Category: CFO Services

The Key to KPI’s

 The Key to KPI’s – Key Performance Indicators (KPIs) are standards used to measure business performance.  As a business owner it is important to understand how you rank compared to your competitors.  Financial institutions, stakeholders, and prospective buyers use KPIs to analyze credit worthiness, business health, and business worth.  KPIs are a great way to… Read more »

Increasing Profitability

Do you ever feel like your company is throwing cash out the window?  We are not talking pennies, but dollars.  As business owners we are constantly focused on keeping our costs under control for salaries, advertising, marketing, and other operating expenses, but when is the last time you looked at your gross margin?   Gross margin… Read more »

How Much Inventory Do I Need?

Inventory is one of the biggest investments you will make in your business.  Your inventory turnover ratio tracks the number of times or cycles new inventory hits your shelves each year.  In addition, it measures the liquidity of your product and your ability to effectively manage your stock.  You can calculate your turnover ratio as… Read more »

Turning Business Risk into an Opportunity

Business inherently has risk.  Successful business owners embrace risk creating their own opportunity.  They began their business embracing the question: “What if…?” There are two characteristics to every risk; consequence and likelihood.  Consequences can range from mild to catastrophic, the insurance industry labels this as severity.  Likelihood can range from rare to very often, this… Read more »

Escaping the Danger Zone!

Most business owners don’t ask, “What is my business?”  They know why they started their business and what they want to accomplish. Often they miss the core of “being in business”. The Danger Zone is the end result of an owner not paying attention to their business. Every company requires a robust infrastructure.  Infrastructure includes… Read more »

Award Winning Author and Inc. Magazine’s Editor-at-Large Bo Burlingham to Keynote B2B CFO’s Annual Meeting

B2B CFO, the nation’s largest CFO and Exit Strategies firm for privately held businesses, announced today that award winning author and Inc. Magazine’s Editor-at-Large, Bo Burlingham will keynote the National Partners Meeting to be held April 28-30, 2016. The invitation-only annual event that brings together all of B2B CFO’s Partners from across the country along… Read more »

Award Winning Author and Inc. Magazine’s Editor-at-Large Bo Burlingham to Keynote B2B CFO’s Annual Meeting

B2B CFO, the nation’s largest CFO and Exit Strategies firm for privately held businesses, announced today that award winning author and Inc. Magazine’s Editor-at-Large, Bo Burlingham will keynote the National Partners Meeting to be held April 28-30, 2016. The invitation-only annual event that brings together all of B2B CFO’s Partners from across the country along… Read more »

Managing Cash Flow Complexities – Part 5: Cash vs EBITDA

At a recent risk management seminar, one of the participants spoke about how their controller received an email from the CEO of their company asking him to wire transfer some funds for that day.  What the controller didn’t know is that someone had hacked into the company’s email system, and had been monitoring the style and timing of the… Read more »