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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

Aug 27Dale Leifker

Are You a Leader and a Motivator?

Aug 27Dale Leifker
Flock of double crested cormorants

When you sit in your office as the CEO, do your employees strive to improve their work to be more like you, regardless of job titles? When you walk across the workplace floor, do you sense your workers feel encouraged to reach for success like you did 10, 20, or 30 years ago?…

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Jul 24David Buslee

Improve your Business with SEX

Jul 24David Buslee
Helpful Tips Display Board

Why is SEX so important to your business?  Because it is a great reminder of the three things that you, as a business owner should be concentrating on.

S – Strategy
E- Execution
X- eXcel

S is for Strategy.  Your Strategy is best defined as your “Why”.  Why is your company important, Why is your company different…Why should anyone care if it still existed or not. …

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Increase The Value of Your Company


The most successful business owners go through an annual strategic planning process and then create an annual budget or profit plan to set and drive sales, profitability, operational and other business goals. There are a number of ways to plan; the important thing is to set goals and then have detailed financial and operational plans and timelines to achieve them.…

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Common Mistakes Business Sellers Make

Mistakes Spelled Incorrectly With Pen

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®

Businessman With Dollar-Bill Head

Strong, Growing Companies

  • Cash is tight due to growth
  • Growing but not profitable
  • Profitable but need financial strategies/systems/processes/controls to continue

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 and/or need better financing
  • Do not utilize financial strategies to increase sales
  • In need of better financial processes, systems, policies and procedures
  • Need metrics, dashboards and better management reporting
  • 80/20 review needed – potentially too many products, items, poor customers
  • Don’t fully understand product, line of business and customer profitability
  • Improved pricing strategies needed to increase sales and profits
  • 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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Free Discovery AnalysisTM

Fill out the form to receive your
Free Discovery AnalysisTM (a $1600 value)