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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

Common Mistakes Business Sellers Make

Preparing your business for its sale to your final customer, the Buyer, could be the most significant business transaction of your lifetime. It is often said that you generally only sell your business once. There are no do-overs, so the time and effort invested in that 1 – 2 year period before you sell could prove to be most valuable.…

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Companies That Benefit From a B2B CFO®

Strong, Growing Companies

  • Profitable but need financial strategies/controls to continue
  • Lack a solid infrastructure
  • Growing but not profitable
  • Cash is tight due to growth

Struggling Companies

  • Have constant cash struggles
  • Poor profitability
  • Are profitable but can’t improve from year-to-year
  • Need new ideas to “break out”
  • Need help immediately or they may “go under” (turnarounds)
  • Need to reduce expenses and/or increase sales

Companies/Owners Nearing Transition

  •  Owners looking to sell or transfer their companies in the next 5 years
  • Owners who want to sell their companies for a higher value

All Companies

  • Need a Game Plan with Financial and Goal Clarity
  • Do not use their financials to manage and improve their business
  • Need to better manage and forecast cash
  • Do not utilize financial strategies to increase sales
  • Need metrics, dashboards and better management reporting
  • Don’t fully understand product, line of business and customer profitability
  • Need better pricing strategies
  • Need to better understand job costs and overhead rates for costing and pricing
  • Need a strategic plan, business plan or annual operational plan or budget
  • Analyze new products, opportunities and risk without financial analysis
  • Need improved inventory, accounts receivable or working capital management
  • Have a CFO or Controller that needs mentoring or has too much on his/her plate


  •  The CEO is “Alone at the Top” and needs a trusted financial advisor
  • The CEO or owner is buried in Administrivia instead of leading and selling

We provide owners with a free, no obligation needs analysis and GamePlan™ to increase profitability, cash, company value and peace of mind.

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Small and Mid-Market Companies

Complimentary Financial Assessment

Most Owners of small and mid-market companies could increase their sales and profits by better using their financial information:

  • Their current financial reporting does not help them gain full insight to their true product, service and business line profitability.  This insight is needed to improve profits.

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Mar 18David Buslee

Meeting to Move Forward

Mar 18David Buslee

If you work at a company, you attend meetings…weekly, daily and sometimes hourly meetings.  If you are a manager or an owner, your job is meetings – to motivate and encourage the various stakeholders in the company to meet their commitments so that your company can achieve the vision.  But most people hate meetings because, to them, nothing gets done in meetings.…

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Mar 11David Buslee

So you want to do an Acquisition?

Mar 11David Buslee

In the coming years, it will be a Buyers Market for people looking to acquire businesses (see The Exit Strategy Handbook for more information on that).

Looking for a business to buy can be a daunting task – and intimidating. You need to have a great team – with a great CFO – to help you through a number of key issues:


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Mar 11David Buslee


Free Discovery AnalysisTM

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Free Discovery AnalysisTM (a $1600 value)