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,...
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...