EXPERIENCE
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Sell-Side Quality of Earnings for Family-Owned Greenhouse
CFOx recently worked with a middle-market investment bank and its client, a greenhouse and farm, to provide due diligence in order to transition the greenhouse to an Employee Stock Ownership Plan (ESOP). To anticipate and...
Buy-Side Quality of Earnings for PE-Backed Food Service Company
CFOx provided Quality of Earnings (QoE) support to a private equity-backed food service company for a recent add-on acquisition. Our client, a Greek life catering company, has been expanding and acquiring food service competitors over...
Accounting Clean-Up and Processes for a Custom Toyota Specialist
CFOx completed the first phase of a multi-phase project with a Colorado-based client that specializes in custom Toyota modifications and consultations. The CFOx Accounting Services team cleaned up the client’s financial statements, implemented internal accounting...
Accounting Processes and System Integration for a CPG Company
CFOx recently worked with a rapidly growing Consumer Packaged Goods (CPG) company that sells its products online and through retailers across the country. Due to recent growth, the CPG-client needed to improve their accounting processes,...
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...
