Marty Koenig 2011 CFO of the Year Nomination Facts

Community Involvement-- Provide specific info/examples.

Marty has volunteered on the board of Colorado Financial Executives Network since 2006 as a co-chair. The Colorado chapter has over 600 members and the international group has over 39,000 members. Marty has provided leadership and direction and helped grow the chapter meetings from an average of six to an average of 40 people at each informative meeting.

Dean of the University of Entrepreneur - Marty was appointed and happily accepted this prestigious volunteer position for the USA's largest angel capital event - Angel Capital Summit. Marty met with numerous entrepreneurs to advise them on how to build better companies faster. He also taught a class at ACS called "How To Make Your Financial Projections Capital Attractive" to a class of 60+ with standing room only.

Marty has presented and participated on a dozen industry panels in the last year, teaching accounting professionals, information technology people, and company executives. His topics included:

“Why Finance Executives Should Love the Cloud”

"The Upcoming New Rules for Lease Accounting"

"Growth vs. ROIC (Return on Invested Capital): Managing the Customer Portfolio for Top Quartile Share Price"

"Vision and Mission Revisited”

“How to Become Powered by OPM (Other People’s Money)"

"Focus on Management of Money and Leadership to Increase Company Value”

Marty wrote a number of great articles for COBIZ Magazine that were published in the online version. These articles show his passion for helping small biz owners and entrepreneurs be more successful.

Marty was on the leadership team with the world's first major tweetup, where Denver's Charity:Water set the standard in charitable tweetups. 180 cities across the globe raised over $250,000 to drill water wells and provide fresh, local drinking water to more than 15,000 people in 3rd world countries.

Leadership in business-- Provide specific info/examples.

His company raised $600K growth capital to help add employees and increase marketing to capture more customers at an eCommerce company.  

His company helped an internet marketing client get $25,000 in UNSECURED debt to help them grow.

His company helped  an IT services company setup a strong foundation for growth by doing strategic planning.

His company helped a pre-funded software startup develop the complete set of Unique Selling propositions, competitive analysis and SaaS-based financial projections.

His company secured a $750,000 line of credit for a manufacturing client to help them grow and add more employees. 

His company helped a small, high-end builder migrate to a more sustainable business model in the home remodel business.

His company helped a home performance company acquire another $500K  investment, so they could grow, add employees and get ready for a huge spring marketing campaign that will put the company on the map.

Accomplishments/achievements they helped company achieve-- Provide specific info/examples. One of Marty's has a private clients is where the owner was killed in a motorcycle accident, and the daughter had to take over running the businesses - commercial real estate and a cheese importer/distributor/retailer. They've been in business for 25+ years, and Marty's advice is helping the daughter/now CEO figure out how best to run and grow her fantastic companies.

Marty and his company has helped dozens of Colorado small businesses grow and succeed over the last couple years. All of them combined have added over 100 employees to the state.

A partner at his company closed a joint venture for a manufacturing start-up with a strategic partner in the oil and gas field service business.

His company was an advisor to a seller reviewing post closing adjustments and saved $1.2M in working Capital adjustments.

Other reasons for nominating 
Helps many small business owners grow and succeed in their business. One example is Marty recently sold a client company for 19X EBITDA to a Blackstone Group portfolio company. Marty is helping one of the owners with a new startup, and "doing it correctly from the very beginning", which he is helping them create a $50M company with lots of Colorado employees in the next 5-7 years.

Marty and his Partner Keith McAslan spent a lot of time writing and producing a valuable book for small business owners. "The Ultimate Small business Book: Focus on Management of Money and Leadership to Increase Company Value." If every business owner read it and used the information, they would all make more money and have more time to spend with their families and friends.

Marty and his wife Deana took in two families that were on the verge of being homeless. One of them was their former foster daughter and partner from Texas seven years ago. The other was a California woman and her son from Indiana that needed a place to start over.

Other company successes are here: http://www.cxotogo.com/about/successes