B2B CFO® - Key Persons
Job Titles:
- CFO Services
- Financial Officer Reporting
Allen has over 30 years of financial, operational and transactional experience across a broad range of industries.
For the past fifteen years, Allen has been a financial officer reporting directly to Board of Directors, Owners and Investors. He began his career with Deloitte, in Dallas. Allen has worked for a cross section of industries from the service industry, healthcare, manufacturing and software and technology. His broad experience ranges from Fortune 500 companies that recently acquired startups, high growth acquisitive public companies, mid-size and private equity companies. He also participated in a startup that was acquired by a Fortune 500 company.
Allen has a wealth of experience in setting up financial systems and controls to provide integrity to the financial statements. He has developed numerous models for valuations, growth plans and mergers and acquisitions. Allen has lead the due diligence and divesture of over 15 companies including sales to public companies and private equity groups.
He has helped investors determine the most profitable product lines and how to identify which businesses or products lines to grow and support and to avoid investment in cash hungry low profit ventures. Allen has worked extensively with investors and private equity groups to develop dash board reporting to monitor the pulse of the business while developing strategic plans so the investors could monetize their investment and realize a higher value for their company.
Allen has worked side by side with Division Presidents, COO's and CEO's to determine the best path forward on make-buy decisions, facility expansion, system implementations and marketing and strategic analysis.
Additionally, he has negotiated leases, initiated and managed bank relationships, negotiated supply contracts and overseen audits of multinational public companies.
Allen is skilled in managing relationships including attorneys, CPA's, IT Consultants, bankers, and insurance brokers. He has demonstrated success in high growth and turn around environments.
Allen graduated from the University of Arkansas with a degree in Accounting and is a Certified Public Accountant. Allen earned his MBA from the Graziadio School of Business and Management at Pepperdine University in Malibu California.
Andrew has worked for more than 25 years in finance and accounting with experience in manufacturing, distribution / wholesale, real estate, government and not-for-profit industries. A Certified Public Accountant (CPA) licensed in North Carolina and a Chartered Global Management Accountant, he is a versatile and experienced manager with excellent communication, organizational & interpersonal skills. Andrew has made a point of learning and understanding the business side of the organization he works in so he can provide better service and advice to management.
Job Titles:
- Marketing Operations Manager
Andy has nearly 40 years of diversified experience working with public and private companies, including nonprofits, providing tactical and strategic advice on critical business decisions across a broad range of domestic and international disciplines.
He has served in a variety of industries including foodservice, retail, restaurants, food manufacturing, manufacturing of specialty tools for the aircraft industry, cross-border in-bond manufacturing, construction and e-commerce.
Andy's concentrated areas of expertise include maximizing cash flow, bank and lending relationships, interim management consulting, financial restructuring, operational turnaround, secured and unsecured creditor advisory and investigative accounting.
He was the founding COO/CFO of a startup import/export achieving year over year 50% sales growth with oversight for accounting, treasury, currency exchange, HR, risk management, logistics, warehousing, US/Mexican Customs compliance and FDA compliance.
His other areas of experience include:
Coaching and mentoring bilingual, English/Spanish, workgroups to excel in management operations performance.
Start-ups, launch and roll out of new products, market segmentation and positioning.
Systems integration and upgrades achieving transition from main frame batch processing, multisite manufacturing locations, to PC based intranet networks.
Transaction flow analysis geared to determine key success factors maximizing shareholder value.
Growing up in Southern California, Andy is consciously ware of the cultural nuances impacting cross-border international business transactions. He graduated from the University of California, Irvine, with a degree in Business Economics and did postgraduate work at UCLA's Anderson School of Management in Accounting and Finance.
Job Titles:
- Metro NY / NJ Regional Leader
Brian is a CPA with over 20 years of financial management and operational experience ranging from start up to large, mature operating entities. Brian has consistently assumed leadership roles in organizations across a diverse group of industries and in the process has gained a fundamental understanding of the critical success factors necessary for companies to achieve and maintain growth and profitability. Relationships are critical to being a trusted advisor to his clients- Brian has forged and maintains long term, professional, working relationships with attorneys, CPAs, commercial lenders and insurance brokers.
