Transaction Services
More Value for Your Company and Your Investments
Our cost-effective approach and ex-Big 4 expertise will uncover all risks and opportunities of the targeted business.
We only focus on what matters to our client.
Quality of Earnings
- Buy-Side Quality of Earnings (Private Equity & Strategic)
- Sell-Side Quality of Earnings (Private Equity & Strategic)
- Net Working Capital and Net Debt analyses
- Identify risks and opportunities of a business
- Quality of Earnings ‘Lite’ and Cash Proofs
- Due diligence support throughout the transaction process
- Client liason between seller, buyer, and third-party due diligence providers
- Participate in calls with buyers and third-party diligence providers
- Virtual data room management and organization
- Prepare investment memos and other investor presentations
Transaction Preparation
- Historical accounting clean-up in preparation for a transaction
- Ensure financial records and analyses are organized and reconcile to each other
- Create and prepare professional and insightful financial reporting packages.
- Clean-up and streamline the Chart of Accounts across the organization.
- Verify that accounting policies and procedures are consistent and accurate
Transitions & Integrations
- Develop and execute a plan to achieve a smooth transition post-acquisition and maintain business continuity
- Opening Balance Sheet (OBS) entries and Net Working Capital calculation
- Improve and document formal accounting policies and procedures, such as accruals, inventory, and revenue recognition
- Integrate accounting software and systems post-acquisition including general ledger, payroll, invoicing, and billing systems
- Evaluate short-term and long-term staffing requirements and supplement the required needs on an interim basis
Tax Diligence
- Tax diligence investigation for both the buy-side and sell-side
- Review tax returns to understand compliance with tax filing procedures and identify any potential liabilities
- Tax structuring for mergers and acquisitions
- Identify potential tax exposures and tax related risks
- Analysis of tax impact of various alternatives and situations
- Note: All tax due diligence services are provided through our partnership network
Examine our Record
See how our focus on building relationships and taking a hands-on approach to the process makes the difference.
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).
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).
Transaction Solutions for Your Exact Challenges
Private Equity
Our Transaction Services team specializes in providing comprehensive financial due diligence and advisory services to Private Equity firms. We offer Buy-Side and Sell-Side Quality of Earnings (QoEs) for portfolio companies nationwide across all industries.
Business Owners
CFOx offers specialized Sell-Side & Buy-Side Quality of Earnings (QoE) and M&A preparation designed for owners and founders. We help you make informed investment decisions during the sale and acquisition process to ensure a successful transaction.
C-Suite
CFOx partners with C-Suites to drive value across the transaction and business cycle and ensure synergies are realized. We work with your management team to assess the financial health and identify risks of potential deals.
Strategic Partners
Our Transaction Services include Quality of Earnings (QoE) to support the transaction process. CFOx works closely with investment banks, lenders, legal counsel, and other transaction advisors to ensure accurate financials assessments and a smooth transaction process.