NXFinance Executive Advisory

NXFinance Executive Advisory consists of direct engagements with executives, family offices and investors facing high-stakes financial decisions.

The objective is simple:
to provide an independent, structured and actionable perspective on value, capital allocation and risk — in order to support governance-level decision-making.

What is NXFinance Executive Advisory?

NXFinance Executive Advisory is designed for situations where financial decisions become structural.

These engagements support decision-makers facing complex trade-offs — providing clarity, structure and independent judgment.

The work is grounded in institutional-grade financial frameworks, adapted to the specific context of each organization.

NXFinance delivers hands-on, decision-oriented expertise when the stakes require more than standardized analysis.

Core engagements

Capital Allocation Review 

Structured workshop advisory

A focused engagement designed for executives, holdings, family offices or institutions facing complex capital allocation decisions (invest / hold / divest).

The objective is to provide an independent perspective on value, risk and scenarios — enabling coherent, defensible and governance-ready decisions.

Includes:

  • Analysis of current allocation and key assets
  • Value creation framework (cash flows, capital, risk)
  • Structured decision scenarios (invest / hold / divest)
  • Executive decision memo
  • 1–2 targeted Excel models supporting decision-making

Format: 2–3 weeks — remote
Fee: €8k–15k

Schedule a strategic workshop

Valuation and Governance Systems

A structured valuation and financial governance framework for executives, shareholders and investors.

Valuation becomes a strategic tool — enabling consistent capital allocation decisions, disciplined trade-offs and a shared language across leadership and stakeholders.

Deliverables:

  • Executive decision report (10–15 slides)
  • Interactive Excel model (scenarios, sensitivities)
  • Reusable analytical framework

Scope:

  • DCF, multiples, comparables and transactions
  • Economic adjustments
  • Scenarios and stress testing
  • Value creation metrics (ROIC, cash flow, capital allocation)

Timeline & fee: 3–5 weeks · €20k–50k

Start a valuation engagement

CIO-Lite Advisory

An annual retainer designed for family offices, holdings and smaller funds — providing access to an external CIO function without full-time hiring.

NXFinance supports capital allocation, valuation, risk management and governance in a structured and continuous manner.

Includes:

  • 2 valuations per year
  • 1 portfolio review
  • Stress tests and dashboards
  • Quarterly board memo

Fee: €50k / year (quarterly payment possible)

Discuss a CIO-Lite retainer
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Please share a brief overview of your situation or request.

When financial decisions become structural

Regardless of the size of the organization, certain questions remain constant:

How should capital be allocated?
How is value creation measured?
How are risks anticipated?
How are decisions defended at governance level?

NXFinance Executive Advisory provides institutional-level rigor
for organizations facing these questions — even without dedicated internal investment teams.