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Are you looking for CFO and Exit Strategy services for your Wisconsin based business? B2B CFO® has the tools, talent and experience to help you reach your goals. B2B CFO® has what you need with more than 25 years of experience helping small to mid-size privately held businesses in the Wisconsin region. Please take a good look around our website, review our partners, and take advantage of our free business check-up, The Discovery Analysis™. We offer this complimentary service to all business owners, and we would love to show you what we can do to improve your business. Take the first step and compare your performance with other businesses in your industry to help you reach your full potential.

See what the Discovery Analysis™ can do for you. Click on one of our partners mentioned above and complete the submission form. We will get back to you as soon as we can.

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Inc. 5000 in 2011Interactive Media AwardsCFO AwardsACE Arizona Corporate Excelllence AwardsInc. 5000 in 2012Small Business Influencers 2011 and 2012Chamber of Commerce Dream Big AwardBBB Accredited BusinessesInc. 5000 in 2013

Recent Articles

Jul 19Dale Leifker

How to Choose the Right Retirement Plan for Your Small Business

Jul 19Dale Leifker

retirement-plans-2

An attractive benefits package is an integral part of every small business owner’s talent acquisition and retention strategy. New research finds workers rank retirement plans fifth on the list of perks they prefer to an increase in salary. Despite that, many business owners assume the costs involved are too high, and the plans are too time-consuming to implement.…

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Thoughts on Successfully and Profitably Exiting Your Business

Helpful Tips Display Board

Many successful business owners go to work every day with a tenacious focus on the day to day operations and needs of the customers and their teams. Their sense of purpose and accomplishment is measured by the steady and immediate progress achieved daily and through each passing year. Thinking about exiting your business for most is a distant and perhaps uncomfortable thought.…

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Observations from a CFO for Hire in Oconomowoc, WI

CFO's tips

In working with my clients, I have solved several common issues with which they previously struggled. All of them are critically vital to profitable growth and sustainability. The good news is that with focus and accurate analysis they can be rectified. In no particular order, here are five that I see most often:

1.…

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Thoughts on Venture Capital in Oconomowoc, Wisconsin

Venture capital

I just finished reading an incredible article titled “Courting Venture Capital” written by J.D. Kern, CPA in the June, 2011 edition of the Journal of Accountancy, published by the American Institute of Certified Public Accountants.

I wholeheartedly agree with Kern with respect to how to attract angel, venture capital or private equity investment to a new, emerging or growth company.…

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Middle Market Waste, Inefficiency & Excess Cost

Excess cost

In today’s economy, reducing administrative overhead costs to their bare minimum can literally mean the difference between success and failure for middle market companies. In an environment when top line revenue is, at best unpredictable, it makes perfect sense to lower the break-even revenue point of the company as much as possible.  …

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