The Value of a Comprehensive Strategic Planning Process

As a leader of your business, do you take your Executive Leadership Team (ELT) offsite, away from the whirlwind of the day-to-day distractions, at least once a year to spend a couple of days focusing on the future of your business?  If so, do you use a facilitator to conduct the meeting or do you… Read more »

Exiting My Business, How Do I Plan?

I talk to many business owners and I always ask the question, “How and when do you plan to exit this business?” It never ceases to amaze me how many people tell me, “I am never going to leave my business; this is my life.” Let me put that myth to rest immediately. Every business… Read more »

It’s February – Is Your Budget Already Broken?

For business owners and operators, it is frustrating to realize that the budget that you and/or your staff prepared in the fall of last year looks now, in the early stages of the New Year, to be veering to the left or right of reality.  In either case, whether prospects are way better than your… Read more »

What Are The KPI’s For Your Business?


All businesses need KPI’s, or key performance indicators, by which they can measure the performance of their business over time. Performance indicators should be structured in the context of the organization’s overall mission and direction and should be part of the strategic management process that connects short-term and long-term goals to specific business objectives. Emphasis should be placed on… Read more »


B2B CFO®, the nation’s largest CFO and Exit Strategies firm for privately held businesses, announced today that award winning author and Inc. Magazine’s Editor-at-Large, Bo Burlingham will keynote the National Partners Meeting to be held April 28-30, 2016. Bo Burlingham joined Inc. Magazine in January 1983 as a senior editor and became executive editor six… Read more »

U.S. Chamber of Commerce Names B2B CFO Among Nation’s Top 100 Small Businesses at the 2015 Small Business Summit

U.S. CHAMBER OF COMMERCE NAMES B2B CFO AMONG NATION’S TOP 100 SMALL BUSINESSES AT THE 2015 SMALL BUSINESS SUMMIT    B2B CFO’s Founder Jerry L. Mills brings top concerns of Small Business Owners and discusses Free Enterprise with members of Congress and Press   MESA, Ariz. [July 7, 2015] –    B2B CFO, the nation’s largest… Read more »

The Exit Strategy Handbook

This is the book every business owner should have readily available. If you re a business owner, the truth is that at some point you will exit the business. Don t take that step lightly. Being prepared is key.  Written by Jerry L. Mills, the founder of B2B CFO, this book takes you through a step-by-step… Read more »