Exbo Group
Exbo Group is a New York–based, bootstrapped financial advisory firm providing CFO advisory, transaction services, tax advisory, and NetSuite ERP implementation to lower middle market PE/VC investors, growth-stage companies, and PE portfolio companies across six industry verticals.
- Company typePrivate
- Founded2017
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Exbo Group does
Exbo Group is a privately held, founder-led financial consulting and advisory firm founded in 2017 and headquartered in New York, with a delivery center in Kolkata, India. The firm operates without any proprietary technology platform and is organized around four professional service lines: CFO and Controllership Advisory (ongoing accounting, controllership, and interim CFO services for growth-stage companies), Transaction Services (financial due diligence, target assessment, post-close integration, and acquisition preparedness for PE/VC), Tax Advisory (tax due diligence, income tax compliance, R&D credits, sales tax management), and Finance Transformation (accounting remediation and NetSuite ERP implementation, where Exbo is a certified BPO partner).
The firm's client base spans six industry verticals — Enterprise Software, Business Services, Education Services & Technology, Consumer Goods & E-Commerce, Healthcare, and Financial Services & Technology — and is anchored by lower middle market PE/VC investors, growth-stage CEOs and CFOs, and PE portfolio companies. Named engagements include due diligence for Everfield's acquisition of Amero, sell-side advisory for BetterCloud, and CFO advisory supporting financings for Rupa Health ($20M Series A), Mentor Collective ($21M Series A), CareAcademy ($9.5M Series A), and Crehana ($70M Series B).
Exbo generates revenue entirely through custom, quote-based professional services engagements priced by scope, team composition, and duration. GTM is sales-led and direct, with content marketing, podcast appearances by leadership, and LinkedIn presence supporting top-of-funnel demand. The firm is bootstrapped, led by Co-Founder and Managing Director Kevin White and Managing Partner Eric Fiegoli, and has scaled to 60+ employees without external capital. Cumulative scale signals include $880M in supported deal value since 2021 and $161M in supported capital raises in 2021, with Quality of Earnings reports approved by Goldman Sachs, Concentric, Neuberger Berman, and Eagle Private Capital for debt-financing purposes.
Exbo Group firmographics
Firmographics- Name
- Exbo Group
- Legal name
- Exbo Group
- Website
- https://exbogroup.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Exbo Group is a New York–based, bootstrapped financial advisory firm providing CFO advisory, transaction services, tax advisory, and NetSuite ERP implementation to lower middle market PE/VC investors, growth-stage companies, and PE portfolio companies across six industry verticals.
- Ownership category
- akta.pro rank
Exbo Group industry classification
Industry- Product category
- Financial Advisory and Consulting Services
- NAICS
- All Other Support Services (561990)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Enterprise Risk Management (ERM) Advisory (BPAHAFAA)
- akta.pro secondary industries
- Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI), General Ledger & Close (Journal Entries, Month-End Close, Reconciliations) (BPAAAGAC), Tax Operations Support (Indirect Tax, Withholding, Compliance Admin) (BPAAAGAI), Order-to-Cash (O2C) Operations (Order Admin, Credit, Invoicing, Collections Handoff) (BPAAAGAK)
Keywords
Where Exbo Group is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Exbo Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- CFO and Controllership Advisory: Ongoing accounting, controllership, and CFO services provided to growth-stage companies and PE portfolio companies. Engagements include monthly financial reporting, GAAP compliance, and strategic finance support.
- Transaction Services: Financial due diligence, target assessment, post-close integration, and acquisition preparedness for PE and VC investors. Quality of Earnings reports and buy-side/sell-side M&A support.
- Tax Advisory: Tax due diligence, income tax compliance, R&D tax credits, and sales tax management services for companies and investors.
- Finance Transformation: Accounting transformation, NetSuite implementation, and accounting remediation services. NetSuite certified implementation partner providing ERP deployment.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Custom consulting engagements - no standardized pricing tiers |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Exbo Group product offering
Product offeringCore offering
Exbo Group is a financial consulting and advisory services firm providing CFO and Controllership Advisory for founders, CEOs, and CFOs of growth-stage companies, plus Transaction Advisory Services (financial due diligence, post-close integration) for private equity and venture capital investors. The firm also delivers Tax Advisory and Finance Transformation services, including NetSuite ERP implementation as a certified BPO partner. Engagements are custom consulting projects scoped and priced per client need.
Product overview
Exbo Group is a financial consulting and advisory services firm, not a software product company. The company offers a unified platform of professional services organized into four integrated service lines: CFO and Controllership Advisory (including Ongoing Accounting, Controllership, and CFO Services), Transaction Services (including Target Assessment, Financial Due Diligence, Post-Close & Integration Support, and Acquisition Preparedness), Tax Advisory (including Tax Due Diligence, Income Tax Compliance, R&D Tax Credits, and Sales Tax Management), and Finance Transformation (including Accounting Transformation, Accounting Remediation, NetSuite Implementation, and NetSuite Implementation for Add-on Strategies). Additional specialized services include Portfolio Company Accounting, Portfolio Company Controllership, and Office of the CFO. These services work together to provide comprehensive financial support from pre-investment diligence through ongoing operations and exit preparation, with particular expertise in NetSuite ERP implementation as a certified BPO partner.
