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THE ROLE OF THE  CFO
[object Object],[object Object],[object Object],[object Object],THE RIGHT BUSINESS PARTNER  THE RIGHT FINANCIAL ADVISOR EVERY COMPANY,   REGARDLESS OF ITS SIZE,  NEEDS  A CHIEF FINANCIAL OFFICER
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Is A Contract CFO -    THE RIGHT BUSINESS PARTNER    THE RIGHT FINANCIAL ADVISOR EVERY COMPANY,   REGARDLESS OF ITS SIZE,  NEEDS  A CHIEF FINANCIAL OFFICER
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Qualifications of   B2B CFO ÂŽ
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
“ Unofficial Organization Chart” Finders  – future thinkers Minders  – historical view Grinders  – live for today
“ Finder” ,[object Object],[object Object],[object Object],[object Object],[object Object]
Cash Management Infrastructure Creation
Factors Creating Infrastructure  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cash Management Infrastructure Peak
Infrastructure Peak ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
CEO / Owner’s Activities Infrastructure Peak ,[object Object],[object Object],[object Object],[object Object]
Cash Management  Out-Growth of Infrastructure
Cash Management Out-Growth of Infrastructure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cash Management  Out-Growth of Infrastructure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cash Management The Danger Zone
Cash Management The Danger Zone ,[object Object],[object Object]
Cash Management The Danger Zone ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cash Management The Danger Zone What is the CEO / Owner doing?
Cash Management The Danger Zone ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cash Management Escaping The Danger Zone ,[object Object],[object Object],[object Object]
Financial Management  The Key to Avoiding the Danger Zone ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],Cash.  We Help You Get It.™ ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Financial Management ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],THE RIGHT BUSINESS PARTNER  THE RIGHT FINANCIAL ADVISOR EVERY COMPANY,   REGARDLESS OF ITS SIZE,  NEEDS  A CHIEF FINANCIAL OFFICER
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SUCCESSFUL EXIT STRATEGIES CFO Role CFO plus  M&A Advisor Role
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],BUSINESS CHECK-UP Does the Company Need a CFO?
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Is A Contract CFO -    THE RIGHT BUSINESS PARTNER    THE RIGHT FINANCIAL ADVISOR EVERY COMPANY,   REGARDLESS OF ITS SIZE,  NEEDS  A CHIEF FINANCIAL OFFICER
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Is a Long Term Full Time  CFO -    THE RIGHT BUSINESS PARTNER    THE RIGHT FINANCIAL ADVISOR EVERY COMPANY,   REGARDLESS OF ITS SIZE,  NEEDS  A CHIEF FINANCIAL OFFICER
Cost - Alternative Scenarios 25%     10%     Strong CFO  B2B CFOÂŽ  Moderate CFO  B2B CFOÂŽ   Traditional   + Controller   Traditional   + Controller Total Cost   $360,000   $268,000   $240,000   $208,000 Strong CFO FTE 1.00   0.25   -    0.10 Moderate CFO FTE   -  -  1.00  - Strong CAO/Controller FTE    -  1.00   -  1.00   Total Financial Leadership FTE  1.00   1.25  1.00   1.10
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],WHAT’S THE NEXT STEP?
Escape The Danger Zone ,[object Object],[object Object],[object Object]

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The role of the CFO

Editor's Notes

  1. I did not cite all bullets. I simply mentioned there are many factors such as those I listed.
  2. I mentioned the first couple bullets.
  3. I cited the primary bullets but not the added details.
  4. I cited the first couple bullets.
  5. I cited the first three (3) bullets.
  6. I did not cite all these. I emphasized that a seasoned CFO can help the business owner / CEO with all aspects of financial management such as these.
  7. I commented that strategic and financial plans are more than just a one year budget. I did mention both aspects of cash management and cited profitability management but not all the factors listed.
  8. I simply commented that there are many questions that can be asked to consider whether a company needs a CFO for the first time or to replace an existing CFO.