Companies That Benefit From a B2B CFO®

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.

Contact Rick Perrin for more information: 608-576-3773 or

photo credit: Dollar Head via photopin (license)

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