Post-Acquisition Interim CFO Services for New HVAC Services Platform

CFOx was recently engaged by a Colorado-based Private Equity firm to assist with their newly established HVAC services platform. Post-acquisition, the Florida-based company needed an Interim CFO to improve its accounting processes, coordinate the Opening Balance Sheet, and develop financial reporting. The CFO Services team first focused its attention on accounting processes and procedures. The […]

Post-Acquisition Interim CFO for PE-Backed Wellness Centers

Early 2024, CFOx was engaged by a Michigan-based Private Equity firm to assist with one of their recently acquired portfolio companies, a multi-location Chiropractic & Wellness Center in Florida. Post-acquisition, the portfolio company needed an Interim CFO to improve its accounting processes and establish monthly financial reporting until a full-time hire was found. Our CFO […]

Signs Your Business Needs a CFO or Controller

During the early stages of a business, for various reasons, many businesses owners are reluctant to hire a CFO or Controller. However, as your business grows, having proper financial leadership in place can be the difference between sustainable and unsustainable growth. A CFO or Controller will not only allow you to focus on what you […]