Bob Palmerton | CFO| CEPA

Bob’s 30 years of financial leadership experience enables him to build value, achieve sustainable growth, and manage risk in the variety of companies he assists. His financial background encompasses budgeting, forecasting, financial analysis, business valuation, M&A, financial systems implementation, and establishing turnaround and profit growth strategies. Bob has closed financing deals with private investors and senior lenders, and has managed investor and bank relations.

Client Experience and Value

Client Experience and Value

Peter Geise joins Judy Bodenhamer of the Client Experience Group on the Shed a Little Light podcast to answer the question, “Does client experience create real financial value for businesses?”

CEPA Designation Bob Palmerton

CEPA Designation Bob Palmerton

Congratulations to Bob for completing the Exit Planning Institute’s Certified Exit Planning Advisor program and exam.

Before FocusCFO

Bob’s financial experience includes CFO, Director of Finance and Controller. His leadership toolkit consists of lessons learned while keeping struggling companies afloat, leading growing companies to scale, and pushing maturing companies to continue to deliver consistent and meaningful returns to their stakeholders. Bob built his entrepreneurial hands-on finance and operations experience with a variety of information technology, manufacturing and services companies in the SMB market, following his corporate finance background in services and manufacturing with companies including ADP, Honeywell and the Linde Group.

Bob received an MBA from the University of Michigan’s Ross School of Business, and a BA in Economics from Fordham University in New York, NY.


Other Interests 

  • Spending time: Going on hiking vacations with my wife and three adult children.
  • Favorite books: Good to Great (Collins); The 7 Habits of Highly Effective People (Covey); The Intelligent Investor (Graham);Walden (Thoreau); Thinking, Fast and Slow (Kahneman); All The Right Moves (Markides); Capitalism and Freedom (Friedman);The Worldy Philosophers (Heilbroner).
  • Favorite movie: 2001 A Space Odyssey
  • Favorite vacation: Hiking the Amalfi Coast in Italy with my family
  • Favorite thing about being with FocusCFO: Leading a variety of companies to build sustainable growth and value
  • Passionate about: Art, Philosophy and Economics
  • Something most people don’t know about me: I’m an award-winning artist and regularly exhibit my paintings in national art shows.
  • Favorite Activities: Reading, Hiking, Painting, and Cooking.


Bob is accredited as a Certified Exit Planning Advisor (CEPA) by the Exit Planning Institute. 


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