We believe the financial tools available to large organizations should also serve small businesses and the people behind them.
Running a business means making decisions that cross boundaries: financial, operational, legal, and personal. You deserve advice that sees those connections.
CXO brings complementary accounting, financial, and legal experience into one conversation. Our mission is to make big-business financial tools accessible to small businesses and individuals.
Deep experience, brought closer to the decisions you make every day.
Derek’s background spans auditing small and midsize companies, valuation work at Deloitte, and serving as CFO for two organizations with revenues exceeding $100 million.
He brings that financial experience to the questions small-business owners face: how the business is performing, what the numbers mean, and what comes next.
Jeff’s experience includes real estate, insurance, investing, securities law, and mergers and acquisitions. He has worked with contracts and as general counsel for micro- and small-cap companies.
His background also includes IPOs and reverse mergers, bringing a broader view of legal considerations and business risk into the financial conversation.
We meet with clients monthly. Because meaningful financial support grows with your business, your priorities, and your questions.
We get to know the person behind the numbers.
Bring your questions, your ambitions, and wherever you are today. We’ll start with a conversation.
Book a free consultationYour first consultation is free.