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 Food & Beverage Environmental Services Technology, Media, and Telecommunications Professional Services Energy 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 Oil & Gas Industrial Products Distribution 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, CFO Services, Industrial Products Fractional CFO and Financial Reporting for Safety Products Manufacturer Technology, Media, and Telecommunications, Private Equity, Transaction Services Buy-Side Quality of Earnings for Private Equity-Backed Security Services Platform Healthcare & Healthcare Services, CFO Services Post-Close Transition and Interim CFO for PE-Backed Revenue Cycle Management Entity 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, Industrial Products 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, Industrial Products, Manufacturing Buy-Side Quality of Earnings on Glass Manufacturer Target Private Equity, Transaction Services, Industrial Products 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, Industrial Products, 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 Private Equity, Sports & Recreation, Transaction Services Buy-Side Quality of Earnings for Baseball Stadium Acquisitions Business Owners, Software Development & SaaS, Transaction Services Transaction Readiness Services for Software Developer Private Equity, Sports & Recreation, Construction, Transaction Services Quality of Earnings for Custom Pool Company Acquisition Private Equity, Transportation & Logistics, Transaction Services Michigan Private Equity Firm Engages CFOx for Buy-Side Quality of Earnings on Delivery Services Acquisition Strategic Partners, Business Services & Franchises, Transaction Services Buy-Side Quality of Earnings on East Coast Consulting Services Strategic Partners, Transaction Services Quality of Earnings for Environmental Services-Focused Investors Business Owners, Sports & Recreation, Consumer Packaged Goods, Transaction Services, Manufacturing Buy-Side QoE on Colorado-Based Truck Tent Manufacturer Strategic Partners, Healthcare & Healthcare Services, Transaction Services Buy-Side Quality of Earnings for Senior Home Care Franchise Acquisition Strategic Partners, Transaction Services, Industrial Products Quality of Earnings on Colorado-Based Industrial Products Company Target Strategic Partners, Software Development & SaaS, Transaction Services Family Office-Owned Software Development Company Buy-Side Quality of Earnings Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing New York Plumbing & Drainage Buy-Side Quality of Earnings Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing CFOx Provides Buy-Side Quality of Earnings for Florida Plumbing Acquisition Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Quality of Earnings for Minnesota-Based Plumbing Acquisition Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Buy-Side Quality of Earnings for Colorado Plumbing Acquisitions Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Private Equity Firm Engages CFOx for Buy-Side Quality of Earnings on Texas-Based Plumbing Company Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing CFOx Provides Quality of Earnings for Private Equity Firm Acquiring Missouri Plumbing Company Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing PE Firm Engages CFOx for Buy-Side Quality of Earnings on Arizona Plumbing Company Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Buy-Side Quality of Earnings on Nationwide Plumbing Company Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Buy-Side Quality of Earnings on Plumbing Company for Private Equity Client Private Equity, Business Services & Franchises, Transaction Services Buy-Side Quality of Earnings for Acquisition of Media Group Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Buy-Side Quality of Earnings on Louisiana-Based Plumbing Company Strategic Partners, Software Development & SaaS, Transaction Services, Financial Technology Buy-Side Quality of Earnings on Cash Automation Provider Target Private Equity, Transaction Services, HVAC, Plumbing, Landscaping & Roofing Buy-Side Quality of Earnings on Colorado Plumbing Company Target Business Owners, Healthcare & Healthcare Services, Transaction Services Buy-Side QoE for Founder-Owned Autism Centers
