Mid-Year Reviews – Things to Keep in Mind

If this is close to the middle of your company’s fiscal year, then it is an ideal time to take stock of how things are going in the company by doing a mid-year review.  “Things” cover everything from A to Z and there is a priority to them.  Here is my prioritized list for your… Read more »

B2B CFO Extends Leadership Position in Mid-Market Business Transitions

Source: Finance.Yahoo.com Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses MESA, Ariz. [Business Wire] – B2B CFO, nation’s largest CFO and business transitions services firm, today released a summary of its Partners expertise in exit strategy leadership, highlighting a… Read more »

M&A activity in 2017?

Mergers & Acquisitions M&A Conditions Index (MACI) shows leads for new transactions and deals delivered at their highest score for 2016 in October. This points to a strong fourth quarter in 2016. A majority of survey respondents expected that, barring a major catastrophe, 2017 would be a strong one for M&A activity. While Mergers &… Read more »

B2B CFO Extends Leadership Position in Mid-Market Business Transitions

Source: MorningStar.com Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses B2B CFO, nation’s largest CFO and business transitions services firm, today released a summary of its Partners expertise in exit strategy leadership, highlighting a rapidly expanding client roster for… Read more »

Your Exit Strategy

If you are thinking (or should be thinking) about exiting your business, now is the time to begin working on your exit strategy. Unfortunately, this is new territory for the vast majority of business owners. Many have concerns about the value of the business and very few know how to start the exit process. Finally, some… Read more »

Award Winning Author and Inc. Magazine’s Editor-at-Large Bo Burlingham to Keynote B2B CFO’s Annual Meeting

B2B CFO, the nation’s largest CFO and Exit Strategies firm for privately held businesses, announced today that award winning author and Inc. Magazine’s Editor-at-Large, Bo Burlingham will keynote the National Partners Meeting to be held April 28-30, 2016. The invitation-only annual event that brings together all of B2B CFO’s Partners from across the country along… Read more »

Business Relationship Management – Demystifying The Banks

Business Relationship Management – Is your banking relationship sound? For many businesses, a good banking relationship can be the difference between modest or strong growth. Your banking relationship is much like any other relationship. You need to nurture it and it’s important to understand your banker’s point of view, business relationship management is critical. Hopefully,… Read more »