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Tee Up Advisors - Fractional CFO Services

How involved do you want your Fractional CFO?

Consultant

Ideal for entrepreneurs who need a strategic plan for their business without ongoing involvement. The focus is on creating a solid business plan without the need for detailed execution plans; no personal wealth plan is needed. The entrepreneur and management team have the resources and experience to implement the plan themselves. Quarterly business planning and review meetings are sufficient. The entrepreneur is satisfied with a 48-hour communication turnaround time for any non-urgent queries.

CFO Commitment: 1-2 days / quarter

Coach

Perfect for businesses needing more regular interaction and support. After creating a detailed strategic plan, the CFO will be proactively engaged. The CFO will meet with the business owner(s) but not their team members. Monthly meetings facilitate quick interventions and ongoing support. The CFO can attend external meetings with lenders and investors, coach the business owners in execution, and provide prioritized communication.

CFO Commitment: 1-2 days / month

Partner

Designed for businesses requiring intensive and continuous support. The CFO becomes immersed in your business. As a true partner, they are deeply involved in the business on a weekly, if not daily, basis. They provide proactive advice, handle both internal and external communications, and lead execution on key projects. This package includes daily financial reports with key metrics, high-priority communication channels, and an annual review of personal financial wealth to align business and personal goals. When necessary, the CFO can also support growth through M&A.

CFO Commitment: 1-2 days / week

Features

Initial strategy plan

Implementation

Financial planning analysis forecasting (FP&A)

KPI monitoring & reporting

Response

Stakeholder communication

Enterprise value monitoring

Leadership
development

Family wealth 
planning

M&A
support

Compliance
support

Features

Initial strategy plan

Implementation

Financial planning analysis forecasting (FP&A)

KPI monitoring & reporting

Response

Stakeholder communication

Enterprise value monitoring

Leadership
development

Family wealth 
planning

M&A
support

Compliance
support

Features

Initial strategy plan

Implementation

Financial planning analysis forecasting (FP&A)

KPI monitoring & reporting

Response

Stakeholder communication

Enterprise value monitoring

Leadership
development

Family wealth 
planning

M&A
support

Compliance
support

Features

Initial strategy plan

Implementation

Financial planning analysis forecasting (FP&A)

KPI monitoring & reporting

Response

Stakeholder communication

Enterprise value monitoring

Leadership
development

Family wealth 
planning

M&A
support

Compliance
support

Features

Consultant

Coach

Partner

Family wealth 
planning

Leadership
development

Only for CEO

CEO &

exec. team.

Enterprise value monitoring

Stakeholder communication

Leaders & Investors

Coach + Leadership team

Response

48 Hrs.

24 Hrs.

ASAP during business hours

KPI monitoring & reporting

Some

Financial planning analysis forecasting (FP&A)

Quarterly

Monthly

Ongoing

M&A
support

Implementation

Coach Entrepreneur

Initial strategy plan

NEWSLETTER

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

Features

Initial strategy plan

Implementation

Financial planning analysis forecasting (FP&A)

KPI monitoring & reporting

Response

Stakeholder communication

Enterprise value monitoring

Leadership
development

Family wealth 
planning

M&A
support

Compliance
support

Features

Consultant

Initial strategy plan

Implementation

Financial planning analysis forecasting (FP&A)

Quarterly

KPI monitoring & reporting

Response

48 Hrs.

Stakeholder communication

Enterprise value monitoring

Leadership
development

Family wealth 
planning

M&A
support

Features

Coach

Initial strategy plan

Implementation

Coach Entrepreneur

Financial planning analysis forecasting (FP&A)

Monthly

KPI monitoring & reporting

Some

Response

24 Hrs.

Stakeholder communication

Leaders & Investors

Family wealth 
planning

Enterprise value monitoring

Leadership
development

Only for CEO

M&A
support

Features

Partner

Initial strategy plan

Implementation

Financial planning analysis forecasting (FP&A)

Ongoing

KPI monitoring & reporting

Response

ASAP during business hours

Stakeholder communication

Coach + Leadership team

Enterprise value monitoring

Leadership
development

CEO &

exec. team.

Family wealth 
planning

M&A
support

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