Let's Tee Up
the next generation.
We are Fractional CFOs that partner with you to build Enduringly Profitable Businesses and
create Generational Wealth
Services
Strong ROI
We believe your partnership and investment with Tee Up Advisors can increase the value of your business by 2-4x in 3-5 years.
We get really involved!
Our intention is to become part of your team, working with your accountants, bookkeepers, and your executive team. Ideally, we’d like to attend strategy meetings so we’re consistently on the same page.
We have a legacy-view.
We make sure the business serves you and your family, and not the other way around. We look at the business from the context of the whole family and its goals. We understand that life is more than just money and quality of life is just as important.
We’re entrepreneurs too!
We started several, and sold, several businesses! Some were immensely successful; others failed. We can relate to your ups and downs.
Hi, I’m Bob - Husband,
father of three
(+ a dog).
I’m also an entrepreneur, just like you.
After working at a Big 4 accounting firm, I left to start my own business. I intended to create an enduring profitable business with a recurring revenue model. Traditionally, accounting firms charge hourly. Though work is annually, it’s not recurring. I flipped the script. Instead of annual service, I performed monthly services that allowed me to have predictable revenues. It also allowed me to charge up-front, significantly lowering working capital requirements. Because I didn’t have to re-earn the business every year, our business grew very quickly. We grew from zero to $2M in annual recurring revenue (ARR) in 3 years, and it was eventually acquired by Deloitte.
I’ve sold businesses
After selling my own business to Deloitte, I joined a SaaS technology company as its CFO, in charge of Finance and HR. This VC-backed tech company grew from $3M ARR to $10M ARR in 3 years, and we sold it to a top-tier Private Equity firm for 9-figures.
I’ve bought businesses
Subsequently, I served as an Operating Partner at a lower-mid market private equity firm in Charlotte, NC. We reviewed hundreds of deals. Consistently, our Investment Committee loved companies that demonstrated characteristics of enduringly profitable companies, such as predictable revenues, strong management teams, and healthy margins.
My journey as both an entrepreneur and an investor has given me a deep understanding of what it takes to build a successful, enduringly profitable business. I believe I can help you achieve the same and look forward to partnering with you as a Fractional CFO to ensure your business thrives for generations to come.
FP&A
Providing comprehensive financial planning and analysis to guide your business decisions. Our FP&A services include budgeting, forecasting, and performance tracking to keep your business financially healthy and on course.
Cashflow
forecasting
Optimizing cash flow to ensure your business remains liquid and solvent. We implement strategies to manage inflows and outflows, maximizing your financial stability and operational efficiency.
Financing
Securing the funding your business needs to grow and thrive. We assist in identifying and obtaining the best financing options, whether it's through loans, investments, or other financial instruments.
Accounting & bookkeeping
Maintaining accurate and up-to-date financial records. Our accounting and bookkeeping services cover everything from daily transactions to financial statements, ensuring compliance and clarity.
Leadership
development
Building strong financial leadership within your organization. We provide training and development programs to enhance the skills of your financial team, fostering a culture of excellence and strategic thinking.
Family wealth
planning
Creating comprehensive wealth management strategies tailored to your family's needs. Our family wealth planning services encompass estate planning, investment management, and tax strategies to secure and grow your family's financial future.
Mergers &
Acquisition
Navigating the complexities of mergers and acquisitions with expert guidance. Our services include due diligence, valuation, and integration planning to ensure successful and profitable transactions.
Business
Valuation
Providing accurate and insightful business valuations. We assess your company's worth using industry-standard methodologies, helping you make informed decisions for mergers, acquisitions, sales, and strategic planning.