As a B2B CFO Partner, I help business owners in Northeast Indiana and Northwest Ohio to manage, grow and transition from their businesses. I act as your trusted advisor, so you don't have to face your challenges alone. .. SEE MORE
I grew up in a family business in Northwestern Ohio. In the early 1980’s our family’s business failed. The business faced profound changes in the market and my Dad needed to make some important and difficult decisions. But he had to face this challenge by himself. In our small town in the late 1970’s Dad had no one in his circle of trust that could help him to analyze and work through his options. So, because he didn’t know what to do, he didn’t do anything and unsuccessfully tried to ride out the storm. In 2016 after 39 years as a corporate financial executive I decided to leave the corporate world and devote my career to helping businesses like the one I grew up in, so that business owners like my Dad wouldn’t have to fact their challenges alone. B2B CFO® is my profession, but more important it’s my personal mission.
Prior to joining B2B CFO® I served as the lead financial executive for a variety of businesses, from small family operations to divisions of Fortune 500 corporations. For the 9 years prior to joining B2B CFO® I served as the CFO for Heritage Food Service Group in Fort Wayne. While at Heritage I was the finance lead for three sales of the company to private equity and three acquisitions of privately held businesses in our industry.
I hold a BS in Accounting from the University of Virginia and an MBA with specialties in finance and marketing from Northwestern University's Kellogg School of Management. I’m a member of The Alliance of Mergers & Acquisition Advisors and the Turnaround Management Association. I hold credentials as a Certified Mergers & Acquisitions Advisor and as a Certified Business Transition Expert.
I live in Fort Wayne, Indiana with Nancy, my wife of 38 years. In my spare time I enjoy travel, golf, reading (history and biography), following sports and beating my two grown sons in fantasy football. I serve as Treasurer of my church and serve as the Finance Chair and Board Member of the McMillen Health Education Center.
If we work together, I promise that I will always put your interests first, and that in a year or less, we will reduce your stress about cash flow, your business will be running better, and we will be eliminating the barriers to your company’s success.
- Begin with a Discovery Analysis
- Agree on a Strategic GamePlan
- Begin to excel and see results
- Your issues won’t improve with age.
- The longer you put your issues off, the more difficult and expensive solutions become.
- You rob your company of its most valuable resource, your time, when you try to deal with issues outside your expertise.
- You have an opportunity to move your company forward.
Don’t miss out.
Get Started With Jeffrey
Get Your own complimentary* Discovery Analysis™ from B2B CFO®
*Complimentary for qualified business owners