Recently, I was featured on Zipline with Tony Scelzo. In a nutshell, I prepare my clients for a well executed exit strategy through proper planning. In my role as a trusted adviser, I bring many years of experience as a CFO and business owner. The video highlights several ways that I guide business owners including how to manage relationships with external stakeholders such as banks.… Read more >
If you ask Jon Stein, CEO and founder of Betterment and author of Your Startup Is A Tribe (And Your Customers Are Members, Too), he’ll affirm that leading the fast-paced nature of a newborn business is not for the faint hearted. Assembling the right team of individuals and then striving to maintain an objective company balance while promoting quick growth is a difficult (and sometimes painful) task.… Read more >
When I watch a baseball game, I’m not only looking at the strengths of individual players but the strategy and execution the team exhibits during the game. The winning team is a combination of the skill players bring to the game and the leadership a great coach brings to his or her players.… Read more >
NOTICE: B2B CFO Partners, LLC, dba B2B CFO is an Arizona limited liability company that provides advisory and consulting services. B2B CFO® partners are independent contractors and are not officers, employees or agents of, or partners or joint ventures with, the companies they serve, nor are they independent CPAs.