Post-Acquisition Transition Services for a Private Equity-Backed HVAC Platform
CFOx recently completed an accounting transition for a PE-backed HVAC platform following a recent add-on acquisition. Our client acquired an established, family-owned HVAC company in the Southeast. CFOx was engaged post-acquisition to transition the acquiree’s key accounting functions, accounting software, and processes to the platform. The first order of business for the CFOx team was […]
Buy-side Quality of Earnings (QoE) for an Environmental and Infrastructure Contracting Business
CFOx provided financial due diligence services to a private equity-backed environmental and infrastructure contracting business for recent add-on acquisition. Our client has served the western U.S. for over 30 years and provides a wide range of services to clients including environmental remediation and emergency response as well as construction of railroad facilities including locomotive fueling, […]
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 […]
