- B2B CFO® Strategic Business Advisory Expertise Helps a Struggling Software Company Sell for $11,500,000
A B2B EXIT® Case Study OVERVIEW With future uncertainty, a Wisconsin-based software and professional services organization was struggling financially in the face of customer attrition and market headwinds. They were armed with a sophisticated software product and ...Read more - B2B CFO® EXPANDS REACH IN ATLANTA, GEORGIADon King Joins as Partner in Atlanta, Georgia B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Don King has joined as Partner. He is based in ...Read more
- B2B CFO® EXPANDS REACH IN LOS ANGELES, CALIFORNIAJohn Choi Joins as Partner in Los Angeles, California B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that John Choi has joined as Partner. He is based ...Read more
- B2B CFO® Helped A Business Owner Sell Their Business for $25MM, almost 7.5 times EBITDA.Randy Walther, a B2B CFO® partner based in Arlington, MA helped his client sell their business for $25 Million. See how he helped them get through the Pandemic to achieve their goals. Read more > B2B-CFO-Randy-Walther-Business-Owner-Case-Study-1.24.23DownloadRead more
- B2B CFO® EXPANDS REACH IN NORTH CAROLINABob Battista Joins as Partner in Charlotte, North Carolina B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Bob Battista has joined as Partner. He is based ...Read more
- B2B CFO® EXPANDS REACH IN TENNESSEEAlan Seivers Joins as Partner in Knoxville, TN B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Alan Seivers has joined as Partner. He is based in ...Read more
- B2B CFO® EXPANDS REACH IN FLORIDACJ Aulet Joins as Partner in Tallahassee, Florida B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that CJ Aulet has joined as Partner. He is based in ...Read more
- B2B CFO® EXPANDS REACH IN TEXASJeff Reina Joins as Partner in Houston, Texas Houston, Texas (May 9, 2022) – B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Jeff Reina has joined ...Read more
- B2B CFO® EXPANDS REACH IN FLORIDAJohn D. Long Joins as Partner in Delray Beach, Florida DELRAY BEACH, FLORIDA, UNITED STATES, May 6, 2022 — B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today ...Read more
- B2B CFO® EXPANDS REACH IN TEXASDave Ziozios Joins as Partner in Austin, Texas AUSTIN, TEXAS, UNITED STATES, May 6, 2022- B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Dave Ziozios has ...Read more
- $375,000 Large Check – A Success StoryThe firm’s Founder saw a “untapped vertical” of potential business for its Partners back in 2009. A part of this vision was to create services for this untapped vertical that would provide to our Partners ...Read more
- B2B CFO® EXPANDS REACH IN UTAHRuss Gubler Joins as Partner in Salt Lake City, UT MESA, Ariz. and Salt Lake City, UT (April 04, 2022) – B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, ...Read more
- B2B CFO® EXPANDS REACH IN TENNESSEEBrandon Wellford Joins as Partner in Memphis, Tennessee MESA, Ariz. and Memphis, Tennessee (April 04, 2022) – B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Brandon ...Read more
- America’s Top CFOs Help Secure $251M in PPP Loans
MESA, Ariz., July 24, 2020 /PRNewswire-PRWeb/ — In the wake of COVID-19 dealing a hard blow to the economy, B2B CFO, a national firm dedicated to providing management advisory services to privately held companies, came ...Read more - What Are Your Main Concerns About Selling Your Business? Ask Inc. 5000 Honorees
A survey was conducted by B2B CFO® at the 2019 Inc. 5000 Conference held in Phoenix B2B CFO, an Inc. 5000 Conference sponsor and 4 time Inc. 5000 winner, is a national firm dedicated ...Read more - B2B CFO Cements Position as Industry Leader with New Patent
Source: https://www.marketwatch.com/press-release/b2b-cfo-cements-position-as-industry-leader-with-new-patent-2019-06-06 Mesa, Ariz — Patent for firm’s proprietary B2B Exit software in effect until 2035 B2B CFO®, a national firm dedicated to providing management advisory services to privately held companies, has received a patent for its ...Read more - B2B CFO RECEIVES THE PRESTIGIOUS FORBES “AMERICA’S BEST COMPANIES” AWARD AT THE 2018 SMALL GIANTS SUMMITFounder, Jerry L. Mills, Accepts “Best Small Businesses in America” Award on Behalf of all B2B CFO Partners in New York City Mesa, Ariz. November 1, 2018 – B2B CFO®’s Founder and Chief Executive Officer, ...Read more
- 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 - 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. About B2B CFO B2B CFO provides Management Advisory Services to owners of privately held companies. We ...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
