CFOx began supporting a private equity sponsor focused on investing in and operating established B2B information and software businesses. The sponsor partners closely with management teams to preserve legacy operations while investing in scalable infrastructure to support long-term growth.
Following the transaction of a newly acquired operating entity, the client engaged CFOx’s Accounting Services team to provide phased support in building a strong financial foundation.
During the initial phase, CFOx supported the setup and implementation of the accounting function for the newly acquired marketing and technology portfolio company. Our team enhanced the existing chart of accounts, documented and implemented core financial procedures, established a formal month-end close process, and developed a comprehensive monthly financial reporting package.
In the ongoing second phase, CFOx continues to support month-end close activities while driving ongoing process improvements and system enhancements as the business scales.
More recently, the client engaged CFOx’s Transaction Services practice to support an additional acquisition. CFOx is currently performing a buy-side Quality of Earnings (QoE) analysis to help the client evaluate the target’s financial profile and support informed investment decision-making.
To learn more about CFOx’s Accounting Services, please contact us at info@cfoxadvisory.com or schedule a call through our Contact Us page.
Accounting Services Provided:
- Accounting Setup
- System Implementation
- Monthly Financial Reporting & Accounting Services
