Burt Burt Copeland Copeland


Dallas, Texas

Professional Profile

Call Me When

Call Me When... Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.

Contact Method

phone, email or via website consult request


  • Accountant
  • Consultant
  • M&A Intermediary
  • Professional Certifications

    CPA, MBA

    Functional Expertise

  • Bookkeeping
  • Business management
  • Buy side/Acquisitions
  • Cash flow enhancements
  • Cash management
  • Change Management
  • Corporate finance
  • Debt
  • Due diligence
  • Financial Modelling
  • Mergers
  • Sell side/Divestiture
  • Strategic planning
  • Transaction advisory
  • Transaction intermediary
  • Turnarounds
  • Exit/Transition Planning
  • Supply Chain
  • Cooperative business models
  • Business Focus

    New Life CFO Services, LLC.

    Transition Planning Certification

    Working on CEPA

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Financial Services
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results



    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Exit prep for operating companies is a big part of our CFO Services