Will Petter Email & Phone Number

Denver, Co, Us

Chandler, Arizona, Us

B2B CFO® is a firm of Strategic Business Advisors serving owners of privately held companies. We specialize in enhancing cash flow, increasing company value, and aiding in business exits. Through B2B EXIT® and Certified B2B EXIT® Advisors, we bridge the gap between the CFO and Exit industries. With decades of experience, we've developed award-winning software and published resources. Learn more about how we support business owners at www.b2bcfo.com.

Milwaukee, Wi, Us

As the CFO, I led acquisition processes, including valuation, due diligence, legal proceedings, and integration, fostering company growth through strategic mergers and acquisitions. Implemented management operating framework to streamline strategic objectives, clarify team responsibilities, and define success metrics, thereby enhancing operational efficiency and alignment. Managed comprehensive financial reporting, including unit-level, market-level, and regional profit and loss statements, offering valuable insights to management and the Board of Directors. Some key achievements include:* Deployed a management operating framework that increased transparency, and accountability across the organization.* Developed and managed investor relations for multiple fundraising rounds, securing necessary capital for business initiatives and growth.* Achieved business growth and cost savings by driving a notable 40% organic unit count growth within one year, and optimizing accounting operations through strategic offshoring and financial management.* Developed underwriting framework and streamlined legal process to support 1,000 unit portfolio.

Dallas , Texas, Us

Here, I managed comprehensive financial operations, leading due diligence, acquisition, and integration of four companies to expand geographic operations and service lines. Directed a multi-million dollars growth capital campaign and assisted with the launch of three complementary business lines. Led a successful ERP system conversion to consolidate entities, streamline operations, and establish a scalable growth platform. Some key achievements include:* Grew company revenue by 17-fold through strategic inorganic and organic growth initiatives.* Recruited and developed accounting, finance, payroll, and IT systems teams to support scalable growth and data insights.* Played a key role in acquiring and integrating four companies, adding 300 units, and expanding operations into new markets, including Colorado, North Dakota, and Pennsylvania, through strategic deal-making and turnaround expertise.* Skillfully negotiated debt restructuring during the pandemic to preserve liquidity and operational flexibility.* Refinanced term loan and increased revolving line of credit to post-acquisitions, supporting sustained working capital growth.

In this role, I conducted comprehensive due diligence and financial analysis to identify and recommend high-potential investment opportunities to the investment committee. Provided strategic corporate development and management advisory services to portfolio companies, enhancing their growth and operational effectiveness. Analyzed market trends to inform investment decisions and portfolio management. Implemented best practices in financial modeling to support valuation and investment decisions. Some key achievements include:* Performed detailed valuation and operational analyses, including discounted cash flow, leveraged buyout models, and sensitivity analyses.* Created liquidity forecasts and assessed comparable trading and transaction multiples to support investment decisions.* Expanded professional network to source new investment opportunities, fostering relationships that benefit long-term investment strategies.

New York, Ny, Us

In this role, I managed the full scope of middle-market investment banking transactions across diverse industries, including industrials, healthcare, consumer, and restaurants. Executed mergers and acquisitions, capital raising, financial restructuring, and advisory assignments. Developed confidential investment memoranda, emphasizing clients' unique qualities and operational strengths, while providing comprehensive business and industry analysis. Conducted in-depth valuation and operational assessments using discounted cash flow, leveraged buyout models, sensitivity analyses, and comparable multiples.Some key achievements include:* Performed comprehensive valuation analyses for a variety of transactions, including a sell-side M&A deal for a construction services provider and a financial restructuring for an oilfield services company with $1.1B in revenue.* Facilitated a capital raise for a leading network of independent emergency rooms, achieving $75M in revenue.* Acted as a buy-side advisor for the acquisition of a large regional pizza franchisee with 45 locations.* Provided advisory services to an ESOP-owned chemicals manufacturer, contributing to a successful outcome for a company with $400M in revenue.* Supported the restructuring of a contract land driller, solving financial challenges for a company with $250M in revenue.

London, Gb

New York, Ny, Us

Masters, Accountancy

Mfin, Master Of Finance