What B2B CFO does

B2B CFO Partners, LLC is an Arizona limited liability company founded in 1987 and headquartered in Chandler, Arizona, operating a nationwide network of independent contractor partners who deliver part-time and interim CFO services to owners of privately held companies. Its core offering is a six-step proprietary process (Strategic Planning, Owner Objectives, Gap Diagnosis, Strategy Session, Perform and Report, Legacy) that bundles strategic planning, cash flow management, KPI benchmarking, and exit preparation. The firm also operates a no-cost Gap Diagnostic Analysis™ as a top-of-funnel assessment and a Certified B2B EXIT® Advisor training program for partner specialization.

The company's product surface extends beyond advisory services into software and content. The Exit Strategy Dashboard is a patented SaaS platform (US 10,282,704 and US 11,144,878) covering 18 categories of business sale preparation, sold on a recurring subscription. B2B EXIT®, launched in October 2023 as a sister brand, delivers exit advisory services targeting companies with sales up to $350MM and is staffed by advisors averaging 20 years of experience. The firm also sells proprietary books (The Danger Zone, Avoiding The Danger Zone, The Exit Strategy Handbook) through Amazon, Apple iBooks, and Audible. The technology stack is workflow- and methodology-centric, with no disclosed AI/ML capabilities.

Revenue mechanics are diversified across professional services engagements (multi-month to multi-year contracts with fees estimated in advance), SaaS subscriptions for the Exit Strategy Dashboard, exit advisory fees from B2B EXIT, and one-time book sales. Customers are horizontal mid-market privately held companies with sales up to $100MM for B2B CFO and up to $350MM for B2B EXIT. Distribution is field-led through a partner network serving local U.S. markets, supplemented by self-serve SaaS and e-commerce channels. The firm has been recognized four times on the Inc. 5000 list and is BBB accredited.

Name

B2B CFO

Legal name

B2B CFO Partners, LLC

Website

https://b2bcfo.com

Company type

Private

Founded year

1987

Operating status

Operating

Headcount range

251–500 employees

Short description

B2B CFO Partners, LLC is a Chandler, Arizona-based firm founded in 1987 that delivers part-time and interim CFO advisory services to owners of privately held U.S. companies through a nationwide network of independent contractor partners, complemented by the patented Exit Strategy Dashboard software and the B2B EXIT® sister brand.

Ownership category

akta.pro rank

Product category

Management Consulting (CFO Advisory Services)

NAICS

Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

Keywords

• Outsourced CFO services
• Strategic business advisory
• Exit planning consulting
• Business transition advisory
• Financial leadership consulting

Headquarters

HQ city

Mesa

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Strategic Business Advisory Services: Part-time CFO and strategic advisory services provided to owners of privately held companies. Engagements are structured on an as-needed basis with estimated fees agreed upon in advance. Engagements may continue for several months or several years.
2. Exit Strategy Dashboard Subscription: Software subscription service for business exit planning. Requires acceptance of Terms of Service and payment via credit/debit card. Provider may collect sales tax based on subscriber's jurisdiction.
3. B2B EXIT Advisory Services: Sister company B2B EXIT provides exit advisory services including sell, transfer, and buy options. Exit Advisors are Certified B2B EXIT Advisors with average 20 years of experience.
4. Book Sales: Proprietary books sold through Amazon, Apple iBooks, and Audible including The Danger Zone, Avoiding The Danger Zone, and The Exit Strategy Handbook.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

B2B CFO provides part-time and interim outsourced CFO consulting and strategic business advisory services to owners of privately held companies (typically $1M-$100M in sales), delivered through a nationwide network of independent partner professionals using a proprietary 6-step process. Services cover strategic planning, cash flow management, bank financing support, profit growth, value enhancement, and business exit preparation, augmented by the patented Exit Strategy Dashboard software and award-winning proprietary publications.

Product overview

B2B CFO is a strategic business advisory firm offering outsourced CFO services to privately held companies. The core offering consists of consulting and advisory services augmented by proprietary software (The Exit Strategy Dashboard) and educational publications (The Danger Zone, The Exit Strategy Handbook, Avoiding The Danger Zone). The B2B EXIT sub-brand provides specialized exit and transition services. Key proprietary tools include the Gap Diagnostic Analysis™ for initial company assessment and the patented Exit Strategy Dashboard for ongoing exit planning. The company operates as a nationwide network of independent partner professionals.

