Get Started With Cincinnati CFO Experts TP4 Advisors at No Cost!

Do you know your margins by Customer? By Product? By Service?

Do you get your financial statements timely, every month?

Do your financial statements give you insight to make strategic decisions?

Is your business bankable? Sellable?

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    Financial Foundations for
    Sustainable Growth

    Delegate your finance and accounting headaches to TP4 Advisors and start focusing on leading your business. TP4 helps owners and their teams get – and keep – their company’s finance and accounting department running optimally for performance, growth, and acquisitions and/or divestiture.

    About Our Team

    When you engage with TP4, you work with the principals of the firm. With extensive experience in providing M&A and CFO advisory services, our partner-led team brings the right mix of expertise and know-how—combined with integrity and confidentiality— to bear on your specific business matter!

    Tommy Brand CFO

    Todd Pfister | Partner

    Todd specializes in maximizing value for closely held business owners and their families. He has more than 28 years of experience in M&A, corporate development, finance, operations, sales and human resources, delivering top- and bottom-line results across a broad range of industries. With extensive knowledge of buy and sell side transactions gained through leading corporate development teams, representing family businesses, and guiding buyers and sellers through the transaction process, he’s a leading regional business ownership expert. Additionally, as Managing Partner of FranNet MidAmerica, he counsels individuals and franchise organizations, developing the best strategic fit for all stakeholders.

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    Tom Paquette | Partner

    Tom focuses on financial analysis and valuation for Main Street and Lower Middle Market businesses. He has over 30 years of comprehensive experience in all aspects of accounting and financial management. Career highlights include specialized experience with valuations and strategic financial analysis for companies in the M& A arena, as well as significant success in growing small- and medium-sized companies and assisting businesses with turnaround services that enable them to return to growth mode. Additionally, he’s president/CEO of TPAC, LLC, which provides CFO and financial accounting services to a wide range of businesses.

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    Tommy Brand | Vice President

    Tommy is a Vice President at TP4 Advisors. He brings with him more than 24 years of experience, 19 of those in executive management and leadership.  He has extensive experience in sales, marketing, operations and with transaction and financing projects.  His wide-ranging experience includes owning and operating multiple small businesses of his own, guiding business owners and fostering an environment of entrepreneurship with all those he meets.

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    Meet Our Team

    Diane Summerville

    Client Services Coordinator

    Diane provides crucial support services that enable projects and transactions to happen on time. She brings over 15 years of administrative project management experience, as well as business and organizational savvy, to each assignment for TP4.
    Prior to joining the firm, she served as an Administrative Assistant for a Cincinnati area nonprofit and in various financial roles for the Greater Miami YMCA.
    Diane earned a degree in communications from Hanover College. She lives in Fairfield with her husband, DJ, and their two children.

    Jack Weston

    CFO Specialist

    Jack primarily provides CFO and financial analysis services to TP4 clients, as well as Controller and strategic planning work. He has experience in public accounting focusing on locally-based fortune 500 companies, as well as in corporate finance roles, while transitioning into full-time entrepreneurship over most of the last decade. This experience ranged from Controllership at a start-up retail franchise concept that grew from zero to 50+ locations to a $200 million region of a Fortune 500 institutional pharmacy. Most recently, he has built, owns, and operates a hospitality group with 5 bar, restaurant, and brewery locations in the Cincinnati urban core. He has worked in a variety of industries, cultures, and organizational structures, and specializes in cash flow management, forecasting, banking communication, general business advising and strategic planning.

    A Miami University graduate with a Bachelor’s in Accounting, minor in Finance, as well as a Master’s of Accounting, Jack lives in downtown Cincinnati with his wife, Anna and son, Bobby.

    Brian Russell

    M&A Director

    Brian plans and leads strategic projects that require multi-functional understanding and rapid learning. He has extensive experience in growth strategy, market research, financial analysis, venture plans, negotiations, financing and implementation. Brian has supported teams in many industries, interacting at all levels of the organization.

    Brian primarily serves TP4 clients through mergers and acquisitions and strategy development projects. Prior to joining TP4, he managed the marketing, negotiation and sale of Morris Technologies and Rapid Quality Manufacturing – world leaders of 3-D printing with metal alloys – to GE Aviation at more than 3X the owners’ price expectations.  He helped Alliance Institute for Integrative Medicine became a stand-alone entity after divestiture from Health Alliance and facilitated the due diligence review with potential acquirers of Franklin Savings Bank and provided strategic advice to the executive team during the sale process.

    Brian is a graduate of Murray State University with a degree in Computer Information Systems and Xavier University with a Master of Business Administration. He lives in Northern Kentucky.

