Experience Examine our Record See how our focus on building relationships and taking a hands-on approach to the process makes the difference. Disclaimer: The following case studies represent a selection of our experience and does not encompass our complete portfolio of industry clients. Filter by Service Line: Select Service Line CFO Services Transaction Services Accounting Services Filter by Industry: Select Industry Tech-Enabled Services Professional Services Energy Technology, Media, and Telecommunications Environmental Services Food & Beverage Aerospace & Defense Building Products & Infrastructure Oilfield Services Software Development & SaaS Business Services & Franchises Real Estate Sports & Recreation Construction Consumer Packaged Goods Healthcare & Healthcare Services Transportation & Logistics Restaurants & Hospitality Industrials Veterinary & Pet Care Financial Technology Retail & eCommerce Manufacturing HVAC, Plumbing, Landscaping & Roofing Customer Type Select Customer Type Private Equity Business Owners C-Suite Strategic Partners Reset Private Equity, Real Estate, Transaction Services Quality of Earnings for Real Estate Solutions and Property Management Investment Professional Services, Private Equity, Transaction Services Quality of Earnings for a Private Equity and Debt Investment Private Equity, CFO Services, HVAC, Plumbing, Landscaping & Roofing Finance Support for a Private Equity-Backed Landscaping Platform Private Equity, Healthcare & Healthcare Services, Transaction Services Quality of Revenue and Adjusted EBITDA on Healthcare Target Private Equity, Business Services & Franchises, Accounting Services Accounting Infrastructure for Global Risk Advisory and Protective Services Provider Professional Services, Private Equity, CFO Services Accounting Advisory for Simultaneous Add-Ons Private Equity, Consumer Packaged Goods, CFO Services From Acquisition to Audit-Ready Professional Services, Private Equity, Transaction Services Pre-LOI Support for Private Equity Firm Professional Services, Private Equity, CFO Services Fractional CFO Leadership for an Acquisition-Focused Media Platform Private Equity, Healthcare & Healthcare Services, CFO Services Added Financial and Accounting Capacity to a Newly Acquired Anesthesia Management Provider Private Equity, Healthcare & Healthcare Services, CFO Services Audit Readiness, Process Automation, and Post-Acquisition Integration Professional Services, Private Equity, Transaction Services, Accounting Services Buy-Side Quality of Earnings and Post-Close Accounting Business Owners, Construction, Accounting Services Establishing Financial Reporting and Reconciliation Process for a Growing Construction Company Business Owners, Business Services & Franchises, CFO Services Accounting Cleanup, Process Improvements, and Internal Training for Founder-Owned Commercial Cleaners Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Proof of Cash Analysis Reveals Revenue Inflation in HVAC Acquisition Target Private Equity, Transaction Services, Veterinary & Pet Care Looking Past the Headline Numbers Private Equity, Transportation & Logistics, Transaction Services Quality of Earnings and Working Capital Analysis for a Propane Distribution Target Private Equity, Transportation & Logistics, CFO Services Building a Scalable Finance Function for a Private Equity-Backed Motorcoach Company Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Quality of Earnings for PE-Backed HVAC Platform Add-On Business Owners, Healthcare & Healthcare Services, CFO Services Interim Controller and Internal Training for Nationwide Healthcare Provider Private Equity, Sports & Recreation, Transaction Services CFOx Performs Quality of Earnings for a Vertically Integrated Motorsports Platform Private Equity, Construction, Accounting Services Accounting Services for PE-Backed Niche Lifting Solutions Provider Private Equity, CFO Services, Industrials Fractional CFO and Financial Reporting for Safety Products Manufacturer Private Equity, Sports & Recreation, Transaction Services, Accounting Services Buy-Side Quality of Earnings and Recurring Post-Close Accounting Support for Junior Golf League Acquisition Technology, Media, and Telecommunications, Private Equity, Transaction Services Buy-Side Quality of Earnings for Private Equity-Backed Security Services Platform Private Equity, Healthcare & Healthcare Services, CFO Services Post-Close Transition and Interim CFO for PE-Backed Revenue Cycle Management Entity Private Equity, CFO Services, Transaction Services, Financial Technology Buy-Side Quality of Earnings for a Revenue Cycle Management Platform Professional Services, Business Owners, Accounting Services