Bob Cockrell

Questioner
DISC Type : c

Coach and Strategic Business Advisor at Lighthouse Business Advisors

Greater St. Louis, United States

Overview

Bob Cockrell is a CPA and Strategic Coach for small business owners at Lighthouse Business Advisors. With a background as a Fractional CFO and a BS from Northern Illinois University, he specializes in strategic planning, financing, and resolving complex family or partnership issues. Colleagues have described his work as both efficient and professional.

Personality Overview

Value Seeker

Price-Sensitive

Cautious & Analytical

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Family Business Strategy
He specializes in helping family business owners and partners resolve complex organizational, financial, and management issues to facilitate strategic growth.
Small Business Finance
As a CPA and fractional CFO, he provides expert guidance on financial reporting, debt refinancing, and securing operating credit for privately held businesses.
Supporting Entrepreneurs
He publicly expresses excitement for young entrepreneurs and new ventures, leveraging his experience from the Missouri Venture Forum to help them succeed.

Media Appearances

Bob has no verified media appearances

Work History

7-2015
Coach and Strategic Business Advisor at Lighthouse Business Advisors
7-2009 - 12-2022
Portfolio Manager & Chief Financial Officer at Regional Growth Capital, Inc.
9-2015 - 10-2022
Chief Financial Officer at Exeteur Group
8-2019 - 4-2022
Chief Financial Officer at Healthy Bytes, Inc.
9-2002 - 9-2017
Former Secretary, Treasurer, Board of Directors, and Executive Committee at Missouri Venture Forum

Education

1965 - 1968
BS from Northern Illinois University
1970 - 2025
Post-degree continuing education from various

More Information

Social Presence :

Prographics :

Exp : 19 Location : Greater St. Louis, United States Job Level : N/A Designation : Coach and Strategic Business Advisor at Lighthouse Business Advisors
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Insights For Selling To Bob

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bob is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Bob

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Bob move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Bob take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Bob

Personality Compatibility


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