Slide 1
More Than An Advisor. We Are An Extension Of Your Management Team.
CFOx is an advisory firm that specializes in CFO and Transaction Services.

Trusted By Private Equity Investors And Founders Nationwide

OUR SERVICES

WHAT OUR CLIENTS
ARE SAYING ABOUT CFOx

WHAT OUR CLIENTS
ARE SAYING ABOUT CFOx

01

The CFOx team is a critical asset and extension of our accounting team. They are extremely thorough and detailed in their analysis and presentation of work; saving us extensive time and money in our reviews. Additionally, they have been able to assist the operating team in a myriad of ways that increase our accuracy and timeliness.

Investor and Board Member
Lower-middle Market Private Equity Firm

02

After hiring numerous bookkeepers over the years with varying degrees of success, CFOx became our rock-solid financial partner, going well beyond bookkeeping as we prepared for a merger. The team was indispensable in cleanup, ongoing reconciliation, and running point for the numerous financial questions that came up during the transaction process. If I had to do it again I'd choose CFOx, and I plan on sending business their way.

Co-Founder
Lead Generation Company

03

As an early stage startup and founder, it was important to me to establish a sound financial infrastructure for our organization at the outset. CFOx has been a trusted partner from day one, as we’ve established our financial infrastructure, processes, and accounting methods. They are not just a vendor but an extension of our team and have been instrumental to our early success.

Founder
Digital Audio Collectibles Startup

04

CFOx has been instrumental in assisting our client in “Professionalizing” their financials prior to engaging a sale process. The team created a report that will facilitate future Quality of Earnings reviews, and developed Pro Forma projections. The quality and timeliness of CFOx’s work has made our job easier.

Partner
Middle Market Investment Banking Firm

05

CFOx has done a fantastic job of pulling together our accounting books and reporting documents. With their insights, we've been able to keep careful tabs on our business and better manage our business. CFOx consistently delivers and has helped us spot potential issues before they become a real problem. We look forward to continuing to work with them.

President
Embedded Software Consulting Company

06

We engaged CFOx to provide us with an outside look into our business, specifically financial modeling and M&A strategy. Our experience working with the CFOx team was excellent – as we found them to be very detail-oriented, timely, and accurate. Their insights proved to be invaluable in our strategy building, planning, and ultimate execution. The CFOx team exceeded our expectations.

CEO
Recreational Sports Company

OUR EXPERIENCE

NEWS & INSIGHTS