Gerry Braun

Providing CFO services and Business Transition Services in Southern California

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About Gerry

Gerry Braun

Glendora, CA CFO

31 Years of Experience

Direct Contact

gerrybraun@b2bcfo.com

office 949-300-6967

Universities:

University of Tennessee B.S. Accounting


University of Southern California EMBA

Certificates & Licenses:

Organizations:

Veteran

Long Beach Board of Governors

Junior Achievement

Rotary Club

Contact Gerry Braun and receive a free Discovery Analysis™

  • A confidential meeting with the business owner(s), then interview company staff.
  • Look at the company’s financial information and computer systems.
  • Benchmark financial information against industry averages.
  • Create a confidential report of our findings in The Strategy Gameplan™







Gerry’s Bio

Gerry is a seasoned executive with a wealth of business experience coupled with in-depth practical financial skills that have helped many businesses achieve their specific objectives. He has held Senior Management positions for some of America's largest corporations both internationally and domestically: ARCO, Heinz, Santa Fe International, Heraeus, MWA Global and Ralphs Grocery. He has served on several boards of directors and has been a CFO for both public and private organizations.

Gerry possesses a diverse set of industry experience, domestically and internationally in manufacturing, mining, oil and gas, satellite communications, transportation, high technology, consumer products, industrial chemicals, engineering consulting, environmental services, distribution, construction, food processing, retail, industrial precious metals, and medical devices. In addition, to leading the complete gambit of financial functions, he has also successfully led other functions such as: Human Resources, Materials Management, Customer Service, Logistics, Environmental and Safety, Information Technology (IT), Print Shops, Government Compliance, Security, and Building Services.

Designing and implementing innovative business processes is an obsession for Gerry. His vast experience provides him with an edge in quickly analyzing and identifying problem areas. He is a born problem solver. Drawing on his deep integrated understanding of finance and operations allows him to develop stripped down efficient business systems and processes that support the company's operations. His value to clients lies in his belief that one size does not fit all and that tailored solutions consistently result in cost-effective results for his clients.

Gerry has authored a change management business book, “Fresh Start”. In it he shares his proprietary Sky Method that has been successfully applied to three successful turnarounds. He is an established speaker and seminar leader that frequently gives two day seminars on the techniques in his book.

He enjoys the processes of working side-by-side with business owners and their team, to help them achieve a higher level of success. An effective listener, Gerry excels at quickly understanding his clients needs and their real world constraints. He is respected for his business skills, confidentiality, insight, objectivity, honesty and integrity.

Gerry is a native of Washington D.C., and holds an undergraduate degree in Accounting from the University of Tennessee and an Executive MBA from University of Southern California. He is an Army Veteran. He is active in his community and has coached various softball and soccer teams for his children. Gerry and his wife reside in Los Angeles County and have two sons and three daughters. He enjoys golf, photography, entertaining, the outdoors and travel.

Contact Gerry (949) 300-6967

 

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Recent Articles

Jul 17Gerry Braun

The Case Against Retaining Those Talented, but THORNY Employees

Jul 17Gerry Braun

A business should never ever – ever – tolerate a THORNY employee. THORNY employees come in all shapes and sizes. In this article I will put forth my case against THORNY employees. First, how to recognize a THORNY employee. Second, the significant organizational issues they create. And third, why they need to be purged from the organization ASAP. This is a summary article, based upon some of the concepts in my book, “Fresh Start”. Purging a talented but THORNY employees

Mar 11Gerry Braun

Your Financial Systems Need a Checkup

Mar 11Gerry Braun

There are 7 deadly Financial Diseases that limit your business’s potential. On one side of the scale your financial systems can be a burden. On the other side it can provide your business with a unique competitive advantage. Your financial systems should be an organizational asset not a liability. If they are not, then I would strongly suggest that you quickly seek ways to reposition them into the asset category. Financial systems are a collection of living organisms that must

