Monthly Archives: September 2014

Key Attributes of Small and Midmarket Companies and Their Leaders

People With Different Characteristics

Having worked with many successful small and midmarket companies for well over 20 years, I recognize the following common attributes of these companies and their leadership teams:

  1. They Set the “Elements for Success”
    1. NumbersWatch Revenues, Expenses, and Net Earnings Before Taxes (NEBT) like a hawk.

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Posted in Business Best Practices

How We Cut Costs and Improved Morale

Low Prices Everyday Sign

Most employees take satisfaction in knowing that they are contributing to the success of the company. Setting up an incentive program that rewards them for work that exceeds expectations provides tangible evidence of success.

However, business owners may struggle to find ways to incentivize their employees for jobs that are not sales related.…

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Posted in Business Best Practices, Cash, CFO Services

TED’s 20 Most Popular Talks of All Time

Man At A TED Broadcast recently released a list of the 20 Most Popular Talks of All Time. If you are not familiar with TED, it is a nonprofit organization that holds global conferences featuring presentations by some of the world’s greatest thinkers. Conference speakers are given a maximum of 18 minutes to present their ideas and insights in what is referred to as “TED Talks”.

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When is a deduction not a deduction or worse yet fraud!

Jerry Mills the founder and managing partner for our firm, B2B CFO© has contributed the following article entitled What to Do when the Boss is a Tax Evader, that has recently posted online.  This is great overview of the risks to the company, employees and CFO when the owner or boss elects to treat the company checkbook as their own.…

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B2B CFO® Develops M&A Incubator Program

An article on our M&A Incubator Program, currently in beta testing, was published in the 9/1/2014 edition of BizTimes Magazine.   Please click here to read the article.



Mergers and acquisitions advisors are constantly seeking out business owners who would like to sell their businesses, but sometimes red flags prevent a sale from taking place.

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