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Are you looking for CFO and Exit Strategy services for your TriCity 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 the TriCity region of Houston, San Antonio and Austin. 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

B2B CFO’s “Certified Business Transition Expert” Designation Closes the Gap in Successful Business Sales

Published: Dec 18, 2014 9:01 a.m. ET

As small business transactions reach record high levels, new certification allows B2B CFO Partners to guide business owners through sale process

MESA, Ariz., Dec 18, 2014 (BUSINESS WIRE) — Small business sales increased again this year, giving strong validation to a trend that B2B CFO Partners have closely followed.…

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Jan 5David Girault

New Year’s Resolutions

Jan 5David Girault

It’s the time of year when we think of what we could have done better last year and how we are going to fix it in 2015. One of the items that we often overlook as a smaller business is the budgeting and planning process. Generally, I have run into two objections to the process.…

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B2B CFO expands in RGV

Finance Veteran and Valley Native Joins Firm

MCALLEN – B2B CFO has announced its expansion in the Rio Grande Valley with the addition of David Girault as partner.

Girault joins B2B CFO after several years as a business lawyer in private practice in McAllen, followed by a 14-year career in corporate finance.  He is the 23rd B2B CFO partner in Texas providing CFO services to local business owners.…

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Oct 16Mark Shearer

B2B Exit Software Nominated For 2014 Small Business Influencer Awards – Vote Now

 

 B2B Exit Software Nominated For 2014 Small Business Influencer Awards

Voting Period Ends September 15th

 

“We are so proud of our new software and see it as a true game changer for the small and mid-size business industry,” said Jerry L. Mills.  “We are very pleased to be among the nominees this year and hope to finish strong.  I sincerely appreciate every vote and all the support!”

Read more about the award here

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