B2B Cfo Partners - San Marcos, CA
posted 3 months ago
About the position
B2B CFO & B2B EXIT is seeking an experienced Chief Financial Officer (CFO) who is driven and entrepreneurial, with a strong background in helping business owners improve their operations. This role is designed for those who are interested in guiding business owners through the processes of buying or selling privately held companies. As a Partner with B2B CFO & B2B EXIT, you will have the unique opportunity to control your career while building a thriving consulting practice. This position allows you to leverage our well-recognized brand and esteemed reputation to create your own consulting practice focused on strategic business advisory services. In this role, you will provide a diverse range of services aimed at helping business owners increase cash flow, secure bank loans, ensure sustained profitability, and strategically prepare their businesses for future sales. You will be expected to utilize your expertise to assist clients in navigating the complexities of financial management and business transitions. This is a chance to work independently while being part of a larger network of professionals dedicated to excellence in financial consulting. The ideal candidate will have a proven track record as a CFO, with experience in increasing company cash flow and involvement in the buying and selling of companies. You should possess a desire to learn essential skills for finding high-paying clients and a passion for taking control of your future. This position is not a traditional W-2 CFO role; instead, we are looking for candidates to join our firm as Partners, allowing for flexibility in working from anywhere in the USA within your local market. This is not a franchise opportunity, but rather a chance to build your own practice under the B2B CFO & B2B EXIT umbrella.
Responsibilities
- Provide strategic business advisory services to business owners.
- Assist clients in increasing cash flow and securing bank loans.
- Guide business owners in preparing their businesses for sale.
- Help clients navigate the buying and selling of privately held companies.
- Develop and maintain a consulting practice within your local market.
Requirements
- Minimum of 5 years as a CFO or equivalent (such as financial vice president/VP of finance) in privately held companies within the USA.
- At least 15 years of professional experience since college graduation.
Nice-to-haves
- Possession of Series 7 and/or 79 license.