Differentiator

Problem solved

Functional benefit

Brands

• The Exit Strategy Dashboard: Proprietary patented software designed to assist owners through the business sale and transition process
• B2B EXIT®
• Gap Diagnostic Analysis™
• Finders, Minders and Grinders™

Products and services

• B2B CFO Strategic Business Advisory Services Outsourced part-time and interim CFO consulting plus strategic advisory services for owners of privately held companies, covering financial leadership, strategic planning, cash flow management, bank loan support, profitable growth, value enhancement, and business transition support.
• The Exit Strategy Dashboard Patented online subscription software (US 10,282,704 and US 11,144,878) that gives business owners control over the exit planning process by tracking company value over time and managing 18 different preparation categories for sale or transfer.
• B2B EXIT Advisory Services Business exit and transition advisory services for privately held companies with sales up to $350 million, including sell-side, transfer, and buy-side options delivered by Certified B2B EXIT Advisors.
• Gap Diagnostic Analysis Proprietary complimentary and confidential initial assessment that evaluates operational and financial processes, benchmarks performance against industry standards using KPI software, and delivers a confidential report of key findings to prospective clients.
• The Danger Zone (Book) Award-winning proprietary book helping business owners understand and navigate cash flow challenges when company cash needs exceed available cash.
• Avoiding The Danger Zone (Book) Award-winning proprietary book addressing business illusions and helping owners identify when their business may be headed for trouble.
• The Exit Strategy Handbook (Book) Award-winning comprehensive guide for business sale, transfer, or acquisition processes, teaching owners important processes for company exits.

Quantifiable outcome

• $104 million in business sales facilitated
• +4 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Five partnerships are on record, tiered minor and core.

• IQ BackofficeminorOthersFeatured sponsor on B2B CFO website. IQ Backoffice provides back-office support services. B2B CFO introduces clients to sponsors they trust.
• USA Benefits Group (USABG)minorOthersHealth insurance solutions provider and featured sponsor. Specializes in helping individuals, families, and small businesses find coverage. Offers 100+ products and carriers for customized insurance.
• B2B EXITcoreStrategic or Co-development PartnerSister company providing exit advisory services including sell, transfer, and buy options. Exit Advisors are Certified B2B EXIT Advisors and equity owners in B2B CFO Partners, LLC. Provides software (Exit Strategy Dashboard) and the Exit Strategy Handbook. Average advisor experience of 20 years since college graduation.
• Wall Street JournalminorStrategic or Co-development PartnerThe Wall Street Journal and Random House approached B2B CFO in 2008 to collaborate on The Wall Street Journal Complete Small Business Guidebook. B2B CFO process was used in the book.
• Random House, Inc.minorStrategic or Co-development PartnerCollaborated with B2B CFO on The Wall Street Journal Complete Small Business Guidebook published in 2008. Used B2B CFO process in their publication.

Scale indicators8 records

Recent moves14 records

Expansion highlights5 records

Direct peers

• CFO Partners: CFO Partners provides fractional and part-time CFO services to privately held and growth-stage companies, mirroring B2B CFO's outsourced CFO model for SMB and mid-market clients.
• Scale Finance: Scale Finance delivers fractional CFO, controller, and bookkeeping services to growth-stage and mid-market businesses, directly overlapping with B2B CFO's outsourced finance advisory offering.
• CFO Selections: CFO Selections provides part-time and interim CFO consulting to mid-market companies, offering a comparable outsourced CFO model to privately held businesses that B2B CFO targets.
• B2B CFO (Acuity): Acuity CFO offers fractional CFO services to growing companies, directly competing with B2B CFO in the outsourced/part-time CFO category for SMB and mid-market clients.
• TGG Accounting: TGG Accounting provides outsourced CFO, controller, and accounting services to small and mid-sized businesses, overlapping directly with B2B CFO's advisory service mix.

Emerging players

• Paro: Paro is an AI-enabled marketplace that connects businesses with fractional finance and accounting talent, competing with B2B CFO for the same outsourced-finance buyer but with a tech-first, talent-marketplace model.

Broad incumbents

• Kreischer Miller: Kreischer Miller is a full-service accounting and business advisory firm offering outsourced CFO services among a broader tax, audit and consulting portfolio — a broad incumbent competing for the same privately held client base.
• CliftonLarsonAllen (CLA): CLA is a top-10 U.S. accounting and advisory firm offering outsourced CFO and strategic advisory as part of a much wider professional services platform, representing the broad-incumbent threat to B2B CFO's niche.
• Benchmark International: Benchmark International is a global M&A advisory firm focused on sell-side transactions for lower-middle-market companies, directly comparable to B2B EXIT for exit advisory services.
• Generational Equity: Generational Equity is a large M&A advisory firm specializing in selling privately held businesses, overlapping with B2B EXIT's exit advisory and sell-side services for the same owner demographic.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/b2bcfo
• LinkedInlinkedin.com/company/b2b-cfo

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about B2B CFO