TP4 Advises National Heating and Air Conditioning Company in its Transaction with Heartland Home Services

February 9, 2023, Cincinnati, OH – TP4 Advisors Inc is pleased to announce that they served as sell-side advisor to National Heating and Air Conditioning Company in the successful transition of ownership to Heartland Home Services.  National is a 90-year old, Cincinnati based family held business that offers comprehensive heating and air conditioning services, connected […]

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TP4 Advises RTM Consulting in its Transaction with Belcan

January 26, 2023, Cincinnati, OH– TP4 Advisors is pleased to announce that they served as the exclusive sell-side advisor to RTM Consulting in the successful transition of ownership to Belcan. RTM Consulting is a Cincinnati based company with 14 years’ experience providing strategic and operational advice and training to services companies that assists them in […]

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The Importance of a Sound Tax Strategy as a Business Owner

Many things go through your head as you contemplate the pros and cons of starting your own business. Freedom, flexibility, control of your destiny, generating wealth, adding a second income stream, and building a family legacy are all solid drivers for entrepreneurs. As tax season approaches, let’s touch on some sound business ownership strategies that […]

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The Value of a Good Team

July was a busy month for us. Our oldest son got married then, a week later, my wife and I jetted off to Europe to celebrate my Mother and Father in Law's 60th wedding anniversary. While traveling our TP4 website had unexpectedly ran into issues - bringing the entire site down first thing on a […]

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What Gets Measured is What Grows

We see it over and over at company after company. What gets measured is what grows. That is why Financial Foundations for Sustainable Growth is not just a slogan for TP4. It guides every service we offer. BOOKKEEPING – If your inputs are incorrect, none of your outputs matter. A business needs solid, reliable daily […]

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3 Things to Consider When Selecting an M&A Advisor

There are many things to consider when selecting an M&A Advisor, along with what value they bring to you. I want to highlight 3 key things that I think everyone should consider when meeting with a prospective M&A Advisor: Trust Trust is the foundation of any relationship, and the relationship with your M&A advisor should […]

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Questions to Consider for a Bookkeeper

Your business is growing, you have an ambitious agenda and you’re ready to reach the next level. Now is a great time to hire a bookkeeper! As your business evolves so do the accounting responsibilities--becoming more complex and time-consuming. Partnering with an outsourced bookkeeper empowers you to hand off routine workloads while getting strategic insights […]

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How Can We Help Your Business?

TP4 Advisors can help your business grow by providing you with strategic resources for your company's financial practice. Call us today and we’ll get you started. Here’s how it works: Discovery – We learn about you and your company on an introductory call with our team. Game-plan – No two businesses are the same. We […]

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No Assembly

Bundled Service Levels: No Assembly Required We’ve all been there. The “simple” project that takes all day to put together. It’s good to have options, and even better to be able to select exactly what you need… if you know what that is. Sometimes it’s not that obvious, and sometimes it’s so simple that there’s […]

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Business GPS

The Business Roadmap: GPS for Your Financial Strategy You don’t need GPS every time you get in the car. But when you set out on a new journey or a long road trip, the Business Roadmap is a critical tool to find your way and keep you on track. Two data points are essential to […]

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Good Advice

Good Advice: Asked, Answered and Taken One of the reasons we are good advisors is that we are good at seeking – and taking – good advice too. Sometimes, even when we’re pretty close to sure about our direction, we get a nudge in a different direction that changes the game and opens up amazing […]

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Helping You Build Financial Foundations for Sustainable Growth

Managing your business’s finances while trying to focus on day-to-day operations can be exhausting, but with the right help and expertise you can streamline your finances and focus on building your business. With more than 160 years combined experience, TP4 Advisors’ team of financial experts has been providing financial advice to businesses, helping them optimize […]

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Three Reasons to Outsource your Business’ Bookkeeping

Managing your books and finances while handling the other aspects of your business can be frustrating and time-consuming. And when it comes to your business’s finances you can’t afford to make an error. Bookkeeping plays a vital part in your company’s planning and decision making, but having an in-house bookkeeping and accounting staff may not […]

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Case Studies

CASE STUDY – Assisting Hands

   Overview Assisting Hands provides professional in-home health care services to elderly individuals to allow them to remain safely and comfortably in their homes longer The Greater Cincinnati location of Assisting Hands was purchased in 2015 by the current owner, Greg Kling The Challenge As the business expanded and grew, it became a regular occurrence […]

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Overview Cincinnati, Ohio-based Busken Bakery developed a proprietary, natural yogurt brand/product and retail store concept called Yagööt, which they then grew to four locations in Cincinnati and Columbus, Ohio The Challenge The business enjoyed commercial success and grew/maintained a very loyal customer base However, in 2014, management made the strategic decision to focus solely on […]

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