Trusted By Private Equity Investors And Founders Nationwide
OUR SERVICES
ARE SAYING ABOUT CFOx
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
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
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
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
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
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
Buy-side Quality of Earnings (QoE) for a Stormwater Management and Drainage Company
CFOx provided financial due diligence services to a private equity-backed stormwater management and drainage company for a recent add-on acquisition. Our client has served the southwestern U.S. for over 10 years and provides a wide...
Financial Modeling and Forecasting for a Start-Up Sports Agency
CFOx recently provided financial modeling and forecasting services to a start-up sports agency. In order to forecast the business’ financial performance, management engaged CFOx to develop a financial model. The CFOx team created a dynamic...
Sell-side Quality of Earnings (QoE) for a Water and Environmental Services Company
CFOx recently provided sell-side financial due diligence services to a water and environmental management services company. The company provides services for lakes, ponds, and wetlands and has served clients across the Southeastern U.S for over...
NEWS & INSIGHTS
Walker Freeman Joins CFOx’s Transaction Services Group
CFOx is pleased to announce the recent hiring of Walker Freeman, CPA. Walker will lead the firm’s Transaction Services group and have active involvement in the firm’s operations and strategy. Walker has over 10 years...
Strategies to Improve Your Financial Reporting
It is common to see small businesses and startups handling their financial reporting and analyses in messy spreadsheets that may get updated once or twice a year, but it is difficult to gain insights when...
Keys to a Successful Post-Acquisition Integration
Any investor or company that has gone through the acquisition process knows the amount of time and effort it takes to get to close. A process so long that closing day feels like the finish...
