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

 
 
 

The Business Plan MachineTM and Executive Summaries:

CxO To GoTM created our Business Plan MachineTM in response to the growing needs of small and mid-sized businesses. We take great pride in our work and pledge to create a customized Business Plan for your company to help achieve your goals. Whether it’s as a startup, for financing, for investor funding or as part of the operational plan, CxO To Go specializes in assisting small to mid-sized companies that are seeking professional assistance in writing their business plan. The Business Plan MachineTM is a proven process that gets you results. 

These are the typical financial elements of a Business Plan/Operating Plan:

  • Executive Summary

  • 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

 

 

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