Mar 11Gerry Braun

7 Deadly Financial Diseases

Mar 11Gerry Braun

Introduction to the 7 Deadly Financial Diseases. The proper design and effective management of an organization’s financial systems are essential to the success of every business. Unfortunately, many small business owners are unaware on how strategically important financial management is to their business performance. Additionally, too few understand that a business’s financial acumen can provide a competitive advantage. Good financial management begins with a rock solid accounting/book-keeping system. It also requires internal knowledge on how to use the data for a

Mar 11Gerry Braun

Every Company Can Now Afford a CFO

Mar 11Gerry Braun
Picture Of Applause Sign

At B2B CFO®, we think all companies should have access to a seasoned CFO. Our firm was founded 26 years ago and is now the world’s largest CFO consulting company. B2B has over 200 seasoned CFOs. We have at our disposal over 5,000 years of experience that can solve almost any problem. B2B CFO® is committed to building a long-term practice with a portfolio of satisfied clients.  In addition, we bring a wealth of business contacts that can help your

Mar 11Gerry Braun

Fifty Percent of Start-Ups Fail

Mar 11Gerry Braun

The majority of start-ups go out of business within five years, and two-thirds are no longer operating ten years after being formed. Most failures are attributable to the following six reasons.       Some start-ups fail because of factors beyond their control. But responsibility for much of the high failure rate of startups lies mostly with the entrepreneurs themselves. For example, research shows that writing a business plan, having sufficient initial capital, putting in place careful financial controls, and

Mar 11Gerry Braun

How to Jump Start the Economy

Mar 11Gerry Braun

Small business has been hammered over the last four decades by a combination of cheap imports, the unprecedented rise of big corporations, soaring health care costs, rapidly changing technology tools and compliance costs for regulations.  For example, small manufacturing business spends on average $37k per employee to comply with federal regulations. Yet, studies reveal that small businesses have traditionally been the driving force in job creation.  However the deck has become stacked against them in continuing on with this tradition.

Feb 23Gerry Braun

Challenges Facing Small Businesses

Feb 23Gerry Braun

Gallup recently polled small business owners on their top issues. In order of importance the top five were: 1) Taxes, 2) Health Care, 3) Cash and its Availability, 4) Regulations and 5) Human Capital. Let’s admit it, larger competitors have a built in advantage with the first four issues, due to their economies of scale. For example, according to the Small Business Association, small businesses on average pay federal income taxes of around 27% for their S and C Corps, whereas

Jan 6Gerry Braun

Budgets

Jan 6Gerry Braun

The Awesome Beauty and Power of Budgeting                                                                       I would like to share my views on the awesome beauty and power of a properly managed budget process and the value creating potential inherent in this much misaligned core organizational process. Around this time of year, most organizations are wrapping up the past year-end results and finalizing their plans for the coming New Year.  This is typically accomplished using the dreaded budget vehicle.  I say “dreaded”, because far too many key employees view budgets – as a

Sep 16Gerry Braun

Fifty Percent of Startups Fail

Sep 16Gerry Braun

The majority of start-ups go out of business within five years and two thirds are no longer operating ten years after being formed. Most failures are attributable to the following six reasons.      Inadequate Planning leading to Not Enough Sales or Poor Execution coupled with Insufficient Capital overseen by Unfocused Management with an absence of Rock Solid Accounting And a failure to engage Professional Advisors   Some start-ups fail because of factors beyond their control. But responsibility for much

Sep 11Gerry Braun

Regulations Cost $35k per Employee

Sep 11Gerry Braun
Dollar Sign Crisis Sign

Stop the insanity: Federal regulations cost Small Manufactures $35k per employee. By Chad Moutray the chief economist at the National Association of Manufacturers. Published September 10, 2014 Manufacturing leaders, like many other Americans, have been frustrated with the slow pace of growth so far this year, particularly in the first quarter. In the NAM’s most recent analysis, 85 percent of manufacturers surveyed said they would invest more in their businesses, both in their workers and in capital equipment, if their compliance

