The Eight Needs of CFOs who join B2B CFO®The second CFO joined our firm in 2002. There were nine of us in 2009. We have now grown to becomea national firm with hundreds of CFOs.

We have learned much over the years about the needs of CFOs. This document accompanies our video onthe eight most common needs CFOs have when they join our firm. Please review the following needs andplace a checkmark next to the ones that you feel are important to you. Then, share your assessment with yourspouse, family members, and key advisors to hear their comments.

#1 - A positive Career ChangeSome CFOs are currently in a situation in which they feel a change is needed. Please check the topics thatapply to you.

Bored with the current situationVery Stressed with the current situationUnder paidBeing asked to compromise my ethicsTraveling too muchA desire to share my knowledge and experience with others

#2 - A Good Standard of LivingSome CFOs want a good standard of living but have either never worked in a consulting environment and/orhave not worked with a firm like ours that commands high fees. Please check the following that might interestyou in earning a good standard of living (the following are annual amounts based upon 50 weeks each year).

20 billable hours a week at $225/hr. is $225,00030 billable hours a week at $225/hr. is $337,50040 billable hours a week at $225/hr. is $450,000Six-figure lump-sum fees in addition to the above hourly pricing

#3 - Control over One’s FutureWhen a CFO works for one W-2 employer, the CFO shoulders many risks. Please check the following youfeel are current or future risks to you.

My employer might be acquired or merged with anotherThe owners have made very bad decisions that a�ect me directlyUnwise cutbacks by the owners might impact meThe economy has had a negative impact on my employerAge discrimination seems to be impacting me

#4 - A Desire to Learn New Skills and to be Intellectually ChallengedMany CFOs spend their careers in one or two industries. They eventually gain much knowledge, wisdom,and experience. Please check the following that apply to you.

Bored going to the same o�ce and dealing with the same problems each dayDesire to learn about other industriesDesire to use my vast experience to teach other CEOsDesire to learn more skills and to improve professionallyWant to earn an exit certification that is exclusive to one nationally known company

#5 - Support from fellow Peer ProfessionalsMany CFOs started their careers either working with large CPA firms and/or have worked in an environmentwhere they liked collaboration with peers. They now feel alone and miss the association with others. Pleasecheck the support you would like to have from fellow peer professionals.

Sharing experiences in industries in which you have not previously workedGAAP and tax questions (income tax, sales tax, use tax, internet tax, etc.)Software applications that you might not have seen beforeLegal supportGeneral business issues on the cutting-edge topicsA listening ear from a peer professional

#6 - Delegation and Technical SupportMost CFOs know how to delegate. This is a key skill they have learned. They may not, however, know howto delegate simultaneously to multiple clients. They also may need technical support in areas in which theymay not know and/or that are too time consuming in a learning curve. Please check the support you would liketo have in the following areas.

How to delegate simultaneously to multiple clientsLinkedInConstant ContactCreation of a personal websiteWriting articles on your personal websiteSearch Engine Optimization (SEO) on Google, Bing, Yahoo, etc.Social media trainingConnecting email to multiple mobile devices

#7 - Respect from Family, Friends and OthersMost CFOs silently su�er with self-esteem, physical health, and emotional health when they are hit unexpectedlywith unemployment, age discrimination, and the inability to command the income they previously earned.Please check the following that might appeal to you.

Being an equity owner (partner) in a long-term national organizationBeing promoted on national, regional and personal websites in a highly professional mannerThe use of Fortune-100 quality material (books, software, brochures, etc.)Being on owner of a company that has relationships with Morgan Stanley and other suchnationally-known organizationsAssociating with a company that receives awards and publications from the US Chamber ofCommerce, Inc. Magazine, The New York Times, The Wall Street Journal, etc.

#8 - Building a Good Retirement FundMany CFOs would like to build a good retirement fund. Unfortunately, W-2 jobs do not allow one to put awaya lot tax-deferred income. Please check the following that applies to you.

My goal is to build a large tax-deferred retirement fundI would like to be able to tax-defer $50,000 or more a year

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