David Wilkins

Providing CFO services and Business Transition Services in Oregon

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About David

David Wilkins

Hillsboro, OR CFO

31 Years of Experience

Direct Contact

davidwilkins@b2bcfo.com

office 503-936-7626

Universities:

Portland State University

Certificates & Licenses:

BS

CPA (Oregon)

CCIFP

Organizations:

CFMA

Contact David Wilkins and receive a free Discovery Analysis™

  • A confidential meeting with the business owner(s), then interview company staff.
  • Look at the company’s financial information and computer systems.
  • Benchmark financial information against industry averages.
  • Create a confidential report of our findings in The Strategy Gameplan™







David’s Bio

David is a Partner with B2B CFO®, the world’s largest CFO services firm; its focus is on companies up to $75 million in sales. He has over 35 years of broad-based financial and operations experience in construction, communication, retail, software, non-profit and service firms, and as a CPA and consultant. David has extensive experience leading companies through high growth, and is particularly adept at communicating numbers to maximize management potential. David has also transitioned many companies.

David’s expertise ranges from merger and acquisitions to internal reporting for successful management. He has deep experience in working with boards and owners, investment bankers, insurance, transition management, CPA’s and attorneys to complete successful transactions. He has integrated performance based management systems in communication companies, construction, and oil and gas construction, including such tools as activity based costing, open book management, management by objective, and risk management optimization.

Many owners are planning on exiting their businesses in the next few years, but don’t know how to maximize the value they will receive, nor do they have a transition plan. David helps owners maximize their exit value and uses B2B CFO®’s proprietary process to help them successfully transition to new owners.

The best run and most profitable companies have great planning processes. David helps companies develop their strategic, operational and marketing plans.

Prior to joining B2B CFO®, David was CFO in energy construction where he played a lead role in driving sales from $90 to $350 million, reducing insurance costs over $5 million per year while achieving the lowest overhead in the industry. David was instrumental in selling the company to capital partners and exited the founder. Four years later exited the capital partners to a public company for seven times the initial valuation. David implemented cost reporting and systems to improve forecasting in a very volatile business leading to confidence in management team.

David earned a B.S. in Business-Accounting from the Portland State University. David became a CPA (Certified Public Accountant) in 1984.

David lives in Hillsboro with his wife of 37 years. David and Cindy have adopted eight children of various nationalities and run a large household.

Contact David (503) 936-7626

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Recent Articles

Dec 20David Wilkins

Employers and Employees: Finding a Common Value

Dec 20David Wilkins

At one time in my CFO career, I worked for a union shop. My boss instructed me to go to Tulsa to the National Steward School.  I had no idea there was such a school!  At this point in my career I had no connections with blue collar folks.  I was told by my boss that that was exactly why I needed to attend that school.  He wanted me to figure out how they think. The first thing I learned

Jul 21David Wilkins

Cowboy Math – Real Time Cash Flow

Jul 21David Wilkins

Every entrepreneur needs to realize he is primarily in the cash flow business.  Successful people always watch the numbers like a dog with a bone.  A problem exists today because the rules have become so complicated that the accounting world is focused on monthly and annual financial statements that follow GAAP rules where the numbers are perhaps too old and riddled with accounting adjustments that make it hard for an executive to sift through it all to get numbers he

Apr 28David Wilkins

B2B CFO’s “Certified Business Transition Expert” Designation Closes the Gap in Successful Business Sales

Apr 28David Wilkins
Small Certified Business Transition Expert Logo

As small business transactions reach record high levels, new certification allows B2B CFO Partners to guide business owners through sale process MESA, Ariz., Dec 18, 2014 (BUSINESS WIRE) — Small business sales increased again this year, giving strong validation to a trend that B2B CFO Partners have closely followed. B2B CFO, the largest CFO services firm in the nation, has been on the forefront of the exit strategy developments, monitoring the pace of the market and creating resources for business owners.