What is B2B CFO®?

Far from what you might expect, B2B CFO® provides long-term CFO services throughout the nation on a 1099 basis. With our more than 220 partners and almost 7,000 cumulative years of experience, our partners work with a variety of clients instead of working with one employer at a time.

Our firm includes some of the "best of the best" experienced Chief Financial Officers in the US, and we invite you to consider joining our firm.

What We Do

Each B2B CFO® partner works with multiple companies to provide CFO services and Exit Strategy/Transition services at a lower overall cost than a full-time CFO. Having multiple clients allow for increased wealth, flexibility, and many more opportunities that cannot be found at a W-2 position.

What We're Looking For

We are looking for smart, passionate CFOs with a long-term record of helping business owners grow and/or exit their companies.

Along with the above attributes, you should meet the following requirements:

  • 20-plus years of experience since college graduation
  • At least seven years as a CFO in the USA (which includes financial vice president/ VP of finance) with privately-held companies

Eight Reasons CFOs Join Our Firm

What You Get When You Join

Our Features

The purpose of all of our features is to provide you with these eight benefits.

Benefits to you

  1. Control over your future
  2. A great standard of living
  3. Job security
  4. Sales skills to find and retain clients
  5. Job satisfaction
  6. Respect from family, friends and peers
  7. Association with peer professionals
  8. A good retirement fund

 

Our Features

Our day-and-a-half initial training course in Mesa, Arizona gives you our proven process developed over 25+ years, a training manual, and instruction on our unique AID,Inc® process with The B2B CFO GamePlan® to find and sell to clients. Nine hours of CPE is given for this training

Benefits to you

  1. Easily present our process to people you know.
  2. Be taught how to politely invite people you know to introduce you to their contacts -- business owners and professionals.
  3. Comfortably contact people you do not know.
  4. Use our tools and proven process to show business owners how we can help.
  5. Provide our industry comparative report to show business owners how they compare against the competition.
  6. Use our standardized seven-page proposal on how we can help their business.
  7. Close the transaction and begin billing and collecting money with the ability to charge significantly more than any local competition.

 

Our Features

A trained Certified Coach will be assigned to you for a minimum of six months. These coaches have proven success in our company and have gone through an external certification process to help train you (The minimum requirements to be a coach are six plus clients and $200K income annually)

Benefits to you

  1. Pricing and wording on your proposals.
  2. Role-playing and instructions on our process.
  3. Advice and consultation on any issue you may face.
  4. Avoid reinventing the wheel in our industry.
  5. Take advantage of the knowledge, skills and experience of a very successful B2B CFO® partner.

 

Our Features

One day in person training with our Certified Integrity Selling Facilitator plus subsequent eight week on-line sessions (two hours per session) with a group of eight new partners in our company. This course is usually only available to large companies, and costs from $2,500 to $3,500per person. B2B CFO® has industry exclusivity for the CFO services industry with Integrity Selling®CPE of 15 hours is given for this course

Benefits to you

Our training includes the following:

  1. Traits of successful sales professionals.
  2. The Sales Congruence Model™.
  3. Learn the four Behavioral Styles.
  4. Pre and Post-Call Planning Form.
  5. Approaching different Behavioral styles.
  6. Interviewing to understand needs.
  7. How to demonstrate value.
  8. How to validate your claims.
  9. How to negotiate problems and objections.
  10. How to close a sale and when to present the price.

 

Our Features

You will be trained to become a Certified Business Transition Expert™. You will be trained by one of our partners who is an attorney, Morgan Stanley and other certified transition experts in our company

Benefits to you

  1. Use our contract to earn a six-figure consulting fee. The contract includes an hourly fee plus a percentage consultation fee.
  2. Learn how to use The Success Team™ process to help the client through the business transition.
  3. Case studies show how to use our B2B Exit™ proprietary software to manage the transition process.
  4. Hourly fees should be proposed to the prospective process.
  5. Our proposal process for clients who want to go through a business transition.
  6. Practice management tools and process to help with your success.

 

 

 

Our Features

Monthly webinars by partners in our company and/or by outside experts. Our webinars are recorded and posted on our secured intranet in the event that a partner cannot attend an important webinar

Benefits to you

  1. Learn from top performers in our company.
  2. Learn important new things from outside professionals or vendors.
  3. Improve your skills and knowledge in multiple areas of interest and importance.
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Our Features

We have an annual meeting of our partners and sponsors. The meetings are typically 2 1/2 days

Benefits to you

  1. Training: Most of our training is centered on how to increase revenue and improve practice management skills.
  2. Sponsors: Our sponsors provide education and explanation of their unique tools and processes.
  3. Awards:Our awards dinner honors the top producers and other outstanding people in our company.
  4. Socializing:Our partners gain significantly from socializing and learning from each other.

 

Our Features

We spend between $60K and $70K per year for subscriptions to software that have been proved to help our partners with their success

Benefits to you

  1. ProfitCents®: This industry-comparative software allows you to compare companies to their SIC code. ProfitCents® will produce a 10-15 page report of findings on each report.
  2. Constant Contact®: This software is the industry standard for newsletters and allows you to communicate and provide information to all of your current and future contacts.
  3. CCH GAAP Guide: We subscribe to both the latest software applications for the US Master GAAP and Tax Guides.
  4. CCH ARM: This software allows you to see the latest FASB pronouncements and papers.

