James L. Bartlett

Providing CFO services and Business Transition Services in Dallas/Fort Worth, TX and surrounding areas

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About James

James L. Bartlett

Arlington, TX CFO

39 Years of Experience

Direct Contact

jamesbartlett@b2bcfo.com

817-505-5453

Universities:

Bachelor of Science (BS), Business Administration, Concentration Finance

Master of Science (MS), Management

Concentration Accounting/Taxation

Certificates & Licenses:

Certified Mergers &

Acquisitions Advisor


Certified Business Transition Expert

Organizations:

Alliance of Mergers & Acquisitions Advisors


Financial Executives

Networking Group



Texas Society of Certified Public Accountants

American Institute of Certified Public Accountants

Fort Worth Chapter, Texas Society of CPAs

Contact James Bartlett and receive a free Discovery Analysis™

  • A confidential meeting with the business owner(s), then interview company staff.
  • Look at the company’s financial information and computer systems.
  • Benchmark financial information against industry averages.
  • Create a confidential report of our findings in The Strategy Gameplan™







James’ Bio

Jim is a trusted senior CFO with a track record of contributing to company growth and increasing value. He is skilled in managing balance sheets and liquidity, optimizing working capital and borrowing needs with capital structure and assuring internal controls safeguard assets. His expertise extends to strategic planning, risk management, and corporate communication. He is known for his ability to successfully lead cross-functional collaboration and process improvement. He has guided companies through restructurings, exit strategy, and growth by acquisitions.

Jim has over 36 years of experience including serving in public accounting practice as Managing Partner, Senior Tax Partner and Senior Audit Partner of a regional CPA firm, and serving in industry as Controller, International Treasurer and CFO. This extensive experience brings a well-rounded tool kit of financial skills to grow revenue, improve profitability, manage cash flows, and lead change management.

Jim has worked with entrepreneurs, small and mid-sized companies, and not-for-profit boards, both domestically and internationally. Some examples of his delivered accomplishments are:

  • Advised the executive team of a small divisional spin-off through a high growth trajectory which resulted in doubling the company size from 4 to 9 locations in 4 states, driving revenue growth an average of 40% each year over a 7-year period, and increasing the company valuation by 5X.
  • Planned and guided the acquisition of three companies and the division of another company, structured and arranged the financing, and managed their absorption into operations.
  • Developed and implemented a cost reduction plan in keeping with sales projections, obtained Board approval for plan to increase profit margins, decrease headcount, and monitor efficiency of labor and equipment utilization, while decreasing indirect overhead rates that achieved cost and expense savings of $1.5 million annually.
  • Significantly reduced the company's projected insurance costs through effective risk management, negotiated and structured the insurance packages (GL, excess, environmental, auto, workers comp, employee benefits) that held per capita employer medical insurance costs to minimal increases over a three year period and saved $300K in insurance expenses.
  • Streamlined processes to improve operational efficiencies by implementing administrative policies, improving accounting procedures, cross training financial/accounting personnel, improving accounts receivable and accounts payable processing including conversion to ACH that reduced headcount while more than tripling revenues.

Jim earned his Bachelor of Science in Business Administration concentration in Finance from Alfred University in Alfred, New York and his Master of Science in Management, concentration in Accounting/Taxation, from Florida International University in Miami, Florida.

Jim and his wife Karen have been married for 43 years. Their son graduated from Criswell College in Dallas and their daughter graduated from Dallas Baptist University.

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Recent Articles

How to Successfully Merge or Acquire a Company: A Guide to M&As

Mergers & Acquisitions (M&As) require a great deal of up-front work. You will want to make sure all the bases are covered before committing to the deal. So how should you approach this complex task and what key questions should be answered before closing? If you want to learn about the essentials steps you will need to take, I recommend this article from Forbes. It details 20 key due-diligence activities to address prior to your M&A transaction.  You can read

How to Maximize Value Before You Sell or Exit Your Business

When you decide to sell/exit your business, you obviously want to get the best deal possible. Unfortunately, many business owners fail to prepare far enough in advance, and end up making less than they are expecting. The solution to this dilemma is early planning. The sooner you prepare for a sale, the more control you will have over your company’s overall value. To learn more about how to get started, I recommend that you read a short, informative article from Inc.com.

How to Know When to Sell or Exit Your Business

Financial experts predict a surge in mergers and acquisitions over the next 12 months, spurred on by the Fed’s recent rate hikes. This M&A boom is great news for companies desiring to sell. However, it comes with its own set of challenges and risks. Before striking an agreement, business owners need be ready to carefully analyze potential buyers. If you’re considering a merger or acquisition in the near future, you’ll find some great advice in this article from Entrepreneur.com.  The

Cash Flow: 9 Tips to Stay in the Black

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5 Tips to Improve Your Profits

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Uncovering Fraud: Better Now Than Later

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