Altair Holdings, LLC.

May 01, 2013


I met with Jim shortly after he joined B2B CFO®.  I knew Jim as a professional Chief Financial Officer and a CPA.  As he explained the B2B CFO® business model, the Game Plan --  I thought there may be value for Altair.   I asked him to complete the first step of the process:  a Discovery Analysis.  At the presentation of the Discovery Analysis results, I was extremely impressed with the quality of information and the level of detail.  Jim presented both financial & operational analysis in a “current situation” versus “desired situation” gap model.  The Discovery Analysis as well the interview process underscored both operating challenges I was aware of, but also brought to light issues that I had not seen.  There was real value for Altair and for me.  I know that I can count on Jim.  He has significant expertise in accounting and financial management along with a "can-do" attitude and willingness to put in the hours needed gets the job done.

The result of the Discovery Analysis is that I have engaged Jim and he’s addressing specific initiatives for Altair.  I’ve seen an immediate “value added” from the B2B CFO® process and plan to continue to consult with Jim as “Altair’s CFO” on an on-going basis.

Chuck Peters, Managing Partner – Altair Holdings, LLC.


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