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Tee Up Advisors - Fractional CFO Services

San Francisco CFO Services

San Francisco, meet your Fractional CFO. We partner with you in-person to enhance the value and strengthen the resilience of your business in SF.

San Francisco CFO

How Our CFOs work with your San Francisco Business

Financing
Debt

Our San Francisco CFOs help secure the right capital for your business to grow and thrive. We assist you in identifying and accessing the best funding sources, whether through SBA loans, equity investors, grants, or other options.

Growth by
M&A

Navigating the complexities of M&A with a Fractional CFO in San Francisco. Our expertise includes due diligence, business valuation, and strategic integration planning to ensure smooth and successful transactions.

Maximise
Enterprise Value

As a Fractional CFO in San Francisco, CA, we specialize in preparing businesses for a successful exit. From financial evaluations to value optimization, we ensure a seamless and profitable transition, whether selling to private equity or transitioning to new ownership.

Why San Francisco businesses trust 
Tee Up CFOs

We're Entrepreneurs too

As a Fractional CFO in San Francisco, CA, I bring a unique perspective shaped by my background at a Big 4 accounting firm, which I left to build my own enduringly profitable business. Instead of following the traditional hourly billing model, I implemented a monthly service approach, generating predictable, recurring revenue. This strategy not only stabilized cash flow but also reduced working capital needs through up-front billing. By eliminating the need to re-sell services each year, my business rapidly grew to $2M in annual recurring revenue (ARR) within three years before being acquired by Deloitte.

Brainstorming with cfo
Business Lunch
We've sold Businesses

After selling my business to Deloitte, I became CFO at a VC-backed SaaS tech company, overseeing both Finance and HR. As a Fractional CFO in San Francisco, I helped scale the company from $3M to $10M in annual recurring revenue (ARR) over three years. This growth resulted in a successful 9-figure exit to a top private equity firm. Now, I leverage my experience in scaling businesses and navigating complex exits to help companies thrive through Tee Up Advisors.

We've bought Businesses

Afterward, I became an Principal at a lower-mid market private equity firm in Charlotte, NC, where I evaluated hundreds of potential deals. As a Fractional CFO in San Francisco, I understand what investment committees prioritize—predictable revenue, strong management teams, and healthy margins. These are the defining traits of enduringly profitable companies, and my expertise in identifying them is now dedicated to helping your business achieve the same success through Tee Up Advisors.

Business Handshake  with cfo

Fractional CFO Services for San Francisco, CA

Fractional CFO Services by Tee Up Advisors: Build a Stronger Future

At Tee Up Advisors, we are dedicated to helping businesses in San Francisco, CA, achieve lasting profitability and build generational wealth through our Fractional CFO services. Our team of experienced professionals works alongside you to strengthen your company’s financial health and resilience, giving you the peace of mind to focus on what matters most.

 

Fractional CFO services provide expert financial guidance without the need for a full-time CFO. Our fractional CFOs bring the knowledge and strategic insight needed to navigate complex financial situations—without the overhead costs of a full-time role. We tailor our approach to your specific needs, giving you access to our deep financial expertise and strategic vision without a long-term commitment.

 

We specialize in building enduringly profitable businesses by minimizing financial risks and boosting your company’s resilience. Our fractional CFOs are committed to helping you sleep better at night, knowing your business’s financial future is secure and positioned for growth.

 

By partnering with Tee Up Advisors, you can increase the value of your business through improved profits, stable recurring revenues, and a more skilled management team. Our part-time CFOs work closely with you to uncover growth opportunities and implement targeted strategies that drive sustainable success.

 

Effective communication with stakeholders is critical to any thriving business. Our fractional CFOs in San Francisco engage with lenders, investors, and board members to build trust and credibility, ensuring that every stakeholder is confident in your financial strategy and direction.

 

Start building a stronger financial future with Tee Up Advisors. Our Fractional CFO services in San Francisco are designed to help you create a more profitable and resilient business. Contact us today to learn how we can support your journey to lasting success and generational wealth.

CFO lines up

Our CFOs add value

Building a business in San Francisco is challenging, but we’re here to support you. Our SF CFOs collaborate with you to focus on the big picture, allowing you to work ON your business rather than getting caught up in working IN it.

Enduring Profitability
 

Our CFOs in San Francisco reduce financial risks and strengthen your business's resilience, giving you peace of mind and more quality time to focus on your family.

Increase Company 
value:

Our SF Fractional CFOs work with you to enhance your business value by boosting profits, establishing recurring revenue streams, and developing the skills of your management team.

Increased Stakeholder Confidence

Our San Francisco Fractional CFOs engage with your key stakeholders—lenders, investors, and family or board members—in a manner that fosters trust and establishes credibility.

NEWSLETTER

At Tee Up Advisors, we believe in keeping our valued clients informed about the latest news and trends in the financial world. 

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