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Dynasty Leadership Podcast

It's great if you can pick when you hand over the reins, but what if that time picks you? “Does your company consistently meet or beat the targets you set?" “Do you have the right team rowing in the right direction?" “Is there something going on in your market or company that threatens your growth? "Are you considering transitioning the leadership of the company?" “Is there a clearly articulated long-term strategy?" We specialize in guiding Family-owned businesses with 50-500 employees to become Succession ready.
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Now displaying: July, 2019
Jul 8, 2019

John Morris and Ken Saddler are both CFO advisors for small-to-medium businesses at B2B CFO. Between them, John and Ken have over 50 years of financial experience. On today’s episode, you’ll learn the benefits of hiring an outside CFO to help grow your company, some common mistakes business owners tend to make when it comes to their products, and how you can get started on getting a better grasp on your financials.

 

Key Takeaways:

[1:20] What does B2B CFO do?

[2:20] How do you become an advisory CFO?

[3:30] What’s the difference between a CFO vs. a controller or an accountant?

[5:15] How hands-on do John and Ken get when it comes to a client’s financials?

[7:25] What kinds of entrepreneurs and companies do John and Ken work with?

[10:20] John and Ken share examples of what type of work their clients come to them for.

[15:55] What are some of the best ways to open up the financials with your managers?

[17:50] When do business owners really need CFO services?

[22:30] John and Ken share their process on how they onboard a new client.

[25:30] Stop giving your product or service away for less than its worth!

[29:55] What tips do John and Ken have for business owners that they can start doing today?

[33:40] John and Ken share some common mistakes they see in their industry.

 

Mentioned in This Episode:

Dynastylc.com

Email Todd: Todd@Dynastylc.com

B2bcfo.com

Email Ken: KSaddler@B2BCFO.com
Call Ken: 952-380-6406

Email John: JohnMorris@B2BCFO.com
Call John: 612-385-9199

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