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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

May 16Jim Bateman

Keeping it simple versus taking short cuts in changing systems

May 16Jim Bateman

Throughout my career I have been involved in many changes of systems.  The one constant has been that changing systems is a hard, painful and expensive process.  There are no reliable shortcuts.

Unfortunately, I have seen way too many situations where shortcuts have been taken.  …

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Sonoma County Business Sale Tsunami

TsunamiIn B2B CFO’s The Exit Strategy Handbook, we provide statistics that reflect an upcoming “tsunami” of businesses that will need to transition to new ownership over the next 20 years.  We estimate that 378,000 businesses, on average, will hit the market annually over the next 20 years.…

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How to Limit Your Business Valuation in 3 Easy Steps

We at B2B CFO® talk often about how to increase your business valuation.  Maybe it’s time we talk about common ways that small and medium sized business (“SMB”) owners unwittingly sabotage their company’s value.

  1. economics-should-always-be-paramount-over-tax-considerations-dont-let-the-tax-tail-wag-the-investment-dog-robert-masonFocus on Tax Avoidance. Sure, we all love to minimize tax. 


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Apr 30Carl Wiseman

The importance of Forecasts and Budgets

Apr 30Carl Wiseman

I know you’ve probably heard about the importance of having timely and accurate forecasts and budgets but why is that and what does that mean to you? First off, a forecast is usually somewhat one dimensional as like a sales forecast whereas a budget usually utilizes a sales forecast but also adds the element of expenses to make a more comprehensive picture of an organization’s financial future.…

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CONTROLLER vs. CFO – HOW ARE THEY DIFFERENT?

CFO VS. CONTROLLERMany small to medium sized businesses may have a Controller in addition to one or more bookkeepers, but are lacking a Chief Financial Officer (CFO). What is the difference between a Controller vs. CFO and what are their roles? When do you need a CFO?…

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