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,...
FREE POWERFUL ADVICE FROM AMERICA’S TOP CFOs ON CASH FLOW STRATEGIES AND BEST PRACTICES

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 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...
What Are Your Main Concerns About Selling Your Business? Ask Inc. 5000 Honorees

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 to providing management advisory services to privately held companies.  They conducted a survey at the 2019 Inc. 5000 Conference held in Phoenix, Arizona. The annual conference honors (and educates) the owners of the fastest growing private companies in America. Approximately 85% of the business owners surveyed were Inc. 5000 honorees.  The surveyed owners confidentially answered the questions below. For the final two questions, we compared the 2019 answers to the responses to the same questions from the B2B CFO survey conducted at the 2013 Inc. 5000 conference held in Washington, D.C. As you will see, there have been significant differences in the plans and concerns of today’s respondents as opposed to those surveyed six years ago.  “Each year business owners are faced with different issues that impact their thought process regarding the prospect of selling their company.   Understanding the driving concerns is key,”  said Jerry L. Mills, founder and CEO of B2B CFO. Original article posted March 12, 2020 at...
B2B CFO cements position as industry leader with new patent

B2B CFO cements position as industry leader with new patent

Patent for firm’s proprietary B2B Exit software in effect until 2035 MESA, Ariz. (06/06/2019) – B2B CFO, a national firm dedicated to providing management advisory services to privately held companies, has received a patent for its B2B Exit software. Jerry L. Mills, founder and chief executive officer of B2B CFO, said the U.S. Patent and Trademark Office approved the firm’s patent application on May 7, 2019. “We’re relentless about the importance of protecting our firm’s intellectual property,” Mills said. “This patent application process took perseverance, but our efforts have paid off. B2B CFO is a one-of-a-kind company, and B2B Exit is a unique product.” B2B Exit was created for business owners who are buying or selling a company. In essence, it helps them keep control of the sales or acquisition process by analyzing, adjusting and tracking differences between a company’s current value and its target sale value. One of the best features of the software is it tracks the assignments given to each individual on the team and lets business owners know when important tasks are late. Time kills deals and Mills believes business owners should know when team members are not performing tasks on time. Bo Burlingham, award-winning author, editor-at-large of Inc. and a columnist for Forbes, wrote about B2B Exit in his book Finish Big: How Great Entrepreneurs Exit Their Companies on Top. Mills earned recognition from the Alliance of Merger & Acquisition Advisors for his own book, The Exit Strategy Handbook: The Best Guide for a Business Transition, which he wrote as a companion piece for the B2B Exit software program. The organization named Mills among...