The Work | Tee Up Advisors

the work

The board wants a forecast.
The investor wants a data room.
The lender wants a covenant tracker.
You want someone who's done this before.

Breathe. You found us.

“Somewhere along the way, our contractor quietly became our guy.

— CEO, Trident Payments Co

"A $15M deal was stuck because of bad accounting. Tee Up cleaned up two years of books in two months and saved the deal."

— Ridgeline Media Group

Capital Raise & Exit Prep

Problem it solves

Messy bookkeeping block M&A deals, stall raises, and turn every board meeting into a guessing game. You can't move forward when you don't trust the numbers.

What we do

Accounting clean-up with a CFO lens. Cash-to-GAAP conversions, years of backlog reconciled in weeks, KPIs, margin analysis, and a forward-looking forecast. Accurate accounting — the foundation that makes everything else possible.

"Halfway through the raise, I stopped calling them my 'finance consultants.' To every investor across the table, they were 'our CFO.' That's how it should feel."

— Trident Payments Co

Capital Raise & Exit Prep

Problem it solves

The raise is happening. The exit is happening. You need someone who's been through the process — not advising from the side, but sitting at the table. The data room is messy, the investor model needs to hold up under pressure, and due diligence is coming.

What we do

We embed as your CFO through the process. Data room, investor model, due diligence prep, fielding questions in the room. We don't advise from the sideline — we dig in, we prep the company, we sit at the table with you. We've been on both sides — selling a company as the operating CFO and buying them as a PE principal.

"We never would have considered an acquisition on our own. Bob's team showed us it was possible, built the model, and walked us through every step. It changed how we think about growth."

— Clearview Health

Growth through M&A

Problem it solves

You've grown the business the hard way — winning customers one at a time. Buying another company to accelerate that? It never felt like something you could do.

What we do

We show you what's possible. We identify targets, model the deal, and walk you through a process that felt foreign last quarter and feels like a real growth lever this quarter. We've done this before — not theoretically, but operationally. We know what a deal looks like from the inside because we've led them.

"We were heading into a cashflow crunch and didn't even know it. Bob's team built us a model that gave us six months to react instead of a surprise — that model saved the company."

— NeuShield SaaS

FP&A & Financial Modeling

Problem it solves

The CEO is updating the model himself. Scenario analysis is a guess. Board decks take three weeks. Nobody trusts the numbers.

What we do

Build the financial model from scratch (or rebuild the one held together with hard-coded cells and crossed fingers). A model you can trust lets you see six months ahead — plenty of time to spot a cashflow problem before it becomes a crisis.