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

 
 
 

CFOCastTM - Financial Projections

Description

In order for early stage, emerging, or growth companies to raise money, they must provide investors or lenders with a well thought out set of financial projections. Typically, an entrepreneur will pull together a top-down P&L projection going out for three to five years. We have learned from hard experience that this is wholly inadequate.

The development of financial projections is an interactive exercise with the CXO To Go executive working alongside the entrepreneur, not created in a vacuum. Our financial planning work includes teaching the business owner(s) how to explain their financials. You get an understanding of fundamental financial terminology and demonstrate to potential investors and lenders that you can talk about your business in financial terms. That gives you an advantage.

We have developed a set of financial tools that become part of your Business Plan and Executive Summary financials. We embody the experience of hundreds of combined years of CFO experience building financial projections. 

Tclip-image014-thumb.jpghese are the financial elements of an Executive Summary or Business Plan you need for presentation to investors: 

·       Sales Model

·       Capital Expenditures

·       Operating Expenses

·       Fixed Assets

·       Investment and Returns

·       Income Statement / P&L including EBITDA

·       Cash Flow Projections

·       Financial Ratios

·       Balance Sheet Projections

 

Value

Professional. You obtain the expertise from our senior executives and CFOs that have decades of experience assembling financial projections. Our super high quality shows lenders/investors that you care enough to do this right.

Sophisticated. Not just a spreadsheet with some numbers on it. Our Financial Projections tell the story behind the numbers, which shows lenders/investors that you are financially sophisticated. You gain an advantage to out-shine others with less than stellar financial projections.

Effective. We don’t have to guess at this, so we are high value.

Standardized. We use tools and methods familiar to lenders and investors, so they don’t have to guess at what you mean. This saves them time and gives you an advantage.

Price Range

$1,000 - $8,000. Depending on the sophistication level of your current financial projections. The better the condition of your existing financial documentation, the lower the cost as we have to ask fewer questions and requiring less direct involvement from you and your team in our creation of this fine piece of work.

 

Call 888.745.8516 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it to order.