TL2Strategic
Advisory

Independent thinking. Shared purpose.

Make the next move a better one.

Numbers built to be challenged.

TL2 Strategic Advisory is a veteran-owned, CPA-led advisory firm in Cincinnati for businesses navigating complexity and change. Our work spans the numbers, the deals, and the technology behind both. We help owners, investors, and leaders think through the financial questions behind their most important decisions.

Let’s have a conversation

Who we work with.

Find your seat at the table.

Business Owners and Entrepreneurs

A clear read on value before the next move.

  • Sell-side readiness and quality of earnings
  • Business valuations for a sale, an estate plan or a buy-sell
  • Fractional and interim CFO support
  • An AI and workflow diagnostic for your finance function

Founders and Early-Stage Companies

Numbers ready before investors test them.

  • Stock and equity-compensation valuations
  • Clean, investor-ready books
  • Fractional CFO for the moments that decide value

Investment Advisors, Banks, and M&A Intermediaries

Accounting answers ready before the buyer asks.

  • Sell-side or buy-side quality of earnings
  • Pre-sale exit readiness
  • Post-close working-capital true-ups and purchase accounting

Legal Counsel

Numbers that hold up when the matter is tested.

  • Consulting expert on deal and damages disputes
  • Neutral accountant for working-capital and earnout disputes
  • Pre-signing review of the purchase agreement’s accounting terms
  • Valuations for estate, buy-sell and shareholder matters

Buyers, Sellers, and Lenders

Earnings you can size a loan or a price on.

  • Quality of earnings for SBA lenders
  • Readiness work before a quality of earnings
  • An independent buyer-side read of earnings, working capital and structure

Private Equity, Capital Partners, and Family Offices

An independent read before the capital moves.

  • Buy-side quality of earnings and financial diligence
  • Sell-side quality of earnings when a portfolio company exits
  • Equity-compensation valuations across the portfolio
  • An independent read of price and structure alongside the lead investor
  • Finance-function readiness before a raise or a sale

Finance and Accounting Leaders

A faster close and cleaner reporting, with controls intact.

  • AI in the close, reporting and reconciliations, inside controls
  • A ranked AI roadmap with the business case for each step
  • A clear view of AI spend by team and tool
  • Your key people trained so it sticks

Technology and Operations Leaders

AI spend that is measured, governed and worth it.

  • AI spend, usage and value diagnostic
  • Cost tuning inside your IT guardrails
  • Practical AI governance your team can follow
  • Short pilots that prove value before you scale

Professional Service Firms

Tools and systems that fit how your firm works.

  • Tools, subscriptions and seats checked against actual use
  • Practice systems connected, so costs land where they belong
  • AI help on routine work, with human review

Federal and Government

Cost and financial work designed to meet regulatory standards.

  • Incurred cost analysis and audit support
  • Budgeting, cost analysis and forecasting
  • Internal control assessment
  • Valuation and expert witness support
  • Transaction diligence and quality of earnings
  • Fractional CFO support for growing government contractors
  • Inquire about federal teaming →

Veteran Business Owners and Entrepreneurs

A CPA in your corner, from one veteran to another.

  • Starting up: the entity, registrations and lender-ready books
  • Federal registration and veteran-owned certification
  • Buying a business: the numbers, the value and the financing
  • Borrowing and growing: lender-ready financials and a plain read on what the business can carry
  • A working session on where you stand and what to fix first

Clarity before value
is committed.

The pressure to move can outrun the evidence. We help you understand what the numbers support, where the uncertainty sits, and what needs to be answered before you act.

Rigorous enough to matter.
Clear enough to move.

See the system

We surface the conditions, constraints, and connections shaping your decision.

Frame the choice

We make the tradeoffs clear so you can weigh your options and set priorities.

Build momentum

We help you turn the chosen direction into action.

Serious about the work.

Senior judgment

The person you speak with is the person doing the thinking. Experience is applied to your question, not delegated away from it.

Direct access

You work with us directly, from the first conversation to the last. No layers, no handoffs.

Defined scope

We agree on the question, the work, and the timeline up front, so you know what you are getting and when.

A network behind the file

When the work needs counsel, a lender, or a tax or wealth advisor, we bring in people we trust and keep everyone working from the same numbers. See the bench

More than the numbers.

We know deals, and we build with the tools reshaping how work gets done. See what we’re building in TL2 Labs.

tl2.Labs