Financial Modeling and Accounting Services for Founder-Owned Law Firm Professional Services, Private Equity, Transaction Services CFOx Advises a Private Equity Platform on Concurrent QoE Engagements for Two Accounting & Advisory Targets 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 Technology, Media, and Telecommunications, Business Owners, Software Development & SaaS, Accounting Services Outsourced Controller for a Founder-Owned AI Automation Company Business Owners, CFO Services, HVAC, Plumbing, Landscaping & Roofing Fractional CFO Services for Founder-Owned Garage Door Services Company Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Multiple Buy-Side Quality of Earnings for a Growing Home Restoration Platform Private Equity, Restaurants & Hospitality, Accounting Services Recurring Accounting Services for Investor-Owned Restaurant Group Professional Services, Private Equity, Transaction Services Buy-Side Quality of Earnings on Two Legal Services Targets Business Owners, Healthcare & Healthcare Services, CFO Services FP&A Services for a Multi-Location ABA Therapy Provider 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 Private Equity, Sports & Recreation, Transaction Services, Accounting Services Quality of Earnings and Accounting Implementation for Multiple Entity Independent Sponsor Acquisition Private Equity, Business Owners, Strategic Partners, Sports & Recreation, CFO Services, Transaction Services, Accounting Services Driving Impact in Youth Sports: Helping Organizations Avoid Costly Strikeouts 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 Environmental Services, Private Equity, Transaction Services Buy-Side Quality of Earnings on US & Chile-Based Vermifiltration Target Environmental Services, Business Owners, Building Products & Infrastructure, Transaction Services Sell-Side Quality of Earnings for Horizontal Directional Drilling Company Strategic Partners, Transportation & Logistics, Accounting Services Transaction Preparation & Support for Privately Held Railroad Strategic Partners, CFO Services, Manufacturing Dynamic Financial Modeling for Manufacturing Client Private Equity, Building Products & Infrastructure, Transaction Services, Industrials Buy-Side Quality of Earnings for Independent Sponsor Group Technology, Media, and Telecommunications, Private Equity, Software Development & SaaS, CFO Services, Accounting Services Interim CFO Services for Software Company Energy, Business Owners, C-Suite, CFO Services Pro Forma Financial Model for an Electric Vehicle Charging Station Project Business Owners, Accounting Services, HVAC, Plumbing, Landscaping & Roofing Accounting Cleanup for Landscape & Land Demolition Company Private Equity, Sports & Recreation, Construction, Transaction Services Buy-Side Quality of Earnings for PE-Backed Sports Construction Platform Private Equity, CFO Services, Veterinary & Pet Care Interim Controller for Veterinary Roll-up Business Owners, Building Products & Infrastructure, Transaction Services Sell-Side Quality of Earnings for Pavement Engineering Specialty Company Business Owners, Construction, Accounting Services, HVAC, Plumbing, Landscaping & Roofing Multi-Phase Accounting Services Project for Excavation Company Private Equity, Building Products & Infrastructure, Construction, CFO Services Implementing Internal Controls with a Construction Manufacturer Private Equity, Business Services & Franchises, CFO Services, Transaction Services CFOx Supports Rapid Growth of Investor-Backed Laundromat C-Suite, Accounting Services Accounting Services for a Jesuit University Private Equity, CFO Services, Manufacturing Interim CFO Services for PE-Backed Waste Container Manufacturer Private Equity, Business Services & Franchises, CFO Services Interim Controller Services for a PE-Backed Corporate Filings Company Healthcare & Healthcare Services, CFO Services Fractional CFO Services for Healthcare Software Company Business Owners, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Sell-Side Quality of Earnings for Family-Owned Greenhouse Business Owners, Restaurants & Hospitality, Transaction Services Buy-Side Quality of Earnings for PE-Backed Food Service Company Business Owners, Consumer Packaged Goods, Accounting Services, Retail & eCommerce Accounting Clean-Up and Processes for a Custom Toyota Specialist Business Owners, Consumer Packaged Goods, CFO Services, Retail & eCommerce Accounting Processes and System Integration for a CPG Company Business Owners, Strategic Partners, Healthcare & Healthcare Services, Accounting Services Accounting Services and Transaction Preparation for Dermatology Practice Private Equity, Transportation & Logistics, CFO Services Financial