Dan Young

Providing CFO services and Business Transition Services in Fort Lauderdale, Broward County, and the surrounding area

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About Dan

Dan Young

Weston, FL CFO

38 Years of Experience

Direct Contact

danyoung@b2bcfo.com

office 954-336-8400

Universities:

University of Miami

Nova Southeastern University

Certificates & Licenses:

BSIE, MACC, MBA

Organizations:

Rotary Club of Weston

Greater Fort Lauderdale Chamber of Commerce

Weston Business Council

Big Brothers Big Sisters Broward

Contact Dan Young 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™







Dan’s Bio

Dan has over 30 years of progressive financial and executive management experience in a broad array of industries involving companies from start-ups to those with more than $500M in revenues. Throughout his career, Dan has engaged both domestic and global companies, including international financial management as an expatriate in Brazil.

Sustainable, profitable growth sums up Dan's outlook on the objectives of growing businesses. Developing the firm's strategic plans and organizing the related financing required to achieve that growth are integral parts of the CFO's responsibility. Dan's varied and extensive background helps entrepreneurs and other private company management solve their business problems through business planning and execution coupled with accountability models. These are critical factors as companies look to develop and execute exit strategies.

Dan is a hands-on professional financial manager with a demonstrable track record of success. His accomplishments include oversight and development of key company metrics impacting finance, sales, and operations, the ability to report accurate and timely financial information, and helping senior management interpret that information to impel and direct operations management to the attainment of the organization's mission and vision. Having served in executive roles, Dan has a keen understanding of the needs of executives and is able to organize information in a concise and relevant manner. Dan also has an extensive background in financial information systems with platforms ranging from QuickBooks to Sage and many mid-market accounting systems in between.

His past roles have included Chief Financial Officer, VP & General Manager, President & CEO, as well as CFO Consultant for many start-ups and mature businesses. Dan is also very active in community service. He is President of the Legends at Weston Hills Condominium Association, Past Rotary Assistant Governor, Past Weston Rotary Club President, and Past Weston Business Council Chairman. He sits on the Boards of the Greater Fort Lauderdale Chamber of Commerce, Big Brothers Big Sisters Broward, and St. Paul Lutheran Church.

Dan has a B.S. in Industrial Engineering from the University of Miami, a Masters in Accounting from Nova Southeastern University, and an MBA from Nova Southeastern University. He has been a resident of the Weston-Fort Lauderdale Florida area since 1978 where he presently lives with his wife Nayibe. Dan strives to live a healthy lifestyle with a good balance of faith, family, friends, and fun. His hobbies includes golf and exercising.

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Recent Articles

Jun 20Dan Young

B2B CFO® Partner Dan Young elected to The First Tee Broward Council of Directors

Jun 20Dan Young

FOR IMMEDIATE RELEASE Media Contacts: Ania Kubicki or Tobin Ernst ANGLES Public Relations 480-277-9245 or 480-322-3938 ania@anglespr.com, or tobin@anglespr.com FORT LAUDERDALE, Fla. (June 20, 2017) – B2B CFO®, the largest CFO firm in the nation that services small and mid-size businesses, announced today that Dan Young, a partner with the firm, has been elected to serve on the Council of Directors for the local non-profit The First Tee Broward.  The Council of Directors acts as an advisory board for the

Jun 6Dan Young

6 cautions when the sale of your business is being financed

Jun 6Dan Young

Before you can understand the importance of negotiating a final small/medium business sale agreement, it pays to brush up on facts about how sales are financed and how proceeds are taxed. Why? Because every decision regarding the payment structure affects when and how money transfers from the buyer to the seller and how the payments are taxed. In the last article I described how to “minimize taxes when you sell.” You need to be mindful of the resulting Capital Gains

May 2Dan Young

minimize taxes when you sell

May 2Dan Young

When you sell your business you may face a significant tax bill. In fact, if you’re not careful, you can wind up with less than half of the purchase price in your pocket, after all taxes are paid! However, with skillful planning it’s possible to minimize or defer at least some of these taxes. The amount of tax that you will ultimately have to pay depends upon whether the money you make from the sale is taxed as ordinary income

Apr 4Dan Young

what is your business really worth?

