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 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 a PE-Backed Plumbing Platform

CFOx recently provided financial due diligence services to a private equity-backed plumbing, mechanical, and electrical services platform for an add-on acquisition. The Texas-based acquisition target specializes in plumbing services and further expands our client’s footprint in the region. In addition to a Quality of Earnings analysis, our Transaction Services team advised the client on net […]