As a lean, six sigma practitioner, Brian brings a strong, grounded understanding of efficient operations to accurately define, measure and analyze problem areas and then implement solutions that reduce expense and improve cash flow. His operational focus and professional background in both accounting and finance give him unique abilities to create financial systems and controls that support a company's current business needs and provide the scalability and flexibility to rapidly adapt to changing market conditions.
Brian possesses years of expertise in transaction structuring, risk management and loss control focused on minimizing company liability exposure, reducing lost time accidents and minimizing property, casualty and workers compensation insurance expense. He has also successfully planned and implemented continuity and succession strategies to prepare companies for planned and unplanned changes in ownership and management.
As the owner/CEO of your business, you have the right and obligation to know, at all times, how your business is trending as to financial position, profitability, sales pipeline, employee turn-over etc. Brian has implemented integrated, cohesive, long range strategic business planning (encompassing sales pipeline management, marketing and operations), annual operational budgeting and disciplined, routine financial forecasting practices. The integration of these initiatives is invaluable to the successful management of any company. Together, they keep your "fingers on the pulse" of your business.
As Vice President- Finance & CFO, Brian deployed these skills to create the internal accounting controls and finance infrastructure that enabled the successful negotiation and re-negotiation of several secured, asset based line of credit agreements ranging in size from $600,000 to $25 million. This financing fueled the intelligent growth of the company from the start up phase, into a Metropolitan Milwaukee Association of Commerce Future 50 entity grossing $350 million in annual revenue.
Brian is licensed by the State of Wisconsin as a Certified Public Accountant, is a fellow member of the Wisconsin Institute of Certified Public Accountants (WICPA) and the Turnaround Management Association (TMA). He holds an MBA from Marquette University with an emphasis in Finance and an undergraduate degree in Business Administration from the University of Wisconsin- Milwaukee with majors in accounting and finance. Brian has served on the Finance Committee of St. Jerome Parish and as a past President of St. Jerome Parish School Athletic Association. Brian and his wife of 23 years are members of the Oconomowoc Golf Club and reside in western Waukesha County with their three sons and daughter.
Carl is an experienced CFO, entrepreneur and executive business leader with a very diverse background of experience. For many years, he has enjoyed helping businesses grow and improve operational and financial efficiency. He has over 35 years of experience in successful business ownership, all aspects of financial/operational management, and strategic planning. His industry experience includes manufacturing, retail, distribution, and non-profit organizations. As an experienced CFO, Carl has been instrumental in helping top organizations implement lean processes and improve efficiency and cash flow.
Carl began his career with KPMG (formerly Peat, Marwick & Mitchell, CPA's), which is one of the largest CPA firms in the world. That training has proven invaluable throughout his 36 year career. Becoming a highly skilled auditor has equipped Carl with the knowledge and skill set to quickly evaluate business needs, set objectives, and create the strategic plan to meet those objectives. One of Carl's unique abilities is to determine where an organization 'is" so that a strategic plan can be developed and implemented to take an organization to a new plane which benefits stakeholders.
Carl has been involved with several "turn-around" efforts in his career. Helping to bring companies back from the brink, save jobs, and to later see those companies flourish has been fulfilling, but helping companies grow to the next level has been just as rewarding. He has worked with entrepreneurs, owners and even Boards to see their company not only survive, but to thrive like never before.
Carl's career has strong operational history since he believes that successful operations and finance must go hand in hand. As a CEO, CFO, and former owner of small companies, Carl knows what it takes to wear multiple hats and to be very hands-on and practical. He has extensive experience with IT software implementations as well as increasing utilization of existing technology for both small and medium business. Carl is a Certified Business Transition Expert™
A native of Arkansas, Carl has been in the Fort Smith / River Valley area since 1985. He is actively involved in his church, civic organizations and recreation throughout the area. His gift is teaching others and utilizes all activities; work, play and worship to make a difference in other people's lives. Carl believes that both integrity and absolute honesty are the backbone of all successful business relationships and partnerships.
