The Discovery Analysis – The First Step in the B2B CFO® Six Step Process

The Discovery Analysis TM is how a relationship with B2B CFO® get’s started. The process begins with confidential interviews with the CEO, business owner(s) and is then expanded to include other key members of company staff. This allows our Chief Financial Officers to best determine what issues the company faces on a day-to-day basis.

Additional company information is gathered including financial statements, tax returns and business plans to better understand the company’s financial status, profitability and cash flow as well as assess the quality and availability of key financial information. The financial information is then benchmarked against other company’s in your industry.

Further, the Discovery Analysis TM is where you the business owner can discuss the things that keep you up at night, the problems that don’t seem to go away and frankly seek solutions to things like:

Growth – Understanding all of the factors related to growth including the capital required, how to arrange the financing, finding new customers, increased production capacity and identify the next stair step requiring increased overhead, before you execute! A thorough grasp of these items will help you avoid the “Danger Zone”, the place where the cash required to run the business exceeds the cash available!

Profitability – What factors affect your company’s profitability? Do you know your company’s break-even point and why that is important? How do you price your product and do you know the real cost of your goods and services? Is your business model really scalable? These are but a few of the questions that you need answered to improve your company’s profits!

Cash Flows – Growing Businesses can run out of cash and in fact can grow themselves into insolvency! The main job of your Chief Financial Officer is to assure your business never, ever runs out of cash! Do you have good cash forecasts and understand the sources and uses of funds. Do you know how to interpret your cash flow and other financial statements and how these statements all interrelate?

Increased company value – Do you know the value drivers of your business? Learn how the methods you use to run your business can increase your company’s value! Further understand how to increase and measure earnings.

Not Enough Time in the Day – Do you understand the unofficial organization chart discussed in Jerry Mills’ book “The Danger Zone, Lost in the Growth Transition” of Finders, Minders and Grinders? Understand how a CFO can provide you with the time you need to meet with more customers or spend more time pursuing those things that are most important to you.

Lack of Accurate & Timely Financial Statements – This is a teachable process. The ability to mentor and develop key company employees along with increased oversight and accountability in this process allows improved financial reporting that is both timely and accurate. Once you get the statements, are they properly interpreted and a thorough analysis provided?

This provides the information needed to monitor improvements. A CFO can help with these things and more! Contact us today to schedule your company’s Discovery Analysis TM and see how we can help you achieve a higher level of success for your business!!!!

THE BEST PART: THERE IS NO COST OR OBLIGATION TO HAVE A DISCOVERY ANALYSIS PERFORMED ON YOUR COMPANY>>>>>>SO WHAT ARE YOU WAITING FOR? CONTACT ME TO GET STARTED!!!!!!

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