Reporting and Opening Balance Sheet for New Logistics Platform Private Equity, CFO Services, HVAC, Plumbing, Landscaping & Roofing Post-Acquisition Interim CFO Services for New HVAC Services Platform Private Equity, Healthcare & Healthcare Services, CFO Services Post-Acquisition Interim CFO for PE-Backed Wellness Centers Private Equity, Business Services & Franchises, CFO Services Financial Reporting and Budgeting for PE Backed Commercial Cleaning Provider Business Owners, Software Development & SaaS, Sports & Recreation, Transaction Services Sell-Side Quality of Earnings for Investment Bank and its SaaS Client Private Equity, Construction, Transaction Services Buy-side Quality of Earnings (QoE) for a Stormwater Management and Drainage Company Business Owners, Sports & Recreation, CFO Services Financial Modeling and Forecasting for a Start-Up Sports Agency Business Owners, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Sell-side Quality of Earnings (QoE) for a Water and Environmental Services Company Business Owners, Sports & Recreation, Accounting Services, Retail & eCommerce Accounting Clean-Up and Interim Staffing for A Women’s Fishing Apparel and Gear Company Private Equity, Business Services & Franchises, Transaction Services Buy-Side Quality of Earnings (QoE) for an Investor-backed Laundromat Business Professional Services, C-Suite, Transaction Services Financial Modeling for a Professional Services Firm Private Equity, CFO Services, HVAC, Plumbing, Landscaping & Roofing Post-Acquisition Transition Services for a Private Equity-Backed HVAC Platform Private Equity, Construction, Transaction Services Buy-side Quality of Earnings (QoE) for an Environmental and Infrastructure Contracting Business C-Suite, Business Services & Franchises, Real Estate, CFO Services Accounting System Set Up and Financial Reporting for a Mortgage Company Private Equity, Consumer Packaged Goods, Healthcare & Healthcare Services, CFO Services Fractional CFO for a VC-backed OTC Medicines Company C-Suite, CFO Services, Retail & eCommerce Interim Accounting Manager for a Local Record Label and Handicraft Company Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Buy-side Quality of Earnings (QoE) for a PE-Backed Plumbing Platform Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Cash Proof on Florida HVAC Company Target Strategic Partners, Business Services & Franchises, Construction, Transaction Services Buy-Side Quality of Earnings for Engineering Safety Company Acquisition Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Cash Proof for Private Equity-Owned Refrigeration Company Business Owners, Healthcare & Healthcare Services, Transaction Services Bookkeeping for Texas Pain Center Business Owners, Building Products & Infrastructure, Transaction Services, Industrials, Manufacturing Buy-Side Quality of Earnings on Glass Manufacturer Target Private Equity, Transaction Services, Industrials Buy-Side Quality of Earnings for Port-a-Potty & Rooter Acquisition Strategic Partners, Business Services & Franchises, Transaction Services Buy-Side Quality of Earnings for Investor-Backed Autism Services Strategic Partners, Real Estate, Transaction Services Financial Modeling for Real Estate Developers Private Equity, Sports & Recreation, Transaction Services Quality of Earnings for Unique Baseball Field and Restaurant Acquisition Strategic Partners, Building Products & Infrastructure, Transaction Services Buy-Side Quality of Earnings for Fiber Services Acquisition Business Owners, Building Products & Infrastructure, Transaction Services Texas-Based Concrete Company Engages CFOx for Sell-Side Transaction Preparation Strategic Partners, Business Services & Franchises, Transaction Services Buy-Side Quality of Earnings for Courier Acquisition Private Equity, Building Products & Infrastructure, Transaction Services, Industrials, Manufacturing Sell-Side Quality of Earnings for Casing Solutions Manufacturer Business Owners, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Florida-Based Roofing Services Sell-Side Quality of Earnings Business Owners, Transaction Services, Manufacturing Sell-Side Quality of Earnings for Manufacturing Company Strategic Partners, Oilfield Services, Transaction Services Quality of Earnings for Acquisition of Drilling Company Private Equity, Transaction Services, Manufacturing Texas-Based Manufacturer Uses CFOx for Buy-Side Quality of Earnings Private Equity, Consumer Packaged Goods, Transaction Services Buy-Side Quality of Earnings on Consumer Packaged Goods Distributer Private Equity, Sports & Recreation, Transaction Services Sports Facilities Operator Engages CFOx for Quality of Earnings to Acquire Baseball Complex
