Valley B2B CFO® Receives Advanced Certification

Valley B2B CFO® Receives Advanced Certification

Certified Business Transition Expert™ designation denotes advanced skill in business ownership transactions, including purchases, sales, and family transitions

David Girault, the only Rio Grande Valley based partner of B2B CFO®, recently completed the training and passed the exams required to become a Certified Business Transition Expert™. This designation highlights Girault’s training and ability to aid business owners preparation for and execution of their business transition.  Business transitions can be to a sale to a third party, the establishment of an ESOP, or transitions to a family member or trusted employee, and are typically the single largest transaction in an owner’s business life.

The specialized services of B2B Exit™, enhanced by the hands-on support of a Certified Business Transition Expert™, are of particular interest to business owners of the Baby Boomer generation.  Research by B2B CFO® indicates that the desire of Baby Boomers to sell or otherwise transition the ownership of their small and middle-market businesses in the next two decades will resemble a tidal wave, completely overwhelming the US merger and acquisition market.  This Baby Boomer Tsunami™ will create an unprecedented buyers market, where only the best and most prepared business owners will successfully find their desired exit.

“A deep understanding and knowledge of the complex dynamics involved in a sale of a business is a critical element for success in today’s economy,” said Jerry L. Mills, founder and CEO of B2B CFO®. “We have worked extremely hard to build this certification program for our Partners. We have brought in experts and outside industry specialists to ensure that we addressed all issues that arise during a business transition. The B2B CFO® Partners who carry this credential hold the key to closing the gap in a successful transition. I applaud David as he joins the ranks of our Partners who have earned this designation. They have demonstrated giving priority to an incredible business potential and shown their relevance and readiness to the marketplace.”

Reach out to David to learn more about how you can benefit from using a Certified Business Transition Expert™ to prepare for your inevitable transition from the business. For more information, please visit and

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