Craig Beck, CFO in McKinney Texas

Craig Beck

McKinney, TX
37 Years of Experience
630 240-1383

About Craig Beck

As a trusted business advisor, Craig brings a breadth of experience as an owner, financial and operations executive, M&A advisor, attorney, and engineer to help middle-market companies with revenues up to $350 million increase the value of their business. He provides on-demand, as-needed, long-term support as a financial-minded business partner to bring lasting value at an affordable price. He helps move things off the CEO’s plate to reduce stress and help them leverage their most valuable resource — time.

He applies this breadth of experience through B2B CFO’s unique, proven five-step process “The GamePlan” to provide:

  • Increased company value
  • Reduced cash flow worries
  • Increased personal wealth
  • Improved retirement plan
  • Improved business transition (exit strategy) planning

As a Certified Merger & Acquisition Advisor (CM&AA) Craig works with private businesses one to five years in advance of a desired sale date to grow company value. He is particularly adept at orchestrating cross-functional Success Teams to optimize the exit process and raise the probability that the transaction will actually close. Through Craig’s knowledge and experience with the deal process, he provides assistance with buy and sell side due diligence, strategy, structure, negotiations, documentation, etc.

Craig has bought, owned and sold businesses for his own account and the accounts of others. He is results oriented and can assist in the following areas:

  • Raising capital, debt or equity
  • Lender and lessor relationships
  • Investor relationships
  • Strategic planning
  • Business plan creations and execution
  • Improved financial reporting (timeliness and accuracy)
  • Financial metrics development and gap analysis
  • Financial modeling and forecasting
  • Management of tax engagements with outside accountants
  • Insurance procurement
  • Development and management of business transitions (i.e., exit strategies) to family members, employees (ESOP), or outside buyers (financial or strategic)
  • Due diligence
  • Acquisitions
  • Divestitures
  • Turnarounds

In his spare time, Craig enjoys time with his wife Kathleen, three children and one grandchild, as well as building experimental aircraft.

Other Info

Personal Website:


Carnegie Mellon University (MBA – Finance & Accounting)
Southwestern School of Law (JD)
Missouri University of Science and Technology (BS – Engineering)

Certificates & Licenses:

Certified Merger & Acquisition Advisor
Illinois & Pennsylvania law licenses
Instrument & twin rated private pilot


American Bar Association, Business Law Section, Mergers & Acquisition Committee
Alliance of Merger & Acquisition Advisors
Financial Executives Networking Group
Institute of Management Accountants
Experimental Aircraft Association