Apr 4Dan Young

Of all the misconceptions by business owners, the ones surrounding their company’s value are both the most common and often wildly inaccurate. Asset vs Stock sale – About 90% of small business sales are asset transactions. Only about 10% close as a transfer of stock ownership. That will double the tax estimate from 20% capital gains to a 40% ordinary income rate. Businesses transfer debt-free. So if an owner owes anything on his credit line, that comes off the top

Mar 7Dan Young

5 ways to grow your profits

Mar 7Dan Young

According to Brad Sugars in his August 2009 article, there is a simple, “secret” formula to massively grow profits in any business. Interestingly, those starting businesses seem to embrace this formula far more easily than owners who have been in business for a long time. There are probably a number of reasons for this, however, if you embrace the simple growth and profit-focused formula, you will be way ahead of the competition. When you are comfortable with the numbers and

Feb 14Dan Young

B2B CFO® Partner Dan Young elected to HANDY’s board

Feb 14Dan Young

FOR IMMEDIATE RELEASE Media Contacts: Ania Kubicki or Tobin Ernst ANGLES Public Relations 480-277-9245 or 480-322-3938 ania@anglespr.com, or tobin@anglespr.com FORT LAUDERDALE, Fla. (February 14, 2017) – B2B CFO®, the largest CFO firm in the nation that services small and mid-size businesses, announced today that Dan Young, a partner with the firm, has been elected to serve as a board member for local non-profit HANDY. “I’m honored to have the opportunity to partner with many dedicated professionals at HANDY that serve

Feb 7Dan Young

keys to boosting customer value

Feb 7Dan Young

Selling value is something inherently important to any top performing sales professional. Unfortunately, activity often takes the place of strategic focus in order to hit short term numbers. This results in a “race to the bottom” to close the deal. When your products and services become mere commodities, your value as a sales professional becomes nonexistent in your customer’s eyes. When this happens, you might as well get an application from the closest used car lot. That’s probably an accurate

Jan 3Dan Young

5 steps to goal alignment

Jan 3Dan Young

Year after year some companies are voted the best place to work, and it seems like the employees are really fired up and excited to be part of the company’s growth and success. This is not by accident. It generally involves a visionary leader who creates an exciting, encouraging and winning environment. Goal alignment is one of the critical ingredients required to create that winning environment. You might have developed a Business Plan to identify and plan toward your personal

Dec 29Dan Young

Happy New Year from Dan Young, B2B CFO®

Dec 29Dan Young

One of the greatest joys of this season is the opportunity to say thank you and to wish you the very best for the New Year. Happy New Year from Dan Young, From B2B CFO® Watch our Message

Dec 20Dan Young

Dec 13Dan Young

9 steps to sales success in 2017

Dec 13Dan Young

You want a strong start to 2017. Awesome! But if you want to see greater sales results in 2017, you’ll need to get going now! The best way to start the year off right is to gather your sales and marketing team for a series of planning sessions to get everyone aligned and headed in the same direction. Marisa Smith in her September 2016 article outlined 9 steps for developing your 2017 Sales and Marketing Strategy. Follow these steps to

Dec 6Dan Young

5 ways to exit!!

Dec 6Dan Young

Did you start or acquire your business with the end in mind? The late Stephen R. Covey was brilliant in the very simple concept of beginning with the end in mind. Regarding this subject, he stated: “To begin with the end in mind means to start with a clear understanding of your destination. It means to know where you’re going so that you better understand where you are now and so that the steps you take are always in the

Nov 29Dan Young

3 must do’s to get ready for next year!!

Nov 29Dan Young

Are you ready for another year? Do you have a marketing and sales plan that helps you know which customers to target in the upcoming year? With that information, have you created a budget for the year? Do you have clear goals for the year and do you have a way of measuring your success in achieving those goals? 1. Marketing & Sales Plan – The best companies that I’ve encountered have tremendous focus on their customers and know whom

Nov 4Dan Young

U.S. Chamber of Commerce Names B2B CFO Among Nation’s Top 100 Small Businesses at the 2015 Small Business Summit

Nov 4Dan Young

U.S. CHAMBER OF COMMERCE NAMES B2B CFO AMONG NATION’S TOP 100 SMALL BUSINESSES AT THE 2015 SMALL BUSINESS SUMMIT    B2B CFO’s Founder Jerry L. Mills brings top concerns of Small Business Owners and discusses Free Enterprise with members of Congress and Press   MESA, Ariz. [July 7, 2015] –    B2B CFO, the nation’s largest CFO and Exit Strategies firm for growth-oriented, privately held companies, was honored by the U.S. Chamber of Commerce with the prestigious  Blue Ribbon Award.  Selected