B2B CFO®

Financial Planning and Analysis

• Provide strategic business advisory services to privately held companies
• Guide business owners in selling or buying privately held companies (sell/buy services)
• Help business owners increase cash flow, secure bank loans, and ensure sustained profitability
• Strategically prepare businesses for future sale (B2B EXIT services)
• Build a thriving consulting practice and acquire multiple clients
• Leverage B2B CFO® & B2B EXIT® brand to develop local market opportunities
• Advise clients on financial strategy, cash management, and exit planning

Chief Financial Officer, B2B