- B2B CFO® EXPANDS REACH IN LOS ANGELES, CALIFORNIAJohn Choi Joins as Partner in Los Angeles, California B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that John Choi has joined as Partner. He is based ...Read more
- B2B CFO Honors Top Earners During the 2021 National Partners Meeting
Celebration at the annual National Partners Meeting recognizes top B2B CFO Partners who in 2019 and in 2020 demonstrated exceptional performance February 24, 2021 (Mesa, Arizona) — B2B CFO, a leader in strategic business advisory services ...Read more - America’s Top CFOs Help Secure $251M in PPP LoansMESA, Ariz., July 24, 2020 /PRNewswire-PRWeb/ — In the wake of COVID-19 dealing a hard blow to the economy, B2B CFO, a national firm dedicated to providing management advisory services to privately held companies, came ...Read more
- B2B CFO Expands in Oklahoma, Adds Kevin Murray as Partner
Murray Brings Financial Expertise to Oklahoma’s Main Street Businesses TULSA, Okla., (May 18, 2020) — Business owners across Oklahoma now have a new resource to turn to. B2B CFO®, a national firm dedicated to providing management ...Read more - FREE POWERFUL ADVICE FROM AMERICA’S TOP CFOs ON CASH FLOW STRATEGIES AND BEST PRACTICES
B2B CFO unveils plan to support privately held businesses during coronavirus pandemic MESA, Ariz. (March 31, 2020) – As business owners grapple with the new reality of a COVID-19 crisis-stricken economy, B2B CFO, a national firm ...Read more - B2B CFO RECEIVES THE PRESTIGIOUS FORBES “AMERICA’S BEST COMPANIES” AWARD AT THE 2018 SMALL GIANTS SUMMITFounder, Jerry L. Mills, Accepts “Best Small Businesses in America” Award on Behalf of all B2B CFO Partners in New York City Mesa, Ariz. November 1, 2018 – B2B CFO®’s Founder and Chief Executive Officer, ...Read more
- B2B CFO Strengthens Position as Industry Leader Serving More than 1,000 Clients with Combined Revenue of $16.8 BillionB2B CFO on Track for Record-breaking Year MESA, Ariz. — B2B CFO, the nation’s largest firm dedicated to serving privately held companies with CFO consulting and business transition services, is further strengthening its leadership position this ...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 LeapB2B 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 MeetingMESA, 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 B2B EXIT® Advisor” Designation Closes the Gap in Successful Business SalesAs 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 BUSINESSESNew 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 ApproachesVisit 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 SponsorsMorgan 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
- B2B CFO® EXPANDS REACH IN NORTH CAROLINABob Battista Joins as Partner in Charlotte, North Carolina B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Bob Battista has joined as Partner. He is based ...Read more
- B2B CFO® EXPANDS REACH IN TENNESSEEAlan Seivers Joins as Partner in Knoxville, TN B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Alan Seivers has joined as Partner. He is based in ...Read more
- B2B CFO® EXPANDS REACH IN FLORIDACJ Aulet Joins as Partner in Tallahassee, Florida B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that CJ Aulet has joined as Partner. He is based in ...Read more
- B2B CFO® EXPANDS REACH IN TEXASJeff Reina Joins as Partner in Houston, Texas Houston, Texas (May 9, 2022) – B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Jeff Reina has joined ...Read more
- B2B CFO® EXPANDS REACH IN FLORIDAJohn D. Long Joins as Partner in Delray Beach, Florida DELRAY BEACH, FLORIDA, UNITED STATES, May 6, 2022 — B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today ...Read more
- B2B CFO RECEIVES THE PRESTIGIOUS FORBES “AMERICA’S BEST COMPANIES” AWARD AT THE 2018 SMALL GIANTS SUMMITFounder, Jerry L. Mills, Accepts “Best Small Businesses in America” Award on Behalf of all B2B CFO Partners in New York City Mesa, Ariz. November 1, 2018 – B2B CFO®’s Founder and Chief Executive Officer, ...Read more
- U.S. Chamber of Commerce Names B2B CFO Among Nation’s Top 100 Small Businesses at the 2015 Small Business SummitU.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 - 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
B2B CFO® are media experts on, and can speak to the media on:
- - Company Financials
- - Small Business Finance
- - Lending
- - Profit/Loss Statements
- - Exit Strategy
