Mark has extensive experience working with entrepreneurial and closely held businesses across manufacturing, distribution, e-commerce, SaaS, technology, real estate, and consumer products. Most recently, he served as CEO of Botanoceutical Products, Inc. and previously served as CFO for a group of six related companies, including Circle Y Saddles. Following the unexpected death of the companies' owner and CEO, Mark helped lead the organizations through a complex period of transition that ultimately included the successful sale of multiple businesses.
Earlier in his career, Mark served as CFO of ServiceU Corporation, a technology company that was successfully sold to The Active Network, where he subsequently served as a Director of Active Financial Services. These experiences have given him a valuable perspective on both building companies and preparing them for successful transactions.
Mark's approach is straightforward: great financial leadership is about far more than producing financial statements. Business owners need a trusted advisor who can help them understand the story behind the numbers, anticipate what lies ahead, identify obstacles to growth, and make better decisions with confidence.
As a Partner with B2B CFO®, Mark works alongside business owners as a strategic financial partner, helping them improve their companies while pursuing the personal and financial goals that caused them to become business owners in the first place. He particularly enjoys helping owners step back from the day-to-day demands of the business and see the bigger picture—connecting strategy, operations, cash flow, people, and financial performance.
Areas of Value
- Strategic Planning, Budgeting and Forecasting
- Working Capital and Cash Flow Optimization
- Profitability and Margin Improvement
- Financial Reporting and Management Dashboards
- KPI Development and Performance Measurement
- Business Growth and Scalability
- Cost and Expense Management
- Banking and Financing Relationships
- Operational and Process Improvement
- Preparing Businesses for Sale, Ownership Transition and Due Diligence
- Post-Acquisition and Organizational Integration
- Owner Succession and Exit Planning
- Financial Systems and Internal Controls
Mark earned his accounting degree from Auburn University and is an Alabama CPA (inactive). He has spent much of his career working directly with business owners, management teams, lenders, investors, and professional advisors. He understands that every privately held company is different—and that the owner's personal objectives are often inseparable from the financial strategy of the business.
Mark lives in the Memphis, Tennessee area with his family. Outside of work, he enjoys scuba diving, golf, music, travel, and serving in his church.
If you are a business owner who wants greater visibility into your company's financial future, stronger cash flow and profitability, or simply a trusted financial executive sitting beside you as you make important decisions, Mark would welcome the opportunity to talk.
