About Us

Our WHY

 

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

Sarah Goit

Executive Assistant to CEO

Laurie Johnson

Account Manager
for Partner Success

Gina Mueller

Account Manager
for Partner Success

Emilee McRae

Marketing Team Coordinator

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

Mike Ridder

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

Doug Smith

DC Metro Regional Leader

Bob Boulanger

DFW Regional Leader

Rick Daigle

Georgia Regional Leader

Gary Fowler

Houston Regional Leader

Ken Knapik

Indiana Regional Leader

Rob Shishino

LA/OC Regional Leader

Bob Patterson

Metro NY/NJ Regional Leader

John Lychos

Michigan Regional Leader

Ken Saddler

Upper Midwest Regional Leader

Shane Campbell

NorCal Regional Leader

David Odom

PNW Regional Leader

Cheryl Bonnet

San Diego Regional Leader

Terry Eve

South Florida 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 Unigue?

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

History

 

B2B CFO® pioneered this industry in 1987. We are unique and unlike companies that provide Part-Time CFO Services. Additionally, we are unlike a full-time chief financial officer or Part-Time CFO (e.g., interim CFO, temporary CFO, Fractional CFO, Contract CFO, or other companies that provide CFO services). 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.

 

NOTICE:

 

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.

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2002-2017 B2B CFO®

About Us

Our WHY

 

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

View All of Our Staff

  • Office Staff

    Jerry L. Mills

    Founder & CEO

    Michael Sokiveta

    Director of Web Development

    Laurie Johnson

    Account Manager
    for Partner Success

    Ania Kubicki

    Angles Public Relations

    Back to Top

    Andrew Freeman

    Marketing Operations Manager

    Dale Mills

    Marketing Graphic Designer

    Emilee McRae

    Marketing Team Coordinator

    Debbie Irving

    Integrity Solutions®

    Josh Hill

    Business Development Manager

    Sarah Goit

    Executive Assistant to CEO

    Gina Mueller

    Account Manager
    for Partner Success

  • Executive Committee

    Tom Azzarelli

    Executive Committee Member

    Phillip Elworth

    Executive Committee Member

    Ken Saddler

    Executive Committee Member

    John Burke

    Executive Committee Member

    Terry Eve

    Executive Committee Member

    Shane Campbell

    Executive Committee Member

    Marty Mercer

    Executive Committee Member

  • Admissions Committee

    Jim Bateman

    Admissions Committee Member

    Mark Johnson

    Admissions Committee Member

    Mike Ridder

    Admissions Committee Member

  • Regional Leaders

    Tom Azzarelli

    Arizona Regional Leader

    View Arizona Region

    Mark Nuelle

    Connecticut Regional Leader

    View Connecticut Region

    Rick Daigle

    Georgia Regional Leader

    View Georgia Region

    Rob Shishino

    LA/OC Regional Leader

    View LA/OC Region

    Ken Saddler

    Upper Midwest Regional Leader

    View Upper Midwest Region

    Phillip Elworth

    Chicagoland Regional Leader

    View Chicagoland Region

    Doug Smith

    DC Metro Regional Leader

    View DC Metro Region

    Gary Fowler

    Houston Regional Leader

    View Houston Region

    Bob Patterson

    Metro NY/NJ Regional Leader

    View NY/NJ Region

    Shane Campbell

    NorCal Regional Leader

    View NorCal Region

    Marty Mercer

    Colorado Regional Leader

    View Colorado Region

    Bob Boulanger

    DFW Regional Leader

    View DFW Region

    Ken Knapik

    Indiana Regional Leader

    View Indiana Region

    John Lychos

    Michigan Regional Leader

    View Michigan Region

    David Odom

    PNW Regional Leader

    View PNW Region

    Cheryl Bonnet

    San Diego Regional Leader

    View San Diego Region

    Back to Top

    Terry Eve

    South Florida Regional Leader

    View South Florida Region

    Brian Christian

    Wisconsin Regional Leader

    View Wisconsin Region

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.

  • 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

    Learn More >

  • Three Published Books

    We have written three books geared to assist business owners to succeed:

    The Danger Zone

    Avoiding The Danger Zone

    The Exit Strategy Handbook

  • 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

History

 

B2B CFO® pioneered this industry in 1987. We are unique and unlike companies that provide Part-Time CFO Services. Additionally, we are unlike a full-time chief financial officer or Part-Time CFO (e.g., interim CFO, temporary CFO, Fractional CFO, Contract CFO, or other companies that provide CFO services). 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.

 

NOTICE:

 

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

About Us

Our WHY

 

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

View All of Our Staff

  • 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

    Sarah Goit

    Executive Assistant to CEO

    Laurie Johnson

    Account Manager
    for Partner Success

    Gina Mueller

    Account Manager
    for Partner Success

    Emilee McRae

    Marketing Team Coordinator

    Ania Kubicki

    Angles Public Relations

    Debbie Irving

    Integrity Solutions®

    Back to Top

  • 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

    Back to Top

  • B2B CFO® Admissions Committee

    Jim Bateman

    Admissions Committee Member

    Mark Johnson

     Admissions Committee Member

    Mike Ridder

    Admissions Committee Member

  • B2B CFO® Regional Leaders

    Tom Azzarelli

    Arizona Regional Leader

    View Arizona Region

    Phillip Elworth

    Chicagoland Regional Leader

    View Chicagoland Region

    Marty Mercer

    Colorado Regional Leader

    View Colorado Region

    Mark Nuelle

    Connecticut Regional Leader

    View Connecticut Region

    Doug Smith

    DC Metro Regional Leader

    View DC Metro Region

    Bob Boulanger

    DFW Regional Leader

    View DFW Region

    Rick Daigle

    Georgia Regional Leader

    View Georgia Region

    Gary Fowler

    Houston Regional Leader

    View Houston Region

    Ken Knapik

    Indiana Regional Leader

    View Indiana Region

    Rob Shishino

    LA/OC Regional Leader

    View LA/OC Region

    Bob Patterson

    Metro NY/NJ Regional Leader

    View NY/NJ Region

    John Lychos

    Michigan Regional Leader

    View Michigan Region

    Ken Saddler

    Upper Midwest Regional Leader

    View Upper Midwest Region

    Shane Campbell

    NorCal Regional Leader

    View NorCal Region

    David Odom

    PNW Regional Leader

    View PNW Region

    Cheryl Bonnet

    San Diego Regional Leader

    View San Diego Region

    Terry Eve

    South Florida Regional Leader

    View South Florida Region

    Brian Christian

    Wisconsin Regional Leader

    View Wisconsin Region

    Back to Top

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.

History

 

B2B CFO® pioneered this industry in 1987. We are unique and unlike companies that provide Part-Time CFO Services. Additionally, we are unlike a full-time chief financial officer or Part-Time CFO (e.g., interim CFO, temporary CFO, Fractional CFO, Contract CFO, or other companies that provide CFO services). 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.

 

NOTICE:

 

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

About Us

Our WHY

 

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

View All of Our Staff

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.

History

 

B2B CFO® pioneered this industry in 1987. We are unique and unlike companies that provide Part-Time CFO Services. Additionally, we are unlike a full-time chief financial officer or Part-Time CFO (e.g., interim CFO, temporary CFO, Fractional CFO, Contract CFO, or other companies that provide CFO services). 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.

 

NOTICE:

 

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