B2B CFO Presentation to Rainmakers - Peter Aronstam
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Transcript of B2B CFO Presentation to Rainmakers - Peter Aronstam
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“Every company…needs a Chief Financial Officer.”
Peter AronstamPartner B2B CFO®
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ABO
UT
B2B
CFO
B2B CFO® in INC. 5000 list184% Growth Earns B2B CFO® Spot in the 2010 List of Fastest Growing Companies in America.
• Founded 1987 • Headquartered in Phoenix, AZ• Nation’s largest CFO firm serving entrepreneurial,
growth and mid-market companies with revenues <$75 million
• 220 Partners in 45 states, representing >6,000 years of cumulative experience.
• Partners average 25 years business experience; senior level executives with a broad expertise
• Partners work with more than 600 businesses with combined annual sales >$3 Billion
• Please visit online at www.b2bcfo.com
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Why are we unique
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Power of the Partnership
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•Owner has become a “Minder”• Lack of financial
visibility•Poor cash flow•Weak margins• Exposure to fraud• Low business value
Finders
Minders
Grinders
Typical Client(Day One)
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Business owner
“illusions”•Misjudges how well the
company is doing
•Mistakes in reading financial information
•Overestimates cash flow of business
•Makes poor choices due to faulty data
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Where is the Cash Going?
•Receivables increasing• Excess inventory• Excess capital
expenditures•Operating expenses
out of control=
Owner contributing cash to cover overhead
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Our Approach
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Our Value Proposition
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ways
we can help
5•More time for owner
• Increased financial visibility•Make company more
bankable•Build company value
•Develop exit strategy
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ways
to get more cash
Sustainable sales 7Managing gross margin
Working capital management
Capital expenditures
Credit facilities
Cash driver metrics
Projections
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What do Company Executives need for financial success?
More c
ash
Increased Company ProfitsBetter Vendor Terms
More control over the Business
Accu
rate
Cas
h Fo
reca
sts
More Time with Potential Customers
Solutions to Problems
More fro
m the B
ank
Correct Financial InformationAn Exit Strategy A
Plan
for t
he F
utur
e
No Company Theft
Timely
Financia
l Stat
emen
ts
Soun
ding
Boa
rd o
n Ke
y De
cisi
ons
More Time
Reduced Overhead
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Dashboards
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Owner now has:
• Goal clarity
• Increased profits and cash
• Trusted long term advisor
• Seasoned partner
• National partner resources
• Successful exit strategies
• No contract
Typical Client(After Phase 2)
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Virtual resources include:• Bankers/ finance
companies/ investors
• Lawyers
• CPAs/ tax advisors
• Risk managers
• Employment/ benefits/ payroll
• Wealth managers
Where do I go for help?
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• Business Owner
• Chief Executive Officer• Executive Director (Not
for Profit)of a company/NFP with revenues <$75 million p.a.
If they do not require my services, they are likely to know someone in a peer group who does
“Ideal Referral”
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• Business Owner
• Chief Executive Officer• Executive Director (Not
for Profit)of a company/NFP with revenues <$75 million p.a. wanting to increase cash, profitability, sales and company value (with or without an exit)
“Ideal Client”