky enough to survive relatively unscathed.  He was relieved near Essen, Germany in April of 1945 as he had accumulated enough points to be shipped back to the United States.  After the war [...]

How can my medium sized business compete?

Posted by on September 14, 2010 at 5:36 pm

How can my medium sized business compete? B2B CFO® provides permanent part time CFO advisory services to small and medium sized businesses.  Our partners average over 25 years of experience in business and industry.  I happen to have significant experience working in large Fortune 500 companies but also have significant experience working with small and medium sized [...]

The 3 Pillars of Financial Management

Posted by on September 14, 2010 at 4:28 pm

The 3 Pillars of Financial Management Well managed companies employ many tools to optimize financial performance, some of which can be very sophisticated. However, most of these fall within the basic “blocking and tackling” of financial management. Invariably, entities that under perform or experience fraud or some other impropriety will have failed in at least [...]