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Are you looking for CFO and Exit Strategy services for your Dallas/Fort Worth 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 Dallas/Fort Worth region. 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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Inc. 5000 in 2011Interactive Media AwardsCFO AwardsACE Arizona Corporate Excelllence AwardsInc. 5000 in 2012Small Business Influencers 2011 and 2012Chamber of Commerce Dream Big AwardBBB Accredited BusinessesInc. 5000 in 2013

Recent Articles

Jun 24Glen Katlein

6 Tips for Avoiding the Common Financial Pitfalls of Being a Young Entrepreneur

Jun 24Glen Katlein

Being a young Entrepreneur  can be an exciting yet stressful time for anyone setting out on their own. With so many facets of business to be weary of and concerned about, it is important you avoid the financial pitfalls associated with your new venture.

Here are some tips for avoiding the most common financial mistakes that young entrepreneurs make.…

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Jun 17Jack Pryor

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

Jun 17Jack Pryor


P|E|A|K Radio Over the E.D.G.E. recently interviewed Keith Simmons, 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.

Listeners will hear:

  • Understanding how company issues often result in under-performance
  • Identify root causes and implement effective corrective actions.

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You Might Have A Great Idea, But Can You Sell It?

Post contributed by: Wade Fulton at forbes.com

You Might Have A Great Idea, But Can You Sell It?

Maybe you have the best idea since sliced bread, or perhaps you just came up with a better way to divide freshly baked dough into even shares. Just about everyone has stumbled upon (what they believe to be) a great idea.

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Jun 10Chris James

How to structure a small business

Jun 10Chris James

One of the most crucial decisions you’ll have to make when setting up a new business is what structure to use. The choices range from a simple sole proprietorship to the C corporation structure used by Fortune 500 companies.

The form you select dictates crucial issues, such as legal liability, tax treatment and the kinds of shareholders you can have.…

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Jun 10Glen Katlein

Challenges of the M&A Process

Jun 10Glen Katlein

The following information was pJohn Morris. I find his take on the M&A Process:

I am a veteran of a number of sell side transactions. Seeing a business sale to the end is a landmark achievement. The process is filled with obstacles all the way through. See the FERF Executive Report for a discussion of the various challenges.…

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