Press Release: Dale Tate Joins CFOs2GO

CFOs2GO adds New Partner to Lead Food and Beverage Practice Area and Expand Regional Offices

Walnut Creek, CA, January 10, 2019 – CFOs2GO, a leading provider of CFO advisory, consulting and executive placement services welcomes Dale Tate as a partner to the firm.

Dale Tate now leads the Food and Beverage practice area to support companies from start-up, rapid growth, pre-IPO and post IPO stages of growth.

“We are excited to have Dale take the lead role in this fast- growing practice group. With the bright future of many companies in this industry today, our aim is to accelerate their rate of success with competent financial and organizational expertise and support. Dale is an ideal partner to lead the way,” notes Robert Weis, CFOs2GO founder and CEO.

Weis adds: “In addition, we are deepening our ability to support clients in two growing regions. Dale will be expanding our regional footprint by working with clients in both the Bay Area and the Sacramento to Reno areas. Dale brings both his financial and operational performance experience to enlarge the service scope to our food and beverage practice area. His extensive experience working with on growth strategy and performance improvements will expand the service capability to CFOs2GO clients. In both areas, our goal is to bring the most up-to-date expertise to support our clients.”

We are grateful for the chance to deepen our support and relationships with our clients, partners and team.  “Our goal is to bring the best future-oriented thinking and solutions to our clients.  I am confident Dale will be a valued partner with every client.”

CFOs2GO was established by Bob Weis in 1986.  He observed that startups and small/medium businesses had all the financial complexities and challenges of large firms having full-time CFOs but seldom had the resources for a full-time hire.  They would generally employ a bookkeeper and hire a part-time accountant but there wasn’t a way for them to get the strategic financial planning and guidance of an experienced CFO.  Building with an entrepreneurial culture and passion for varied challenges of a wide range of financial specialties; e.g., mergers & acquisition, international finance, venture capital, business valuation, CFOs2GO sought to serve startups, small- and medium –sized businesses with “short- and long-term, part- and full-time” consulting CFOs.

CFOs2GO quickly attracted like-minded CFOs seeking value in a team of specialists collegially committed to growing its client base and bringing new areas of specialty finance to the firm.  There are now partners specializing in 26 practice areas that include specific industries and specialized financial knowledge.  The firm also added recruiting services in 1987 to become one of the first hybrid consulting/staffing companies.  This unique approach allows professional experienced CFOs to be guiding a business’ financial operation while referring and recommending qualified candidates for permanent positions, all selected with a detailed and long term knowledge of the business’ culture and business plan.  The best possible candidate with career growth potential is always put forward reducing hiring risk and the cost of missed opportunities while dramatically increasing employee retention.

CFOs2GO is growing based on the dynamic needs of its clients. With its flexible model, the firm offers CFO advice, consulting, recruitment for full-time talent and in-house support services, such as bookkeeping for small firms. “Our aim is to meet the custom need of every client at any stage of their business. We deeply appreciate our clients for their working with us for more than three decades,” said Robert Weis.

About CFOs2GO

CFOs2GO provides CFO advisory and consulting services, virtual CFO services, financial services, financial recruiting and executive search. We provide financial expertise on an interim and consulting basis and recruitment for direct hire positions to clients nationwide and internationally from offices in the San Francisco Bay Area and Silicon Valley.  Our team is hand-picked from practicing CFOs with an average of 25 years of experience across a broad range of industries and practice areas, including expertise in International Business, Treasury Management, Corporate Finance, Enterprise Risk Management, Financial Systems & Reporting, SEC Reporting, Financial Modeling and Analysis, Project Management, Succession Planning, Startups, Small Business, Equity Crowd Funding, Turnarounds and Crisis Management, Strategic Planning, Non-Profit, Corporate Restructuring, Cleantech, Healthcare & Life Science, Food & Beverage, Financial Services, Real Estate & Construction.  CFOs2GO is designed to produce significant client value through an interweaving of both consulting and recruiting capabilities, each supporting and enhancing the other.

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