The CFOx Transaction Services team provided buy-side Quality of Earnings services for a Midwest-based private equity fund across two legal services targets. Both businesses deliver legal plan-based services to small and mid‑sized companies, with a focus on navigating creditor-related matters and complex lending and debt situations.

The engagement encompassed a full scope of buy‑side financial due diligence, including proof of cash, payroll and tax reconciliations, and net working capital and net debt analyses. By executing these workstreams in parallel, our team delivered clear, decision-ready insights across both investments within a single transaction timeline, enabling the client to efficiently assess earnings quality, cash flow sustainability, and working capital dynamics.

If you would like to learn more about our Transaction Services, please reach out via email (info@cfoxadvisory.com) or schedule a call directly on our Contact Us page.

Services Provided:

• Quality of Earnings (QoE) Analysis
• Proof of Cash Analysis
• Net Working Capital & Net Debt Calculations