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Risks to Know Before Selling Your Business

B2B CFO® is at it again

Just a quick heads up to let you know that the B2B CFO® Northern California partners will be presenting a free educational seminar sometime in the summer/fall of 2017 called “Risks You Need to Know Before Selling Your Business.”  The series will be based on the 4th edition of our book The Exit Strategy Handbook©, will include several of our current white papers,picture1 and provide an introduction to our proprietary B2B Exit™ software.…

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B2B CFO® – Strategic, not Tactical Partners

b2b-cfoHow To Keep Your Job (If You’re A CFO)



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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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ESOPs – Truth or Fables?

aesop

Employee Stock Ownership Plans (ESOPs) can make wonderful business exit vehicles in some circumstances.  That said, ESOPs are commonly misunderstood and prematurely dismissed from consideration by business owners when considering a business exit.  Some would even go so far as to compare the claims of ESOP proponents to the works of the ancient Greek writer Aesop.  …

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