B2B CFO® EXPANDS REACH IN TEXAS

B2B CFO® EXPANDS REACH IN TEXAS

Jeff 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 as Partner. Jeff is based in Houston, Texas and will serve the surrounding area, alongside other B2B CFO® partners. Jeff has 30 years of experience in the financial services and construction industries. As a global energy investment banker for Bank of America Merrill Lynch and Credit Suisse, he advised oil & gas companies on strategic and financing initiatives. Jeff played a leading role in the execution of numerous mergers & acquisitions, initial public offerings, follow-on equity offerings, high yield bond offerings, syndicated loans, and other corporate financings. Prior to joining B2B CFO®, Jeff served as Executive Vice President and Chief Financial Officer of TriFection Remodeling & Construction LLC, one of the largest, most respected residential remodeling and custom cabinet companies in Greater Houston. In this role, he managed a sales team that produced record company revenue for the first eight years of his tenure, growing annual sales by 350%.  Jeff also created and implemented strategic reviews, annual budgeting, monthly cash flow forecasting, job costing analysis, inventory management, digital marketing, and effective coordination between the sales, production, and finance & administration functions. Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “We are delighted that Jeff has joined our partnership.  He is highly accomplished, and his expertise will be of tremendous benefit to the business owners in the area.”  According to Jeff, “I am honored and excited to join the very...
B2B CFO® EXPANDS REACH IN FLORIDA

B2B CFO® EXPANDS REACH IN FLORIDA

John 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 that John D. Long has joined as Partner. He is based in Delray Beach, Florida, and will serve the surrounding area alongside other B2B CFO® partners.John is a skilled executive and CPA with deep financial and operational experience with over 20 years of experience helping a wide range of companies. Prior to joining B2B CFO®, he was the Executive Vice President of Tray, Inc. where he took the company from $12M in sales with 28 employees to $28M in sales with 44 employees. He also created a fulfillment business unit which increased and diversified Tray, Inc’s revenue. John has also served as CFO, then President, of a $90M full-service payroll business, where he increased gross margin by 17%, as well as reduced operating cost by 20% for the business.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “John is an exceptional professional with a sincere appreciation for our unique process and strategy. His passion for business coupled with his years of financial and operational experience, will be of tremendous value to the business community in Florida.”John is a Trustee Member of the Greater Boca Raton Chamber of Commerce, and member of ProVisors’ newly formed group in South Florida.According to John, “As much as I like to accomplish things in life, true and meaningful success for me will come from applying my skills and efforts in improving both the businesses and...
B2B CFO® EXPANDS REACH IN TEXAS

B2B CFO® EXPANDS REACH IN TEXAS

Dave 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 joined as Partner. He is based in Austin, Texas, and will serve the surrounding area alongside other B2B CFO® partners.Dave is a skilled executive with deep financial and operational experience with over 20 years of experience helping a wide range of companies. Prior to joining B2B CFO®, he was Controller of PS2 Practice Management, a division of the American Society of Plastic Surgeons.In prior roles, Dave revamped business strategy to move business from significant losses to profitability, increased available cash by over $500k, developed, implemented, and trained the team on financial reporting process for entire portfolio of clients, and served as CEO of a privately held distribution company, leading it to exponential growth in revenue, profitability, market share, footprint, and enterprise value.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “The addition of Dave Ziozios to our firm’s stellar group of Texas-based Partners reflects our continued growth and success in that region. Like Dave, each B2B CFO® Partner brings exceptional skill and impressive professional credentials. We are delighted that he has joined our firm.”According to Dave, “I believe in the economic powerhouse that is the American business owner. Their creativity, passion, work ethic, and community leadership are the real drivers of economic growth. Joining B2B CFO® provides me the opportunity to serve these unique individuals to help them achieve their goals and dreams, and I look forward to putting my...
$375,000 Large Check – A Success Story

$375,000 Large Check – A Success Story

The 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 fees that wildly exceeded anything offered in the market. He realized this would not be easy and began the process to invent tools, along with other Partners and experts. Some of the tools invented were: Client Agreements that comply with the SEC and FINRA. Those Agreements were created and published in 2015.A book to educate business owners and the firm’s Partners. That book, The Exit Strategy Handbook, was published in 2013 and is now an award-winning book.Due diligence software, which was published in 2013. That product, B2B Exit® Software, was awarded two patents by the United States Patent and Trademark Office, one in 2019 and another in 2021.The internal educational course, Certified Business Transition Expert™, which was published in 2015 and has continuously been taught to Partners. All of the above were created to help our Partners to service this “untapped vertical,” which we call the Large Check. This phrase has two meanings: External – Helping our clients earn a 7-8 figure check with this opportunity.Internal – Helping our Partners to earn significantly higher-than-market fees. ($1,000 to $16,000 an hour.) Our latest Large Check success story Our previous record for an internal Large Check was $350,000, which was earned by a Partner in Northern California. Our newest record is $375,000, earned by a partner from the Northeast in March 2022. Below are key points we can learn from this success story. Success Feeling – When...
B2B CFO® EXPANDS REACH IN UTAH

B2B CFO® EXPANDS REACH IN UTAH

Russ 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, announced today that Russ Gubler has joined as Partner. He is based in Salt Lake City, UT, and will serve the surrounding area alongside other B2B CFO® partners. Russ is a skilled executive with deep financial and operational experience with over 20 years of experience helping a wide range of companies. After receiving an accounting degree from Brigham Young University, he joined Price Waterhouse in Los Angeles to begin his career. He passed the CPA exam and became certified while serving a number of large and small public and private clients in a broad cross section of industries. He left public accounting to join one of his clients in the Entertainment Industry. As VP of Finance for Morgan Creek productions he was part of a management group that oversaw the production and distribution of films including “Robin Hood: Prince of Thieves”, “Young Guns”, “Ace Ventura: Pet Detective” and “Major League”. They also produced the Billboard Magazine #1 hit single, “Everything I do, I do it for you”, by Bryan Adams. As Chief Operating Officer of Tiburon Entertainment, he was a key member of the management team of the EA Sports Development Studio that developed the Madden NFL Football and NCAA Football franchises. Madden NFL football is year in and year out the flagship franchise of EA Sports selling 6 to 8 M units a year, which in a typical year generated close to...