Director, Head of Transaction Services

Firm Overview

CFOx is a start-up advisory firm that specializes in CFO and Transaction services. We have offices in Detroit, MI and Denver, CO.

Our ‘Transaction Services’ group serves lower middle-market private equity firms, founder-owned businesses, and investment professionals during the transaction process.

Typical engagements include:

  1. Buy-side & sell-side ‘Quality of Earnings’ analysis
  2. Historical accounting clean-up for the purposes of a transaction
  3. Client liaison to due diligence provider and advisors during transaction process
  4. General due diligence on target acquisitions
  5. Financial modeling


  • Develop and lead the ‘Transaction Services’ group
  • Oversee all group engagements
  • Build out the ‘Transaction Services’ team
  • Design, improve, and implement internal processes, procedures, and templates for the group
  • Have active involvement in the firm’s business development efforts
  • Have active participation in company strategy discussions
  • Location: Flexible


  • 10+ years of Big 4 or/and National public accounting experience
  • Required professional licenses: CPA
  • Previous transaction services (TS) is required
  • Middle-market and lower middle-market experience preferred
  • Willingness to travel up to 25% of the time, when applicable

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