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As a Partner in B2B CFO, Steve has over 34 years of experience as a CFO as well as having owned his own software business. Steve provides the full range of CFO consulting services including financial management, treasury management, cash flow analysis and projections, maintaining relationships with bankers, auditors, tax specialists and others as well as a range of other project CFO work. He specializes in preparing businesses for sale by guiding owners through the labyrinth of steps and issues needed for a successful sale. Toward that goal, he coordinates a team of professional advisers to aid the owner in navigating all aspects of a sale. This includes, Attorneys, Bankers, M&A specialists, CPA's, Insurance specialists, Wealth managers, Estate advisers, Valuation experts and others needed to properly advise an owner for a successful exit.
When a bank loan is needed to apply for
When financial statements need producing
When accounting software needs updating
When the business is in need of preparation for sale
For financial and business advice