The Banker, Client and B2B CFO® Relationship
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THE BANKER, CLIENT AND B2B CFO® RELATIONSHIP Mark R. Johnson Partner B2B CFO
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In order to have a properly functioning business, it is vital to have a strong and communicative relationship between the banker, the business owner and the B2B CFO® partner. This presentation gives six solutions to fix a frayed relationship and, in turn, fully optimize revenue and efficiency.
Transcript of The Banker, Client and B2B CFO® Relationship
- 1. THE BANKER, CLIENT ANDB2B CFO RELATIONSHIP Mark R. Johnson Partner B2B CFO
2. CLIENT RELATIONSHIP PROBLEMS 3. Poor forecastingLack of awareness andcomplianceInsufficient financialexperienceInability to driveadditional products 4. 6 B2B CFO SOLUTIONS 5. 1The company can be more bankableEnsures timely and accurate reportingImplements key financial metricsAdds due diligenceProvides advice and insight 6. 2Validation of Business PlansEnsure credible financial projectionsIntegrate cash flow with financialsAnticipate performance and cash needs 7. 3 Banker becomes Trusted AdvisorOwner appreciates banks focusBank delivers cost effective solutionBank demonstrates added value 8. 4 Strengthens RelationshipsSenior on-site professionalBank gains confidence and dialogueEducates owner on metricsCommunication on bank products 9. 5 Builds additional value for clientFree business evaluation for clientsHelps clients manage working capitalStronger customer needs products 10. 6The bank extends marketing reachEncounters clients who need bankingMeet prospects who need bankingEducates clients on bank products 11. Goal clarityIncreased profits and cashTrusted long term advisorSeasoned partnersSuccessful exit strategiesNo contractNational partner resources 12. Mark JohnsonPartner - B2B [email protected]
