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Are you looking for CFO and Exit Strategy services for your Greater Philadelphia area 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 businesses in the Greater Philadelphia area. 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

Jul 24Steve Koval

Put People Before Profit

Jul 24Steve Koval

In these very tenuous and difficult economic times, the importance of profitability becomes tantamount. Without profit, positive cash flow, which is the lifeblood of any business, can quickly dry up and cause significant difficulty even in basic operations. This is especially true when the availability of credit seems to be evaporating before our eyes.…

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Jun 7Bill Hayes

Why You Shouldn’t Have a Formula in Your Buy-Sell Agreement

Jun 7Bill Hayes

The following is excerpted from an article by the same title published on May 16, 2014 by Kelly Noll of GBQueue.

Sound perspectives and food for thought, and maybe a call for change in arrangements. I hope you find it interesting.

“In many buy-sell agreements, the buyout clause for shares of privately-held stock is determined by a valuation formula, such as “shares will be purchased at a 4 or 5 times multiple of the company’s most recent year EBITDA (earnings before interest, taxes, depreciation, and amortization) as defined by GAAP (generally accepted accounting principles) upon death, disability, or termination.” However, while seemingly straightforward, formula prices designed without the input of a valuation professional often bear little resemblance to fair market value.…

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May 26Steve Koval

WHY?

May 26Steve Koval

Are you passionate about your business or career?  If not, you may need a “WHY.” Following is a video on our recently published WHY.

Does Our Why Benefit You?

Does Our Why Benefit You?

At B2B CFO, we work to improve business owners’ lives because we believe they are all unique and important to society.  We help them achieve their goals by removing barriers with our unique tools and processes.…

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Mar 17Steve Koval

Producing an Effective Strategic Dashboard

Mar 17Steve Koval

Performance management dashboards have proven to be a valuable addition to financial management systems. When correctly implemented, dashboards can generate significant value by providing the link that connects management’s strategic intent to actual business performance.

The first step to implementing an effective dashboard begins at a strategic level. Step 1 is to identify two or three key characteristics that express your business’ value proposition.…

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Feb 17Steve Koval

15 Ways to Invite an IRS Audit

Feb 17Steve Koval

There’s no reason to pay more tax than is legally required, but there’s also no reason to make yourself a target for an Internal Revenue Service audit or to get your return flagged by the IRS’ computers, which match billions of documents each year. So consider what situations might make you more …

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What’s the difference between a CFO, Controller and a CPA?

I often hear from Business owners or CEO’s “my CPA does that” or “I have a good controller”. In today’s specialized world would you want a CPA who has been preparing tax returns for 25 years developing your strategic plan or projecting your cash flow or analyzing a new business line or potential acquisition?…

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