Business Consulting & Services
Trinity United Presbyterian, North Tustin
Joe is a strategic financial and business executive with more than 25 years of diverse and progressive business leadership experience working alongside Presidents, CEO’s, Chairmen and business owners in both private and public companies ranging in size from $20 million to $2 billion. His industry experience includes: aerospace manufacturing, consumer goods manufacturing, financial services, financial services, consulting, business valuation services, and non-profit services. He has managed companies ranging from high growth to mature and stable, including companies in decline.
Early in his career, Joe earned his Certified Management Accountant certificate while serving as a cost accountant in aerospace manufacturing where he also gained exposure on the sell side of an acquisition supporting due diligence and audits. His cost accounting background served as a great launching pad for a career that ultimately exposed him to nearly all the businesses’ financial and operational needs including: design, engineering, purchasing, manufacturing, field services, customer service, sales and marketing. In addition to building and developing financial teams of varying sizes, he has also had direct management responsibility for HR, IT, credit and collections, contracts, and risk management.
Areas of expertise include:
• Financial and Cash Flow Modeling
• Product line Cost, Margin, Pricing Analysis
• Forecasting and Budgeting
• Company Performance Analytics
• Monthly Close Procedures
• Financial Reporting Analysis
• Audit Preparation and Oversight
• Bank Debt Covenant Compliance
• Attorney, Insurance, Banking and CPA Relationships
• Risk Management
• ERP and Financial Systems Implementation
• Strategic Analysis
In everything we do, we passionately believe in improving the lives of business owners. We believe each owner is unique and important to our society. We improve their lives by understanding their goals and removing barriers that get in their way. We happen to have unique tools, talents and processes.
We are "the alternative" to the typical professional services on an exit or buy transition. We use unique tools, talents, and processes to help the business owner(s) through the transition. Not only are our professionals qualified, but we have published books and software to help with these transitions. We invite you to study this website to discover our unique tools, talents, and processes at www.b2bcfo.com.
Our entire process is driven to help owners obtain more cash, either through our CFO or Exit Strategy Services.
B2B CFO® pioneered this industry in 1987. We create long-term, professional relationships on an affordable, as-needed basis. Our services are provided objectively by seasoned partners who average 20+ years of experience using the B2B CFO GamePlan®, our state-of-the-art process for this industry.