Recent Articles

The GamePlan®

Sep 20Andrew Tucker

B2B CFO® recently introduced The GamePlan®, our unique system to help business owners thrive while reducing their overall stress level.   Businesses that have adopted The Gameplan® have experienced increased company value, greater personal wealth and more free time, among other significant benefits.

The first step of the process is The Discovery Analysis™.   The Discovery Analysis™ is a complimentary first step offered free to Business Owners.   This process includes a confidential meeting with the business owner and company staff, a review of the company’s financial information and computer systems, benchmarking your company data against industry averages and creating a confidential report, The Strategy Gameplan™.

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?

I invite you to contact me to deliver a complimentary Discovery Analysis™ of your company. The process is confidential and will not take much of your time.

Something about our professionals

B2B CFO® pioneered this industry in 1987. We are unique and unlike companies that provide Part-Time CFO Services. Additionally, we are unlike a full-time chief financial officer or Part-Time CFO (e.g., interim CFO, temporary CFO, Fractional CFO, Contract CFO, or other companies that provide CFO services). We create long-term, professional relationships on an affordable, as-needed basis. Our services are provided objectively by seasoned partners who average 20+ years of experience using the B2B CFO GamePlan®, our state-of-the-art process for this industry. With more than 6,000 years of collective experience among more than 200 partners, it will be very difficult for you to ask a question that we can’t answer.

The entire GamePlan™ process can be viewed by clicking on the link below.   If you would like a free Discovery Analysis™ or consultation, please contact me by e-mail at or by phone at 704/651-2216 .

The B2B CFO® GamePlan™

Download  The GamePlan™ brochure.


Free Discovery AnalysisTM

Fill out the form to receive your
Free Discovery AnalysisTM (a $1600 value)