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Accounting Services and Transaction Preparation for Dermatology Practice
CFOx was recently engaged by an Illinois-based investment bank to assist with one of their clients, a multi-location Dermatology practice located in North Carolina and South Carolina. The company was entering a sale process and...
Financial Reporting and Opening Balance Sheet for New Logistics Platform
CFOx was recently engaged by a lower-middle market Private Equity firm to assist with their newly established logistics platform entity. Post-acquisition, the Michigan-based company needed to set up its accounting system, develop financial reporting, and...
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...
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...
Financial Reporting and Budgeting for PE Backed Commercial Cleaning Provider
At the beginning of 2024, CFOx was engaged by a local Colorado Private Equity firm to assist with one of their portfolio companies. The portfolio company, a Commercial Cleaning Provider, serves clients nationwide by providing...
Buy-side Quality of Earnings (QoE) for a Stormwater Management and Drainage Company
CFOx provided financial due diligence services to a private equity-backed stormwater management and drainage company for a recent add-on acquisition. Our client has served the southwestern U.S. for over 10 years and provides a wide...
Financial Modeling and Forecasting for a Start-Up Sports Agency
CFOx recently provided financial modeling and forecasting services to a start-up sports agency. In order to forecast the business’ financial performance, management engaged CFOx to develop a financial model. The CFOx team created a dynamic...
Sell-side Quality of Earnings (QoE) for a Water and Environmental Services Company
CFOx recently provided sell-side financial due diligence services to a water and environmental management services company. The company provides services for lakes, ponds, and wetlands and has served clients across the Southeastern U.S for over...
Accounting Clean-Up and Interim Staffing for A Women’s Fishing Apparel and Gear Company
CFOx recently completed an accounting clean-up and currently provides interim accounting services to a women’s fishing apparel and gear company. The company sells apparel, bags, gear, and accessories at retail stores nationwide and online. CFOx...