Job Titles:
- Certified Public Accountant
- CFO Services
Carrie has over 25 years of experience as a CFO, Vice President of Finance and Controller for both public and private companies. She is a Certified Public Accountant. Carrie's industry experience is in Healthcare, Government construction contracts and dealership accounting. She also was in Public accounting for 10 years.
She has experience in the development of corporate financial strategy, financial systems integration, planning and forecasts, minority and majority equity recapitalizations, and developing opportunities and projections of future growth. Fourteen (14) years of experience as CFO serving as confidant to CEO/President's management team in creating ethical and compliant financial infrastructure. She is proficient in the development of corporate-wide robust and scalable financial systems and departmental internal controls for private and public entities. Additional strengths include the development of automated corporate accounting practices, managing complex accounting departments, preparing budgets, financial reports, and tax and audit functions.
Carrie is a Certified Public Accountant with extensive experience in integrating strategic ERP systems. Highly experience in the identification, due diligence and acquisition of multiple companies and creation of subsidiaries both domestic and internationally. She is experienced in the development of comprehensive financial analysis and reporting systems to ensure sustainable cost reduction and profit improvement initiatives.
She is a proactive team player with strong leadership and management skill and is experienced in consolidation of multiple domestic and international companies.
Carrie's area of expertise includes:
Cash Flow Management
Accounting Systems implementations
Budgeting and Forecasting
Financial Reporting and Performance Metrics
Banking Relationships
Accounting Staff training
Mergers and Acquisitions
Tax and Audit Relationships
Chris is a finance professional and business leader with more than 25 years experience. During his career he has provided CFO, controller, and treasurer functions. He is proficient in increasing profit and performance, as well as, returning loss companies to profitability. Chris is an experienced consultant, coach, trainer, and mentor.
He has served on multiple company boards, where he worked with presidents, executives and others to increase their success and profitability. He helped draft plans, strategies and metrics to achieve the desired results.
Through his experience, Chris has developed procedures, processes, controls, and cost savings initiatives. He has led teams from as small as three members to larger than thirty.
Chris has more than 15 years' experience investigating potential misappropriations of assets, misstatements of financial statements, and adherence to prescribed company procedures.
As a seasoned business partner, Chris can help you achieve your objectives and vision. He is committed to understanding your business, listen to your concerns and priorities. Chris' combination of financial and operation expertise makes him qualified to provide solutions for your business.
He holds a CPA license from Missouri. In addition, he is Certified in Financial Forensics, a Chartered Global Management Accountant, Certified Management Accountant, and Certified Fraud Examiner.
Chris has also been an adjunct professor at two universities for over 19 years. He has taught classes in fraud investigation; personal financial management; financial, cost, and managerial accounting; and financial analysis at both the undergraduate and graduate levels.
Chris earned both his Bachelor' and Master's degrees in Accountancy from the University of Missouri - Columbia.
Chris and his wife, Kathy have lived in the Chesterfield, MO area for over 40 years. They have three children. In his spare time, Chris enjoys a variety of outdoor activities.
Job Titles:
- Certified Public Accountant
- CFO Services
Clint has been advising publicly held and privately owned businesses since 1975. His background includes working in public accounting, assisting start-up entrepreneurial companies, ownership of several enterprises, serving as CFO to three public companies, raising over $100 million in funding and performing financial turn-arounds. His diverse background has given him a depth of knowledge to resolve issues not only in the financial arena, but to assist business owners in analyzing and improving all areas of their operations. As an entrepreneur, business owner and analytical C-level finance officer, he has started and run companies as well as taken existing companies and improved their processes, controls, procedures and profitability.
