B2B CFO® EXPANDS REACH IN FLORIDA

B2B CFO® EXPANDS REACH IN FLORIDA

Al Diaz Joins as Partner in Tampa, Florida B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Al Diaz has joined as Partner. He is based in Tampa, FL, and will serve the surrounding area alongside other B2B CFO® partners.Al is a skilled executive with deep financial and operational experience with over 40 years of experience helping a wide range of companies. Prior to joining B2B CFO®, he spent 34 years as Chief Financial Officer in the financial field, and briefly in the legal field where he thrived in creating processes for improving efficiencies and streamlining requirement in order to delegate authority and create proper supervision in order to improve reporting requirements. He also managed several acquisitions and start-ups and was involved in valuations of companies for expansion. Al also instituted several management systems and their related trainings, as well as created fully paperless environments by instituting a true scanning system.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “Al 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.”According to Al, “After leaving my previous job I was reviewing what I was going to do with my life. I found B2B CFO® and studied their systems hard. I could not be more impressed with their systems and their dedication to serving business owners with a service that provided with selfless values.”To find out more about, or to connect...
B2B CFO® EXPANDS REACH IN MINNESOTA

B2B CFO® EXPANDS REACH IN MINNESOTA

Chris McPartland Joins as Partner in Minneapolis, MN B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Chris McPartland has joined as Partner. He is based in Minneapolis, MN, and will serve the greater Twin Cities and Rochester area alongside other B2B CFO® partners.Chris is a skilled executive with deep financial and operational experience with over 25 years of experience helping a wide range of companies. Prior to joining B2B CFO®, he most recently spent 4 years as Chief Operating Officer of Pro-Tec Design, Inc. where he significantly improved cashflow, had record sales and gross margins, while also significantly reducing turnover.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “We are delighted that Chris 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 Chris, “B2B CFO®’s mission is to improve the lives of business owners. This is a mission I am passionate about and I am excited to be joining a group of liked minded professionals.”To find out more about, or to connect with Chris, visit b2bcfo.com/chris-mcpartland.About B2B CFOB2B CFO® provides Strategic Business Advisory Services to owners of privately held companies. We focus on increasing cash and company value. By redefining the way that these services are provided, we have created a new industry, which we dominate and lead. With a nationwide presence, B2B CFO® is the largest company of its kind in this industry. Founded in 1987, we have ranked four times in the Inc. 5000 and were recognized as one...
B2B CFO® EXPANDS REACH IN TEXAS

B2B CFO® EXPANDS REACH IN TEXAS

B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Bo Underwood has joined as Partner. He is based in Fort Worth, Texas, and will serve the surrounding area alongside other B2B CFO® partners.Bo is a skilled executive with deep financial and operational experience with years of experience helping a wide range of companies. Prior to joining B2B CFO®, he was President and CEO of Howell Instruments, Inc where he grew revenue and profitability by developing innovative data acquisition systems for the world’s leading aircraft manufacturers. He transformed a business by strengthening the balance sheet, streamlining business processes, controlling costs, and building cash. He also helped grow an employee-owned company, producing 19% CAGR over 14 years.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “We are delighted that Bo Underwood 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 Bo, “I am honored and delighted to join B2B CFO as a partner in helping business owners build their financial strength, achieve their goals, and improve their lives.”To find out more about, or to connect with Bo, visit b2bcfo.com/bo-underwood.About B2B CFO B2B CFO® provides Strategic Business Advisory Services to owners of privately held companies. We focus on increasing cash and company value. By redefining the way that these services are provided, we have created a new industry, which we dominate and lead. With a nationwide presence, B2B CFO® is the largest company of its kind in this industry. Founded in 1987, we have ranked...
B2B CFO® Strategic Business Advisory Expertise Helps a Struggling Software Company Sell for $11,500,000

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 strong brand recognition, but during the fourth quarter of 2012, the company CEO, Nancy, was notified that a major customer was electing not to renew their contract. The customer accounted for 45% of the company’s 2012 annual revenue. Experiencing market share pressure, excessive debt, cash flow challenges, negative net worth, and a looming retirement, the owner knew she had to act quickly to ensure survival. This software company needed a trusted business advisor to develop results-driven growth strategies to reassert profitability in the short term, while at the same time positioning the business for an eventual sale. Read more>...
B2B CFO® EXPANDS In Los Angeles, CA

B2B CFO® EXPANDS In Los Angeles, CA

John 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 in Los Angeles, CA, and will serve the surrounding area alongside other B2B CFO® partners.John is a skilled executive with deep financial and operational experience. With over 20 years of experience helping a wide range of companies, he joined B2B CFO® after spending a year as CFO of Hana Financial, Inc. There, he completed the sale of Hana Small Business Lending, Inc.’s license and converted the subsidiary’s business entity. He also successfully dissolved more than 10 subsidiary business entities and negotiated D&O and E&O insurances resulting in cost savings of $120,000 per year for the company.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “The addition of John Choi to our firm’s stellar group of California-based Partners reflects our continued growth and success in that region. Like John, each B2B CFO Partner brings exceptional skill and impressive professional credentials. We are delighted that he has joined our firm.”According to John, “B2B CFO® has established a very good platform to provide strategic business solutions to the owners of privately held businesses. Especially Jerry L. Mills, the founder and CEO takes pride in being a doctor and a blessing for them. This is a significant differentiation in the market.”To find out more about, or to connect with John, visit b2bcfo.com/john-choi.About B2B CFOB2B CFO® provides Strategic Business Advisory Services to owners of privately held companies. We focus on increasing cash and company value....