Integrated Financial Diligence & Post-Close Execution
Bridging underwriting to realized value
Trusted by Private Equity Investors, Business Owners, C-Suites, and Strategic Partners Nationwide
Big 4-Trained.
Sponsor-Built.
Institutional rigor for the middle-market.
We partner with investors and management from financial diligence through the first 100 days and ongoing ownership – aligning deal assumptions with post-close finance execution.
Core Client Profile
$5-250M
Revenue
$1-50M
EBITDA
We Serve
Private Equity Clients
Portfolio Companies
Industries
Employees
Solutions for Your Exact Challenges
Transaction Services
More value for your company and your investments
We partner with Private Equity, Business Owners, C-Suites, and Strategic Partners to drive value across the transaction and business cycle.
CFO Services
More actionable insights for your company
CFOx solves your business’ complex accounting and finance problems seamlessly, timely, and accurately.
Accounting Services
More confidence in financial reporting
Our GAAP-compliant accounting services simplify financial reporting to provide accurate insights.
Transaction Services
More value for your company and your Investments
We partner with Private Equity, Business Owners, C-Suites, and Strategic Partners to drive value across the transaction and business cycle.
CFO Services
More actionable insights for your company
CFOx solves your business’ complex accounting and finance problems seamlessly, timely, and accurately.
Accounting Services
More confidence in financial reporting
Our GAAP-compliant business CPA services simplify financial reporting to provide accurate insights.
Expertise & Intelligence
Explore our success stories and see how combining a relational approach with relevant insights can make all the difference.
Experience MORE
Our team 
your 
factor
Our clients can expect more value, and our people can expect more opportunity.
