The 2023 Annual Meeting will be our 17th consecutive event. This event provides B2B CFO® professionals & Sponsors the opportunity to build strong relationships.
The 2023 Annual Meeting will be our 17th consecutive event. This event provides B2B CFO® professionals & Sponsors the opportunity to build strong relationships.
We serve owners of closely-held companies. Our CFO services includes companies with sales up to $75M, and our Exit Strategy services includes companies with sales up to $350M. These companies all need CFO and Exit Strategy services but usually cannot afford a full-time CFO. Our latest survey showed an average of 4.3 clients for each B2B CFO® : however, it is not unusual for some of our professionals to have 10 or more clients.
We are not only the largest CFO and Exit Strategy services company in the nation, but our closest competitors are about 5% of our size. We invite you to join us as a Sponsor at our 2023 Annual Meeting. October 26-28th.