Tee Up Advisors

Strategic CFO & M&A Advisory for Founders Ready to Grow, Exit, or Build Legacy Wealth

Services
Accounting, Valuation, Strategy, Finance, Operations
Based in
CA, US
Team size
10

About Tee Up Advisors

At **Tee Up Advisors**, we partner with small and mid-sized business owners to build durable, profitable companies and create long-term generational wealth. I’m **Bob Wang**, the founder of Tee Up, and I bring over two decades of experience as a finance leader, entrepreneur, and fractional CFO. Before launching this firm, I led finance teams in high-growth startups and helped multiple founder-led businesses navigate complex financial decisions, from cash flow challenges to strategic exits. My background has been featured in publications like *QuickBooks* and *Intuit’s Firm of the Future*, where I’ve shared insights on advisory-first service models and sustainable financial growth. We founded Tee Up Advisors with the belief that financial guidance should be both strategic and personal. Our team is lean and hands-on—comprised of experienced advisors who work closely with clients, not just as service providers but as embedded partners. We don’t offer generic solutions. Instead, we focus on **fractional CFO services**, **strategic forecasting**, **M&A advisory**, and **financial infrastructure development**, all tailored to the unique realities of scaling businesses with revenues between $2M and $20M. Our ideal clients are founders preparing to grow, transition, or exit—and who want clarity, accountability, and proactive financial leadership without hiring a full-time CFO. We often work with businesses in **professional services, healthcare, construction, retail, manufacturing, hospitality**, and **technology**, especially those facing complexity around cash flow, capital structure, or deal readiness. What sets us apart is our commitment to **strategic integration**. We work side-by-side with your internal team and external advisors to ensure alignment between business performance and personal financial goals. Whether you're raising capital, exploring an acquisition, or just trying to sleep better at night knowing your numbers are solid—we're here to help you tee up your next move with precision and purpose.

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