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 2019 Annual Meeting. April 25-27th.

Our Latest Client Profile Survey

CFOs       233

Operating States

46

Total Clients

1,105

Combined Sales

$8.9B

Average Sales

$9.7M

Total Employees

35,691

Average Employees

39

Sponsorship Goals

Sponsorship Booths

There are 20 booths available in the Hohokam Ballroom to spend two days with our Professionals to discuss how they might introduce your company to their clients.

 

Speaking Engagements

We offer limited speaking engagements in the Anasazi Ballroom to present to our professionals, Sponsors, guests, members of the press and special dignitaries.

 

Socializing

We will provide about six hours of social events. Our opening reception will be on the evening of April 25 in the Anasazi Courtyard at the Pointe Hilton at Squaw Peak, which will be an excellent opportunity to renew old relationships and to start new ones.

 

Learning Opportunities

All Sponsors are invited to our meeting sessions in the Anasazi Ballroom and breakout rooms to learn about our company, learn from presenting Sponsors and to build relationships.

 

Sponsor Relationships

All of the Sponsors (except Silver) will have industry exclusivity. We all work in the same market. This is an excellent opportunity to build relationships with our Sponsors, and to determine ways for each of you to work together in the best interests of your customers or clients.

Things That Make Us Unique

The Exit Strategy Handbook

B2B Exit® Software

Trusted long-term business advisors

National Resources

Seasoned Professionals

(Average 25+ Yrs Experience)

®

A proven six-step process

Three published books

Industry-specific software

Cash. We Help You Get It

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