Differentiator
Problem solved
Functional benefit
Products and services
- CFO and Controllership Advisory An advisory service line for CEOs and CFOs of growth-stage companies providing integrated finance department capabilities, including ongoing accounting, controllership, and strategic CFO support to enable institutional fundraising and the construction of hyper-scalable finance functions.
- Transaction Services Buy-side financial due diligence, Quality of Earnings, target assessment, and post-close integration support for private equity and venture capital investors across small and mid-cap deals in software, professional services, FinTech, and education technology verticals.
- Tax Advisory Comprehensive tax services including transaction tax due diligence, income tax compliance, R&D tax credits, and sales/use tax management delivered by former Big-4 tax professionals to companies and PE/VC investors.
- Finance Transformation Back-office finance and accounting rebuild service including accounting transformation, accounting remediation, and NetSuite ERP implementation to create scalable financial operations for businesses at any growth stage.
Quantifiable outcome
- Supported $880 million in transactions since 2021
- +2 more outcomes
Companies that use Exbo Group
Customer profileNamed customers10 records
Segments5 records
Ideal customer profiles4 records
Exbo Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Exbo Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- NetSuitecoreExbo Group is a NetSuite certified implementation partner and BPO partner. The firm helps PE funds and growth-stage companies transition to NetSuite, enabling rapid post-close integration and scalable financial operations. This partnership enables Exbo Group to deliver ERP implementation services as part of its Finance Transformation practice.
Scale indicators4 records
Recent moves8 records
Expansion highlights5 records
Exbo Group competitors and assessment
Company assessmentBroad incumbents
- CohnReznick LLP: Top-30 US accounting and advisory firm with dedicated Transaction Advisory, CFO advisory, tax, and NetSuite practices serving PE-backed lower-middle-market companies. Closely comparable service mix; much larger scale.
- Armanino LLP: Larger US top-20 accounting and advisory firm combining CFO advisory, transaction diligence, tax, and a strong NetSuite implementation practice. Highly comparable services and overlapping PE/VC client base, but at materially greater scale and broader geographic footprint.
- Baker Tilly US: Top-10 US advisory firm with Transaction Advisory, CFO advisory, tax, and NetSuite practices focused on LMM PE/VC-backed companies. Same service lines, larger scale and broader industry coverage.
- Andersen (Andersen Tax): Global advisory firm with US tax, transaction, and CFO advisory practices serving PE/VC clients. Competes with Exbo on tax due diligence and CFO advisory, with broader geographic and service reach.
- RSM US LLP: Top-5 US accounting firm with dedicated M&A Advisory, Transaction Services, CFO advisory, and NetSuite practices serving the middle market. Directly competes with Exbo for LMM diligence and advisory mandates.
- WithumSmith+Brown: Mid-Atlantic-anchored top-30 US advisory firm with a NetSuite implementation practice and PE-focused Transaction Advisory services. Competes with Exbo for outsourced CFO and controllership work at PE-backed companies.
- Marcum LLP: Major US accounting and advisory firm with strong Transaction Advisory and CFO advisory practices targeting PE-backed middle-market companies. Competes directly for the same diligence and advisory engagements.
- BDO USA: Top-5 US accounting and advisory network with significant Transaction Advisory, CFO advisory, and NetSuite implementation services for LMM PE-backed companies. Same client base as Exbo at much larger scale.
- Aprio LLP: Top-50 US advisory firm combining outsourced CFO and controllership services, transaction diligence, tax, and NetSuite implementation for growth-stage and PE-backed companies. Closely aligned service mix.
Direct peers
- FocusCFO: Fractional and outsourced CFO services firm serving growth-stage and PE-backed companies across multiple US regions. Direct competitor for Exbo's CFO and Controllership Advisory line, though smaller and not transaction-focused.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Exbo Group social profiles
Digital presenceExbo Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Exbo Group leadership team
Management profileNumber of profiles
Profiles4 records
Exbo Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Exbo Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Exbo Group
What does Exbo Group do?
Exbo Group is a financial consulting and advisory services firm providing CFO and Controllership Advisory for founders, CEOs, and CFOs of growth-stage companies, plus Transaction Advisory Services (financial due diligence, post-close integration) for private equity and venture capital investors. The firm also delivers Tax Advisory and Finance Transformation services, including NetSuite ERP implementation as a certified BPO partner. Engagements are custom consulting projects scoped and priced per client need.
Is Exbo Group a public or private company?
Exbo Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Exbo Group founded?
Exbo Group was founded in 2017. It employs 11 to 50 people.
Where is Exbo Group based?
Exbo Group is headquartered in New York, United States, in the North America region.
How does Exbo Group make money?
Four revenue lines are on record. CFO and Controllership Advisory is the primary driver. The others are transaction Services, tax Advisory and finance Transformation.
Who are Exbo Group's main competitors?
Broad incumbents on record are CohnReznick LLP, Armanino LLP, Baker Tilly US, Andersen (Andersen Tax), RSM US LLP, WithumSmith+Brown, Marcum LLP, BDO USA and Aprio LLP. FocusCFO is listed as a direct peer.
Does Exbo Group have an API?
No public API is recorded for Exbo Group.
What industry is Exbo Group in?
Exbo Group's product category is Financial Advisory and Consulting Services. Its primary akta.pro industry code is BPAHAFAA, Enterprise Risk Management (ERM) Advisory, with a secondary code of FSACAAAI, Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness). Its NAICS code is 561990 and its SIC code is 8742.