Accounting Integration and Fractional CFO Services for a Medical Device Company

CFOx currently provides Fractional CFO services to a growing medical device design and manufacturing company. CFOx was initially engaged by the company to provide buy-side financial due diligence services for an add-on acquisition.  After the target was acquired in 2022, CFOx was engaged to integrate the target’s accounting function into the parent company and assist […]

Buy-side Due Diligence Services for a Private Equity Fund

CFOx recently provided buy-side financial due diligence services to a private equity client. The Rocky Mountain-based acquisition target was an innovative braking system manufacturer that primarily supports the camping industry. In addition to a Quality of Earnings analysis, our Transaction Services team performed an analysis of the target’s current inventory stock to determine proper valuation […]

Financial Modeling for an Investor-Backed Consumer Products Company

CFOx recently provided financial modeling services to an investor-backed Consumer Products company as it prepared for its Series A funding round. The company currently sells its reusable whiteboards and office supplies online and plans to expand into big box retail. The company’s management needed to update its current financial model to clearly present its financial […]