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Todd Pfister

Partner
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Todd Pfister specializes in maximizing value for closely held business owners and their families. He has more than 30 years of experience in finance, corporate development, M&A, operations, sales and human resources, delivering top and bottom-line results across a broad range of industries. With extensive knowledge of finance gained through leading corporate development teams and assisting family businesses he’s a leading regional business finance resource. He brings knowledge and guidance for buy and sell side transactions gained through guiding buyers and sellers through the transaction process.

Todd is also Managing Partner of FranNet MidAmerica. In this role, he counsels individuals and franchise organizations, developing the best strategic fit for all stakeholders. Prior to co-founding TP4 Advisors in 2013, he owned, operated and/or managed several small-to-medium-size businesses in manufacturing, consulting, technology and financial services industries.

Todd is a service provider to The Goering Center, past president and board member of the Association for Corporate Growth (ACG), member of the University of Cincinnati’s Kolodzik Business Scholars (KBS) advisory board, and CEO Roundtable participant at Cincinnati Hills Christian Academy. In a typical month, he hosts numerous business ownership and financial programs throughout the region. Additionally, he was honored with the John F. Barrett Entrepreneur Vision Award from the Entrepreneurs’ Organization of Cincinnati and LEAD Tribune Media Group in 2017.

A graduate of Taylor University with an MBA from Xavier University, Todd resides in Cincinnati with his wife, Natalie, and their four children.

Tom Paquette

Partner
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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.

Prior to cofounding TP4 Advisors in 2013, he served in increasingly more responsible positions including CFO of Color Resolutions and vice president of Structured Finance at Fifth Third Bank.

Tom is a service provider for The Goering Center, as well as a member of the Association for Corporate Growth (ACG) and CEO Roundtable at Cincinnati Hills Christian Academy. He earned degrees in finance and accounting from Miami University, and an MBA from Xavier University. He lives in Cincinnati with his wife, Sue, and their three children.

Bill Meier

CFO Specialist
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Bill Meier brings over 40 years of experience as a CFO, general manager, public accountant, and tax specialist to TP4 Advisors. He has worked primarily with closely held businesses in manufacturing as a CFO and as a board member on both advisory boards and boards of directors. Most recently, he worked as the CFO of JTM Provisions Company, a large middle market food processing company located in the greater Cincinnati area.

Bill’s skills include strategic planning, forecasting, and budgeting with a focus on key performance measures that drive profitability. He brings a proven ability to foster relationships with the banking and financing community and an extensive background in managing diverse business functions. He has consistently demonstrated his ability to successfully implement effective organization structures, management systems, and technology to support organizational growth.

A certified public accountant, Bill holds a bachelor’s degree in management from the University of Cincinnati and an MBA from Xavier University. He resides in Cincinnati with his wife, Kathy.

Brad Haller

CFO Advisor
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Brad Haller brings over 30 years of experience as a CFO, Controller, attorney and public accountant to TP4 Advisors. He has worked primarily with closely held businesses in the medical field as a CFO and a Controller. Most recently, he worked as the President/CFO of Wing Eyecare, Cincinnati's largest group optometry practice. While at Wing Eyecare, he assisted in the development of their own manufacturing lab where they assembled their own glasses.

Brad has proven experience in business development, from $3,000,000 to $29,000,000 in annual revenues. He brings keen financial acumen to lead businesses to profitability in both lean times and periods of growth. His skills include executive leadership, annual planning, acquisition integration, change and growth management.

He has consistently demonstrated his ability to successfully implement effective organization structures, management systems, and technology to support organizational growth. Brad identified, led and completed the acquisition of more than five companies/practices that were added to Wing Eyecare over the years. In addition, he represented and led Wing Eyecare through the sale to Goldman Sachs backed MyEyeDr.

Brad graduated from Xavier University in 1992, playing baseball all four years while there. His love for sports led him to coaching his children’s youth sports teams, both baseball and basketball. He likes to attend sporting events with his wife and family, as well as travel to visit their kids who live in other cities for jobs/college.

