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 firstname.lastname@example.org or by phone at 704/651-2216 .
Download The GamePlan™ brochure.