FacebookTwitterLinkedInRSS Feed

Are you looking for CFO and Exit Strategy services for your Southern California based business? B2B CFO® has the tools, talent and experience to help you reach your goals. B2B CFO® has what you need with more than 25 years of experience helping small to mid-size privately held businesses in Southern California. Please take a good look around our website, review our partners, and take advantage of our free business check-up, The Discovery Analysis™. We offer this complimentary service to all business owners, and we would love to show you what we can do to improve your business. Take the first step and compare your performance with other businesses in your industry to help you reach your full potential.

See what the Discovery Analysis™ can do for you. Click on one of our partners mentioned above and complete the submission form. We will get back to you as soon as we can.


Loading new locations
Return
Inc. 5000 in 2011Interactive Media AwardsCFO AwardsACE Arizona Corporate Excelllence AwardsInc. 5000 in 2012Small Business Influencers 2011 and 2012Chamber of Commerce Dream Big AwardBBB Accredited BusinessesInc. 5000 in 2013

Recent Articles

CFO Insights for July 2014

My latest CFO Insights newsletter has been published.  Click here to view.

What I’m Reading – Getting Naked

GettingNakedBookJacketGetting Naked – A Business Fable by Patrick Lencioni was given to me by a colleague.  He suggested I read it to give me a fresh perspective on the art of management consulting.  While the title would suggest potentially a salacious romance novel, nothing could be further from the truth.  …

Read more >

Revealing Hidden Assets

barchart arrow up

As a CFO advisor to many midsize businesses, one of my delights is revealing to business owners a hidden asset that most of them are completely unaware of. The hidden asset that I’m referring to is the historical accounting information that all businesses accumulate, at some level of detail.…

Read more >

Make Your Banker Need You

Bank-02Why do many small businesses have a love/hate relationship with their banker? Certainly bankers represent a cross-section of society – some are easy to work with and some just the opposite.  In reality, banks need to provide services and financing to companies and individuals or they will go out of business.…

Read more >

Jul 7Peter Rogers

Exiting Your Business

Jul 7Peter Rogers

Every business owner considers the pros and cons of selling their business from time to time.

I have produced a helpful power point presentation which I will happily email to you.

I give below the 10 top items to look out for when going through a sale process

•Confidentiality – keep a list of who knows what.…

Read more >

Jul 5Gerry Braun

Financial Disease # 4

Jul 5Gerry Braun

Control Hepatitis


This is the 4th blog in a seven part series regarding common financial issues. In this series I have coupled a common known disease with a common financial issue. In three previous blogs, I discussed Cash Hemorrhaging, Financial Ebola and Costing Dyslexia. This week, I will share Financial Disease #4 Control Hepatitis.…

Read more >

B2B CFO®

Free Discovery AnalysisTM

Fill out the form to receive your
Free Discovery AnalysisTM (a $1600 value)