The GamePlan™

The GamePlan™

The purpose of The GamePlan™ is to help Business Owners either get on track or keep them on track with their original goals and objectives of starting and/or purchasing their company. The GamePlan™ consists of six separate steps:

The Discovery Analysis™

  • Confidentially meet with the business owner(s), then interview company staff
  • Look at the company’s financial information and computer systems
  • Benchmark financial information against industry averages
  • Create a confidential report of our findings in The Strategy GamePlan™

The Strategy Process™

  • Confidentially discuss the key findings from The Discovery Analysis™
  • Review The Strategy GamePlan™
  • Discuss a preliminary timeline for The Strategy GamePlan™
  • Agree on the proposed costs for The Strategy GamePlan™
  • Initiate a preliminary discussion about Finders, Minders & Grinders

The Strategy Implementation™

  • Begin the implementation of the items agreed upon in The Strategy GamePlan™
  • Identify and train staff/others that will assist with The Strategy Implementation™
  • Meet with the owner(s) to discuss the progress made
  • Continue discussions about Finders, Minders & Grinders

The Results Solution™

  • Report the results of The Strategy Implementation™
  • Discuss any non-numerical benefits achieved (less stress, more free time, etc.)
  • Plan the next step, either The Excel Experience™, or The Exit Strategy™

The Excel Experience™ (Excel – to do extremely well, surpass, outclass, outrival)

  • Create an ongoing relationship with your company as a trusted long-term business advisor
  • Assist your company with its goals to surpass, outclass and outrival key competitors
  • Identify efficiencies and processes to increase profit and cash
  • Help with financial and goal clarity

The Exit Strategy™

  • Start The Exit Strategy™, using Finding the Exit®
  • We recommend that you read our book, Avoiding The Danger Zone, Business Illusions, to gain more knowledge about exit strategies




What’s the next step?

Contact B2B CFO® Partner Mark Derr to deliver a complimentary Discovery Analysis™ of your company. The process is confidential and will not take much of your time.


Phone: 602.633.5206

Something about the B2B CFO® professionals

B2B CFO® is unique. Unlike a full-time chief financial officer or part-time CFO (interim CFO, temporary CFO, fractional CFO, contract CFO, or other companies that provide CFO services), we create a long-term, professional relationship on an affordable as-needed basis. Services are provided objectively by seasoned partners who average 25 years of experience.

We can help with the simple things, such as helping to improve cash flow, or the more complicated matters, such as a business exit. As you’ll discover, with more than 6,000 years of collective experience and a multitude of national partnership resources, there isn’t much we can’t do for you.

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