Experience Archives - CFOx

Experience

Close up view of industrial valve and pipes while worker checking pressure in background.

Technology, Media, and Telecommunications, Private Equity, Transaction Services

Buy-Side Quality of Earnings for Private Equity-Backed Security Services Platform

Latin American doctor writing notes and reading something on laptop at her office

Healthcare & Healthcare Services, CFO Services

Post-Close Transition and Interim CFO for PE-Backed Revenue Cycle Management Entity

Male and Female Colleagues Doing Paperwork Sitting in Conference Room

Professional Services, Business Owners, Accounting Services

Financial Modeling and Accounting Services for Founder-Owned Law Firm

Interior of empty modern office with desks and computers

Professional Services, Private Equity, Transaction Services

CFOx Advises a Private Equity Platform on Concurrent QoE Engagements for Two Accounting & Advisory Targets

Melfi-scaled

Professional Services, Private Equity, Transaction Services

CFOx Delivers Buy‑Side Quality of Earnings for Michigan‑Based Family Office’s Acquisition of a Strategic Retail Marketing & Promotions Agency

AI technology, Man using generative AI technology on laptop to create content from text prompts. Innovative artificial intelligence system generating images, text, and data through advanced algorithms

Technology, Media, and Telecommunications, Business Owners, Software Development & SaaS, Accounting Services

Outsourced Controller for a Founder-Owned AI Automation Company

Garage Door Installation And Repair At Home. Contractor Man

Business Owners, CFO Services, HVAC, Plumbing, Landscaping & Roofing

Fractional CFO Services for Founder-Owned Garage Door Services Company

Preparation for renovation in the apartment. Home renovation workers crew.

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Multiple Buy-Side Quality of Earnings for a Growing Home Restoration Platform

Hectic cooks working in a busy commercial kitchen at a restaurant

Private Equity, Restaurants & Hospitality, Accounting Services

Recurring Accounting Services for Investor-Owned Restaurant Group

Businessman and lawyer discuss and advice on contract documents. Legal Treaty Agreement business contract

Professional Services, Private Equity, Transaction Services

Buy-Side Quality of Earnings on Two Legal Services Targets

Emotion emoticons used by a psychologist during a therapy session with a child with an autism spectrum disorder.

Business Owners, Healthcare & Healthcare Services, CFO Services

FP&A Services for a Multi-Location ABA Therapy Provider

Side view of focused female employee scrolling on tablet and doing case study with her team.

Technology, Media, and Telecommunications, Private Equity, Business Services & Franchises, Accounting Services

CFOx Provides Accounting Support for a Private Equity–Backed B2B Software and Information Services Company

Transalp tour mountain bike tour guide

Private Equity, Sports & Recreation, Transaction Services, Accounting Services

Quality of Earnings and Accounting Implementation for Multiple Entity Independent Sponsor Acquisition

Basketball Players Sitting on Wooden Bench. Group of Teenage School Boys Watching Basketball Match on the Court. Kids in Basketball Uniforms as Substitute Players

Private Equity, Business Owners, Strategic Partners, Sports & Recreation, CFO Services, Transaction Services, Accounting Services

Driving Impact in Youth Sports: Helping Organizations Avoid Costly Strikeouts

Rolls of Natural Grass Turfs Being Installed Inside a Backyard Garden

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

CFOx Provides Two Buy-Side Quality of Earnings for PE-Backed Commercial Landscaping Platform

Private Equity, C-Suite, Strategic Partners, Healthcare & Healthcare Services, CFO Services, Transaction Services, Accounting Services

Creating Clarity in Healthcare: Where CFOx Adds Value

Earthworms in Handful of Compost

Environmental Services, Private Equity, Transaction Services

Buy-Side Quality of Earnings on US & Chile-Based Vermifiltration Target

Low angle view of Horizontal directional drilling technology. Drilling machine work process. Trenchless laying of communications, pipes and water pipes. Close up

Environmental Services, Business Owners, Building Products & Infrastructure, Transaction Services

Sell-Side Quality of Earnings for Horizontal Directional Drilling Company

Low Angle View Of Train On Railroad Track Against Sky

Strategic Partners, Transportation & Logistics, Accounting Services

Transaction Preparation & Support for Privately Held Railroad

robot assembly line in car factory

Strategic Partners, CFO Services, Manufacturing

Dynamic Financial Modeling for Manufacturing Client

Row of chemical and portable toilets

Private Equity, Building Products & Infrastructure, Transaction Services, Industrial Products

Buy-Side Quality of Earnings for Independent Sponsor Group

Computer Service Work Tool Icon

Technology, Media, and Telecommunications, Private Equity, Software Development & SaaS, CFO Services, Accounting Services

