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Leaving a Legacy: How Thoughtful Boomer Business Owners Are Retiring Without Burdening Their Employees or Their Communities Source: http://seattlebusinessmag.com/business-operations/leaving-legacy-how-thoughtful-boomer-business-owners-are-retiring-without SEATTLE, WA – At 65, Charlie Lanasa has long grappled with how best to retire from BestWorth Rommel Inc., the Arlington-based sheet metal fabricator he acquired nearly two decades ago. After putting in 70-hour weeks for ... Read more
B2B CFO Named to Forbes Small Giants of 2018 Source: https://finance.yahoo.com/news/b2b-cfo-named-forbes-small-113000241.html MESA, Ariz.–B2B CFO®, the nation’s largest firm dedicated to serving privately held companies with CFO consulting and business transition services, has been named to the 2018 Forbes’ Small Giants List. B2B CFO is one of ... Read more
Why Many Businesses Don’t Sell and What Owners Should Know before Taking the Leap B2B CFO launches nationwide program to educate business owners on key issues involved in selling their companies MESA, AZ (2/21/2018) – It’s not the lack of money, nor the lack of interested buyers that stands in ... Read more
Why Many Businesses Don’t Sell and What Owners Should Know before Taking the Leap MESA, AZ (2/21/2018) – It’s not the lack of money, nor the lack of interested buyers that stands in the way of many owners looking to sell their businesses. According to B2B CFO, the nation’s ... Read more
Why Many Businesses Don’t Sell and What Owners Should Know before Taking the Leap B2B CFO® launches nationwide program to educate business owners on key issues involved in selling their companies It’s not the lack of money, nor the lack of interested buyers that stands in the way of many ... Read more
B2B CFO Extends Leadership Position in Mid-Market Business Transitions Source: MorningStar.com Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses B2B CFO, nation’s largest CFO and business transitions services firm, today ... Read more
B2B CFO Extends Leadership Position in Mid-Market Business Transitions Source: Finance.Yahoo.com Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses MESA, Ariz. – B2B CFO, nation’s largest CFO and ... Read more
B2B CFO Extends Leadership Position in Mid-Market Business Transitions Source: Marketwatch Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses MESA, Ariz., May 19, 2016, (BUSINESS WIRE) – B2B CFO, nation’s ... Read more
South Florida Business Journal: People on the Move B2B CFO Partner Dan Young was mentioned in South Florida Business Journal’s “People on the Move” section for his recent hiring. Read more
B2B CFO, TriNet Alliance Allows SMBs to Receive Best-in-Class Financial & HR Services, All in One Place CNN Money spotlights how the new alliance between B2B CFO and TriNet will allow B2B CFO clients to have both their financial and HR needs met in one place. Clients of B2B CFO now have ... Read more
Award Winning Author and Inc. Magazine’s Editor-at-Large Bo Burlingham to Keynote B2B CFO’s Annual Meeting MESA, Ariz. – B2B CFO, the nation’s largest CFO and Exit Strategies firm for privately held businesses, announced today that award winning author and Inc. Magazine’s Editor-at-Large, Bo Burlingham will keynote the National ... Read more
Contractor’s Corner: Adaptability Plays a Key Role in Today’s Business Growth B2B CFO Partner Tim McLellan is spotlighted as key player in helping an Atlanta contracting company successfully navigate during its massive growth phase. Click here to read the full article. View PDF_FloorTrends Read more
U.S. Chamber of Commerce Names B2B CFO Among Nation’s Top 100 Small Businesses at the 2015 Small Business Summit 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 ... Read more
Fort Worth Star-Telegram – Work Faces B2B CFO® Partner Dave Davenport has reunited with the firm’s Texas practice. Click here to read the full article. Read more
The Entrepreneurs Library – The Exit Strategy In this audio clip B2B CFO® Founder Jerry Mills shares all his insights on his book, The Exit Strategy Handbook, where he reveals the best way business owners can prepare themselves for selling a business. Read more
