216 partners in 40 states
     6,474 years experience

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It has been an exciting year for the Partnership and for me.   This month I am celebrating my one year anniversary as a Partner with B2B CFO^®.   I wanted to share some of the successes of my clients.  In addition to these achievements, I have had the opportunity to meet some great people in the DFW area and expand my network.  It truly has been a great year.

During the last year I have been able to help 12 companies achieve the following results:

·         Three of my clients closed a combined $21 million of loans with various banks.  Of that amount, $20 million was in term debt with quarterly principle payments extending to 19 years.  

·         A fourth client was able to increase its net worth from a negative at the end of 2009 to a positive equity position of $4 million at the end of May, 2010.  

·         Last year a fifth client had lost money every month in the second half of 2009.  That company has now enjoyed monthly profitability every month in 2010.

·         All of my clients now use a both a short and long term cash forecast.  These tools help identify potential problems with their bank covenants and future cash availability. 

·         Two of my client's Controllers have improved their awareness and effectiveness in their respective positions.  In both cases, the Controller's have improved their relationships with the business owner who in turn could focus on growing their companies.

Let me know how I can help you, your business, and your people.