Interim CFO Services for Software Company

Focus closeup EV car and charger with blur background for progressive concept

Energy, Business Owners, C-Suite, CFO Services

Pro Forma Financial Model for an Electric Vehicle Charging Station Project

Heavy machinery operates on construction site to clear land for future development infrastructure projects

Business Owners, Accounting Services, HVAC, Plumbing, Landscaping & Roofing

Accounting Cleanup for Landscape & Land Demolition Company

Closeup of empty baseball field

Private Equity, Sports & Recreation, Construction, Transaction Services

Buy-Side Quality of Earnings for PE-Backed Sports Construction Platform

Cute pet

Private Equity, CFO Services, Veterinary & Pet Care

Interim Controller for Veterinary Roll-up

Aerial view of busy American highway road under construction. Development of roundabout traffic infrastructure. State transportation concept

Business Owners, Building Products & Infrastructure, Transaction Services

Sell-Side Quality of Earnings for Pavement Engineering Specialty Company

Excavator

Business Owners, Construction, Accounting Services, HVAC, Plumbing, Landscaping & Roofing

Multi-Phase Accounting Services Project for Excavation Company

iStock-2159933197 – cropped

Private Equity, Building Products & Infrastructure, Construction, CFO Services

Implementing Internal Controls with a Construction Manufacturer

Commercial laundry, washing clothes dryers

Private Equity, Business Services & Franchises, CFO Services, Transaction Services

CFOx Supports Rapid Growth of Investor-Backed Laundromat

Campus of the University of Minnesota, Minneapolis

C-Suite, Accounting Services

Accounting Services for a Jesuit University

Closeup of new plastic Garbage Containers

Private Equity, CFO Services, Manufacturing

Interim CFO Services for PE-Backed Waste Container Manufacturer

Close up of hands typing on laptop. Night work concept.

Private Equity, Business Services & Franchises, CFO Services

Interim Controller Services for a PE-Backed Corporate Filings Company

Eliminating delays in patient care with digital technology

Healthcare & Healthcare Services, CFO Services

Fractional CFO Services for Healthcare Software Company

Flower nursery, interior of a modern large industrial greenhouse, various flowers in pots all around

Business Owners, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Sell-Side Quality of Earnings for Family-Owned Greenhouse

Prepared Potatoes In Bowl On Counter In Commercial Kitchen

Business Owners, Restaurants & Hospitality, Transaction Services

Buy-Side Quality of Earnings for PE-Backed Food Service Company

iStock-2138441023-1-scaled

Business Owners, Consumer Packaged Goods, Accounting Services, Retail & eCommerce

Accounting Clean-Up and Processes for a Custom Toyota Specialist

Woman hand consumer using creadit card and laptop on wooden table

Business Owners, Consumer Packaged Goods, CFO Services, Retail & eCommerce

Accounting Processes and System Integration for a CPG Company

Dermatologist is using dermatoscope for skin examination.

Business Owners, Strategic Partners, Healthcare & Healthcare Services, Accounting Services

Accounting Services and Transaction Preparation for Dermatology Practice

Semitruck-in-City

Private Equity, Transportation & Logistics, CFO Services

Financial Reporting and Opening Balance Sheet for New Logistics Platform

air conditioner ,measuring equipment for filling air conditioners.

Private Equity, CFO Services, HVAC, Plumbing, Landscaping & Roofing

Post-Acquisition Interim CFO Services for New HVAC Services Platform

Chiropractor-3

Private Equity, Healthcare & Healthcare Services, CFO Services

Post-Acquisition Interim CFO for PE-Backed Wellness Centers

The warning signs cleaning in process the floor of the building and janitorial car parked in back to remind people to walk safely.

Private Equity, Business Services & Franchises, CFO Services

Financial Reporting and Budgeting for PE Backed Commercial Cleaning Provider

Close-up hand on a computer keyboard. Diverse pro gamer team with african ethnicity leader competing at video game eSport championship

Business Owners, Software Development & SaaS, Sports & Recreation, Transaction Services

Sell-Side Quality of Earnings for Investment Bank and its SaaS Client

Old Storm Drain

Private Equity, Construction, Transaction Services

Buy-side Quality of Earnings (QoE) for a Stormwater Management and Drainage Company

Fifth-Quarter-3

Business Owners, Sports & Recreation, CFO Services

Financial Modeling and Forecasting for a Start-Up Sports Agency

EMS-2-2

Business Owners, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Sell-side Quality of Earnings (QoE) for a Water and Environmental Services Company

Fly fisherwoman landing trout with net British Colombia, B.C., Canada, North America

Business Owners, Sports & Recreation, Accounting Services, Retail & eCommerce

Accounting Clean-Up and Interim Staffing for A Women’s Fishing Apparel and Gear Company

Washing machines in a public launderette

Private Equity, Business Services & Franchises, Transaction Services

Buy-Side Quality of Earnings (QoE) for an Investor-backed Laundromat Business

Melfi-scaled

Professional Services, C-Suite, Transaction Services

Financial Modeling for a Professional Services Firm

Service Industry: Work tools on air conditioners. Outside residential home.

