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How to 10X My Business: Growing Through M&A
Why M&A Must Be in Your Growth Playbook In the past few months, I’ve had 10x Is Easier Than 2x by Dan Sullivan recommended to me three...
Bob Wang
Feb 27
37


How I Use AI as a Fractional CFO: Practical Tips from the Field
As a Fractional CFO at Tee Up Advisors, I’m always on the lookout for tools and strategies to work smarter and deliver exceptional value...
Bob Wang
Feb 13
7


The Power of Budgeting: Aligning Teams for Success
Budgeting isn’t just about crunching numbers; it’s a tool for alignment and clarity within a team. In my work as a Fractional CFO...
Bob Wang
Jan 6
1

Fractional CFOs can leverage IES in managing group-level debt facilities
I am excited to leverage Intuit Enterprise Suite (IES) to provide a consolidated view and projection of my clients' businesses,...
Bob Wang
Dec 9, 2024
45


SaaS Metrics Tech CFOs use - Why different metrics?
SaaS (Software as a Service) businesses operate under unique financial dynamics compared to traditional business models, necessitating...
Bob Wang
Dec 5, 2024
1


Customer Concentration: The Deal Killer That Keeps Coming Back
Customer concentration is one of the most common deal killers in M&A. The logic is simple: when one customer makes up a large percentage...
Bob Wang
Nov 27, 2024
15


Tee Up Advisors Core Values: The Guiding Principles Behind Our Work
At Tee Up Advisors, we’re more than just CFOs. We’re partners in your journey to building a business that not only thrives today but...
Bob Wang
Nov 15, 2024
3

CFOs boost Cash Flow and Profit using Porter's 5 Forces
In our previous posts, we’ve highlighted various strategies to improve cash flow , emphasizing that “Revenue is Vanity, Profit is Sanity,...
Bob Wang
Oct 30, 2024
16


Should You Harvest Profits or Reinvest for Growth? A Outsourced CFO’s Guide to Making this Difficult Decision
Should you grow Cashflow 💵 or grow Enterprise Value📈? As an Entrepreneur, one of the most critical decisions you face is whether to...
Bob Wang
Oct 21, 2024
23


Legacy Advantage -> Tee Up Advisors; The Story of Building, Scaling, and Creating a Legacy
Launching Legacy Advantage in Vancouver was driven by a vision to bridge the gap in bookkeeping and payroll services for small...
Bob Wang
Oct 1, 2024
27


The Cost and the ROI of a Fractional CFO
It's always about cost vs return isn't it? Risk vs reward? Can't have one without the other? Well, what's the case for a (Fractional)...
Bob Wang
Sep 27, 2024
37


Track Productive KPIs to build Enduringly Profitable Companies
Our mission is to partner with entrepreneurs to build Enduringly Profitable Companies ; and Key Performance Indicators (KPIs) are vital...
Bob Wang
Sep 9, 2024
27


Cryptocurrency 101: A Fractional CFO’s Tips on Accounting for Cryptocurrency
As cryptocurrencies like Bitcoin and Ethereum gain traction in mainstream finance, they present unique challenges for CFOs responsible...
Bob Wang
Aug 29, 2024
8


“I Already Have a Controller; do I Need a (Fractional) CFO?”
As your business grows and your financial management needs become more complex, the question of whether you need a CFO , especially if...
Bob Wang
Aug 24, 2024
28


CFOs Use "Rule of 30" to Balance Growth and Profit
As businesses mature, they must shift their focus from rapid expansion to sustainable growth and profitability. Unlike startups, which...
Bob Wang
Aug 21, 2024
79


What to Expect When Selling Your Business to Private Equity
Fractional CFOs help with Sale to Private Equity There’s been a lot of buzz lately about private equity (PE) firms buying up businesses...
Bob Wang
Aug 20, 2024
9


Becoming Enduringly Profitable and Creating Generational Wealth
While many businesses can be profitable, not all are enduringly profitable. So, what exactly is an enduringly profitable company?...
Bob Wang
Aug 14, 2024
115

What is a (Fractional) CFO?
Growing a business can be challenging. “More businesses die from indigestion than starvation” - David Packard, co-founder of Hewlett...
Bob Wang
Aug 9, 2024
216


10 Signs You Need a Fractional CFO
Running a business is no small feat. As companies grow and evolve, their financial needs become increasingly complex. Enter the...
Bob Wang
Aug 6, 2024
83


How Fractional CFOs Can Help Businesses Improve Cash Flow
Fractional CFOs can improve cashflow
Bob Wang
Aug 3, 2024
36
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