cxosi.com – We Take a Buyers Approach to Your Business.

Growth. Value. Exit.

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.

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

Tom Hakel

Ryan Vice

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

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.

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.

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.

We Take a Buyer's Approach to Your Business™

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. CXO Strategies, Inc. is not a registered broker-dealer, and Finalis Securities LLC and CXO Strategies, Inc. are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.

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WWW.CXOSI.COM (the CXO Strategies, Inc. Website”) is a website operated by CXO Strategies, Inc. This website is for informational purposes only, is not an offer, solicitation, recommendation, or commitment for any transaction or to buy or sell any security or other financial product, and is not intended as investment advice or as a confirmation of any transaction. Products and services on this website may not be available for residents of certain jurisdictions. Please consult with a Finalis Securities’ registered representative regarding the product or service in question for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, CXO Strategies, Inc. along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current.

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