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,...
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...
B2B CFO Cements Position as Industry Leader with New Patent

B2B CFO Cements Position as Industry Leader with New Patent

Source: https://www.morningstar.com/news/business-wire/BWIPREM_20190606005254/b2b-cfo-cements-position-as-industry-leader-with-new-patent.html Mesa, Ariz –B2B CFO Cements Position as Industry Leader with New Patent Patent for firm’s proprietary B2B Exit software in effect until 2035 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...
B2B CFO Cements Position as Industry Leader with New Patent

B2B CFO Cements Position as Industry Leader with New Patent

Source: https://www.marketwatch.com/press-release/b2b-cfo-cements-position-as-industry-leader-with-new-patent-2019-06-06 Mesa, Ariz — Patent for firm’s proprietary B2B Exit software in effect until 2035 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...
B2B CFO Strengthens Position as Industry Leader Serving More than 1,000 Clients with Combined Revenue of $16.8 Billion

B2B CFO Strengthens Position as Industry Leader Serving More than 1,000 Clients with Combined Revenue of $16.8 Billion

B2B CFO on Track for Record-breaking Year MESA, Ariz. — B2B CFO, the nation’s largest firm dedicated to serving privately held companies with CFO consulting and business transition services, is further strengthening its leadership position this year with national recognition, increased number of clients, and overall improvements to its industry leading program “The Business Sales Solution.” These milestones demonstrate the company’s achievements and continued leadership. The firm’s 220 Partners now serve 1,050 businesses around the nation with subsidiaries around the globe. Those businesses, although all privately-held, represent a diverse number of industries from manufacturing to retail, and have a combined revenue of $16.8 Billion. A recent company-wide survey which tracks the firm’s overall impact, noted a significant increase in the demand for business ownership transition services. According to the survey, 11% of the firm’s total clients are currently in the exit process, actively working with B2B CFO Partners to accomplish their transfer of business ownership goals. A majority of the clients, a total of 51.5% of the 1,050 currently engaged with B2B CFO’s Partners, are considering selling their businesses in the near future. “B2B CFO has seen tremendous momentum this year, driven by numerous strategic actions such as the launch of our successful Business Sales Solution program, an increase in the demand for our exit service expertise and a myriad of accolades and awards, including the recognition as a Forbes Small Giant company for 2018,” said Jerry Mills, founder and CEO of B2B CFO. “It’s one thing to be the largest. We became that a long time ago. But it is our responsibility to continually innovate our services and...