Private Equity, CFO Services, HVAC, Plumbing, Landscaping & Roofing

Post-Acquisition Transition Services for a Private Equity-Backed HVAC Platform

Highway construction

Private Equity, Construction, Transaction Services

Buy-side Quality of Earnings (QoE) for an Environmental and Infrastructure Contracting Business

row houses

C-Suite, Business Services & Franchises, Real Estate, CFO Services

Accounting System Set Up and Financial Reporting for a Mortgage Company

Stocks are always full in this pharmacy

Private Equity, Consumer Packaged Goods, Healthcare & Healthcare Services, CFO Services

Fractional CFO for a VC-backed OTC Medicines Company

s-o-c-i-a-l-c-u-t-7KkDiSs5UdQ-unsplash-scaled

C-Suite, CFO Services, Retail & eCommerce

Interim Accounting Manager for a Local Record Label and Handicraft Company

plumber at work in a bathroom, plumbing repair service, assemble and install concept.

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Buy-side Quality of Earnings (QoE) for a PE-Backed Plumbing Platform

Home air conditioner unit in summer season.

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Cash Proof on Florida HVAC Company Target

side view of bearded electrician checking electrical box with multimetr in corridor

Strategic Partners, Business Services & Franchises, Construction, Transaction Services

Buy-Side Quality of Earnings for Engineering Safety Company Acquisition

Various products in a supermarket

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Cash Proof for Private Equity-Owned Refrigeration Company

Male doctor therapist working examining treating injured back.Back pain patient, treatment, medical doctor,massage for back pain relief office syndrome.”

Business Owners, Healthcare & Healthcare Services, Transaction Services

Bookkeeping for Texas Pain Center

Glaziers place a large sheet of thick glass on the table by hand. Glass work

Business Owners, Building Products & Infrastructure, Transaction Services, Industrial Products, Manufacturing

Buy-Side Quality of Earnings on Glass Manufacturer Target

Row of chemical and portable toilets

Private Equity, Transaction Services, Industrial Products

Buy-Side Quality of Earnings for Port-a-Potty & Rooter Acquisition

Speech training for kids. Professional woman training with little boy at cabinet, teaching right articulation exercises

Strategic Partners, Business Services & Franchises, Transaction Services

Buy-Side Quality of Earnings for Investor-Backed Autism Services

New Construction Home Site – North Carolina – Empty Lot – Vertical Copy Space

Strategic Partners, Real Estate, Transaction Services

Financial Modeling for Real Estate Developers

Aerial photo of a sports field

Private Equity, Sports & Recreation, Transaction Services

Quality of Earnings for Unique Baseball Field and Restaurant Acquisition

Fiber optic technician performs repair on cabinet

Strategic Partners, Building Products & Infrastructure, Transaction Services

Buy-Side Quality of Earnings for Fiber Services Acquisition

Road construction worker on job

Business Owners, Building Products & Infrastructure, Transaction Services

Texas-Based Concrete Company Engages CFOx for Sell-Side Transaction Preparation

Smiling african american courier holding cardboard box delivering parcel to business customer signing electronic signature POD device on smartphone

Strategic Partners, Business Services & Franchises, Transaction Services

Buy-Side Quality of Earnings for Courier Acquisition

Engineer working on a 3D model

Private Equity, Building Products & Infrastructure, Transaction Services, Industrial Products, Manufacturing

Sell-Side Quality of Earnings for Casing Solutions Manufacturer

Building construction process of new wooden roof on wood frame house

Business Owners, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Florida-Based Roofing Services Sell-Side Quality of Earnings

Worker manufacturing car engine

Business Owners, Transaction Services, Manufacturing

Sell-Side Quality of Earnings for Manufacturing Company

The oil pump, industrial equipment

Strategic Partners, Oilfield Services, Transaction Services

Quality of Earnings for Acquisition of Drilling Company

Hispanic Manager in Warehouse

Private Equity, Transaction Services, Manufacturing

Texas-Based Manufacturer Uses CFOx for Buy-Side Quality of Earnings

Distribution warehouse logistics, packaged parcels ready for shipment and delivery

