Slide 1
More Than An Advisor. We Are An Extension Of Your Management Team.
CFOx is an advisory firm that specializes in CFO and Transaction services.

OUR SERVICES

WHAT OUR CLIENTS
ARE SAYING ABOUT CFOx

WHAT OUR CLIENTS
ARE SAYING ABOUT CFOx


01

The CFOx team is a critical asset and extension of our accounting team. They are extremely thorough and detailed in their analysis and presentation of work; saving us extensive time and money in our reviews. Additionally, they have been able to assist the operating team in a myriad of ways that increase our accuracy and timeliness.

Investor and Board Member
Lower-middle Market Private Equity Firm

02

After hiring numerous bookkeepers over the years with varying degrees of success, CFOx became our rock-solid financial partner, going well beyond bookkeeping as we prepared for a merger. The team was indispensable in cleanup, ongoing reconciliation, and running point for the numerous financial questions that came up during the transaction process. If I had to do it again I'd choose CFOx, and I plan on sending business their way.

Co-Founder
Lead Generation Company

03

CFOx has been instrumental in assisting our client in “Professionalizing” their financials prior to engaging a sale process. The team created a report that will facilitate future Quality of Earnings reviews, and developed Pro Forma projections. The quality and timeliness of CFOx’s work has made our job easier.

Partner
Denver-based Investment Banking Firm

NEWS & INSIGHTS