About Us


In everything we do, we believe in improving the lives of business owners. We believe each owner is unique and important to our society. We improve their lives by understanding their goals and removing barriers that get in their way. We have proprietary tools and processes.

B2B CFO® Office Staff

Jerry L. Mills

Founder & CEO

Andrew Freeman

Marketing Operations Manager

Josh Hill

Business Development Manager

Michael Sokiveta

Director of Web Development

Dale Mills

Marketing Graphic Designer

Alec Howard

Marketing Team Coordinator

Emilee McRae

Marketing Team Coordinator

Denise Smith

Business Development

Sarah Goit

Executive Assistant to CEO

Staci Perkins

Business Development Assistant

Ania Kubicki

Angles Public Relations

Debbie Irving

Integrity Solutions®

B2B CFO® Executive Committee

Tom Azzarelli

Executive Committee Member

John Burke

Executive Committee Member

Shane Campbell

Executive Committee Member

Phil Elworth

Executive Committee Member

Terry Eve

Executive Committee Member

Marty Mercer

Executive Committee Member

Ken Saddler

Executive Committee Member

B2B CFO® Admissions Committee

Jim Bateman

Admissions Committee Member

Mark Johnson

Admissions Committee Member

B2B CFO® Regional Leaders

Tom Azzarelli

Arizona Regional Leader

Phillip Elworth

Chicagoland Regional Leader

Marty Mercer

Colorado Regional Leader

Mark Nuelle

Connecticut Regional Leader

Bob Boulanger

DFW Regional Leader

Dave Fouts

Carolinas Regional Leader

Scott Jones

Central States Regional Leader

Kirk Robbins

Georgia Regional Leader

Robert Wells

Houston Regional Leader

Ken Knapik

Indiana Regional Leader

Michael Landrigan

Northern Indiana Regional Leader

Allan Maguire

LA/OC Regional Leader

Bob Patterson

Metro NY/NJ Regional Leader

John Lychos

Michigan Regional Leader

Carl Norris

Mid-South Regional Leader

Shane Campbell

NorCal Regional Leader

Terry Frisk

Pacific Northwest Regional Leader

Terry Eve

South Florida Regional Leader

John Morris

Upper Midwest Regional Leader

Brian Christian

Wisconsin Regional Leader

About Us

We are the Alternative

We are "the alternative" to the typical professional services on an exit or buy transition. We use unique tools, talents, and processes to help the business owner(s) through the transition. Not only are our professionals qualified, but we have published books and software to help with these transitions. We invite you to study this website to discover our unique tools, talents, and processes.

What Makes Us Unique?

We invite you to use the table below to compare us to any professional. You will discover that we not only have the tenure (in business since 1987) but the tools, talent, and processes to qualify us to be unique in our industry. You may discover this to be a significant advantage to your company and/or to someone you know.

What Makes Us Unique? More Information
Exit strategy book Our proprietary book, The Exit Strategy Handbook contains the tools and processes a company needs for a transition
Exit strategy software Our proprietary B2B Exit® Software is a unique process to help with a transition. It is also a dashboard software that gives an owner control of the entire process
Seasoned Professionals We average 20+ years of experience with our professionals. We do not take junior staff personnel to a client
National resources We have more than 6,000 years of combined experience to assist business owners
Trusted long-term business advisors We work with companies as long as it takes to help them achieve their goals (one to 10+ years)
A Proven five-step process The B2B CFO GamePlan® is a proven process to help business owners achieve their goals
Three published books We have written three books geared to assist business owners to succeed
30 Years in Business We pioneered the CFO services industry in 1987
Industry Comparative Software We confidentially compare a company's key statistics to companies with the same SIC code
Cash. We Help You Get It.® Our entire process is driven to help owners obtain more cash, either through our CFO or Exit Strategy Services
First Direction, Then Velocity® Business owners give direction to their company. Inadvertently, barriers often get in their way that slows the progress of the direction. Our proven talent, tools and processes assist owners to remove barriers. The desired result is for the owner to then increase the velocity of the direction of the company.


B2B CFO® pioneered this industry in 1987. We create long-term, professional relationships on an affordable, as-needed basis. Our services are provided objectively by seasoned partners who average 20+ years of experience using the B2B CFO GamePlan®, our state-of-the-art process for this industry.


B2B CFO® Partners, LLC, dba B2B CFO® is an Arizona limited liability company that provides advisory and consulting services. B2B CFO® partners are independent contractors and are not officers, employees or agents of, or partners or joint ventures with, the companies they serve, nor are they independent CPAs.

Back to Top