Tee Up Advisors

Tee Up Advisors is an outsourced CFO firm that partners with entrepreneurs to build enduringly profitable businesses and create generational wealth. The firm was founded by Bob, an experienced entrepreneur and finance leader who has founded and sold businesses, served as CFO of a VC-backed SaaS company (growing from 3M to 10M ARR and sold to private equity for nine figures), and worked as an operating partner at a lower-mid market PE firm reviewing hundreds of deals. Tee Up Advisors specializes in working with founder-led businesses seeking to scale responsibly, service and trades firms, healthcare and education businesses, technology specialists, and family-owned businesses planning succession. The firm serves clients across the USA and Canada with deep experience in California, Washington, Ontario, and British Columbia. Services include fractional CFO support, FP&A, cash flow forecasting, business valuation, accounting and bookkeeping, M&A support, and comprehensive financial guidance. Engagement models range from quarterly consultant calls to weekly partnership involvement, depending on business needs. The firm emphasizes building businesses that serve the owner and family while creating healthy profit margins and sustainable growth. Their approach includes forecasting, budgeting, cash flow modeling, KPI development, banking relationships, capital raising support, succession and exit readiness, and family wealth planning.