B2B CFO Overview for SMEs - Jon Deiter

Post on 05-Dec-2014

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Jon Deiter a Partner in B2B CFO talks to SMEs about B2B CFO and how they can help SMEs in growing their business.

transcript

Escape the Danger Zone

Benefits of The Game Plan™

B2B CFO® is Different

The Exit Strategy™ -What is your business worth? -How do we increase the value of your business? -Are you and the business ready to sell?

The Discovery Analysis™ -Confidentially meet with the business owner(s), then interview 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™ -No Charge/No Obligation

Discovery and Exit Steps

How to Spot a Business Owner in Need of a B2B CFO’s Services

Cash flow problems

Lack of time to

work ON business

Frustrated with

Accounting Staff

Plan to sell or

transition business

Inventory is going up

faster than sales

Expenses are out of

control

Never know when they’ll need cash

Don’t know how much money they’ve made

until they receive their tax return

Business is Expanding

No Budget or Financial Forecast