Financial Due Diligence and CFO Services for a Driving School Platform
CFOx recently provided buy-side financial due diligence services for the first acquisition of a newly-formed driving school platform. After the acquisition, CFOx was engaged to set up the accounting function and provide recurring CFO services. The Northeast-based platform was established by an independent investor. As part of the initial accounting set up, the CFOx team […]
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 […]
Fractional CFO for a VC-backed OTC Medicines Company
CFOx currently serves as the Fractional CFO for a mission-focused, over-the-counter (OTC) medicines company. The company sells their products in two of the largest retailers in the country and on Amazon. Following the departure of the company’s previous CFO, the company needed a strong resource to oversee their accounting and financial processes, but didn’t necessarily […]
