Gerri Derubeis Cma, Ccifp Email and Phone Number
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Gerri Derubeis Cma, Ccifp phone numbers
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
Cfo Mindset
View- Website:
- accuratefirestop.com
- Employees:
- 20
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Chief Executive OfficerCfo MindsetCalifornia, United States
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CeoSentinel Business Partners Llc Jan 2012 - PresentCalifornia, United StatesI 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
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Board MemberAccurate Firestop, Inc. Jan 2020 - PresentPleasanton, California, United StatesMember of the Board of Directors, Compensation Committe and Transition Planning Committee. -
Fractional CfoAccurate Firestop & Insulation Jan 2014 - Dec 2023Pleasanton, California, United StatesResponsible 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 -
Fractional Cfo And Eos IntegratorTigre Construction Llc Jan 2022 - Oct 2024Hayward, California, United StatesFractional 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.
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Investment Advisor RepresentativeRwi Wealth Management, Llc Jan 2014 - Jan 2016Greater Chicago And UsOur 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. -
Transition Strategy SpecialistRwi Business Services Aug 2013 - Aug 2015Greater Chicago AreaServe 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.
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Senior Project ManagerIntl. Services Inc. May 2001 - Aug 2013Across The UsaConsulting 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.
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Purchasing & Materials ManagerAmbath Corporation Jan 1999 - Jan 2001Multimillion-dollar manufacturer of wall and tub surroundsOwner of Re-Bath a National Franchise with over 500 locations
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Purchasing Manager Of The Printing DivisionBanta Specialty Converting Jan 1995 - Jan 1999A Subsidiary of Banta PublishingFabricator of thermoformed fixtures and a commercial web based printer
Gerri Derubeis Cma, Ccifp Skills
Gerri Derubeis Cma, Ccifp Education Details
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Lean Six Sigma Black Belt -
Certificate In Financial Planning -
Business Administration -
EosIntegrator Masterclass Graduate
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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