B2B CFO® EXPANDS REACH IN MONTANA

B2B CFO® EXPANDS REACH IN MONTANA

Jeff Streeter Joins as Partner in Kalispell, MT B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Jeff Streeter has joined as Partner. He is based in Kalispell, MT, and will serve the surrounding area alongside other B2B CFO® partners.Jeff is a skilled executive with deep financial and operational experience with over 35 years developing a wide range of business strategies. Prior to joining B2B CFO®, he spent 18 years as CEO and Co-Founder of Lucky Bums, a consumer products brand which he built from scratch, spearheading a cash-flow model, analyzing metrics such as gross margin, receivables, and payables across various products and sales channels. He incorporated innovative manufacturing terms, fostering sustainable growth and profitability. Jeff also managed financial operations and the growth strategy, executing brand expansion by securing capital through traditional bank lending and private investment. He successfully negotiated multiple lines of credit and 4 unique rounds of private equity investment. This expansion established the company as a leading presence in their respective e-Commerce selling platforms and resulted in significant growth.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “We are delighted that Jeff has joined our partnership. He is highly accomplished, and his expertise will be of tremendous benefit to the business owners in the area.”According to Jeff, “With my background as a co-found and business owner and having experienced the challenges of growing and transitioning a company firsthand, it’s incredibly invigorating to witness how B2B CFO® wholeheartedly caters to the needs and aspirations of business owners. I feel a deep sense of gratitude to...
B2B CFO® EXPANDS REACH IN ARIZONA

B2B CFO® EXPANDS REACH IN ARIZONA

James Wojcik Joins as Partner in Phoenix, Arizona B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that James Wojcik has joined as Partner. He is based in Phoenix, AZ, and will serve the surrounding area alongside other B2B CFO® partners.James is a skilled executive with deep financial and operational experience with over 20 years of experience helping a wide range of companies, primarily emerging businesses with rapid revenue and profit growth. Prior to joining B2B CFO®, he was an Independent Consultant and Accredited Investor in Service Academy Graduate entrepreneurs. James was previously the finance leader for emerging businesses in the Medical Device and Online Retail sectors, with a focus on value creation, process improvement and cash generation. He conducted due diligence on over 100 businesses seeking seed and subsequential rounds of financing. He is also a West Point graduate, Ranger/Airborne qualified officer with experience leading and training hundreds of soldiers.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “The addition of James Wojcik to our firm’s stellar group of Arizona-based Partners reflects our continued growth and success in that region. Like James, each B2B CFO® Partner brings exceptional skill and impressive professional credentials. We are delighted that he has joined our firm.”According to James, “I am thrilled to be a part of the B2B CFO® family. This organization is truly dedicated to helping business owners maximize value in what they have created and worked hard for. It is exciting to become a Partner in the Firm where I have the chance to help business owners improve their...
B2B CFO® EXPANDS REACH IN FLORIDA

B2B CFO® EXPANDS REACH IN FLORIDA

Al Diaz Joins as Partner in Tampa, Florida B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Al Diaz has joined as Partner. He is based in Tampa, FL, and will serve the surrounding area alongside other B2B CFO® partners.Al is a skilled executive with deep financial and operational experience with over 40 years of experience helping a wide range of companies. Prior to joining B2B CFO®, he spent 34 years as Chief Financial Officer in the financial field, and briefly in the legal field where he thrived in creating processes for improving efficiencies and streamlining requirement in order to delegate authority and create proper supervision in order to improve reporting requirements. He also managed several acquisitions and start-ups and was involved in valuations of companies for expansion. Al also instituted several management systems and their related trainings, as well as created fully paperless environments by instituting a true scanning system.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “Al is an exceptional professional with a sincere appreciation for our unique process and strategy. His passion for business coupled with his years of financial and operational experience will be of tremendous value to the business community in Florida.”According to Al, “After leaving my previous job I was reviewing what I was going to do with my life. I found B2B CFO® and studied their systems hard. I could not be more impressed with their systems and their dedication to serving business owners with a service that provided with selfless values.”To find out more about, or to connect...
B2B CFO® EXPANDS REACH IN MINNESOTA

B2B CFO® EXPANDS REACH IN MINNESOTA

Chris McPartland Joins as Partner in Minneapolis, MN B2B CFO®, a leader in strategic business advisory services to owners of privately held companies, announced today that Chris McPartland has joined as Partner. He is based in Minneapolis, MN, and will serve the greater Twin Cities and Rochester area alongside other B2B CFO® partners.Chris is a skilled executive with deep financial and operational experience with over 25 years of experience helping a wide range of companies. Prior to joining B2B CFO®, he most recently spent 4 years as Chief Operating Officer of Pro-Tec Design, Inc. where he significantly improved cashflow, had record sales and gross margins, while also significantly reducing turnover.Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO®, said, “We are delighted that Chris has joined our partnership. He is highly accomplished and his expertise will be of tremendous benefit to the business owners in the area.”According to Chris, “B2B CFO®’s mission is to improve the lives of business owners. This is a mission I am passionate about and I am excited to be joining a group of liked minded professionals.”To find out more about, or to connect with Chris, visit b2bcfo.com/chris-mcpartland.About B2B CFOB2B CFO® provides Strategic Business Advisory Services to owners of privately held companies. We focus on increasing cash and company value. By redefining the way that these services are provided, we have created a new industry, which we dominate and lead. With a nationwide presence, B2B CFO® is the largest company of its kind in this industry. Founded in 1987, we have ranked four times in the Inc. 5000 and were recognized as one...
B2B CFO Expands in Oklahoma, Adds Kevin Murray as Partner

B2B CFO Expands in Oklahoma, Adds Kevin Murray as Partner

Murray Brings Financial Expertise to Oklahoma’s Main Street Businesses TULSA, Okla., (May 18, 2020) —  Business owners across Oklahoma now have a new resource to turn to. B2B CFO®, a national firm dedicated to providing management advisory services to privately held companies, announced today that Kevin Murray has joined the company as Partner.  Murray is currently the only B2B CFO partner in Oklahoma and will serve business owners throughout the state. Murray brings 15 years of experience as a CFO and an additional 15 years in public accounting and management consulting across multiple industries.  He has experience in oil & gas, software, distribution and manufacturing.   He began his career in 1981, serving as a Landman with Warren Energy before becoming a Financial Consultant with Shearson Lehman/American Express and New York Life Insurance.   But it is his expertise in operational finance that makes Murray an asset to Oklahoma business owners looking for strategy and guidance during today’s challenging economic time.   “Thousands of Oklahoma businesses are suffering a double hit because of the pandemic and the collapse of oil prices,” Murray said. “I’ve worked in this market for a long time and understand the unique set of challenges that our local businesses are facing. I am excited to bring the national resources of B2B CFO® to help Oklahoma companies and their family owners in these trying times.” In 2005, Murray began his CFO career with CreditPoint Software, a provider of credit and collections management solutions to businesses throughout the U.S. During his time as CFO of the company, he was responsible for cash management, financial reporting, board and investor relations,...