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Experience

Examine our Record

See how our focus on building relationships and taking a hands-on approach to the process makes the difference.

Disclaimer: The following case studies represent a selection of our experience and does not encompass our complete portfolio of industry clients.

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Business Owners, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Sell-Side Quality of Earnings for Family-Owned Greenhouse

Business Owners, Restaurants & Food Services, Transaction Services

Buy-Side Quality of Earnings for PE-Backed Food Service Company

Business Owners, Consumer Packaged Goods, Accounting Services, Retail & eCommerce

Accounting Clean-Up and Processes for a Custom Toyota Specialist

Business Owners, Consumer Packaged Goods, CFO Services, Retail & eCommerce

Accounting Processes and System Integration for a CPG Company

Business Owners, Strategic Partners, Healthcare & Healthcare Services, Accounting Services

Accounting Services and Transaction Preparation for Dermatology Practice

Private Equity, Transportation & Logistics, CFO Services

Financial Reporting and Opening Balance Sheet for New Logistics Platform

Private Equity, CFO Services, HVAC, Plumbing, Landscaping & Roofing

Post-Acquisition Interim CFO Services for New HVAC Services Platform

Private Equity, Healthcare & Healthcare Services, CFO Services

Post-Acquisition Interim CFO for PE-Backed Wellness Centers

Private Equity, Business Services & Franchises, CFO Services

Financial Reporting and Budgeting for PE Backed Commercial Cleaning Provider

Private Equity, Construction, Transaction Services

Buy-side Quality of Earnings (QoE) for a Stormwater Management and Drainage Company

Business Owners, Sports & Recreation, CFO Services

Financial Modeling and Forecasting for a Start-Up Sports Agency

Business Owners, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Sell-side Quality of Earnings (QoE) for a Water and Environmental Services Company

Business Owners, Sports & Recreation, Accounting Services, Retail & eCommerce

Accounting Clean-Up and Interim Staffing for A Women’s Fishing Apparel and Gear Company

Private Equity, Business Services & Franchises, Transaction Services

Buy-Side Quality of Earnings (QoE) for an Investor-backed Laundromat Business

C-Suite, Business Services & Franchises, Transaction Services

Financial Modeling for a Professional Services Firm

Private Equity, CFO Services, HVAC, Plumbing, Landscaping & Roofing

Post-Acquisition Transition Services for a Private Equity-Backed HVAC Platform

Private Equity, Construction, Transaction Services

Buy-side Quality of Earnings (QoE) for an Environmental and Infrastructure Contracting Business

C-Suite, Business Services & Franchises, Real Estate, CFO Services

Accounting System Set Up and Financial Reporting for a Mortgage Company

Private Equity, Consumer Packaged Goods, Healthcare & Healthcare Services, CFO Services

Fractional CFO for a VC-backed OTC Medicines Company

C-Suite, CFO Services, Retail & eCommerce

Interim Accounting Manager for a Local Record Label and Handicraft Company

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Buy-side Quality of Earnings (QoE) for a PE-Backed Plumbing Platform

Private Equity, CFO Services, Accounting Services, HVAC, Plumbing, Landscaping & Roofing

Maximizing Post-Acquisition Success by Re-Engaging CFOx

Private Equity, C-Suite, Construction, CFO Services

Interim VP of Finance for a PE-backed Construction Company

Business Owners, Real Estate, Sports & Recreation, Transaction Services

Financial Modeling and Strategic Advisory for a Sports Facility Operator

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Buy-side Quality of Earnings (QoE) for a PE-Backed HVAC Platform

Business Owners, C-Suite, Healthcare & Healthcare Services, CFO Services, Manufacturing

Accounting Integration and Fractional CFO Services for a Medical Device Company

Private Equity, Transaction Services, Manufacturing

Buy-side Due Diligence Services for a Private Equity Fund

Strategic Partners, Consumer Packaged Goods, Transaction Services

Financial Modeling for an Investor-Backed Consumer Products Company

Business Owners, Construction, CFO Services

Fractional CFO Services for a Concrete Coating Company

Private Equity, Software Development & SaaS, Business Services & Franchises, CFO Services, Transaction Services

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

Strategic Partners, Transaction Services, Manufacturing

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

Business Owners, CFO Services, Retail & eCommerce

Financial Reporting and CFO Services for a Restaurant Group

Business Owners, CFO Services, Manufacturing

Fractional CFO Services for An International Drone Delivery Start Up

Private Equity, Business Services & Franchises, CFO Services, Transaction Services

Buy-side Financial and Tax Due Diligence Services for Landscaping Services Platform

Business Owners, Software Development & SaaS, CFO Services, Transaction Services

CFO Services for an NFT and Audio Collectibles Start Up

C-Suite, Business Services & Franchises, CFO Services, Transaction Services

SolarLeadFactory is Acquired by Enphase Energy

Private Equity, CFO Services, HVAC, Plumbing, Landscaping & Roofing

Financial Reporting for a PE-backed HVAC Services Platform