Gerri Derubeis Cma, Ccifp

Gerri Derubeis Cma, Ccifp Email and Phone Number

Chief Executive Officer @ CFO Mindset
California, United States
Gerri Derubeis Cma, Ccifp's Location
San Francisco Bay Area, United States
Gerri Derubeis Cma, Ccifp's Contact Details

Gerri Derubeis Cma, Ccifp personal email

Gerri Derubeis Cma, Ccifp phone numbers

About Gerri Derubeis Cma, Ccifp

I work with forward looking business owners who are serious being “Best in Class”. With 10 years hands on experience as a CFO who is Certified as a Management Accountant and Construction Finance Manager, I work with the business owner or partners to build business value, to derisk their personal and business assets and to protect the investment they have made in their business.For most business owners their business is upwards to 80% of their net worth and is most likely the biggest asset they own. Sentinel Business Partners is a Value Acceleration Company. We work with Business owners on Exit Strategy Planning, using the Value Acceleration Methodology created by Christoper M. Snider of the Exit Planning Institute. This methodology maximizes business value, grows profit, and builds a business that can operate without you. Even if you never plan to leave, a well-functioning, business is a lot less stressful!The timing of the owners Exit is actually IRRELEVENT because owners that use Exit Planning as a Strategy are always ready to grow or exit. Exit Planning is NOT TRANSACTIONAL it is a business strategy.Going from business performance that is “Average” to "Best in Class" increases business attractiveness and frees up owners to work on the business not just in it. Increasing Business Value allows owners to have more OPTIONS whether the transition is planned or unplanned.My company works with Business Owners to Accelerate the Value of their business and we offer:• Value Enterprise Assessments of tangible and intangible company capital resulting in a

Gerri Derubeis Cma, Ccifp's Current Company Details
CFO Mindset

Cfo Mindset

View
Chief Executive Officer
California, United States
Employees:
20
Gerri Derubeis Cma, Ccifp Work Experience Details
  • Cfo Mindset
    Chief Executive Officer
    Cfo Mindset
    California, United States
  • Sentinel Business Partners Llc
    Ceo
    Sentinel Business Partners Llc Jan 2012 - Present
    California, United States
    I work with forward looking business owners who are serious being “Best in Class”. With 10 years hands on experience as a CFO who is Certified as a Management Accountant and Construction Finance Manager, I work with the business owner or partners to build business value, to derisk their personal and business assets and to protect the investment they have made in their business.For most business owners their business is upwards to 80% of their net worth and is most likely the biggest asset they own. Sentinel Business Partners is a Value Acceleration Company. We work with Business owners on Exit Strategy Planning, using the Value Acceleration Methodology created by Christoper M. Snider of the Exit Planning Institute. This methodology maximizes business value, grows profit, and builds a business that can operate without you. Even if you never plan to leave, a well-functioning, business is a lot less stressful!The timing of the owners Exit is actually IRRELEVENT because owners that use Exit Planning as a Strategy are always ready to grow or exit. Exit Planning is NOT TRANSACTIONAL it is a business strategy.Going from business performance that is “Average” to "Best in Class" increases business attractiveness and frees up owners to work on the business not just in it. Increasing Business Value allows owners to have more OPTIONS whether the transition is planned or unplanned.My company works with Business Owners to Accelerate the Value of their business using:• Educational Workshops for the owner and their key team members• Value Enterprise Assessments of tangible and intangible company capital • Prioritized Personal and Business Improvement Action Planning and guidance• Customized Financial Plans and Variance Analysis reporting• Developing Leading and Lagging Key Performance Indicator reportingIf this sparks your interest, drop me an email or text and set up a time to talk.gerriderubeis@bizandfinance.com847-366-2373
  • Accurate Firestop, Inc.
    Board Member
    Accurate Firestop, Inc. Jan 2020 - Present
    Pleasanton, California, United States
    Member of the Board of Directors, Compensation Committe and Transition Planning Committee.
  • Accurate Firestop & Insulation
    Fractional Cfo
    Accurate Firestop & Insulation Jan 2014 - Dec 2023
    Pleasanton, California, United States
    Responsible for the financial health of the Company. I provide Cash Flow Forcasting and and direction on Cash Management, liason with Legal and Risk Management Professionals, and speciallize in FP&A, Compensation and Bonus Plans.Responsible for analyzing the company's financial strengths and weaknesses and proposing corrective actions. Responsible for the staffing and strategic direction of the accounting team, Technolgy choices and for ensuring that the company’s financial reporting is accurate and completed in a timely manner
  • Tigre Construction Llc
    Fractional Cfo And Eos Integrator
    Tigre Construction Llc Jan 2022 - Oct 2024
    Hayward, California, United States
    Fractional CFO and EOS Integrator for this Startup Company who achieved $7MM in sales and Business Value in two and a half years.We have grown the business by focusing on organizational excellence using the EOS Operating Model and the CEPA Value Acceleration Model.
  • Rwi Wealth Management, Llc
    Investment Advisor Representative
    Rwi Wealth Management, Llc Jan 2014 - Jan 2016
    Greater Chicago And Us
    Our team has over 100 years of combined experience in assisting the small to mid-market sized company transition ownership. We work directly with business owners and their management team to develop and then implement their Exit Plan. We focus on building business value and increasing the owner's personal net worth so they will have options when they are ready to Exit.
  • Rwi Business Services
    Transition Strategy Specialist
    Rwi Business Services Aug 2013 - Aug 2015
    Greater Chicago Area
    Serve as a trusted adviser and coach to small and medium sized business owners across the United States. I advise my clients on all aspects of business ownership and the challenges presented by a dynamic, ever-changing marketplace. Working in partnership with business owners I devise and implement strategies that will enable them to successfully meet their current business goals and will support their future transition plans.
  • Intl. Services Inc.
    Senior Project Manager
    Intl. Services Inc. May 2001 - Aug 2013
    Across The Usa
    Consulting services organization with over $100 Million in revenue serving the small and medium sized business markets.Lead corporate improvement projects; driving changes company-wide that resulted in increased profits and improved financial agility during various types of company transitions - changes in ownership, changes due to technology and/or economic shifts, or as a result of company growth.
  • Ambath Corporation
    Purchasing & Materials Manager
    Ambath Corporation Jan 1999 - Jan 2001
    Multimillion-dollar manufacturer of wall and tub surroundsOwner of Re-Bath a National Franchise with over 500 locations
  • Banta Specialty Converting
    Purchasing Manager Of The Printing Division
    Banta Specialty Converting Jan 1995 - Jan 1999
    A Subsidiary of Banta PublishingFabricator of thermoformed fixtures and a commercial web based printer

