Financial Modeling for an Investor-Backed Consumer Products Company

CFOx recently provided financial modeling services to an investor-backed Consumer Products company as it prepared for its Series A funding round. The company currently sells its reusable whiteboards and office supplies online and plans to expand into big box retail. The company’s management needed to update its current financial model to clearly present its financial […]

Synergies Gained by Engaging CFOx for Multiple Phases of the Acquisition Process

During a recent add-on acquisition, an existing client of CFOx experienced the value of engaging CFOx for multiple phases of the acquisition process.  The client, a PE-backed audio production and marketing platform, engaged CFOx for both financial due diligence and accounting transition services which resulted in synergies and technical efficiencies. Financial Due Diligence Based on […]

Buy-side Quality of Earnings and Tax Due Diligence Services for a Family Office

CFOx recently performed buy-side financial and tax due diligence for a family office on a Colorado-based target. The target was ultimately acquired by our client. The acquisition is an ISO certified machining and manufacturing company located in Denver’s front range. The company serves customers worldwide in the aerospace, medical, flight, and robotics industries. In addition […]