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.

Watch our WHY video

B2B CFO® Office Staff

Jerry L. Mills
Founder & CEO

Andrew Freeman
Marketing Team 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

Emilee McRae
Marketing Team Coordinator

Chris Shepard
Marketing Web Developer

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

View Arizona's Website

Phillip Elworth
Chicagoland Regional Leader

View Chicagoland's Website

Marty Mercer
Colorado Regional Leader

View Colorado's Website

Mark Nuelle
Connecticut Regional Leader

View Connecticut's Website

Doug Smith
DC Metro Regional Leader

View DC Metro's Website

Bob Boulanger
DFW Regional Leader

View DFW's Website

Rick Daigle
Georgia Regional Leader

View Georgia's Website

Gary Fowler
Houston Regional Leader

View Houston's Website

Ken Knapik
Indiana Regional Leader

View Indiana's Website

Rob Shishino
LA/OC Regional Leader

View LA/OC's Website

Bob Patterson
Metro NY/NJ Regional Leader

View Metro NY/NJ's Website

John Lychos
Michigan Regional Leader

View Michigan's Website

Ken Saddler
Upper Midwest Regional Leader

View Upper Midwest's Website

Shane Campbell
NorCal Regional Leader

View NorCal's Website

David Odom
PNW Regional Leader

View PNW's Website

Cheryl Bonnet
San Diego Regional Leader

View San Diego's Website

Terry Eve
South Florida Regional Leader

View South Florida's Website

Brian Christian
Wisconsin Regional Leader

View Wisconsin's Website

About Us

Owners of privately-held companies usually need on-site assistance from two important services: CFO Services; and Exit Strategy Services.

CFO Services
(Grow Successfully™)

Most growth companies eventually hit a ceiling or plateau at which time they need services that can't be provided by their internal staff and/or external professionals. These services are often provided by a trained professional typically called a Chief Financial Officer (CFO). These professionals usually have 20+ years of seasoned experience and can cost as much as $250,000 a year, including health insurance, bonuses, and benefits.

Most growth companies that need the internal services of a CFO can't afford the cost. Additionally, these companies do not need a CFO on a full-time basis. The growth companies are usually caught between two difficult decisions. Do they go without the services they need from a CFO or do they pay the burden of the high cost of this professional? Many wish they had "an alternative" between these two choices.

We are the Alternative

We have provided "the alternative" between the two above choices since 1987. We provide CFO services on an as-needed basis. We gladly help growth companies that may only need our services on site for a few hours a month.

Exit Strategy Services
(Exit Successfully™)

Most owners of privately-held businesses will go through a transition in the future. That transition may be to sell their business to a third-party, ESOP, Private Equity Group (PEG), management, or someone else. Again, we discovered that owners of privately-held companies often wished they had "an alternative" to the typical professional services that are offered during these transitions.

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 businesss advisors We work with companies as long as it takes to help them achieve their goals (one to 10+ years)
A proven six-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
28 years in business We pioneered the CFO services industry in 1987
Industry-specific 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.