As both a consultant and CFO, Clint's career has served the following industries: software/web development, telecommunication, real estate, construction, retail and wholesale distribution, foreign and domestic manufacturing, printing/packaging, entertainment facilities, waste management and professional services. He has employed tools that cross industries and key metrics specific to an industry to develop strategic plans, financing maps, dashboards, cost containment and cost reduction along with revenue raising programs and owner exit strategies.
Clint has held the CFO, VP of Finance and Administration, Board member, corporate Secretary and business owner positions with various size companies ranging from start-ups to $140 Million in sales. This has placed him in a position responsible for creating and managing not only finance, but the HR functions, IT departments, marketing/sales programs and production activities. He has negotiated contracts, lending agreements, shareholder arrangements and buy-sell deals, settled vendor obligations for pennies on the dollar and brought in new investors. Clint has extensive merger and acquisition experience; from identifying, analyzing, negotiating to closing the deals. He has been successful on both the buying and selling side.
Clint's depth of experience has given him the edge on what is important to the health and growth of a business. He builds teams and works with the key movers in the business to build value, grow and protect cash and achieve the owners' personal goals. His knowledge and experience with IPOs, reverse mergers, succession planning and buy-sell tactics help map an exit strategy that fits the situation and goals of stakeholders.
Clint formerly taught in the evening faculty of several undergraduate and graduate schools and has done extensive speaking and training seminars. His finely honed communication skills equip him to work with personnel at all levels to create timely financial reports, implement internal controls, utilize software solutions to reduce personnel costs and generate accurate financial and tax reporting systems. He is skilled at taking complex ideas and programs and presenting them in an easy, simple and transferable format for others to learn and implement. Not only does Clint educate all involved, he also rolls up his sleeves and gets it done when it needs to get done.
Clint graduated college at age 20 and immediately sat for the CPA exam, which he passed on the first sitting. In addition to that, his diverse background also includes extensive experience with over sixty different general ledger software packages operating on various platforms from the pc to the IBM AS400. His experience has included writing software programs in several different programming languages and database integration on multiple platforms. He has spearheaded and managed numerous software integrations and migrations; mobilizing the team and efficiently and cost effectively making change happen.
Clint is a Certified Public Accountant and holds a Masters of Science degree in Taxation. He is a member of the American Institute of Certified Public Accountants and former Rotarian. He has served on various charitable Boards and committees and performs charitable work throughout the Greater Miami community. Clint lives on Miami Beach with Jennifer, his wife and partner since 1999. Clint enjoys ballroom dancing, tennis, ice skating, guitar playing, photography and writing when he is not crunching spreadsheets.
Job Titles:
- CFO Services
- Financial and Business Manager
Craig is an experienced financial and business manager with over 25 years of experience in finance and accounting and nearly 18 years of experience as CFO in the manufacturing and hospitality industries. He has had a broad range of management experience being involved in all aspects of business strategic planning and development of business systems infrastructure with both small business and multinational public corporations.
Job Titles:
- Marketing Graphic Designer
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- Carolinas Regional Leader
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- Marketing Team Coordinator
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- Mountain States Regional Leader
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- Admissions Committee Member
Job Titles:
- Member of the B2B CFO Executive Committee
- Member of the Executive Committee
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- Upper Midwest Regional Leader
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- Business Development Manager
Job Titles:
- Member of the B2B CFO Executive Committee
- Member of the Executive Committee
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- Admissions Committee Member
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- Connecticut Regional Leader
Job Titles:
- Member of the B2B CFO Executive Committee
- Member of the Executive Committee
- Colorado Regional Leader
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- Northern Indiana Regional Leader
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- Director of Web Development
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- Member of the B2B CFO Executive Committee
- Member of the Executive Committee
- Chicagoland Regional Leader
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- Central States Regional Leader
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- Member of the B2B CFO Executive Committee
- Member of the Executive Committee
- NorCal Regional Leader
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- Business Development Assistant
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- Member of the B2B CFO Executive Committee
- Member of the Executive Committee
- South Florida Regional Leader
Job Titles:
- Member of the B2B CFO Executive Committee
- Member of the Executive Committee
- Arizona Regional Leader