Join Exbo Group

Our CFO and Controllership team acts as a premier integrated finance department for our clients. Our engagements fit the size and unique needs of our clients. For smaller growth stage clients, we integrate as acting CFOs, taking over all accounting and strategic finance responsibilities. For middle market PE clients, we act as the Controllership and Accounting function, producing fast and accurate audit-ready financials.

Our Finance Transformation team has an outstanding track record of overhauling back office systems and operations to create effective finance and accounting departments at any business. Whether driven by a recently completed acquisition, the need to upscale financial reporting to prepare for an audit, or a desire to improve financial reporting for growth, our team can turn any existing accounting operation into a ticking clock that provides deep financial insight. We transform companies in the lower middle market to help them operate like Fortune 100 accounting teams.

Exbo Group management has decades of experience in investment banking and management consulting. We are equally committed to both sides of our mission: maximizing value for investors and helping founders realize their dreams of success. Our management team focuses on building a company comprised of top finance talent whose ethos is premier client service.

The Operations team designs, implements and manages the internal processes that ensure Exbo runs efficiently, overseeing the systems and infrastructure that keep the firm operating at its best.

Our seasoned tax advisors provide expert guidance and strategic insight to businesses while effectively managing their tax liabilities. We assist in optimizing tax strategies, ensuring compliance with tax laws, and identifying opportunities for tax savings. Exbo offers comprehensive tax planning, helps navigate complex tax regulations, and provides valuable advice to minimize tax burdens, all while maximizing financial efficiency for the business. When our clients acquire companies, we customize our tax diligence to the needs of the deal. We perform deep dive comprehensive diligence on larger deals as well as precise risk-based diligence when a lighter touch is required.

Our Transactions Services team specializes in the unique needs of M&A in the lower middle market. We perform expert financial due diligence that brings clarity to challenging, and often ambiguous, accounting data, in addition to helping investors integrate acquisitions to their platforms post-close. We leverage our Big 4 experience and apply it to middle market private equity and the growth equity ecosystem to drive outsized results for investors.