Synergies Gained by Engaging CFOx for Multiple Phases of the Acquisition Process

During a recent add-on acquisition, an existing client of CFOx experienced the value of engaging CFOx for multiple phases of the acquisition process.  The client, a PE-backed audio production and marketing platform, engaged CFOx for both financial due diligence and accounting transition services which resulted in synergies and technical efficiencies. Financial Due Diligence Based on […]

Buy-side Quality of Earnings and Tax Due Diligence Services for a Family Office

CFOx recently performed buy-side financial and tax due diligence for a family office on a Colorado-based target. The target was ultimately acquired by our client. The acquisition is an ISO certified machining and manufacturing company located in Denver’s front range. The company serves customers worldwide in the aerospace, medical, flight, and robotics industries. In addition […]

Financial Reporting and CFO Services for a Restaurant Group

CFOx recently provided CFO services to an acquisitive, family-owned restaurant group. The group’s management was frustrated by the inability to produce monthly financials and wanted to implement consistent accounting processes across all restaurants. The first step was to migrate all the restaurants from a desktop accounting software to a cloud-based accounting software.  Next, the CFOx […]