Category: Exit Strategies

Manufacturing Profitability Improvement – Case Studies

$20 Million Equipment Manufacturer The company designs and manufactures large engineered-to-order water treatment systems and smaller stock water treatment machines for industrial plants. Financial statements were prepared outside of the company by a small CPA firm. Management had little insight into margins and profitability as the only costing was material related. Brought accounting in-house in… Read more »

Advanced Financial Management for Manufacturers – Driving Sales and Profitability

Profitability and sales in manufacturing companies can be increased through the use of sophisticated cost accounting, operational and financial management tools and strategies. Understanding true product and customer costs and margins, developing accurate overhead rates, analyzing labor, using cost-volume-profit analyses and devising purchasing and pricing strategies are some of the tools a B2B CFO® Partner… Read more »

Thoughts on Successfully and Profitably Exiting Your Business

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… Read more »

The Nature of Engagements

Engagements

There is no such thing as a “typical” B2B CFO® engagement, which is what makes our proprietary, proven six-step GamePlanTM process highly effective. Briefly, the six steps are as follows: 1. The Discovery AnalysisTM 2. The Strategy ProcessTM 3. The Strategy ImplementationTM 4. The Results SolutionTM 5. The Excel ExperienceTM 6. The Exit StrategyTM The… Read more »

To Audit or not to Audit…That is the Question

Illuminated Green Exit Sign

To Audit…or not to Audit…That is the Question By Brian E. Christian, Partner B2B CFO® Not too long ago, I was having lunch with an extremely skilled, experienced and knowledgeable business transaction attorney. We were having a discussion about the recent merger and acquisition (M&A) climate- including topical things like recent deal flow, his backlog… Read more »

Selling a Business? Successful Sellers Have These 3 Abilities

If you own a business, I’m sure you’ve thought about the “end” game…or maybe you haven’t! Whether you are thinking about selling in the next year or 2 or further down the road, here are some things to think about… let’s begin the dialogue. Do you have these abilities? 1) First and foremost, set your… Read more »

Why do Business Transitions Fail?

Business transitions

Why do Business Transitions Fail? By Brian E. Christian, Partner B2B CFO® Recently Axial Forum (www.axial.net) published an article by Tom Schramski, President and Managing Partner of Vertess entitled “7 Reasons Why Some Businesses Don’t Sell”. I loved this article for several reasons: It is well written, The subject matter is straight forward, It is… Read more »