Private Equity, Consumer Packaged Goods, Transaction Services

Buy-Side Quality of Earnings on Consumer Packaged Goods Distributer

Closeup of empty baseball field

Private Equity, Sports & Recreation, Transaction Services

Sports Facilities Operator Engages CFOx for Quality of Earnings to Acquire Baseball Complex

Empty Ballpark

Private Equity, Sports & Recreation, Transaction Services

Buy-Side Quality of Earnings for Baseball Stadium Acquisitions

The young dangerous hacker breaks down government services by downloading sensitive data and activating viruses. A man uses a laptop computer with many monitors

Business Owners, Software Development & SaaS, Transaction Services

Transaction Readiness Services for Software Developer

Little girl enjoys the pool

Private Equity, Sports & Recreation, Construction, Transaction Services

Quality of Earnings for Custom Pool Company Acquisition

Semitruck in City

Private Equity, Transportation & Logistics, Transaction Services

Michigan Private Equity Firm Engages CFOx for Buy-Side Quality of Earnings on Delivery Services Acquisition

Two diverse businessmen smiling while reading paperwork in an office

Strategic Partners, Business Services & Franchises, Transaction Services

Buy-Side Quality of Earnings on East Coast Consulting Services

One man’s trash…

Strategic Partners, Transaction Services

Quality of Earnings for Environmental Services-Focused Investors

Tent located on the roof of a pickup 4×4 car in a desert camp, Namibia

Business Owners, Sports & Recreation, Consumer Packaged Goods, Transaction Services, Manufacturing

Buy-Side QoE on Colorado-Based Truck Tent Manufacturer

Full length shot of a handsome senior man sitting in a wheelchair and talking to his female nurse in the retirement home

Strategic Partners, Healthcare & Healthcare Services, Transaction Services

Buy-Side Quality of Earnings for Senior Home Care Franchise Acquisition

Modern pipe-rolling plant with steel tubes

Strategic Partners, Transaction Services, Industrial Products

Quality of Earnings on Colorado-Based Industrial Products Company Target

Hispanic Latin American couple, software engineer developer use computer, work on program coding together at home office. Programming language development technology, freelance job concept

Strategic Partners, Software Development & SaaS, Transaction Services

Family Office-Owned Software Development Company Buy-Side Quality of Earnings

Sewer workers cleaning manhole and unblocking sewers the street sidewalk

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

New York Plumbing & Drainage Buy-Side Quality of Earnings

Hands of Plumber with a wrench

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

CFOx Provides Buy-Side Quality of Earnings for Florida Plumbing Acquisition

plumber at work in a bathroom, plumbing repair service, assemble and install concept.

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Quality of Earnings for Minnesota-Based Plumbing Acquisition

Quick Kitchen Sink Drain Fix Plumbing Job

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Buy-Side Quality of Earnings for Colorado Plumbing Acquisitions

Plumber working in the bathroom, plumbing repair service, repairing leaking sinks with adjustable wrench, assemble and install concept.

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Private Equity Firm Engages CFOx for Buy-Side Quality of Earnings on Texas-Based Plumbing Company

Quick Kitchen Sink Drain Fix Plumbing Job

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

CFOx Provides Quality of Earnings for Private Equity Firm Acquiring Missouri Plumbing Company

Male Plumber Using Wrench To Fix Leaking Sink In Home Bathroom

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

PE Firm Engages CFOx for Buy-Side Quality of Earnings on Arizona Plumbing Company

Plumber’s tool bag on floor under kitchen sink

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Buy-Side Quality of Earnings on Nationwide Plumbing Company

Plumber working in the bathroom, plumbing repair service, repairing leaking sinks with adjustable wrench, assemble and install concept.

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Buy-Side Quality of Earnings on Plumbing Company for Private Equity Client

Audio Production

Private Equity, Business Services & Franchises, Transaction Services

Buy-Side Quality of Earnings for Acquisition of Media Group

working in a kitchen

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Buy-Side Quality of Earnings on Louisiana-Based Plumbing Company

Contactless Payment By Credit Card And Pos Terminal

Strategic Partners, Software Development & SaaS, Transaction Services, Financial Technology

Buy-Side Quality of Earnings on Cash Automation Provider Target

working in a kitchen

Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing

Buy-Side Quality of Earnings on Colorado Plumbing Company Target

Emotion emoticons used by a psychologist during a therapy session with a child with an autism spectrum disorder.

Business Owners, Healthcare & Healthcare Services, Transaction Services

Buy-Side QoE for Founder-Owned Autism Centers

Glass,Aluminium and PVC industry workers

Strategic Partners, Building Products & Infrastructure, Transaction Services, Industrial Products, Manufacturing

Quality of Earnings for Glass Fabrication Acquisition