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Are you looking for CFO and Exit Strategy services for your New England based business? B2B CFO® has the tools, talent and experience to help you reach your goals. B2B CFO® has what you need with more than 25 years of experience helping small to mid-size businesses in the New England region. Please take a good look around our website, review our partners, and take advantage of our free business check-up, The Discovery Analysis™. We offer this complimentary service to all business owners, and we would love to show you what we can do to improve your business. Take the first step and compare your performance with other businesses in your industry to help you reach your full potential.

See what the Discovery Analysis™ can do for you. Click on one of our partners mentioned above and complete the submission form. We will get back to you as soon as we can.

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Recent Articles

Jul 15Ed Bartley

Golf and Leadership

Jul 15Ed Bartley

I had the opportunity to play in a golf event to raise money for a good cause. The course was amazing, the weather was perfect and I was playing with my son. What could be better? The only thing missing was a consistent golf swing.

When I was younger, I played a lot of golf.…

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Jul 1Ed Bartley

How Important is Planning…….Really?

Jul 1Ed Bartley

At this stage in the growth of our organization, it feels like we are in perpetual planning mode. We literally have planning meetings at least 9 months out of every year! Not only have we been working on our 2014 plans, we’ve continued to work on our 2020 plans, which we started formulating about 2 years ago.…

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Emotions In Business

Probably one of the most important concepts in any business is to control emotions. It is emotion that is critical in creative thinking and self-motivation. However, un-controlled emotions are a liability. Nothing destroys economics more than emotions. I learned this concept in college, but have seen it played out with many companies I have managed as their financial support, time-and-time again.…

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Alternative Bank Financing

Necessity is the mother of invention and the liquidity drought, coupled with the capital adequacy requirements of Basel III, have made many banks increasingly reluctant to lend to companies.  A host of alternative means to raise company financing have resulted, ranging from corporate and retail bonds to catastrophe bonds and dim sum bonds. …

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Jun 13Ed Bartley

3 Signs You May Need to Ditch Your Bank

Jun 13Ed Bartley

There’s a love-hate relationship between entrepreneurs and banks. In fact, one in four small businesses changed banks in the last four years, according to a survey from the National Small Business Association.

The two most popular reasons for making a move are feeling “mistreated” by a bank and seeking better financing options, according to the report from the Washington, D.C.-based small business advocacy group.…

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The Baby Boomer Tsunami!

Jerry Mills, founder of B2B CFO®, was recently in Chicago doing an interview for First Business News.  In that interview he discusses the upcoming “Baby Boomer Tsunami” phenomenon.



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Benefits of B2B CFO®

  • Increased Personal Wealth
  • Reduced Stress
  • Peace of Mind
  • Reduced Cash Flow Worries
  • Solid Retirement Plan
  • Security for Loved Ones
  • More Free Time
  • Increased Company Value

What is B2B CFO®

With 5 partners in the TriCity Region of Houston, San Antonio and Austin, B2B CFO® provides CFO services. Each B2B CFO® partner works with multiple companies therefore you don't have the cost of a full time CFO. What does B2B CFO® do? We use our six step process, the B2B CFO® GamePlan™ to take you to a higher level of success. Our experienced CFOs work with you to analyze and review your financial systems and then work with you to get more cash into your business. Read more about the B2B CFO® GamePlan™ to see how we do this.

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