B2B CFO® is a registered trademark of its owner. This site is an independent comparison by Steven Palmieri (Palmieri Enterprises) and is not affiliated with, endorsed by, or sponsored by B2B CFO.
B2B CFO comparisonWhat their own pages say
These are the thirteen claims, each with the page that publishes it. Their linked page is the place to read the paragraph they actually published.
The thirteen published lines
Click to read ›Tap to read › The thirteen published lines
Their about page says the firm pioneered this industry in 1987. About page
Their about page says every company, regardless of its size, needs a Chief Financial Officer, and that the firm offers an alternative solution. About page, every company
Their about page says the firm has more than 6,000 years of combined experience, in any industry owned by a privately held company. About page
Their about page says each professional in the firm is an equity owner. About page, equity owners
The same about page says each of those professionals averages 20+ years of experience since graduation. About page, years of experience
Their about page says they create long-term, professional relationships on an affordable, as-needed basis. About page, as-needed relationships
Their about page lists the expertise as improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, planning strategically, and preparing a business to sell, transfer, or make an acquisition. About page, the service list
Their playbook page names six steps. They are strategic planning, owner objectives, gap diagnosis, a strategy session, perform and report, and legacy. Playbook page, the six steps
Their playbook says engagements are structured on an as-needed basis with estimated fees agreed upon in advance. Playbook page, fees in advance
The same playbook page says owners should never encounter surprises regarding fees or scope of work. Playbook page, no surprises
The about page and the playbook page print no rate, no retainer, and no range. About page Playbook page
Their about page says the average tenure with a client is about six years. About page, client tenure
Their playbook says there is no cost to the owner for the Gap Diagnostic Analysis, no obligation to move forward, and no requirement to sign an engagement agreement in order to receive it. Playbook page, the diagnostic
If a later edit of their site drops one of these lines, this page should drop it too. The about page we read does not call the firm the largest in the nation, so that boast stays off the thirteen.
Read a cited line in this order. Open their page. Find the sentence. If you cannot find it, do not treat this page as the source. The link under each claim is the page we read. A sales call, a brochure, and a memory of a webinar are not on this list.
Some lines describe the firm. The 1987 start, the equity owners, the years since graduation, the six-year client tenure, and the as-needed relationships are about how they say the firm is built. Other lines describe the work. Cash flow, loans, growth, value, a plan, a sale, a transfer, an acquisition, and the six playbook steps are the jobs they name.
The money lines are narrower than a price. Fees are estimated and agreed before the work. The pages we read print no rate and no range. The diagnostic is described with no cost to the owner, no duty to continue, and no requirement to sign. Those are published terms. They are not a guess about what a later proposal will say.
What this page will not do is fill a blank they left open. It will not invent a monthly amount. It will not say a bookkeeper is or is not included when the service list does not name one. It will not rank the firm. A comparison that adds a motive is no longer a comparison.