Financial Modeling for a Professional Services Firm

CFOx provided financial modeling services to a professional services firm as it assessed various investment and M&A options. In order to understand the financial impact of the different options, management engaged CFOx to develop a financial model. CFOx created a dynamic model that allowed management to analyze different scenarios and the resulting returns. Management determined […]

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, […]