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

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Things That Make Us Unique

The Exit Strategy HandBook                                                   A proven six-step process

B2B Exit  Software                                                                  Three published books

Seasoned Professionals (Average 25+ Yrs Experience)                                         Industry-specific software

National Resources                                                                 Cash. We Help You Get It

Trusted long-term business advisors



Sponsorship Goals

Sponsorship Booths




Speaking Engagements










Learning Opportunities




Sponsor Relationships

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


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


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.


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.


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.

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