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 […]

Sell-side Quality of Earnings (QoE) for a Water and Environmental Services Company

CFOx recently provided sell-side financial due diligence services to a water and environmental management services company. The company provides services for lakes, ponds, and wetlands and has served clients across the Southeastern U.S for over 30 years. The company was successfully acquired by a lower-middle market private equity firm. Our Transaction Services team prepared a […]