B2B CFO Presentation to Rainmakers - Peter Aronstam

“Every company…needs a Chief Financial Officer.”

Peter AronstamPartner B2B CFO®

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

Why are we unique

Power of the Partnership

•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)

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

Where is the Cash Going?

•Receivables increasing• Excess inventory• Excess capital

expenditures•Operating expenses

out of control=

Owner contributing cash to cover overhead

Our Approach

Our Value Proposition

ways

we can help

5•More time for owner

• Increased financial visibility•Make company more

bankable•Build company value

•Develop exit strategy

ways

to get more cash

Sustainable sales 7Managing gross margin

Working capital management

Capital expenditures

Credit facilities

Cash driver metrics

Projections

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

Dashboards

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)

Virtual resources include:• Bankers/ finance

companies/ investors

• Lawyers

• CPAs/ tax advisors

• Risk managers

• Employment/ benefits/ payroll

• Wealth managers

Where do I go for help?

• 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”

• 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”

Peter AronstamPartner - B2B CFO®

[email protected]