CFO Package Summary

CxO To Go RECENT SUCCESSES

New eCommerce Customer

CxO To Go is working with an upcoming eCommerce retailer building a unique, destination site for olive oils, balsamic vinegars and specialty/gourmet foods.

CxO To Go Sells a Client Company

CxO To Go sold a client company for 19X EBITDA. After working with them for 2 years, their dream came true and they got "The Big Check".

2011 CFO of the Year

Our CEO Marty Koenig was nominated and a finalist for Denver Business Journal 2011 CFO of the Year. Congrats, Marty!

CxO To Go Secures Financing for Two Clients

We secured favorable financing for two CxO To Go clients in this difficult lending environment. Using our BankSell™ package.

Colorado APEX Award

(2010) CxO To Go received an APEX award, the Oscars of Colorado's technology industry.

"The Dean"

Marty Koenig, our CEO is appointed “Dean of the University of Entrepreneur” for Angel Capital Summit. Ongoing meetups and Dec. 6 & 7.

Strategic Company Sale

Update.... CXO To Go led the sale of a client company to a Blackstone Group portfolio company. Results: 51% CAGR. 583% ROI on our CFO Services. Sold for 19X EBITDA!

CFO of the Year Nomination

Keith McAslan of CxO To Go nominated for Denver Business Journal's 2010 CFO of the Year. See press releases for details.

Strategic Planning

CxO To Go completed strategic planning workshops for a client where they are the part-time CFO/COO. Our customer is expanding and hiring 8 new people.

Selected as Part-Time CFO

CxO To Go selected as part-time CFO for a Denver-based eCommerce company to get it ready for sale and a "big check" for the owners.

Investment Banker

CxO To Go was selected as the investment banker to market and sell a home health care agency.

Closed a $600K Line

CxO To Go closed a $600K revolving credit facility to help their client grow at higher velocity to sell in a couple years for the maximum possible.

Closed a Joint Venture

CxO To Go closed a joint venture for a manufacturing start-up with a strategic partner in the oil and gas field service business.

Sells $60M Business in 60 Days

CxO To Go completed the sale of Western Forge for $60 MM, closing on Dec. 31, 2009 - $old it in 60 days! 13X EBITDA.

400% Increase in Sales

“CxO To Go possesses top-of-the-line business coaching skills. They increased my sales 400% in just 4 months!” - R. Voss, CEO, Green Building Guild

Package	Service	Value	Description	Price
CapStrat Plus^TM	Capital Strategy	Leverage. Full Support. Actual Work.	How to raise the right kind of capital. You know who to target and what to say. High quality, clearly defined, process oriented, creative, client centric Capital Strategy Document.	$1,500 - $5,000
StratPlus^TM	Strategic Planning	Focus. Clarity. Direction.	Set of workshops that we conduct with you one-on-one or one-to-many. Strategic planning is an ongoing, dynamic process. The strategic plan is the output of that process. Drives every decision your company makes. It articulates your messaging, value proposition, competitive differentiators and action plans.	$3,000 - $15,000+
PowerPlanTM	Business Plan Improvement	Experienced. Professional. Sales Focused.	Analyze your current business plan to see what improvements will make you more capital attractive; one that funding sources will put at the top of their pile and take quick action.	$1,500 - $5,000 includes Basic ES^TM
PowerPlan2^TM	Complete Business Plan	Experienced. Professional. Sales Focused. Sophisticated.	We’ll analyze your current information and ideas and take you through the process of developing your business plan. Your new business plan will make you more capital attractive; one that funding sources will put at the top of their pile and take quick action.	$12,000 - $25,000
PowerPuncher^TM	Executive Summaries	High Impact. Capital Attractive. Tells Story.	Convey your company’s essence and its energy. You have about 30 seconds to grab their interest. Produce an excellent, attractive and informative executive summary. Equate a great Executive Summary to producing a great commercial.	$1,000 - $3,000
Your Personal BoATM	Personal Board of Advisors	Sustainability. Accountability. Focus.	Subscription service providing a CxO To Go C-level executive who specializes as a “trusted advisor” to Owners/CEO’s. We utilize extensive experience as successful financial and operational C-level executives delivering results-driven, professional counsel and solutions for complex situations.	$1,400 - $9,000 monthly retainer.
CFOCast^TM	Financial Projections	Professional. Sophisticated. Effective. Standardized.	Interactive exercise with the CXO To Go executive working alongside the entrepreneur. Sales Model, Capital Expenditures, Operating Expenses, Fixed Assets, Income Statement Forecast including EBITDA, Financial Ratios, Balance Sheet Projections.	$1,000 - $8,000
BankSell^TM	Bank Proposal Packages	Experience. Leverage. Your Story.	A bank proposal package is not a business plan, but written so bankers and debt lenders will take action. It talks to them in their language.	$1,500- 6,500
PitchingPoint^TM	Pitch Presentations	Targeted. Impact. Delivery Coach.	High impact investor presentation based on our experience presenting to investors.	$1,500- $4,000