Jerry Mills

Providing CFO services in Phoenix, AZ and surrounding areas


About Jerry

Jerry Mills

Mesa, AZ CFO

35 Years of Experience

Direct Contact


Arizona State University

Certificates & Licenses:

Certified Business Transition Expert



FENG (Financial Executives Networking Group)

American Institute of CPAs

Arizona Society of CPAs

Contact Jerry Mills and receive a free Discovery Analysis™

  • A confidential meeting with the business owner(s), then interview company staff.
  • Look at the company’s financial information and computer systems.
  • Benchmark financial information against industry averages.
  • Create a confidential report of our findings in The Strategy Gameplan™

Jerry’s Bio

Jerry L. Mills founded this company in 1987. He is the pioneer of this industry.

His unique ability is creating a future vision, a focused direction and a process so all can enjoy a better lifestyle.

He is the author of three books, The Exit Strategy Handbook, The BEST Guide for a Business Transition, The Danger Zone, Lost in the Growth Transition and Avoiding The Danger Zone, Business Illusions.

He received a prestigious award for his company in Washington D.C. in June 2015. The US Chamber of Commerce named his company among the Nation's top 100 Small Businesses at the 2015 Small Business Summit. B2B CFO® was awarded the prestigious Blue Ribbon Award. Thomas J. Donohue, CEO of the US Chamber of Commerce stated, "Our Blue Ribbon Award winners are the best of the best—growing and succeeding despite significant challenges."

He was nominated in 2014 as one of the five Middle-Market Thought Leader of the Year Award Finalists by the AM&AA (Alliance of Mergers & Acquisition Advisors). In a press release, the AM&AA stated, "Mills' book (The Exit Strategy Handbook) has significant relevance today as the U.S. braces for millions of Baby Boomers looking for meaningful exits for businesses they created. The bottom line is The Exit Strategy Handbook helps demystify the sales process while helping sellers garner top dollar for their businesses."

He was a speaker at the 2013 Inc. 500|5000 Conference and Awards Ceremony on October 11, 2013. The topic was, Is Your Business Sellable? The panel moderator was Bo Burlingham, Editor at Large, Inc.

He is frequently on television on Fox Business News, Morningstar, Wells Fargo webcasts, etc. In late 2011 he was awarded in New York City as one the “Top 100 Small Business Influencers” in North America by Small Business Trends and Small Business Technology. He and the firm are documented as experts in their field in the book, The Wall Street Journal, Complete Small Business Guidebook.

He is a Certified Business Transition Expert.

He designed his firm's B2B Exit® Software which is recommended in the book, Finish Big, published in 2015 by Bo Burlingham. This one-of-it's kind software created by B2B CFO® helps business owners with business transitions in either selling or buying a business.

CFO in Phoenix & Surrounding Areas

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