Financial Reporting and Opening Balance Sheet for New Logistics Platform
CFOx was recently engaged by a lower-middle market Private Equity firm to assist with their newly established logistics platform entity. Post-acquisition, the Michigan-based company needed to set up its accounting system, develop financial reporting, and establish an Opening Balance Sheet. CFOx’s CFO Services team first focused on setting up the platform’s accounting systems. The new […]
Post-Acquisition Interim CFO Services for New HVAC Services Platform
CFOx was recently engaged by a Colorado-based Private Equity firm to assist with their newly established HVAC services platform. Post-acquisition, the Florida-based company needed an Interim CFO to improve its accounting processes, coordinate the Opening Balance Sheet, and develop financial reporting. The CFO Services team first focused its attention on accounting processes and procedures. The […]
Post-Acquisition Interim CFO for PE-Backed Wellness Centers
Early 2024, CFOx was engaged by a Michigan-based Private Equity firm to assist with one of their recently acquired portfolio companies, a multi-location Chiropractic & Wellness Center in Florida. Post-acquisition, the portfolio company needed an Interim CFO to improve its accounting processes and establish monthly financial reporting until a full-time hire was found. Our CFO […]
