Financial Modeling for a Professional Services Firm

CFOx provided financial modeling services to a professional services firm as it assessed various investment and M&A options. In order to understand the financial impact of the different options, management engaged CFOx to develop a financial model. CFOx created a dynamic model that allowed management to analyze different scenarios and the resulting returns. Management determined […]

Accounting System Set Up and Financial Reporting for a Mortgage Company

CFOx recently helped a rapidly growing mortgage company set up a new accounting system and establish their financial reporting processes and deliverables. Given the company’s rapid growth, the owners needed to improve their visibility into the business, specifically cash flow. CFOx was hired with the ultimate goal to produce financial statements that showed overall performance […]

Interim VP of Finance for a PE-backed Construction Company

CFOx currently serves as the interim VP of Finance for a PE-backed construction company. The company provides demolition and abatement services and generates annual revenues over $125 million. After searching for a VP of Finance replacement without success, the company’s management and its investors decided an interim hire was needed until a full-time hire was […]