Mitchell Sherman

Providing CFO Services and Business Transition Services in the Lehigh Valley, Bucks and Montgomery Counties


About Mitchell

Mitchell Sherman

Ottsville, PA CFO

28 Years of Experience

Direct Contact

office 267-229-2482


San Diego Sate University

Penn State University

Certificates & Licenses:

BS - Accounting

MBA - Finance & Entrepreneurship


Central Bucks & Lehigh Valley Chambers of Commerce, ABC, Vistage International, AM&AA

Contact Mitchell Sherman 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™

Mitchell’s Bio

Mitchell Sherman has been helping businesses to grow and achieve success for 27 years. His diverse background spans industries that include automotive & factory automation equipment manufacturing, international distribution, information technology solutions, retail, construction and medical practices & facilities management. He has worked with many privately owned family businesses as well as a multinational Fortune 100 company and is sensitive to the specific needs of his clients.

Mitchell’s assignments have focused on helping companies with cash flow challenges, process improvements, building IT and HR infrastructures to support future growth, identifying new business opportunities and implementing exit strategies for non-performing assets or the retirement and succession goals of business owners.

Mitchell has an extensive background in developing and implementing financial controls as part of a (bottom-up) financial, operational and strategic approach to business management. Through timely preparation and analysis of financial, operational, and cash flow data, he has helped create managerial “dashboards” so that senior and middle managers have the right data, in real time, to identify and improve their results and fix problems before they become a costly crisis.

Mitchell graduated from San Diego State University with a BS in accounting and earned his MBA in finance and entrepreneurship from Penn State. He began his career in public accounting before moving into the private sector where he climbed the corporate ranks to Controller and CFO for small to mid-market businesses with revenues ranging from $5 million to $100 million dollars.

Mitchell lives and works in Upper Bucks County, Pennsylvania. When he’s not working with clients, you can find him spending time with his wife and son enjoying hobbies that include skiing, biking, backpacking, scuba diving and motorcycling. Mitchell is an active member of the Alliance of Mergers & Acquisitions Advisors, the Central Bucks and Lehigh Valley Chambers of Commerce, the Lehigh Valley Chapter of Associated Builders and Contractors and a Vistage International Trusted Advisor.

Contact Mitchell (267) 229-2482


Your Name (required)

Your Email (required)


Your Message

Input this code: captcha

Recent Articles

Third consecutive year, B2B CFO© ranks among America’s fastest growing companies

Despite tough economy, B2B CFO continues record growth and takes spot in the prestigious Inc. 5000 list Phoenix, Ariz. – August 21, 2012 – B2B CFO, the nation’s largest provider of CFO services, has been named to the prestigious Inc. 5000 list of fastest growing companies in America for the third consecutive year. The annual ranking by Inc. Magazine judges US-based and privately held companies by their revenue growth. This year’s list was ranked on the percentage in revenue increase