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Are you looking for CFO and Exit Strategy services for your Northern California 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 Northern California. 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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Recent Articles

Jan 22Carl Wiseman

When is the best time to plant a tree?

Jan 22Carl Wiseman

There is an old saying: “When is the best time to plant a tree? Best answer: 20 years ago, second best answer: now!”

While this is a whimsical old saying, it still rings true when planning for your business’ eventual transition.…

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Now for Something Useful…

slight edgeRecently I blogged about the need for goal setting in the form of a 2016 budget aka “Profit Plan.”  You say “I’ve done that in the past, and it didn’t pan out.” I understand, but consider this.

As if on cue, a close friend and brother recently referred me to a great book entitled “The Slight Edge” by Jeff Olson.…

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Non-Crisis Cash Flow Forecasting & Planning

Cash flow

Cash flow forecasting and planning is perhaps the most important aspect of running a business, yet most small and medium sized businesses neglect this critical task. Inevitably, cash flow crises will develop, causing unnecessary business risk, not to mention owner indigestion.…

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Don’t Say the “B” Word…

HeadlightsOh no, it’s the dreaded “B” word.  Ok, let’s just come out and say it.  BUDGET!

But before all the negative thoughts emerge, substitute the word “Profit Plan” for budget.  Then extend the exercise into 3 years, making this document into the “Forecast.” The first year of the Forecast becomes the 2016 Budget, or more appropriately termed, the 2016 Profit Plan.…

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Nov 10Jim Collins

Crowdfunding– An Entrepreneur’s Panacea or Much Ado About Nothing?

Nov 10Jim Collins


On October 30, the SEC published its rules for Crowdfunding as part of its Regulatory Responsibility under the JOBS Act.  So now everyone can crowdfund and raise a ton of money with minimal regulatory scrutiny, right?. . . Well not quite.

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