Gerri Derubeis Cma, Ccifp Skills

Process Improvement Leadership Change Management Strategic Planning Team Building Business Planning Negotiation Coaching Business Analysis Training Operations Management Finance Cost Accounting Organizational Development Business Development Start Ups Purchase Management Leadership Development Forecasting Risk Management Financial Analysis Business Strategy Lean Manufacturing Performance Management Team Leadership Mergers And Acquisitions Contract Negotiation Small Business Customer Satisfaction Sourcing Account Management

Gerri Derubeis Cma, Ccifp Education Details

Frequently Asked Questions about Gerri Derubeis Cma, Ccifp

What company does Gerri Derubeis Cma, Ccifp work for?

Gerri Derubeis Cma, Ccifp works for Cfo Mindset

What is Gerri Derubeis Cma, Ccifp's role at the current company?

Gerri Derubeis Cma, Ccifp's current role is Chief Executive Officer.

What is Gerri Derubeis Cma, Ccifp's email address?

Gerri Derubeis Cma, Ccifp's email address is ge****@****ail.com

What is Gerri Derubeis Cma, Ccifp's direct phone number?

Gerri Derubeis Cma, Ccifp's direct phone number is +184736*****

What schools did Gerri Derubeis Cma, Ccifp attend?

Gerri Derubeis Cma, Ccifp attended Purdue University, University Of Georgia - Terry College Of Business, Cardinal Stritch University, Eos.

What are some of Gerri Derubeis Cma, Ccifp's interests?

Gerri Derubeis Cma, Ccifp has interest in Social Services, Children, Collecting, Cooking, Exercise, Electronics, Outdoors, Education, Home Improvement, Reading.

What skills is Gerri Derubeis Cma, Ccifp known for?

Gerri Derubeis Cma, Ccifp has skills like Process Improvement, Leadership, Change Management, Strategic Planning, Team Building, Business Planning, Negotiation, Coaching, Business Analysis, Training, Operations Management, Finance.

Who are Gerri Derubeis Cma, Ccifp's colleagues?

Gerri Derubeis Cma, Ccifp's colleagues are Marco Valdes, Bianca Lucatero, Javier Lucatero, Jose Gonzalez, Jose Ventura, Cameron Buntin, Victor Cota.

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