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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

Feb 25Dale Leifker

Is Your Business Ready for 2015?

Feb 25Dale Leifker

Do you have a budget, plan and strategy? Does your corporate culture and philosophy reach every employee and every segment of your business?

Always remember – your business is likely your largest asset and deserves to be managed as such. As you embrace the New Year, ask and answer the following:
1.…

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2015 Planning Season: Are You Ready?

One of the most important roles of the CEO is to champion the annual planning process with his/her CFO or outside facilitator. This usually starts in September or early October and finishes up by mid-December. Therefore, it is time to get it going. Are you ready? Here are some ideas to help you plan better and make 2015 the best year ever for your firm.…

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Aug 28Mick Casey

Business through an 80/20 Lens

Aug 28Mick Casey

Many private business owners are starting to shape their business practices using the Pareto’s Principle, commonly described as the 80/20 rule.  The principle says that 80% of the effects come from 20% of the causes.  This ratio can be applied to revenues, profitability, product lines, cost structures as well as analyzing specific problems like customer service, product defects, bottlenecks, warehouse layouts and so on.  Common examples include:

  • 80% of a company’s profits come from 20% of its customers
  • 80% of a company’s complaints come from 20% of its customers
  • 80% of a company’s profits come from 20% of the time its staff spend
  • 80% of a company’s sales come from 20% of its products
  • 80% of a company’s sales are made by 20% of its sales staff

In one of the more well-known examples of 80/20 application, Illinois Tools and Works (NYSE: ITW) has built a business model around 80/20.  ITW is known for acquiring medium sized businesses ($20-$50m), usually from private ownership, and applying its version of 80/20 to the businesses.  It now has a portfolio of over 250 businesses it has acquired and transformed using 80/20.…

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Jul 10Dale Leifker

Why the Boss Brings the Doughnuts

Jul 10Dale Leifker

As we turn the calendar to the latter half of the year, it is important to remember that employee recognition does not always have to come at the end of the year. As the leader of your company, you must find ways to say thank you by continuing employee recognition throughout the year in ways that are positive, effective, and affordable.…

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Jun 11Mick Casey

The Importance of Exit Planning

Jun 11Mick Casey

Jerry Mills, Founder of B2B CFO, discusses his book The Exit Strategy in a recent appearance on First Business Brief, an internationally syndicated TV program.The Importance of Exit Planning

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May 9David Buslee

Blind Faith versus Ruthless Trust

May 9David Buslee

I meet a lot of business owners who have developed their own “key numbers” that they use to run their companies.  A particular Gross Margin percentage or a “revenue per worker” or a billing rate per hour.  Many times those figures worked when they started their company – they often learned them from their prior position working for someone else in the same industry.…

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