About the position
B2B CFO® is seeking experienced and entrepreneurial CFOs who desire a career transition from the traditional W-2 role to become self-employed CFO Consultants. This opportunity allows seasoned financial professionals to excel in strategic business advisory and sell/buy services for privately held companies. B2B CFO® provides a dynamic platform, specialized training, and a proven system for finding high-paying clients, a common concern for those transitioning from W-2 employment. Since 1987, B2B CFO® has trained CFOs who have collected hundreds of millions of dollars. The training includes a comprehensive 480-page manual and expert instruction. This is a unique opportunity for individuals to control their careers, build a thriving consulting practice, and serve multiple clients simultaneously.
Responsibilities
• Serve as a Fractional CFO Consultant for privately held companies.
• Provide strategic business advisory services.
• Assist with sell/buy services for privately held companies.
• Improve cash flow for client businesses.
• Assist clients in obtaining bank loans.
• Help companies grow profitably.
• Increase company value for clients.
• Engage in strategic planning with clients.
• Prepare businesses for sale.
• Serve multiple clients simultaneously.
• Operate 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.
• Passion to serve owners of privately held companies.
• Desire to receive specialized training prior to beginning to find clients.
• Desire to learn proven processes to find great paying clients.
• Willingness to learn how to serve multiple clients simultaneously.
• Strong passion to be in control of their future.
Nice-to-haves
• FINRA Series 7 and/or 79.
Benefits
• Opportunity to control your career.
• Build a thriving consulting practice.
• Access to specialized training.
• Proven system for finding clients.
• Potential to earn significant income.
• Work from anywhere in the USA within your local market.