Sell-Side Quality of Earnings for Family-Owned Greenhouse
CFOx recently worked with a middle-market investment bank and its client, a greenhouse and farm, to provide due diligence in order to transition the greenhouse to an Employee Stock Ownership Plan (ESOP). To anticipate and prevent potential challenges during the transition, CFOx provided a Quality of Earnings (QoE). Our Transaction Services team gained an understanding […]
Buy-Side Quality of Earnings for PE-Backed Food Service Company
CFOx provided Quality of Earnings (QoE) support to a private equity-backed food service company for a recent add-on acquisition. Our client, a Greek life catering company, has been expanding and acquiring food service competitors over the past few years in order serve more fraternity, sorority, and college campus partners across the country. During the QoE, […]
Accounting Clean-Up and Processes for a Custom Toyota Specialist
CFOx completed the first phase of a multi-phase project with a Colorado-based client that specializes in custom Toyota modifications and consultations. The CFOx Accounting Services team cleaned up the client’s financial statements, implemented internal accounting processes, improved financial reporting, and provided monthly accounting services. In this phase, CFOx assessed current accounting processes and optimized the […]
