Blog

Growing a business is exciting, but creating profitable, sustainable, and enduring growth is the real challenge. Many companies start with the familiar “growth at all costs” mentality. Eventually, every business matures, the economic environment shifts, capital becomes more expensive, and the focus must move towards responsible, strategic growth. This is where  a CFO , full-time or fractional, becomes an essential thought-partner. A modern CFO doesn’t just report numbers. The

Lessons from rebuilding models for fintech and SaaS companies that looked great on paper—but failed to guide real decisions. In the past 90 days, we’ve been brought in as Fractional CFO 's to rebuild financial models for three different companies: two in fintech, and one in enterprise SaaS . Sometimes we were brought in by the CEO; other times, I was recommended by the Board or a venture capital firm. Regardless of who made the call, the conversation always started the same w

Let’s be honest — the finance world doesn’t make it easy for entrepreneurs . You’ve got bookkeepers , controllers, CFOs, accountants,...

I'm a Private Equity CFO If there’s one thing I’ve learned over the years - building my own businesses, stepping into CFO roles, and...

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...

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...

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...

I am excited to leverage Intuit Enterprise Suite (IES)  to provide a consolidated view and projection of my clients' businesses,...

SaaS (Software as a Service) businesses operate under unique financial dynamics compared to traditional business models, necessitating...

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...

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...

In our previous posts, we’ve highlighted various strategies to improve cash flow , emphasizing that “Revenue is Vanity, Profit is Sanity,...

Should you grow Cashflow 💵 or grow Enterprise Value📈? As an Entrepreneur, one of the most critical decisions you face is whether to...

Launching Legacy Advantage in Vancouver was driven by a vision to bridge the gap in bookkeeping and payroll services for small...

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)...

Our mission is to partner with entrepreneurs to build Enduringly Profitable Companies ; and Key Performance Indicators (KPIs) are vital...

As cryptocurrencies like Bitcoin and Ethereum gain traction in mainstream finance, they present unique challenges for CFOs responsible...

As your business grows and your financial management needs become more complex, the question of whether you need a CFO , especially if...

As businesses mature, they must shift their focus from rapid expansion to sustainable growth and profitability. Unlike startups, which...

Fractional CFOs help with Sale to Private Equity There’s been a lot of buzz lately about private equity (PE) firms buying up businesses...