    A Miami University graduate with a Bachelor’s in Accounting, minor in Finance, as well as a Master’s of Accounting, Jack lives in downtown Cincinnati with his wife, Anna and son, Bobby.

    Joseph Stephen

    Controller Specialist

    Joe has over 40 years of experience, including over 25 years as a CFO, Controller, and interim Controller of privately held companies. He has worked primarily in the professional services industry, but also has experience in the manufacturing space. He has worked with companies ranging in size from start-ups to $50 million in revenue.
    Joe’s skills include the ability to create budgets and projections, leadership in efforts to improve the timeliness of reporting, data visualization, and business analysis.
    He graduated from the University of Cincinnati with a Bachelor of Science in Accounting. Joe resides in Cincinnati with his wife, Martha, and their son.

    Tommy Paquette

    Controller Specialist

    Tommy focuses on providing accounting and financial analysis services to TP4 clients, focusing primarily on the up-keep of client’s books and preparing monthly reports for a portfolio of clients. Tommy also works on and assists in the preparation of various special projects related to valuations. Tommy brings over three years of accounting experience, including his work as the President of Nucleus Accounting & Consulting.
    Prior to joining TP4, Tommy worked as an Accountant with TPAC LLC and started his own accounting practice, Nucleus Accounting & Consulting, where he continues to serve as President/CEO. Through his work with Nucleus, Tommy focuses on assisting small businesses and start-ups with their accounting and making sure appropriate corporate processes are being followed.
    Tommy was born and raised in Cincinnati, OH. He attended Miami University where he majored in Accounting and minored in Entrepreneurship. After taking a “gap year,” Tommy began law school in Chicago, IL where he is currently a second year law student. Tommy lives with his golden-doodle, Berkeley, in Chicago.

    Crystal Crowell

    Bookkeeping Specialist

    Crystal’s work experience prior to TP4 Advisors includes work in education, coaching, bookkeeping and accounting, and small business ownership. She brings her highly organized and driven style to every job she undertakes. She graduated from Northern Kentucky University with a degree in Criminal Justice and Pre-law studies.
    Crystal was born and raised in Northern Kentucky and has been married to her wonderful husband Chad for the past thirteen years. They have a daughter, Aubrey, who is a 8th grader and a son, Avery, who is a 4th grader as well as a pet Chihuahua. When she is not at working, she enjoys spending time with her family, reading, and photography.

    Pete Melnik

    M&A Associate

    Pete works to improve the internal operations and external marketing of TP4 Advisors.
    Prior to joining TP4 Advisors, Pete worked as a Senior Analyst at ArkMalibu, LLC, a boutique investment bank in Cincinnati, OH. He is also currently the Director of Finance and Marketing at Give Hope Ministries, a non-profit which runs a school for primary students in Busia, Uganda. He is a graduate of Grove City College.


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    Frequently Asked Questions

    After you reach out to us using the online form or give us a call, we will set up a time to meet with you face-to-face. At this meeting, TP4’s senior leadership will sit down with you and learn about your company’s unique strengths and needs. We will then customize a services plan to get your company on a track with financial foundations for sustainable growth.

    TP4 has found that, more often than not, CPA firms focus on tax planning and tax preparation, rather than bookkeeping work. In addition, CPA firms often do not provide the forward-looking CFO guidance that a company needs. TP4 works alongside your current CPA to focus on both of these important and often overlooked aspects of your business to get them running optimally.

    Our team has accumulated decades of experience across a broad range of industries to enable us to serve the owners, CFOs, controllers, and other trusted business advisors of our clients’ businesses.

    We provide five vital services to our clients: Bookkeeping, Controllership, Fractional CFO, Valuations, and Mergers and Acquisitions.

    TP4 works exclusively with closely-held businesses. Closely-held businesses come in all shapes and sizes, from sole proprietorships to the privately-held giants that make the Forbes list. Our expertise is with those companies in any industry on the smaller end of the spectrum, up to about $50 million in revenue annually.

    The TP4 Advisors team participates in many external organizations and maintains close working relationships throughout our professional community. We keep our eyes open for opportunities for, and often receive referrals from, these trusted organizations:

    • ACG Cincinnati
    • The Goering Center
    • FranNet MidAmerica
    • Centennial 
    • Vistage  

    What Our Clients Are Saying

    “Tom and Todd of TP4 Advisors are great partners for Assisting Hands. The TP4 team’s focus on the details of day-to-day bookkeeping/accounting allows me to spend my time with my clients and team. Their timely reporting and overall financial guidance has allowed me to focus on strategic growth, rather than worry about day-to-day financial operations. It’s extremely reassuring to know that our financials are in good hands and always know where we stand.”
    Greg Kling
    President & Owner, Assisting Hands

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