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Robert Weis

International CFO Expert, Founder and CEO of 2gocompanies

Why Call Bob?

Bob’s three decades of experience can be the shortest path to success for you. Call him directly at 925-482-8650.

About Bob

"Helping to build businesses through personal, consultative finance."

Bob has a passion for helping to build businesses. He founded and served as CEO of CFOs2GO, which he first opened in1986. During his startin public accounting and venture capital, he discovered firsthand the importance of lookingbeyond the numbers to see the motivations and drivers that influence decisions. He observed and learned from both the successes and failures of the start-ups and companies they served, taking note of the actions of young founders and entrepreneurs. Entrepreneurs are a rare breed, and it is in their spirit of growth and exploration that Bob found himself drawn. During his time working with VCs, he observed the advent of the distributed workforce that produced the Consulting CFO and ultimately hatched CFOs2GO, propelling Bob into an entrepreneurial role himself.

In addition, he saw the globalization of businesses and the importance of expanding outside local borders. Each piece built upon itself and provided the building blocks for a thriving and responsive International Practice Group that Bob personally leads. This group helps foreign companies set up US offices as well as helps US companies set up foreign operations, including entities in the UK, Netherlands, Belgium, Australia, India, Singapore and Argentina. He has worked with more than 60 global companies in a range of industries, helping companies set up and maintain operations as well as attract top talent for their US team

Count on Bob to be observant, curious, and dedicated to getting the work done well and quickly. He is a solid partner for strategic thinking about a business and a “roll up sleeves and do it” contributor. He has both the business acumen and entrepreneurial insights to consider both business inspirations and investments. He is optimistic, fiscally conscious, and goal-driven, Bob approaches each new business challenge with an intrinsic flair for innovation, creative problem-solving, and measured risk-taking to drive consistent growth.

A committed community steward, Bob contributes to Students Rising Above, where he serves as Treasurer, Chairman of the Finance Committee, Chairman of the Investment Committee and Member of the Executive Committee.

Publications

Bob is an active author who shares his insights and experiences related to global financial topics in blogs, newsletter articles and presentations.

  • February 15, 2017
    Is the Deck Stacked Against Foreign Firms Entering the U.S.?

    The article begins with a description of a litany of foreign businesses from various countries that have failed when entering the U.S. because of regulations... Read More

  • May 10, 2016
    Will I Miss the Window to Sell My Business?

    In my 25 plus years advising clients on buying and selling businesses I have rarely seen a market as hot as the one at present. The Baby Boom Generation... Read More

  • December 15, 2015
    What is the Right Level of Financial Leadership in a Rapidly Growing Business?

    Rapidly growing businesses are faced with many tough decisions but one of the most challenging is that of assembling and growing a financial and accounting team that can scale as growth accelerates. Read More

  • September 15, 2015
    The Electronic Payments Series: No. 1 – A Challenge for Banks

    Much like the dramatic changes impacting the taxi industry driven by ride sharing “brokers” such as Uber, Lyft, Sidecar and others; financial institutions (e.g., commercial banks, credit card companies, savings and loans and credit unions) are under attack from alternative financial businesses, re-writing, even skirting in some cases, the rules long established to oversee the banking industry and protect consumers. Read More

  • May 8, 2015
    International M&A: Why Taxes Matter Even for Small Companies

    In the past year I’ve seen an increasing amount of M&A activity especially with my international clients. Every transaction I’ve worked on has had substantial tax content to it. I continue to see similar tax issues crop up in each transaction. Read More

Contact

Address:

500, Ygnacio Valley Road, Suite 410, Walnut Creek, CA 94596

Phone:

925 482 8667

E-mail:

rweis@cfos2go.com

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© ROBERT WEIS. 2018 All rights reserved.