Pennsylvania Business Central – Accounting for mergers B2B CFO Partner Steven Koval spoke with Pennsylvania Business Central on how baby boomer retirements are driving accounting firm mergers and how B2B CFO helps clean up a company’s back office to get the books ... Read more
Entrepreneur Magazine – Show me the Money In the February 2015 issue of Entrepreneur Magazine, B2B CFO’s Joe Worth a.k.a “the Money Guy” talks about what all businesses need–money–in this month’s column titled, “Show me the Money.” Click on the PDF to read ... Read more
P|E|A|K Radio Over the E.D.G.E. Asks a B2B CFO on Corporate Efficiency P|E|A|K Radio Over the E.D.G.E. recently interviewed Keith Simmons, partner at B2B CFO, about the corporate efficiency. This power-packed show deep dives in to the importance of corporate efficiency, revealing its significance to the future ... Read more
Hamilton Native Obtains Specialty Certification B2B CFO® announced in December that Hamilton native Jeff Matthews has met the firm’s highest standard for its partners providing business transition services to small and mid-sized businesses. Matthews, a graduate of Taft Jeff High School ... Read more
Newsday Interviews Jerry Mills in Plan ahead: Create an exit strategy From NewsdayPlan ahead: Create an exit strategy Plan ahead: Create an exit strategy Jamie Herzlich jherzlich@aol.com Exiting your business may be the farthest thought from your mind, and you’re not alone in that. In fact, about ... Read more

B2B CFO Named to Forbes Small Giants of 2018 MESA, Ariz. (June 7, 2018) – B2B CFO®, the nation’s largest firm dedicated to serving privately held companies with CFO consulting and business transition services, has been named to the 2018 Forbes’ Small Giants List. ... Read more
FLORIDA ENTREPRENEURS DISCUSS CHALLENGES TO SELLING A BUSINESS Selling or buying a business? B2B CFO’s “The Business Sale Solution” educational seminar highlights hidden dangers of transferring ownership FORT LAUDERDALE, FL. (May 4, 2018) – Out of 20 million privately held companies that exist ... Read more
Why Many Businesses Don’t Sell and What Owners Should Know before Taking the Leap B2B CFO launches nationwide program to educate business owners on key issues involved in selling their companies MESA, Ariz. (2/21/2018) – It’s not the lack of money, nor the lack of interested buyers that stands in ... Read more
B2B CFO Extends Leadership Position in Mid-Market Business Transitions Company sees widespread adoption of its proprietary exit strategy software, increased demand for expertise as owners of mid-market companies struggle to sell their businesses MESA, Ariz. – B2B CFO, nation’s largest CFO and ... Read more
Award Winning Author and Inc. Magazine’s Editor-at-Large Bo Burlingham to Keynote B2B CFO’s Annual Meeting MESA, Ariz. – B2B CFO, the nation’s largest CFO and Exit Strategies firm for privately held businesses, announced today that award winning author and Inc. Magazine’s Editor-at-Large, Bo Burlingham will keynote the National ... Read more
U.S. Chamber of Commerce Names B2B CFO Among Nation’s Top 100 Small Businesses at the 2015 Small Business Summit 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 ... Read more
B2B CFO’s “Certified Business Transition Expert” Designation Closes the Gap in Successful Business Sales As small business transactions reach record high levels, new certification allows B2B CFO Partners to guide business owners through sale process MESA, Ariz., Dec 18, 2014 (BUSINESS WIRE) — Small business sales increased again this year, giving ... Read more
B2B CFO SALUTES VETERANS AND LAUNCHES PROGRAM TO SUPPORT VETERAN-OWNED SMALL BUSINESSES New community outreach program aims to help Veterans grow their businesses by connecting them to free consultation with B2B CFO’s Partners MESA, Ariz. – Veteran-owned businesses can now receive free consultation and help ... Read more
Heads up from B2B CFO® – 2014 Tax Updates Tax Rates Have Gone Up Significantly! THE TOP INCOME TAX RATE as well as the top short term capital gains rate WENT FROM 35% IN 2013 TO 39.6% IN 2014 – AN INCREASE OF 13.14%. The ... Read more
B2B Exit Software Nominated For 2014 Small Business Influencer Awards – Vote Now B2B Exit Software Nominated For 2014 Small Business Influencer Awards Voting Period Ends September 15th MESA, Ariz. – B2B Exit Software has been nominated for the 2014 Small Business Influencer Awards in the ... Read more
