Virtual CFO

Do What You Love .. We'll Do The Rest!

RECENT SUCCESSES

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

 George Tyler of CxO To Go received an APEX award, the Oscars of Colorado's technology industry. 

New Atlanta Office

CxO To Go is growing, just like our clients. We've opened an Atlanta office to serve the region with Atlanta CFO and controller services. Call Nick at  770.377.9284

"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

 CXO To Go is leading the sale of a client company to a Blackstone Group portfolio company. CxO To Go has been their part-time CFO for 2 years.

CFO of the Year Nomination

Keith McAslan of CxO To Go nominated for Denver Business Journal's 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

 
 
 

Our financial people are senior-level executive CFOs and controllers with 15 to 30 years experience.

We work with our customers to provide insight on how business decisions impact profitability and cash flow. We help develop and implement plans for profitable growth. We help them become capital attractive so they have the right financial strategies and can get the money they need to take their business to the next level and ultimately exit their business.

Financial Service Offerings

We are your Part-Time CFO and we have flexibility in working with our customers from several hours a month to 2 -3 days a week. 

Financial Improvement

The best companies know what will happen to their business if certain things happen in their marketplace. Business owners tell us they sleep better at night when they have considered all those things and know what will need to change in response. Its like setting up a number of light switches so if/when a trigger event occurs (such as your top two customers cut their orders by 75%), you know exactly what to do and can "reach out and flip certain light switches." If you have to guess or make hip shot decisions without your switches already setup, who knows what can happen. Our part-time CFOs provide cash flow planning, budgeting and forecasting using scenario-based financial modeling to set up those light switches, accounting work flow and information flow improvement, fund raising, timely and accurate financial statements, and exit strategies.

Corporate Strategy and Alignment

The most successful companies regularly update their strategic plans and align their plans with their leadership culture and business goals. We help companies grow by ensuring their corporate strategy is not just a document, but an ongoing process of strategic planning. 

Timely and Accurate Financial Statements

Without them, you can not manage your business to the optimal level. Do you spend the optimal time on your financials? How well do you do data-driven decision making without spending days gathering the information? Without timely and accurate reporting you can not run a business the way your more successful competitors already know how to do. Without them you can not grow your business as fast and furious as you'd like. 

Business Plan Review and Development

Do you use a software package for you business plan? Who is your target audience? If its investors, they will put your business plan in the same bucket as all the others if you use template-based software to build your plan. I can spot templated plans a mile away and so can investors. We use your current information and collaborate with you to build a professionally produced, NON-TEMPLATE business plan. You get an investor friendly, capital attractive business plan that's proven to please. Armed with a Strategic Plan, a Business Plan and Operating Plan, you can run your business like a well-oiled machine.

Capital Attractive Executive Summaries and Financial Projections

Professionally developed and build for investors as the target audience. See http://cxotogo.com/services/raising-capital for details.

Exit Strategies

We take you through a process that produces results. If you want to have a fruitful exit, start planning at least 18 months out. If you want to sell your business now, it's probably too late for you to get what you think its worth. We understand what buyers want from a business and work with you over the quarters to get Buyer Attractive. With our Exit Strategy Service you get the highest money from the sale or merger of your company. 

CXO To Go's Financial Expertise Includes:

  • timely and accurate financial statements
  • cash flow improvement
  • increased profitability
  • budget management
  • strategic and tactical business financial planning
  • new product launches
  • accounting process and information flows improvement
  • debt restructuring
  • startup funding
  • strategic planning process
  • business plan writing
  • executive summaries for investors

And....

  • investor presentations
  • financial predictions
  • scenario modeling
  • exit strategies for maximum cash
  • contract negotiations
  • due diligence
  • M&A
  • IT M&A due diligence
  • turnaround situations
  • improving banking and lending relations

This experience allows us to understand the small and mid-sized business, quickly identify areas where challenges and opportunities exist, to design and implement a comprehensive and practical plan for business owners to achieve their goals.

Call us or email us to find out more: 303-995-4523  This e-mail address is being protected from spambots. You need JavaScript enabled to view it  

While CxO To Go's CFO Services customers are generally long-term customers, we provide a variety of services on a short-term basis.

Even More CFO Services:

Develop Financial Models

CxO To Go can help you develop a comprehensive financial model that will help you evaluate different scenarios, present your business to others, and better manage your business. As every business is different, we custom build all financial models for our clients.

Monitor and Execute Corporate Goals

Developing an operating system to assist with monitoring and executing corporate goals is an extremely important part of running a business effectively. This means setting the times during the year that specific events happen. Examples of the types of events that might be part of an operation system are budget meetings, employee reviews, employee surveys, shareholder meetings, and board meetings. CxO To Go can help you identify which events should be part of your internal operations system, and we assist you implement it.

Track Implementation of Corporate Strategies and Stated Objectives

It is difficult to achieve your goals without measuring how you are doing. However, it is often difficult to figure out exactly what to measure, and measuring the wrong things is both time consuming and, worse, misleading. CxO To Go can help you figure out what to measure, how to measure it, and how often to measure it.

 

We are your colorado cfo, part time cfo colorado, contract cfo denver, contract cfo colorado, denver contract cfo, part time coo, part time cfo, part time controller

 

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"If you are looking for help in managing your cash flow go ahead and sign up! You will not find a better CFO and system for the price - it’s a great deal, it truly is.” J.Z. -San Diego



"Thank you so much! My problem was I was running my company by the seat of my pants. I knew what the bank balances were every day, but did not know how to set my company up to succeed in 2010, so we could be acquired by a private equity firm. We know what 2010 will look like every month and beyond. My prayers were answered!" - M.B. -Denver

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