Strategic Finance for Education Providers
Our Fractional CFOs specialize in supporting education providers — from preschools and daycares to tutoring centers and private schools.
With years of experience in the education sector, we bring the financial expertise you need to streamline operations, manage growth, and ensure sustainable success.
Let us help you focus on what matters most: providing quality education.
Services
(FREE) Financial Health Assessment
We provide a (FREE) comprehensive review of your current financial position, identifying areas for improvement and highlighting potential risks. By analyzing cash flow, revenue streams, and cost structures, we help education providers — from preschools to colleges — build a stable financial foundation that supports long-term growth and operational efficiency.
Revenue Optimization and Tuition Strategy
We assist in developing a strategic approach to pricing tuition and program fees, maximizing enrollment and balancing affordability for families. Whether you’re a preschool, a tutoring company, or a private school, we provide insights into setting competitive rates, managing discounts, and offering flexible payment plans to boost revenue while maintaining strong enrollment numbers.
Audit Preparation and Compliance Support
Educational providers often face strict regulatory requirements and periodic audits. Our team ensures you’re audit-ready by maintaining accurate financial records, assisting with audit preparation, and providing ongoing compliance support. We help you stay ahead of regulations, giving you peace of mind and protecting your reputation.
M&A Advisory and Exit Planning
Whether you’re looking to grow through acquisitions or plan a strategic exit, our Fractional CFOs guide you through the entire M&A process. We help education providers identify potential targets, conduct financial due diligence, and negotiate deals that align with your strategic goals. For those planning an exit, we prepare your financials for optimal valuation, ensuring a smooth transition and maximizing returns.
Financing and
Capital Raising
Securing the right financing is crucial for expanding programs, upgrading facilities, or weathering cash flow gaps. We connect education providers with lenders who understand your unique needs, whether it’s for working capital, expansion, or refinancing existing debt. Our team handles lender negotiations, helps structure favorable terms, and ensures you have the capital to grow without compromising your financial stability.
Process Optimization for Scalable Growth
Administrative tasks can overwhelm education providers as they scale. We streamline your financial processes, integrating efficient systems for billing, payroll, and expense management. By optimizing workflows, we help reduce administrative burdens, allowing your team to focus more on educational quality and less on back-office tasks. The result? A leaner operation that scales smoothly as you grow.
Testimonials and Case Studies
At Tee Up Advisors, we believe there's no better endorsement than the words of our happy clients. Explore our collection of testimonials below to see how we've positively impacted their journeys, and feel free to reach out to share your own experience with us!
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Team
Bob Wang is a seasoned Fractional CFO and entrepreneur with a deep passion for empowering education providers. Currently, he owns a successful tutoring business in California, serving a range of clients with a special focus on charter schools. With a team of over 90 skilled tutors, Bob’s company is dedicated to delivering high-quality educational support while easing the administrative burdens for educators.
Prior to his current ventures, Bob served as a Principal at a private equity firm, where he analyzed, valued, and conducted due diligence on various educational businesses, including tutoring companies, vocational colleges, and Montessori schools. This experience provided him with a comprehensive understanding of what drives value in the education sector and how to strategically position these businesses for growth and long-term success.
Bob’s personal passion for high-quality education drives his mission to support educators in focusing on what matters most: serving their students. He is dedicated to helping education providers streamline their operations, optimize financial performance, and scale effectively, so they can concentrate on delivering exceptional learning experiences.