Jerry L. Mills Completes Two-day Visit to Chicago; Highlights Importance of Preaparing Businesses for Sale as Baby Boomer Tsunami Approaches Visit Underscores B2B CFO’s commitment to helping business owners prepare for the sale of their companies as market conditions change MESA, Ariz. – Highlighting the importance of proper planning when it comes ... Read more
B2B CFO Concludes Another Successful National Partners Conference, Launches New Programs and Honors Outstanding Achievment MESA, Ariz. – B2B CFO® concluded its Annual National Partners Meeting in Atlanta, Georgia, bringing to a close three days of outstanding opportunities for the firm’s Partners and Sponsors to explore best ... Read more
B2B CFO Announces Partners Conference Sponsors Morgan Stanley Wealth Management, TriNet and Captive Alternatives among this year’s sponsors MESA, Ariz. – B2B CFO, nation’s largest Chief Financial Officer services firm is proud to announce returning and new sponsors for ... Read more
Jerry L. Mills Named Among Top 5 Finalists of the Middle Market Thought Leader Award JERRY L. MILLS NAMED AMONG TOP 5 FINALISTS OF THE MIDDLE MARKET THOUGHT LEADER AWARD Prestigious award honors individuals for meaningful contributions to middle market M&A MESA, Ariz. – Jerry L. Mills, founder and ... Read more
B2B CFO MAKES THE INC. 5000 LIST FOR FOURTH CONSECUTIVE YEAR Company’s Founder and CEO Jerry L. Mills to Speak at Inc. 500|5000 Conference on Exit Strategies MESA, ARIZ. – (August 29, 2013) – B2B CFO, the leader in CFO services for mid-market companies, today announced that ... Read more
B2B CFO Issues Call for Nominations for the “Smart 25 Awards™” B2B CFO, the nation’s largest CFO services firm, is accepting nominations for the second annual “Smart 25 Awards” through March 8, 2013. The award program recognizes outstanding companies and individuals for driving smart business growth ... Read more
B2B CFO EXPANDS IN MISSOURI B2B CFO EXPANDS IN MISSOURI LOCAL BUSINESSWOMAN JOINS NATIONAL VIRTUAL FIRM TO HELP EMERGING AND MID-MARKET BUSINESSES OFFERING CFO SERVICES (Saint Joseph, MO) January 12, 2013 – B2B CFO is pleased to announce its expansion in central ... Read more
B2B CFO EXPANDS IN CALIFORNIA B2B CFO EXPANDS IN CALIFORNIA LOCAL BUSINESSMAN JOINS NATIONAL FIRM TO HELP SMALL AND MID-MARKET BUSINESSES AS CFO FOR HIRE (Woodland Hills, CA) January 11, 2013 – B2B CFO is pleased to announce its expansion in California ... Read more
LOCAL “BIG 4” EXECUTIVE JOINS NATIONAL FIRM TO HELP SMALL AND MID-MARKET BUSINESSES AS CFO FOR HIRE B2B CFO EXPANDS IN DENVER LOCAL “BIG 4” EXECUTIVE JOINS NATIONAL FIRM TO HELP SMALL AND MID-MARKET BUSINESSES AS CFO FOR HIRE Denver, Colo. – – B2B CFO is pleased to announce its expansion ... Read more
B2B CFO EXPANDS IN MICHIGAN B2B CFO EXPANDS IN MICHIGAN LOCAL BUSINESSMAN JOINS NATIONAL FIRM TO HELP SMALL AND MID-MARKET BUSINESSES AS CFO FOR HIRE (Hamilton, MI) January 10, 2013 – B2B CFO is pleased to announce its expansion in Michigan ... Read more

U.S. Chamber of Commerce Names B2B CFO Among Nation’s Top 100 Small Businesses at the 2015 Small Business Summit 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 ... Read more
B2B CFO MAKES THE INC. 5000 LIST FOR FOURTH CONSECUTIVE YEAR Company’s Founder and CEO Jerry L. Mills to Speak at Inc. 500|5000 Conference on Exit Strategies MESA, ARIZ. – (August 29, 2013) – B2B CFO, the leader in CFO services for mid-market companies, today announced that ... Read more
B2B CFO ranks in ACE Fastest Growing Companies B2B CFO ranked in ACE Fastest Growing Companies for the second consecutive year. Read more
184% Growth Earns B2B CFO Spot in the 2010 List of Fastest Growing Companies in America B2B CFO ROUNDS UP AWARD WINNING YEAR 184% Growth Earns B2B CFO Spot in the 2010 List of Fastest Growing Companies in America Phoenix, Ariz. August 24, 2010 — B2B CFO, nation’s largest provider of CFO ... Read more
B2B CFO’S FOUNDER AND CHIEF EXECUTIVE OFFICER NAMED AMONG THE TOP 100 SMALL BUSINESS INFLUENCERS Jerry L. Mills Named in the Inaugural Ranking that Honors People and Corporations with Significant Impact on North American Small Business Market Phoenix, Ariz., August 22, 2011 — Jerry L. Mills, founder and chief executive officer ... Read more

Heads up from B2B CFO® – 2014 Tax Updates Tax Rates Have Gone Up Significantly! THE TOP INCOME TAX RATE as well as the top short term capital gains rate WENT FROM 35% IN 2013 TO 39.6% IN 2014 – AN INCREASE OF 13.14%. The ... Read more
