Bo Underwood

Partner @B2B CFO®

Fort Worth, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2023 — Present

Partner @B2B CFO®

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Dallas-Fort Worth, TX, US

As the partner of B2B CFO® in Fort Worth, I provide Strategic Business Advisory Services to owners of privately held companies.B2B CFO® focuses on increasing cash and company value. By redefining the way that these services are provided, we have created a new industry, which we dominate and lead. • Nationwide presence, B2B CFO® is the largest company of its kind in this industry.• Ranked four times in the Inc. and were recognized as one of Forbes Magazine’s “Small Giants.” • Over the decades, the company has published books and created numerous resources, including an award-winning and patented software. For more information about how we help business owners excel, please visit

EDUCATION

1985 — 1987

The Wharton School

MBA

1985 — 1987

University of Pennsylvania

MSE, Civil Engineering

1975 — 1979

United States Military Academy at West Point

BS

SKILLS

Strategic PlanningSecurity ClearanceAnalysisContract ManagementMergers & AcquisitionsStrategyDefenseProject ManagementGovernment ContractingProcess ImprovementEarned Value ManagementGovernmentMilitaryProgram ManagementProposal WritingRisk ManagementDodProject Planning

ABOUT BO UNDERWOOD

My clients own companies in a wide variety of industries. Some were caught in the messy middle: growing too fast to manage everything themselves, but not yet ready for a full-blown finance department. Most were getting a picture of what happened, but not a view of what might happen. They were trying to steer their company when the only view they had was a rear-view mirror. I provide them a view through the windshield.I SPECIALIZE IN: LEADERSHIP: Developing and coaching leaders to achieve superior outcomes FINANCIAL DIRECTION: Increased margins and strong balance sheets STRATEGIC PLANNING: Identifying core business strengths and directing capital to leverage them NEGOTIATIONS: Developing the defendable positions that winCAREER HIGHLIGHTS INCLUDE: CEO for jet engine-focused aircraft instrumentation manufacturer CFO for employee-owned engineering and manufacturing company of $170M sales and 1100 employees start a conversation: b••••••••@b2bcfo.comEDUCATION MBA, The Wharton School MSE, University of Pennsylvania BS, United States Military Academy, West Point

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