Chris Karl

CFO Advisor
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Chris Karl is an experienced CFO and Financial Manager who brings a diverse mixture of high-growth, small business experience coupled with Fortune 500 accounting and finance skills. He is a proven problem-solver with diverse industry experience including real estate, healthcare, engineering, medical equipment, construction, building materials, chemicals, and aircraft engines.

Prior to joining TP4, Chris worked as an CFO Consultant for a wide variety of businesses including portfolio companies of several multi-billion-dollar private equity funds. He has experience establishing the accounting department of PREP Property Group ($300M asset value) after its spin-off from Phillips Edison & Company and DRA Advisors ($1B asset value and $100M revenue). He was also the CFO for Employers Choice Plus, a $107 million business services firm.

Early in his career, Chris completed General Electric’s Financial Management Program in Evendale, OH. He is a graduate of the University of Miami (Oxford) with a degree in finance. He also holds an M.B.A from the Kelly School of Business at Indiana University.

Jeff Scheeler

CFO Advisor
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Jeff Scheeler has more than 30 years’ experience spanning public accounting, financial services, retail, software development and technology environments. He has been successful in creating and leading high-performance finance and service teams in complex legal settings.

Jeff combines strategic/tactical financial expertise with strong qualifications in operations and P&L management. He has a record of capturing significant cost reductions through process redesign and performance enhancement.

Jeff received a Bachelor of Business Administration in Accounting and Business Pre-Law from Ohio University and an MBA from Xavier University. He passed the CPA exam in 1986 and held his active CPA license until the end of 2021 when he let it go inactive. He is a past member of the Ohio Society of CPAs (OSCPA) and past President of the Cincinnati Chapter of the OSCPA. In addition to his work at TP4, Jeff is the Treasurer of the Loveland L.I.F.E. Food Pantry. He resides in Pleasant Plain, OH with his wife Becky.

Trisha Cole

CFO Advisor
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Trisha brings 20 years of experience in Accounting, Finance, and Tax, with over 11 years working in the construction industry. She started her career in public accounting, working for Deloitte as a Tax Consultant for privately held companies and she most recently served as the CFO of Enerfab, Inc., one of the largest privately held companies in the Cincinnati area. Trisha has experience as a CFO for both small and large size businesses, providing a wide lens to help her serve her clients better.

Trisha brings expertise in improving processes through the use of technology, bridging gaps between financial results and operations teams, and establishing metrics for success. In addition, Trisha has experience in mergers and acquisitions in both due diligence and integrations. Her ability to look at the big picture first before attacking problems has helped her provide valuable solutions for the teams with whom she’s worked.

Trisha loves spending time with her husband, Greg, and their children, Noah (6) and Emery (3). They especially enjoy spending time outdoors boating, fishing and swimming.

Brian Russell

Director, Merger & Acquisition Services
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Brian Russell serves TP4 clients by planning and managing the process of buying or selling a business. An intermediary between buyer/seller and a liaison with the legal, financial, and other professionals, Brian helps a client focus on leading their business without being overwhelmed by the transaction process activities.

He has 25 years of experience managing the activities and professionals typically involved in mergers and acquisitions (M&A) -- strategy, valuation, market research, informational materials, communication with interested parties, diligence requirements, negotiation, and closing coordination with the advisory team.

Prior to advising clients in M&A transactions, Brian led corporate development teams that acquired and integrated companies into the larger enterprise of the acquirer. He has transaction experience in numerous industries, including software, enterprise IT, manufacturing, healthcare, banking, and professional services.

His MBA is from Xavier University where he studied quality improvement and entrepreneurship. His BSB is from Murray State University with a concentration in computer information systems. Brian is a certified consultant in the Birkman Method, certified in Leadership Coaching, and a Distinguished Toastmaster.