Growth.   Value.   Exit.

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We Take a Buyer's Approach to Your Business.™

We provide companies with the experience and objectivity to solve complex problems, make tough decisions and position for long-term success.

We plug-in right where you need us with a vested hands-on approach. We are experts in planning and executing your growth in profitability, expansion and or needed exit strategy.

Selling Your Business

Comprehensive Health Check

We Take Action. 

We Provide Plan. 

We Ensure Outcome.

Financial Review

Comprehensive analytical and performance review that identifies key business drivers, trends and risks as well as opportunities for profitability improvement.

Competitive Analysis

Overall assessment of the short-term and long-term business risks from the perspective of a buyer. Includes assessment of market protections and potential barriers.

Key Personnel Assessment

Independent assessment of key personnel and value/hindrance to the business. Typically focused on CXO level employees and key income producers and includes ideas for long-term inclusion and incentives.

Key Partners

Objective assessment of critical vendor/partners in your business, including suppliers, distributors and service providers. Recommendations include risk assessment and improvements.

Growth Analysis

Lead strategy sessions to identify growth and expansion strategies. Solve potential impediments such as capital and financing needs. As opposed to ‘talking’ about the strategy, we help make it an operational reality.

Outcome (Goal)

From financial stability, long-term business growth with transition or future company sale. We ensure that all paths lead to the desired outcome!

Experience Delivered

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Tom Hakel

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Ryan Vice

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John McKinley

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David Simpson

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Mark Hullinger

We definitely could talk for hours about ourselves. This isn’t about us. It’s about you, your business, what you need and what you want. At CXO, we are here for your “What’s Next”. 

How Can We Help?

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Testimonials

I had the pleasure of working with the CXO management team for approximately three years. At Unique Investment Corporation, our portfolio companies span a variety of industries. One of our investments turned into a special project that required additional attention and expertise. CXO filled out the executive team, developed a comprehensive strategic plan, assisted in our capital raise and led the company through a successful divestiture to a strategic partner. I would highly recommend working with the CXO team.
Joseph G. Phillips
Joseph G. PhillipsManaging Director Unique Investment Corporation
I had the pleasure of working with the CXO team over the past 15 years in evaluating and executing almost every major strategic business decision. CXO brings a wide range of experience and relationships in a number of disciplines and has assisted Novavine in evaluating and executing almost every major strategic business decision. From banking and accounting to cultivating long-lasting partnerships, CXO identified and closed the crucial gaps in our business that were needed to build value and grow our business. CXO brings experience and truly understands the intricacies and pressures of running/owning a business.
Jay Jenson
Jay JensonCEO - Novavine
I have had the pleasure of working with CXO for five years as we grew GameGolf (www.gamegolf.com) from an early stage idea to an operating company. The CXO work was instrumental in helping us both structure and secure both our early-stage and Series A capital. CXO guided us through the entire process and was also invaluable in helping me manage the complexity of the operations of the business as we moved from an early-stage prototype to an operating company.
John McGuire
John McGuireCEO
Sometimes we have words that are on the tip of our tongue. Something similar is true for many entrepreneurs; we have business ideas that have stewed in ourselves for months or even years that we haven’t quite figured out how to actualize. CXO is expert at bringing entrepreneurs’ ideas to life. In my case, CXO actualized the financial roadmap that allowed me to turn a one location “side business” into a market leader that’s now 4x in revenue and 10x in value. CXO outlined our financial plan to investors allowing them to confidently pour millions of dollars into my business in a way I could not have done without CXO. Now that we are funded, CXO keeps on plan and on budget; all in plain sight of our investor pool.
Lawrence V. Amaturo
Lawrence V. AmaturoJim Bone Auto Group - Amaturo Sonoma Media Group - Splash Express Car Wash

We Take a Buyer's Approach to Your Business™

© 2023 CXO Strategies Inc. All rights reserved.

Tom Hakel

Tom has been successfully founding, growing, restructuring, advising, merging and selling enterprises in the fields of telecommunications, technology, wine and financial services for over 25 years.  Over the course of his career, Tom has served as an executive officer in over 15 turnarounds and start-up companies and during the course of this time, has raised in excess of $100 million dollars.

Tom’s foundational business skills are in the area of finance and valuations.  He worked for four years in the financial services consulting practice of KPMG Peat Marwick in San Francisco, where, as a manager, he was responsible for the development of several of the firm’s proprietary valuation and asset/liability management computer models. Tom also worked for two years at Pisenti & Brinker and helped to start the firms consulting practice in the North Bay.  Tom obtained his CPA certificate in 1988 (currently inactive) and is a graduate of Sonoma State University with a degree in Computer Science.

Ryan Vice

Ryan Vice has 25 years of leadership experience in corporate finance, accounting and business development. Ryan’s experience includes positions as a CEO and CFO for both private and public companies in many different industries. Past projects have included the environmental water testing market, software development, wine industry, medical device start-ups, farming and small private equity firms.  

He has been in leadership positions as these companies experienced rapid revenue growth and has a broad range of experience, including financial modeling, mergers and acquisitions, capital markets, financing strategies, strategic planning and real estate investments.

Ryan has been a Certified Public Accountant since 1999 and is a member of the American Institute of Certified Public Accountants. He is also a Real Estate Broker licensed by the California Department of Real Estate and a member of the National Association of Realtors. Ryan earned his Bachelor of Science Degree in Finance from California State University, Sacramento in 1995.

John McKinley

John is a results-driven sales and operations leader with a talent for building key relationships that enhance company growth and objectives while maintaining a thorough understanding of leveraging existing and emerging technologies that drive business goals.

John successfully drove incremental growth for existing products and services and led new product and service launches for AT&T, T-Mobile, and Comcast. This included overseeing operations for a business unit of a Fortune 50 company responsible for generating $700M in annual revenues and directly managed a $32M P&L.

John has 25+ years of successfully executing both vision and strategy that optimize volume, revenues, and profits for both existing and startup companies. His vast experiences uniquely position his ability to assimilate into just about any business environment and quickly operationalize its needs.

David Simpson

David Simpson’s experience includes founding a software communications company, a internet trade association, and a green energy consulting firm. David also worked as an investigative newspaper reporter and as a regulatory and business lawyer. In addition, David has extensive non-profit governance experience in the field of youth development and education. He holds a BA from Williams College, an MA  from Oxford University, and a JD from Golden Gate University.

Mark Hullinger

Mark has over 30 years of finance and accounting leadership experience.  He served in a variety of corporate finance management roles in Fortune 50 and Fortune 500 companies.  He purchased a small manufacturing business and helped guide it to strong financial performance.  He was the Regional Operations Manager for Northern California with one of the nation’s largest CPA firms.   He has been a CFO in in both permanent and contracted positions.   As a business advisor and CF0, he has worked with over 80 companies in many different industries with companies ranging from startup to large and mature companies.  He works closely with business owners on turnaround strategy and cash flow improvement, strategic planning and implementation, internal controls and other facets of financial planning, reporting, analysis and decision making.

Mark is a long-term resident of Sonoma and Napa counties, raising his four children in Santa Rosa.  He received an MBA in Finance from San Francisco State University and BA degree from BYU. He has volunteered for numerous organizations in and outside of Sonoma County.