CEPA-led advisory for owner-led companies
Build a business of greater value. Live a life of greater freedom.
Xtegy helps owners of $3M–$6M revenue companies strengthen profitability, make growth more effective, reduce owner dependence, and prepare for a successful transition.
Accelerate value
Strengthen the factors that drive transferable enterprise value.
Empower leadership
Equip your team to run the business without daily owner dependence.
Prepare with purpose
Align business readiness with your life, family, and legacy goals.
Our mission
Value for the life you want. Legacy for what comes next.
Our focus is helping business owners extract the value from their businesses so they can live the life they want and leave the legacy they deserve.
Legacy is not what people say when you're gone, it's what people do differently because you lived.
Our clients understand this distinction, and it's why they realize that the best time to start exit planning is the first day you start your business; the second best time is now.
Founder
Steve Chenoweth, CEPA
CEO & Founder, Xtegy
Steve has spent the last 15 years consulting B2B tech founders, primarily helping them move from Seed to Series-A funding. His work has always centered on one thing: helping clients grow by providing the insight and expertise they need to reach the next level.
Three years ago, the Baby-Boomer owner demographic presented itself as both a crisis and an opportunity. While 70% of private businesses will transition over the next ten years, more than half of those owners will be forced to sell for far less than they could have received with proper exit planning—often leaving them to live at a lower standard for the rest of their lives.
Xtegy’s team of financial professionals uses a 30-year-old, tried-and-true methodology that functions like a self-directed private-equity play. It is modern in its use of AI and traditional in its foundation: a faith-based, Christ-centered leadership team committed to industry-leading integrity and a client-first mentality.
Every team member has completed Christian discipleship training, and the team gathers for prayer each morning. Excellence in execution and the power of prayer are central to how Xtegy serves its clients.
Steve’s goal—and Xtegy’s mission—is to help as many owners as possible over the next five years. With God’s help, they plan to do wonderful things for these business owners and their families.
Advisory services
A complete path from value creation to transition.
We stay focused on the connected decisions that determine whether an owner can transition well—and whether the business is ready when opportunity arrives.
Exit Planning
Align your personal, financial, and business goals around a transition plan built on your terms and timeline.
Value Acceleration
Apply the Value Acceleration Methodology to strengthen transferable value before a transaction is on the table.
Strategic Buyer Sourcing
Identify and attract M&A and private-equity buyers whose strategy, resources, and vision fit the opportunity.
Sell-Side Representation
Navigate preparation, positioning, buyer conversations, and negotiations with an advocate focused on your interests.
Generational Legacy Planning
Prepare the company, leadership, and family for continuity that extends the impact of what you have built.
The process
Three years. Twelve focused 90-day sprints.
Working alongside your leadership team, we identify the risk or value factor that matters most each quarter, solve it, and build momentum into the next sprint.
Year 1
Assess & align
Establish the current value baseline, clarify owner goals, and prioritize the barriers to transferable value.
Year 2
Strengthen & scale
Improve operating efficiency, profitability, leadership capacity, and the systems that support effective growth.
Year 3
Prepare & transition
Reduce owner dependence, strengthen market readiness, and choose the right path for sale or generational continuity.
Illustrative value scenario
1,500% illustrative ROI
Example based on $5M in incremental valuation from a $300K engagement. This is a hypothetical illustration, not a guarantee. Actual results vary by company, market, execution, and transaction conditions.
Start the conversation
Your transition may be years away. Your preparation starts now.
Tell us about your business and what you want the next chapter to look like. We’ll follow up to discuss whether Xtegy is the right fit.
Prefer to schedule directly?
Book a 15-minute introductory call with Steve Chenoweth at a time that works for you.
Schedule a call