$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 Honors Top Earners During the 2021 National Partners Meeting

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 to owners of privately held companies, recognized its best-achieving Partners of 2019 and 2020 as “Top Earners” during a virtual celebration held January 29-30, 2021. Originally scheduled to take place at The Hilton Phoenix Resort at the Peak, the 2021 National Partners Meeting and awards ceremony was instead streamed live in response to the Coronavirus (COVID-19) pandemic. Featuring speakers, sponsor presentations and virtual networking, the 2021 Partners Meeting was highlighted by the awards presentation. The Top 20 Earners for each year are an elite group and are recognized for exceptional performance. “We are extremely grateful to and proud of all of our Partners and their consistent excellence in the field,” remarked Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO. “Our Top 20 Earners did not let challenges or current circumstances get in the way of success. Their integrity and determination to help business owners during stressful times were the key to their success. Please join us in congratulating them on this tremendous achievement.” The following were recognized at the 2021 meeting: The B2B CFO Partners who took the Top Earners recognition for 2019 begin with highest ranking Greg Simmons, who took the number one spot, closely followed by Glen Katlein, Allen Crouch, David Whitwell, Dave Saunders, Colin Funk, Sal Burd, Richard Franco, Sheri Pawlik, Allan Maguire, Dave Fouts, Bob Boulanger, Mark Crowley, Dave Lemon, Kevin Campbell, Ken Knapik, Ken Saddler,...
America’s Top CFOs Help Secure $251M in PPP Loans

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 forward to offer advice and Paycheck Protection Program (PPP) application assistance to privately held businesses across the country. A survey completed by B2B CFO partners indicated that they assisted 519 businesses to receive approximately $251 million in PPP loans during the first three months of the pandemic. “The PPP loans these companies received have kept about 25,000 people employed,” stated Jerry L. Mills, founder and CEO. “Not only have we helped those employees, but by extension their families.” For every job that was protected by PPP loans, there is a family that was able to continue putting food on the table, cover rent and utilities, or otherwise continue on without the uncertainty created by business closures and stay-at-home orders. While it is hard to know exactly how many lives were directly impacted by the loans, Mills says that estimating four people to a household means their work has kept life stable for approximately 100,000 during the pandemic. B2B CFO partners worked with business owners in one-on-one sessions designed to inform them about immediate actions, navigate the PPP loan application process, plan cash flow through closures, and provide valuable insights on how they could restart their businesses. But for the company, which has a history of working with business owners stricken by natural disasters, the consulting sessions were more than a bottom line – the overall impact on each business that received a loan allowed...
B2B CFO Expands in Oklahoma, Adds Kevin Murray as Partner

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 advisory services to privately held companies, announced today that Kevin Murray has joined the company as Partner.  Murray is currently the only B2B CFO partner in Oklahoma and will serve business owners throughout the state. Murray brings 15 years of experience as a CFO and an additional 15 years in public accounting and management consulting across multiple industries.  He has experience in oil & gas, software, distribution and manufacturing.   He began his career in 1981, serving as a Landman with Warren Energy before becoming a Financial Consultant with Shearson Lehman/American Express and New York Life Insurance.   But it is his expertise in operational finance that makes Murray an asset to Oklahoma business owners looking for strategy and guidance during today’s challenging economic time.   “Thousands of Oklahoma businesses are suffering a double hit because of the pandemic and the collapse of oil prices,” Murray said. “I’ve worked in this market for a long time and understand the unique set of challenges that our local businesses are facing. I am excited to bring the national resources of B2B CFO® to help Oklahoma companies and their family owners in these trying times.” In 2005, Murray began his CFO career with CreditPoint Software, a provider of credit and collections management solutions to businesses throughout the U.S. During his time as CFO of the company, he was responsible for cash management, financial reporting, board and investor relations,...
Powerful Advice from America’s Top CFOs on Cash Flow Strategies & Best Pracitces

Powerful Advice from America’s Top CFOs on Cash Flow Strategies & Best Pracitces

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 dedicated to providing management advisory services to privately held companies, is stepping up to fill a much needed void with information regarding cash flow strategies and best practices during the crisis. Between forced closures, HR issues due to suggested quarantines, reduced spending and uncertain future, companies are in a cash crunch like never before. To support business owners during this time, B2B CFO’s nearly 200 Partners located across the United States have offered America’s businesses access to free cash flow advice sessions. In these personal, one-on-one sessions, business owners will learn what immediate action they can take, what plans they could make for the next two weeks, and valuable insights on how they can restart their business. “These are unprecedented times.  Everything we do at B2B CFO is designed to improve the lives of business owners,” stated Jerry L. Mills, founder and CEO, reinforcing the company’s mission. “We do that when the economy is great and we also do that in hard times like this.  Each one of our Partners is standing by to help business owners understand today’s options when it comes to cash flow strategies.” B2B CFO has a history of giving back to the community and this is not the first time that the company has stepped up to help stricken business owners. In the past, B2B CFO has rolled out assistance to business owners impacted by natural disasters such...