Sep 5Gerry Braun

Growth Influenza

Sep 5Gerry Braun
Close Up Of Influenza Vaccine

Financial Disease #7 Growth Influenza better known as the flu. This flu and its complications can be deadly in severe cases. Organization that have grown, but have not properly anticipated growth’s impact on the infrastructure can become very susceptible to aggressive viral attacks. Rapid growth overwhelms the in place systems and makes them more susceptible to errors, increased costs, delays and other issues. This crippling viral attack will degrade the quality and timeliness of your customers’ experience. Unless actions are

Aug 22Gerry Braun

Economic Scurvy

Aug 22Gerry Braun

Financial Disease #6 The last economic storm may have left you feeling like a small boat on a vast ocean with no help in sight. Many small businesses did not survive. Others never fully recovered. When the next financial storm rolls across the landscape, what would you do this time? The economy can change in an instant without warning. Would you hide in your office? Unfortunately, too many businesses do just that. Behaving like a deer in the head lights,

Aug 6Gerry Braun

Budgeting Retinal Detachment

Aug 6Gerry Braun

Financial Disease #5 Budgeting Retinal Detachment disease is due to a lack of formal planning and budgeting, which results in diminishing organizational clarity, direction and sight.  While painless – visually this has a clouding effect that has been likened to a gray curtain moving across the field of vision. This condition separates the organizational goals from the ongoing operation. Otherwise known as entering into a business funk where you are either operating blindly or ‘by the seat of your pants’. Budgeting

Jul 5Gerry Braun

Control Hepatitis

Jul 5Gerry Braun

Financial Disease # 4 This is the 4th blog in a seven part series regarding common financial issues. In this series I have coupled a common known disease with a common financial issue. In three previous blogs, I discussed Cash Hemorrhaging, Financial Ebola and Costing Dyslexia. This week, I will share Financial Disease #4 Control Hepatitis. Why are internal controls essential to businesses? The fact is that small to medium sized businesses are a natural target for fraudulent schemes, scams,

Jun 25Gerry Braun

When should business owners start planning for their exit?

Jun 25Gerry Braun

My typical answer is yesterday! Especially given the fact, all business owners at some point in time will transition out of their business. Some of these transitions will be orderly and well planned. However, all too often many of these transitions will be poorly planned or be triggered by an unexpected event which leads to a hurry up sale that may not be in the best interest in the owner or their families. The sell or transition of a company

Jun 16Gerry Braun

Cost to Price Dyslexia

Jun 16Gerry Braun

Financial Disease # 3 This is the 3rd blog in a seven part series regarding common financial issues. In this series I have coupled a common known medical disease with a common financial issue. In two previous blogs, I discussed Cash Hemorrhaging and Financial Ebola. This week, I will share Financial Disease #3 Cost to Price Dyslexia. The medical definition of dyslexia is a difficulty with learning to read fluently and with accurate comprehension despite normal or above-average intelligence. This includes

Jun 10Gerry Braun

4 Steps in Finding your Company’s Hidden Value

Jun 10Gerry Braun

  “In motivating people you’ve got to engage their minds and their hearts. I motivate people, I hope, by example – and perhaps by excitement, by having productive ideas to make others feel involved.”          –   Rupert Murdoch       The fact is that a 67% percent of employees are disenfranchised from their jobs. Too many employees are doing just enough to get by, but not much more.  Probably many of them are in your organization.  This creates an unhealthy

Jun 7Gerry Braun

Financial Ebola

Jun 7Gerry Braun

Financial Disease #2 In my last blog I introduced the concept of coupling a common known disease with a common financial issue.  Last week I discussed Financial Disease #1: Cash Hemorrhaging and the cause and effect it will have on your business. This week, I will share Financial Disease #2: Financial Ebola.  This is an extremely deadly financial disease.  Four out of every 10 business that contract Ebola do not survive.  The causes of this disease are the absence of

Jun 1Gerry Braun

Cash Hemorrhaging

Jun 1Gerry Braun

Financial Disease #1 It is common for financial professionals to group like type financial activities into categories in order to discretely assess and evaluate performance.  Each of these activities is an important element in effectively running your business.  Many times these individual elements can get out of alignment with the current needs of the business. A fresh way to look at these elements is to use analogies for communicating both problems and solutions. Coupling these financial activities with common medical diseases is one