Board Advisory Services
Get The Most From Your Private Company Board
Our Board Advisors Help You Develop Your Long Term Strategy and Drive Growth
Save Time AND Money
Understand Your Finances
Transform Your Business
Build Trust In Your Leadership
Get The Advice You Need To Unlock
The Potential Value Of Your Company
Advisory boards and board of directors are often overlooked and underutilized in the private sector. Yet, they have the potential to unlock enormous value for company owners and executives.
Boards can be so much more just a "sounding board". Outside advisors bring different perspectives and fresh ideas, they can help you identify opportunities and risks, develop and execute strategies, offer governance and controls best practices, offer lessons learned in marrying technology with operations, introduce you to talent, influence your culture, offer expertise where there are gaps, build external trust in your organization, and plan for CEO succession.
In the world of business, you can't afford to stand still. You have to evolve or be left behind. Why not utilize this powerful asset to develop your competitive advantage? You don't have to give up control of your business to do this - consider an Advisory Board or Family Council. And its even more affordable now with the wide acceptance of Zoom meetings.
Our Board Advisors can help you evolve by providing a fresh perspective on your business and sharing their experience and expertise working with other companies. We can also provide CFO Advisors to lead the financial discussions with your private company board.
Unique Solutions For Your Business Need
We offer a range of services tailored to fit your specific needs including:
Serving as a Advisor on a Board
Serve as a business advisor to Family Councils
Serve on Board of Advisors
Serve as an Independent Board of Director for Private Companies
C-Level, Diversity, Finance, and Business Experience
Serving as CFO Advisor to Company Board
Attend and participate in client boards
Prepare board materials and lead financial discussions
Recommend specific corporate governance and initiatives
Provide strategic, business, commercial, and financial insights
Address and answer board questions
The Stakes Have Never Been Higher
How does your company stay competitive?
Is it time to diversify your business and/or revenue lines?
Are your competitors outperforming you?
Is your current profitability sustainable?
Take Action to Protect Your Company.
With Only 10% to 20% of Businesses Succeeding
Who You Have On Your Team Really Matters!
Outsourced CFO Solutions and Financial Modeling
"By far the best business planning and financial modeling experience I have been involved with throughout my 30+ year career. I highly recommend Paula as a CFO and her firm's fractional CFO solutions for startups."
Co-Founder, CEO, and Board Chairman
Our Value To Our Clients
Save Time and
Understand Your Finances
Get timely and relevant business intelligence, scenario analysis, and financial advice to help you make informed decisions. We help identify and narrow down alternatives
based on your objectives.
Build Leader Confidence
We help maximize the Return on Investment on your money and sweat equity invested in your business. Our services not only help you increase your financial acumen, but also build confidence in your business leadership.
Transform Your Business
We help you strategize,
plan for growth, devise action plans, budget, forecast cash, create financial projections, secure funding, pricing, costing, reduce costs, improve margins, & monitor performance.
Outsource your board work to us and optimize your time. Our Board Advisory Services are designed to save you time and money. You will still be in control, but you will get more done so your company can make more money
We analyze your financial health, performance, and operation information and meet with your board to provide our analysis, insights, guidance, and recommendations. We will field questions from your board on your behalf.
Hire The Healthcare CFO Today
We Care and Want Your Business To Thrive
We have been working with organizations through our parent company for more than 8 years to help them transform their businesses. Our Strategic Advisors have been doing this even longer - more than 25+ years.
We have seen a lot of companies change during this time. They start out with a clear vision and a sharp sense of what they are going to do. They make a few key decisions, establish a few guiding principles, and then they start executing.
And then the complexities of building a business set in. Growth slows. Innovation is replaced by inertia.
That's when the transformation process needs to be revisited.
Generally, what's needed is a new set of guiding principles, new strategies, and a shift in culture.
That's what we do. We help you (and your team) transform your organization by providing strategic advisory. We help you see the big picture and the opportunities to grow your products and build a more sustainable business.
Who We Are
Paula Waggoner-Aguilar, MST CPA
The Healthcare CFO is a division of The Energy CFO, a successful 8-year old CFO Advisory and Consulting Firm headquartered in San Antonio, Texas.
We specialize in helping private entrepreneurial organizations.
Combined finance work experience of 100+ years.
Strong business, strategic, operational, and financial acumen.
Worked for Global Fortune 500 and private companies on their investments around the globe.
The San Antonio Business Journal named our Managing CFO "Best CFO for Private Companies".
How to Get Started Today - 4 Easy Steps!
1. Contact us to schedule an initial consultation.
Complete our prospective client form or
Leave us a voice mail or
Email us directly
2. We have a Zoom listening session.
Learn more about your company
Understand your objectives: business, financial, and personal
Assess whether our service is a good fit for your business
3. We will provide you with a service proposal and price quote.
4. Sign our service agreement and we are ready to begin.