“The money we paid FocusCFO was right up there with the best money we spent each month. It was a match made in heaven.”
– Jordy Anderson, retired business owner, Mt. Perry Propane
The Situation
Jordy Anderson started Mt. Perry Propane at 23, building on a family tradition that stretched back two generations. Like most small business owners, he handled everything himself — including finance. When he was ready to grow, he connected with Bob Miller, an Area President and CFO with FocusCFO in Southeast Ohio. Anderson hesitated at first. "The hardest part for me was convincing myself that I need to do this," he recalled. He came on board and saw the value immediately.
What We Did
Working closely alongside Anderson and his team, their FocusCFO CFO:
- Built the company's first formal budget and multi-year financial forecasting model
- Took full ownership of financial work so Anderson could focus on sales, operations, and his team
- Maintained multiple-times-per-week contact and served as a mentor to Anderson, his wife, and his office manager
- Supported growth from 40 to nearly 425 convenience store propane exchange clients
- Led a full five-month due diligence process, compiling historical, financial, and statistical records, through a successful business sale
The Result
Mt. Perry Propane grew more than tenfold during the engagement. When an acquisition offer came in 2022, the business was financially prepared to move quickly. Anderson sold five months after the first call and retired with a clean exit.
"I didn't even want to get in Bob's lane. He did it a lot better than I could. Having him on the team definitely helped me sleep better at night."
— Jordy Anderson, Owner, Mt. Perry Propane
