Coronavirus Impacts: 5 Steps To Protect Your Business & Employees

As many have feared, the coronavirus (COVID-19) has now arrived in the United States with a vengeance. As business owners, we are stronger than this virus, but all these circumstances and yet the unforeseen future consequences beg the question: is the company that you run or own prepared for a sudden catastrophe? As a B2B… Read more »

Mid-Year Business Assessment Tool

Reflecting back is a great way to move forward. Where are you against your 2019 plan? Ahead, behind, or “on” target?  What should you start doing? Stop doing? Do you know how well your business is progressing as we hit the mid-point of 2019? If the answer is no, you’re not alone. These helpful steps… Read more »

Maximize the success of your business sale by avoiding these mistakes

Imagine your startup company or 30-year-old family business getting acquired. It sounds like it would be a dream. But in many cases, the transaction can lead to the end of everything business owners work so hard for. Buying an existing business along with selling businesses (mergers & acquisitions), is a great way to buy into… Read more »

Quick Acquisition Guide

Nine Pitfalls that Can Derail a Business Sale Imagine your startup company or 30-year-old family business getting acquired. It sounds like it would be a dream. But in many cases, the transaction can lead to the end of everything a business owner worked so hard for. Selling your existing business or buying a business (mergers… Read more »

8 Signs That a Business Owner Needs a CFO

B2B CFO® Partners are asked this question often – and frequently by bankers and attorneys whom we partner with that have business owner clients who are at different stages of growth in their business. You may be considering the same question as you assess the strategic financial leadership within your business. Here are some of… Read more »

What financial statements should you monitor?

Business Owners’ Financial Records Checklist As business owners, you are tasked with acquiring new customers, managing your team, launching new products and countless other tasks. Let’s face it – most of us simply don’t have time to focus on our financial statements daily – or even weekly.  However, businesses need an effective system for conducting operations,… Read more »