B2B CFO® Annual Meeting Oct 26-28, 2023

Sheraton Park Hotel at The Anaheim Resort California

The 2023 Annual Meeting will be our 17th consecutive event. This event provides B2B CFO® professionals & Sponsors the opportunity to build strong relationships.

Contact Us

B2B CFO® Annual Meeting

Oct 26-28, 2023

Sheraton Park Hotel at The Anaheim Resort California

The 2023 Annual Meeting will be our 17th consecutive event. This event provides B2B CFO® professionals & Sponsors the opportunity to build strong relationships.

Contact Us

2023 Platinum Sponsor

2023 Platinum Sponsor

2023 Diamond Sponsor

2023 Diamond Sponsor

2023 Presenting Sponsors

2023 Presenting Sponsors

WHY SPONSOR

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.


Things that make us unique

The Exit Strategy Handbook

B2B Exit® Software

Seasoned Professionals

A proven six-step process

Three published books

Industry-specific software

National Resources

Trusted long-term business advisors

Cash. We Help You Get It.

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