The BEST Guide for a Business Transition
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Your B2B CFO® Partner is
Jon Jones
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Andy White - President & CEO
Bob Davis - B2B CFO
Fred Smith, CPA - Tax Specialist
Joe Green, CPA - Audit Partner
John Edwards, Esq. - Attorney
John Pilkington - Internal Staff Accountant
Kevin Thomas - Sales Manager
Larry Williams - Insurance Agent
Lynn Johnson - Hr Manager
Sharon Fleming - Accounting Manager
Tom Wertz - IT Manager
Tracy Lowe - Executive Assistant To CEO
Tyson Hachtel - COO
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General Information
Management and Employees
Product and Service Lines
Competitors
Customer Information
Key Venders and Service Providers
Intellectual Property and Intangible Assets
Technology, Software and Hardware
Branding, Marketing and Public Relations
Related-Parties and Minority Owners
Insurance
Internal Financial Information
Inventory
External Financial Statements
Contracts and Leases
Litigation and Claims
Taxes
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