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Business Details
39 Years
experience
Trusted Financial Advisory Services
Since 1987, B 2b Cfo has pioneered innovative financial advisory services for privately held businesses. Our team of seasoned professionals combines decades of experience with proprietary tools and processes to deliver tailored solutions for cash flow improvement, strategic planning, and business transitions. We specialize in helping owners maximize company value through patented software, award-winning publications, and certified training programs. With regional leaders across the United States and over 6,000 years of combined industry experience, we provide objective, long-term advisory services that align with our clients' unique goals.

Our professionals, who average 20+ years of post-graduation experience, hold advanced certifications including CPA, CMA, and MBA credentials. We distinguish ourselves through our trademarked services like the B2B Exit Dashboard and our commitment to delivering measurable outcomes in business growth, exit planning, and financial optimization.
Services
CFO Consulting Exit Strategy Planning Cash Flow Improvement Business Transition Financial Advisory Debt Refinancing Strategic Planning Implementation Support
Details
  • Year established: 1987
Highlights and features
  • We have been serving businesses since 1987 with proven financial expertise.
  • Our team offers 6,000+ years of combined industry experience.
  • We utilize patented B2B Exit Dashboard software for strategic planning.
  • Our professionals hold advanced certifications including CPA and CMA credentials.
  • We provide objective advisory services with measurable business outcomes.
Associations and certifications
  • Better Business Bureau (A+)
  • Forbes Magazine's Small Giants
  • Inc. Magazine's Inc. 5000
  • U.S. Chamber of Commerce Big Dream, Small Business of the Year
  • Alliance of Mergers & Acquisition Advisors
Update Listing
Services
CFO Consulting
Our CFO consulting services provide businesses with expert financial guidance through part-time or interim CFO arrangements. We help owners improve cash flow, optimize financial operations, and implement strategic planning processes using our proprietary GamePlan methodology. Our certified professionals deliver actionable insights that increase company value and prepare organizations for successful transitions.
Exit Strategy Planning
We specialize in creating comprehensive exit strategies for business owners through our patented B2B Exit Dashboard software. Our approach combines financial analysis, market positioning, and proprietary benchmarking tools to maximize company value during sales, transfers, or acquisitions. This service includes succession planning, buyer identification, and transaction execution support for optimal outcomes.
Cash Flow Improvement
Our cash flow improvement services focus on enhancing working capital and financial performance through customized analysis and implementation plans. We identify operational inefficiencies, optimize financial processes, and implement monitoring systems that improve liquidity. These solutions help businesses avoid financial distress while creating growth opportunities through better resource allocation.
Business Transition
We facilitate smooth business transitions through strategic planning and execution support for sales, mergers, and acquisitions. Our services cover valuation analysis, buyer/seller matching, due diligence, and transaction structuring. We work with family-owned businesses, management teams, and private equity groups to ensure successful ownership transfers that meet financial and operational objectives.
Strategic Planning
Our strategic planning services help businesses develop long-term growth strategies through comprehensive financial analysis and market assessment. We create actionable roadmaps that align with owner goals while addressing operational challenges. Using proprietary tools like The Danger Zone and Exit Strategy Handbook, we provide frameworks for sustainable growth and improved business performance.
People
Jerry L. Mills
Founder & CEO
Jerry L. Mills established B 2b Cfo in 1987 and pioneered the industry's long-term advisory model. With extensive experience in financial consulting, he developed the company's proprietary tools including the patented B2B Exit Dashboard software.
Andrew Freeman
Chief Operating Officer
Andrew Freeman oversees daily operations and strategic implementation at B 2b Cfo. With decades of financial advisory experience, he manages the firm's professional network and ensures delivery of high-quality consulting services across all regions.
Denise Smith
Business Development Manager
Denise Smith leads business development initiatives at B 2b Cfo. She connects business owners with appropriate advisory solutions and coordinates the firm's regional expansion efforts through strategic partnerships and professional networking.
Dale Mills
Creative Director
Dale Mills directs creative operations and marketing strategy at B 2b Cfo. He manages the development of proprietary materials including the award-winning publications and software tools that support the firm's advisory services.
Emilee McRae
Marketing Team Coordinator
Emilee McRae coordinates marketing operations and client communication strategies at B 2b Cfo. She manages digital outreach programs and ensures consistent delivery of the firm's proprietary content to business owners nationwide.
Questions
What services does B2B CFO provide for business owners?
We offer CFO consulting, exit strategy planning, cash flow improvement, business transition services, and strategic planning using proprietary tools and certified professionals.
How does B2B CFO's patented software benefit clients?
Our patented B2B Exit Dashboard provides real-time financial tracking and valuation analysis to help business owners optimize their exit strategies and company performance.
What makes B2B CFO different from traditional financial advisors?
We combine 35+ years of experience with proprietary methodologies, certified professionals, and long-term advisory relationships focused on measurable business outcomes.
How can B2B CFO help businesses improve cash flow?
We identify financial inefficiencies, implement working capital improvements, and develop customized strategies to enhance liquidity and financial performance for sustainable growth.
What experience do B2B CFO professionals have?
Our team averages 20+ years of post-graduation experience with advanced certifications including CPA, CMA, and MBA credentials across diverse industry sectors.