Financial Review
Comprehensive analytical and performance review that identifies key business drivers, trends and risks as well as opportunities for profitability improvement.
CXO Strategies, Inc.
We Take a Buyer’s Approach to Your Business.™
Every company is eventually judged by someone on the other side of the table — a buyer, an investor, a strategic partner. We give you the experience and objectivity to see the business the way they will, and to fix what they would find.
Growth.Profitability and expansion, planned and executed
Value.Built deliberately, from a buyer’s perspective
Exit.On your terms, when you decide it’s time
Growth. · Value. · Exit.
Our Approach
The experience and objectivity to make the hard calls.
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.
01PlanUnderstand the business as it actually is, and decide where it needs to go.
02GrowExecute against profitability and performance, not just strategy documents.
03ExpandSolve the impediments to scale — capital, financing, people, partners.
04ExitTransition or sale, with the business positioned for the outcome you want.
Comprehensive Health Check
We Take Action.
We Provide Plan.
We Ensure Outcome.
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!
Find out what a buyer would find — while you still have time to change it.
Connect With UsIn Tom’s Words
Five short conversations on how CXO works.
Who we work with, what a buyer actually looks for, and what changes when you plan for the outcome early.
Experience Delivered
Operators, not observers.
Both principals have run the kind of companies they now advise — as executives, through turnarounds, and out the other side of a transaction.
Tom Hakel
Managing Principal
KPMG alumni with 30+ years spanning technology, financial services, and insurance. Foundational expertise in finance, valuations, and transaction structuring, built across startups, turnarounds, and acquisitions.
30+Years across technology, financial services & insurance
15+Startups and turnarounds
10Mergers and acquisitions
$300M+Capital raised
Registered Representative, Finalis Securities LLC — Member FINRA/SIPC.
Ryan Vice
Managing Principal
25 years as CEO and CFO across private and public companies, with deep expertise in financial modeling, M&A, capital markets, and strategic planning.
25Years as CEO and CFO
Public & PrivateCompany leadership experience
Areas of focus
- Financial modeling
- Mergers & acquisitions
- Capital markets
- Strategic planning
Registered Representative, Finalis Securities LLC — Member FINRA/SIPC.
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?Testimonials
What it looks like from the other side.
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. PhillipsManaging Director, Unique Investment Corporation
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 McGuireCEO
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. AmaturoJim Bone Auto Group · Amaturo Sonoma Media Group · Splash Express Car Wash
Let’s talk about what’s next.
Tell us about your business, what you need and what you want. We’ll take it from there.