Chief Financial Officer - B2B EXIT & B2B CFO

B2B Cfo Partners - Santa Ana, CA

Full-time - Senior

Santa Ana, CA

Administrative and Support Services

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 wish to guide business owners through the complexities 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 a successful consulting business 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 responsible for developing relationships with clients, understanding their financial needs, and providing tailored solutions that drive business success. This is a chance to work independently while being part of a larger network of financial professionals dedicated to excellence in service delivery. 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 have 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 be part of a dynamic consulting environment that values your expertise and entrepreneurial spirit.

Responsibilities

• Provide strategic business advisory services to business owners.
• Guide clients through the buying and selling of privately held companies.
• Help clients increase cash flow and secure bank loans.
• Ensure sustained profitability for client businesses.
• Prepare businesses for future sales strategically.
• Develop and maintain relationships with clients in 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.

Benefits

• Opportunity to control your career and build a consulting practice.
• Flexibility to work from anywhere in the USA.
• Access to a well-recognized brand and esteemed reputation.