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Are you looking for CFO and Exit Strategy services for your Dallas/Fort Worth, West Texas or Oklahoma 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, West Texas or Oklahoma. 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

Mar 16Boyd Calvin

Smart Business Owners Pay No Income Taxes?

Mar 16Boyd Calvin

Boyd CalvinIs paying no income taxes a good thing? Yes or no?

The first tax seminar I attended as a young financial professional was held by a Big Four CPA firm.

The speaker, an expert in taxation, explained his objective when consulting with clients:

“I want my clients to pay the most taxes possible after taking every legal deduction to which they are entitled.”

Every attendee in the room let out an audible gasp.…

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Mar 14Ken Crawford

Seller Beware Part II

Mar 14Ken Crawford



A power play is a maneuver in which an advantage is sought, and psychological operations (or warfare) are used to influence emotions, motives, objective reasoning, and ultimately behavior.  It’s important to unmask these tactics when they are deployed.  For a business owner ready to exit his or her business, after spending countless hours and personal capital (financial and emotional), can be taken off guard when working with potential buyers.  …

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Mar 8Ken Crawford

Seller Beware Part I

Mar 8Ken Crawford

http___www.lifeofpix.com_wp-content_uploads_2017_02_life-of-pix-free-stock-photos-owl-bird-details-tzaraI had the opportunity to help one of my favorite clients evaluate a potential merger with another, larger firm.  After years of building his firm, he was ready to see it go to an even higher level of success with his suitor.  Selling your business can be exciting times, and while this merger did not come to fruition, any proposed or actual merger can be a challenge to navigate.…

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14 Ways to Maximize Profits When Starting or Growing a Business


Trying to run a lean business and maximize your profits? One of the best ways to do so is to learn how to save money from other entrepreneurs.

To get some ideas to apply to your business, check out this article on entrepreneur.com that lists 14 valuable strategies that have helped to launch and grow successful companies with minimal costs.…

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Feb 28Glen Katlein

Move Your Company Forward with a Partnership Between HR and Finance

Feb 28Glen Katlein
HR and Finance

As you grow your business, two pressing problems are scarcity of funding and shortage of human capital.  Getting both groups on the same page is critical to eliminating inefficiencies and achieving business success.

I found a great article from Entrepreneur.com that offers a step-by-step process for aligning these.  Click here to check it out.…

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