Bo Underwood
Partner @B2B CFO®
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WORK HISTORY
Partner @B2B CFO®
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
The Wharton School
MBA
University of Pennsylvania
MSE, Civil Engineering
United States Military Academy at West Point
BS
SKILLS
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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