B2B CFO® EXPANDS REACH IN MONTANA

B2B CFO® EXPANDS REACH IN MONTANA

Jeff Streeter Joins as Partner in Kalispell, MT B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Jeff Streeter has joined as Partner. He is based in Kalispell, MT, and will serve the surrounding area alongside other B2B CFO® partners.Jeff is a skilled executive with deep financial and operational experience with over 35 years developing a wide range of business strategies. Prior to joining B2B CFO®, he spent 18 years as CEO and Co-Founder of Lucky Bums, a consumer products brand which he built from scratch, spearheading a cash-flow model, analyzing metrics such as gross margin, receivables, and payables across various products and sales channels. He incorporated innovative manufacturing terms, fostering sustainable growth and profitability. Jeff also managed financial operations and the growth strategy, executing brand expansion by securing capital through traditional bank lending and private investment. He successfully negotiated multiple lines of credit and 4 unique rounds of private equity investment. This expansion established the company as a leading presence in their respective e-Commerce selling platforms and resulted in significant growth.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, “With my background as a co-found and business owner and having experienced the challenges of growing and transitioning a company firsthand, it’s incredibly invigorating to witness how B2B CFO® wholeheartedly caters to the needs and aspirations of business owners. I feel a deep sense of gratitude to...
B2B CFO® EXPANDS REACH IN ARIZONA

B2B CFO® EXPANDS REACH IN ARIZONA

James Wojcik Joins as Partner in Phoenix, Arizona B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that James Wojcik has joined as Partner. He is based in Phoenix, AZ, and will serve the surrounding area alongside other B2B CFO® partners.James is a skilled executive with deep financial and operational experience with over 20 years of experience helping a wide range of companies, primarily emerging businesses with rapid revenue and profit growth. Prior to joining B2B CFO®, he was an Independent Consultant and Accredited Investor in Service Academy Graduate entrepreneurs. James was previously the finance leader for emerging businesses in the Medical Device and Online Retail sectors, with a focus on value creation, process improvement and cash generation. He conducted due diligence on over 100 businesses seeking seed and subsequential rounds of financing. He is also a West Point graduate, Ranger/Airborne qualified officer with experience leading and training hundreds of soldiers.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “The addition of James Wojcik to our firm’s stellar group of Arizona-based Partners reflects our continued growth and success in that region. Like James, each B2B CFO® Partner brings exceptional skill and impressive professional credentials. We are delighted that he has joined our firm.”According to James, “I am thrilled to be a part of the B2B CFO® family. This organization is truly dedicated to helping business owners maximize value in what they have created and worked hard for. It is exciting to become a Partner in the Firm where I have the chance to help business owners improve their...
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 NORTH CAROLINA

B2B CFO® EXPANDS REACH IN NORTH CAROLINA

Bob 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 in Charlotte, North Carolina, and will serve the surrounding area alongside other B2B CFO® partners. Bob 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 was dual CEO of both Oncology Practice Solutions (OPS) and Southeast Radiation Oncology (SERO) where he positioned start up organization for growth and expansion while meeting its operational and financial goals- experiencing 40% new client growth in the first year while maintaining best in class service, mentoring core leadership team and flexing teammates to surpass client expectations. They experienced successful execution of joint venture with leading healthcare system in the marketplace, joint venture with physics provider and investment opportunity with healthcare IT software startup in the first three years. They restructured the leadership and enhanced the operational model to establish an opportunity for the new business venture by improving the cash flow by 10%. They also executed on multiple operational redesigns to better align resources which resulted in 15% improvement in cash flow.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “We are delighted that Bob 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 Bob, “I’m grateful to be a part of such a gifted group of strategy & finance...
B2B CFO® EXPANDS REACH IN TENNESSEE

B2B CFO® EXPANDS REACH IN TENNESSEE

Alan 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 Knoxville, TN, and will serve the surrounding area alongside other B2B CFO® partners. Alan 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 Chief Financial Officer of Teleios Collaborative Network. Alan has over 20 years of experience as a CFO, Vice President of Finance, and Controller for private companies with experience in Healthcare, Manufacturing, and Professional Services. He helped grow one company from $3 million in annual sales to over $60 million in less than ten years. He supported this growth by hiring and developing key personnel, organizing the information system to produce timely and accurate financial information to ensure sound business decisions, and managing cash flow that significantly improved liquidity which greatly improved the company’s strategic position.Alan has experience is the development of corporate financial strategy, financial systems integration, planning and forecasts, and developing opportunities and projections of future growth.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “Alan 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 Knoxville.”According to Alan, “My purpose is to improve the lives of private business owners in my community by understanding their goals and removing barriers that...