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Are you looking for CFO and Exit Strategy services for your Northern California 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 privately held businesses in Northern California. 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

Business Growth Workshop in Santa Rosa – Lunch and Learn on October 20th

North Bay Area Entrepreneurs,

Lunch & LearnThe economy has rebounded and you are likely considering strategies for growth and increased profitability. For assistance, you may have considered a complimentary Discovery Analysis from B2B CFO®  or seen our video on Growing Profitably. Now is clearly the time to commit to a growth strategy that will allow for increased sales, profitability, and business valuation for an eventual exit.…

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Aug 24Jim Collins

Family Business CEO–Alone

Aug 24Jim Collins


Running a Family Business is Hard

Contrary to popular opinion, being the CEO of a Publicly Traded Company may not be nearly as hard as being the CEO of a multi-generational family business.

CEOs of the Publicly Traded Companies are surrounded by scores of highly trained managers each of whom have exceptional skills in their functional areas while the CEOs of a family business may be surrounded by Cousin Frank and Aunt Carol. …

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U.S. Chamber of Commerce Names B2B CFO among Nation’s Top 100 Small Businesses

Washington, DC, USA - June 9, 2015: 2015 America's Small Business Summit, Blue Ribbon awards breakfast    Photo by Ian Wagreich / © U.S. Chamber of Commerce

Washington, DC, USA – June 9, 2015: 2015 America’s Small Business Summit, Blue Ribbon awards breakfast Photo by Ian Wagreich / © U.S. Chamber of Commerce

B2B CFO® continues to receive recognition on a national scale, this time being recognized by the US Chamber of Commerce.  …

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Newsday Interviews Jerry Mills in Plan ahead: Create an exit strategy


From NewsdayPlan ahead: Create an exit strategy

Plan ahead: Create an exit strategy Jamie Herzlich Exiting your business may be the farthest thought from your mind, and you’re not alone in that. In fact, about 70 percent of small-business owners have no exit strategy, according to a Securian Financial Group survey.…

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Mar 18Carl Wiseman

P|E|A|K Radio Over the E.D.G.E. Asks a B2B CFO on Corporate Efficiency

Mar 18Carl Wiseman
Security Camera For Large Corporate Building

P|E|A|K Radio Over the E.D.G.E. recently interviewed Keith Simmons, a fellow partner at B2B CFO, about the corporate efficiency. This power-packed show deep dives in to the importance of corporate efficiency, revealing its significance to the future of your business, and helps those wanting to know where to go for assistance.…

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