Am I required to use your services?

No. However, it is requested that an owner keeps the documents confidential.

How do I introduce a B2B CFO® partner to my Accounting Department?

A business owner makes that decision before the introduction to the key person in the accounting department. I am often introduced as a ‘Consultant’ who is providing valuable information to the business owner.

John Aman, Partner B2B CFO®

We Bridge The Gap®

Business management consultant (show on map)

Nation’s Largest CFO Consulting Firm™ helping owners improve cash flow, obtain bank loans, and increase company value.

Call (614) 554-0733

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About

B2B CFO® is the nation’s largest CFO consulting firm, specializing in improving cash flow, obtaining bank loans, and increasing company value for privately held businesses. They offer proprietary tools and processes to help business owners achieve their goals and prepare for successful exits.

Nation’s Largest CFO Consulting Firm™

Proprietary tools and processes

Patented B2B Exit® software

Gap Diagnostic Analysis™

Services

Improve Cash Flow

Owners of privately held companies hate surprises, especially when the surprise is lower-than-expected company cash. B2B CFO® knows the discipline that can help take surprises out of future cash flow.

Discipline to predict cash flow Remove surprises Increase predictability

Obtain Bank Loans

It’s rare today that banks will loan money to privately held companies unless they meet certain minimum criteria. B2B CFO® knows the criteria and has the skills to help companies with bank loans.

Identify loan criteria Prepare loan applications Negotiate terms

Increase Company Value

Increasing company value is both an art and a science. Enterprise value is often improved through higher EBITDA. B2B CFO®’s three proprietary books, patented software, training and experience often improve enterprise value.

EBITDA improvement strategies Valuation modeling Exit readiness

Prepare a Business to Sell

Our book, The Exit Strategy Handbook, our patented B2B Exit® software and our skills are the best in the U.S.A. to help a business prepare to sell at market value.

Exit strategy planning Software-assisted preparation Market positioning

Plan Strategically

Strategic planning encourages company leaders to envision the future desired situation, which is then documented. Leaders set goals and routinely ask, 'What needs to be done to get to the next milestone?'

Future visioning Goal setting Milestone tracking

Help Companies Grow Profitably

A company can literally grow itself out of business. B2B CFO® has the skills to improve the progression of company growth to help an owner successfully get to the next level.

Growth optimization Profitability enhancement Scale management

Credentials & Certifications

CPA (inactive)

CPCU (Chartered Property and Casualty Underwriter)

CIA (Certified Internal Auditor)

Frequently Asked Questions

How do you complete The Gap Diagnostic Analysis™ – online or in person? +

We will accommodate your preference by performing this analysis either in person at your location or by video conference.

Who is involved in The Gap Diagnostic Analysis™? +

The business owner, the key person in the company’s accounting department and me.

How long will it take to complete The Gap Diagnostic Analysis™? +

About an hour with the business owner and 2-4 hours with the key person in the company’s accounting department.

What do you do in performing The Gap Diagnostic Analysis™? +

Interview the company’s key person in the accounting department, look at the company’s financial information and computer systems, benchmark the company’s financial information against industry averages, create a confidential report of the key findings.

How much does it cost? +

There is no cost for my time to complete The Gap Diagnostic Analysis™.

What do you need from a business owner? +

Permission to perform The Gap Diagnostic Analysis™, an appointment to deliver the key findings in about 7-8 calendar days, disclosure of people the owner wants to be in the second meeting, and an introduction to the key person in the accounting department.

What is the time commitment from the business owner for the second meeting? +

About 35-45 minutes.

Will you sign a Non-Disclosure Agreement (NDA)? +

Yes. If requested, I will provide an owner with an NDA in an electronic or hard copy format.