Post-Acquisition Transition Services for a PE-Backed HVAC Platform

CFOx recently completed an accounting transition for a PE-backed HVAC platform following a recent add-on acquisition.  Our client acquired an established, family-owned HVAC company in the Southeast.  CFOx was engaged post-acquisition to transition the acquiree’s key accounting functions, accounting software, and processes to the platform. The first order of business for the CFOx team was […]

Financial Due Diligence and CFO Services for a Driving School Platform

CFOx recently provided buy-side financial due diligence services for the first acquisition of a newly-formed driving school platform. After the acquisition, CFOx was engaged to set up the accounting function and provide recurring CFO services. The Northeast-based platform was established by an independent investor. As part of the initial accounting set up, the CFOx team […]

Accounting System Set Up and Financial Reporting for a Mortgage Company

CFOx recently helped a rapidly growing mortgage company set up a new accounting system and establish their financial reporting processes and deliverables. Given the company’s rapid growth, the owners needed to improve their visibility into the business, specifically cash flow. CFOx was hired with the ultimate goal to produce financial statements that showed overall performance […]