The Ultimate Small Business Playbook The Ultimate Small Business Playbook is a collection of tips and ideas from B2B CFOs. With over 70 pages, this book is a great tool for any small business Ultimate Small Business Playbook Read more
Top 10 Ways Employees Steal from Their Employers In B2B CFO®’s latest E-book, you will learn the Top 10 Ways Your Employees are Stealing From You. The book is authored by Ron Baker, a CFO with over 33 years of experience. This book will ... Read more

Movers, Shakers & Dealmakers – Jerry Mills, Founder and CEO of B2B CFO and B2B Exit Jerry Mills, founder and CEO of B2B CFO®, answers questions regarding business exiting and advising in this interview hosted by Fundology. Read more
Wells Fargo Business Insight: Preparing for a Cash Crunch In this Wells Fargo podcast series, Jerry Mills answers questions relating to the parameters of preparing for a cash crunch. Read more
Wells Fargo Business Insight: Cash Flow Strategies In this segment of the Wells Fargo Business Insight podcast series, Jerry Mills discusses how businesses can use a couple of strategies to enhance their cash flow including improved management skills. Read more
Joe Worth – Smart Career Alternatives for CFOs Joe Worth, Vice President of Operations and Partner at B2B CFO®, answers questions in this CFO Studio interview. Some questions asked include the genesis of B2B CFO®, Joe Worth’s financial experience background, and the prerequisites ... Read more
The B2B CFO® Smart 25 Awards Jerry Mills discusses the “Smart 25 B2B CFO®” awards that were given at the Partners’ Meeting in Las Vegas, summer of 2012. Those who received these awards included “the risk-takers”, etc. Read more
Wells Fargo Business Insight: How much credit does your business need Jerry Mills answers questions regarding how much credit a business needs on this Wells Fargo Business Insight panel. He also discusses how businesses can live by “a good rule of thumb” with knowing if they ... Read more
Jerry L. Mills, CEO of B2B CFO®, on Fox Business Jerry Mills, CEO of B2B CFO®, shares his optimism about the economy and small businesses on Fox Business News. Read more
Wells Fargo Business Insight: Understanding cash flow Jerry Mills discusses the basic parameters and rules of cash “inflow” and “outflow” in a business. Read more
Small Business Outlook from B2B CFO® on Fox Business Jerry Mills predicts the future situation for small and medium-sized businesses after the recession. Read more
President Obama’s extends SBA Loans for small businesses — right or wrong track? Small business expert Jerry Mills of B2B CFO® comments on President Obama’s announcement of $5 Million of SPA loans. Read more
Unemployment & Small Business expectations by Jerry Mills of B2B CFO® Will unemployment go up or go down? How are small businesses doing? Financial experts discuss the current market and the direction of the U.S. economy. Read more
Jerry Mills of B2B CFO® explains President Obama’s mistakes You can’t spend your way out of a recession. It has never worked in the past, and it won’t work going into 2010, explains Jerry Mills, CEO of B2B CFO®. Read more
Fox Business consults B2B CFO® on employment Jerry Mills of B2B CFO® discusses possible solutions for unemployment. Read more
Fox Business Interview with Jerry Mills CEO of B2B CFO® Jerry Mills assesses employment opportunities after the private sector hires on only 71,000 applicants. Read more
B2B CFO® – Tax hikes will cause unemployment Jerry Mills strongly believes that in order to get the economy back on track, tax cuts must be given to the wealthy. Read more
The economy is affected by the recent elections and also China Jerry Mills discusses promises made by politicians regarding earmarks. He also expresses his concerns with China’s new international business restrictions. Read more
Morningstar interview with Jerry MIlls In this interview with Morningstar, Jerry Mills discusses the parameters small businesses should be aware of with transitioning into retirement. He strongly believes that most baby-boomer business owners are not prepared for the aforementioned transition. Read more
Fox Business with Jerry Mills A Calm, Assertive presence in a crisis, can it be taught? Read more