 

Our Features

We provide several internal support functions

Benefits to you

  1. Forum: We have a secured intranet Forum that our partners use to help each other with technical and business issues, including industry issues, GAAP, tax and software giving you access to more than 6,000 years of combined experience.
  2. Proposals: We have more than 500 successful proposals available to print and view, classified by industry.
  3. Help Desk: Full-time employees are available to assist you with technical and other issues.

 

Our Features

We have a Marketing Team consisting of marketing experts, graphic designers, web developers and writers

Benefits to you

  1. Main Website: Your photo and bio will be placed on our high-ranking website at www.b2bcfo.com
  2. Finding You: Our ZIP code locator will allow business owners to find you and to be directed to your personal bio and contact information.
  3. Personal Website: We will build a personal website for you that will allow you to post blogs, news and other information to help the business community find you and know that you are a unique professional. We maintain, host and optimize the website.
  4. Copywriter: We have a professional copywriter that can proof your blogs, bios and articles.
  5. Social Media/Google Maps: We offer assistance in using this technology to find clients and to help validate your expertise.

 

Our Features

We provide alternative sources of revenue using our unique relationships

Benefits to you

  1. Morgan Stanley - We have a wholly-owned subsidiary that has a Series 65 license that allows our partners to earn quarterly fees from Morgan Stanley.
  2. Distributions - We distribute all of our profits semi-annually to our partners as is outlined in our Operating Agreement.
  3. Transition Fees - Our partners can earn six-figure fees using our contract in our Certified Business Transition Expert™ program.
  4. Equity Ownership - Ownership in a company that has or might have significant market value in the future.

 

Our Features

We have published three books to teach you our practice management tools and to help the business community understand that the partners in our company are part of a unique organization

Benefits to you

  1. The Exit Strategy Handbook: Demonstrates how we calculate the realistic value of a company, explains the significant market impact of baby boomers retiring by the millions and shows our process on how we can help a company through its business transition.
  2. The Danger Zone, Lost in the Growth Transition: Explains important concepts such as Finders, Minders & Grinders, The Danger Zone, how unsupervised controllers and employees steal from their employers, etc.
  3. Avoiding The Danger Zone, Business Illusions: Teaches business owners about the inverse relationship between increased sales and cash and teaches business owners how to prepare for the eventual transition from their company through the use of interesting and true-life stories.

 

Our Features

We have written propriety software to help our clients through their business transition. You can view the demo of the software at www.b2bexit.com

Benefits to you

This unique propriety software is our process to manage business transitions. It is an important part of the Certified Business Transition Expert™ process. It allows our B2B CFO® partner to be the Team Manager of The Success Team™. It is also a dashboard software that allows a business owner to see the status of the process from a computer, tablet or smart phone. This is one our company's most valuable assets and completely separates us from any other exit/business transition professional.

 

Our Features

We provide several types of brochures to our partners. These brochures use our process developed over 25 plus years to help our partners gain clients. There is no cost to order these brochures

Benefits to you

  1. Bi-fold: Our bi-fold sales brochure explains The B2B CFO GamePlan®, including the free Discovery Analysis™, things that make us unique, the possible benefits of our services, The Discovery Checkup™ and much more. This brochure is a proven tool that helps business owners open up to our partners to tell us their business problems.
  2. TESH brochure: This brochure gives a lot of statistics about The Baby Boomer Tsunami™ and the 10-step process we use for a successful business transition.
  3. Double-sided brochure: This brochure expertly shows The B2B CFO GamePlan®, including all of the steps within our process.

 

Our Features

We provide two types of insurance for our partners

Benefits to you

  1. Errors & Omissions (required) - Philadelphia Insurance provides a $5M insurance policy.
  2. Blue Cross Blue Shield (optional) - We have a group health insurance program that provides both a PPO and HSA program in 45 states.

 

 

 

Our Features

We invest in branding in the form of marketing and advertising

Benefits to you

Some of our branding activities include:

  1. The only CFO Services firm written about in the book, The Wall Street Journal Complete Small Business Guidebook (available on Amazon).
  2. Dozens of press releases written about and appearing in The New York Times, The Wall Street Journal, Inc. Magazine and dozens of others you can view at www.news.b2bcfo.com.
  3. Numerous television appearances on Fox Business News, Morningstar, Wells Fargo webcasts and more you can view on www.news.b2bcfo.com.
  4. Full page advertisements in the September 2012 and 2013 issues of Inc. Magazine.
  5. Honored to be in the Inc. 5000 fastest growing companies in America four consecutive years, (2010-2013).
  6. Invest significantly in search engine optimization (SEO) and search engine marketing (SEM) on Google.com.
  7. Sponsor at the Inc. 500|5000 Conference and Awards Ceremony, 2012-2013.
  8. Speaker at the 2013 Inc. 500|5000 Conference and Awards Ceremony.
  9. Leads from The Discovery Analysis™ on the main website, regional websites and/or personal websites.

 




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