Insights

Exit-ready expertise TP4 Advisors specializes in sell-side M&A and pre-sale preparation to maximize value for closely held businesses, signaling strong alignment with owners planning exits now or in the near term—a clear sales opportunity for complementary advisory and financing services.

Mid-market focus Operating with 11-50 employees and revenue in the 10–25 million range, TP4 Advisors targets lower-middle-market opportunities, suggesting potential cross-sell with capital raising, valuation, and strategic advisory services for similar-sized owners and PE buyers.

Geographic reach Headquartered in Cincinnati with a Tampa office and nationwide service, TP4 Advisors presents a platform for regional expansion partnerships and referral networks, as well as opportunities to engage local CPAs, attorneys, and wealth advisors.

Tech-enabled ops Adoption of modern tools (Xero, AWS, Google Cloud, Calendly, analytics tags) indicates a tech-forward approach that can be leveraged to offer outsourced finance, accounting integration, and diligence-ready data processes to sellers and buyers.

Strategic partnerships Recent alliance with My Tampa IT and growth in business development leadership signal openness to ecosystem collaborations, creating opportunities to co-market with IT, finance, and advisory partners to access more seller opportunities and buyer matches.

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TP4 Advisors Tech Stack

TP4 Advisors uses 8 technology products and services including Xero, Linkedin Insight Tag, Matomo, and more. Explore TP4 Advisors's tech stack below.

TP4 Advisors's Email Address Formats

TP4 Advisors uses at least 1 email format:
TP4 Advisors Email FormatsExamplePercentage
First.Last@tp4advisors.comJohn.Doe@tp4advisors.com
100%

Frequently Asked Questions

What is TP4 Advisors's official website and social media links?

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TP4 Advisors's official website is tp4advisors.com and has social profiles on LinkedIn.

How much revenue does TP4 Advisors generate?

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As of August 2026, TP4 Advisors's annual revenue is estimated to be $10M - $25M.

What is TP4 Advisors's NAICS code?

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TP4 Advisors's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does TP4 Advisors have currently?

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As of August 2026, TP4 Advisors has approximately 20 employees across 2 continents, including North America and Europe. Key team members include Chief Financial Officer Advisor: J. S., M&a Director: B. R. and M&a Analyst: T. T. Explore TP4 Advisors's employee directory with LeadIQ.

What industry does TP4 Advisors belong to?

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TP4 Advisors operates in the Investment Banking industry.

What technology does TP4 Advisors use?

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TP4 Advisors's tech stack includes Xero, Linkedin Insight Tag, Matomo, Calendly, Amazon Web Services, WordPress, Google Cloud and Piwik PRO Core.

What is TP4 Advisors's email format?

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TP4 Advisors's email format typically follows the pattern of First.Last@tp4advisors.com. Find more TP4 Advisors email formats with LeadIQ.

When was TP4 Advisors founded?

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TP4 Advisors was founded in 2010.
TP4 Advisors logo

TP4 Advisors

Investment BankingOhio, United States11-50 Employees

TP4 Advisors is a mid-sized financial services firm based in Cincinnati, Ohio, delivering comprehensive financial guidance to closely-held and middle-market businesses navigating critical transactions and organizational transformations. The firm focuses on companies typically valued between $0.5 million and $25 million and provides services across day-to-day bookkeeping, accounting controllership, CFO guidance, business valuation, and M&A. Led by co-founders Todd Pfister and Tom Paquette, who have collaborated for nearly two decades and started the firm in 2013, the team emphasizes practical, hands-on leadership and a client-focused approach aimed at sustaining compliance, performance, growth, and strategic exits.

Section iconCompany Overview

NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2010
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    TP4 Advisors's revenue is estimated to be in the range of $10M - $25M

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