Board Advisory Services
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.
The Stakes Have Never Been Higher
Does your company provide adequate discussion and analysis about the business performance on a quarterly and annual basis? Are you comfortable with the auditor's report and internal control findings?
Does your company have adequate corporate governance?
Is your internal audit group effective in its mission?
Does your company have a succession and compensation plans for senior leaders?
If your answer(s) is(are) no, these are signs that you are not maximizing the full potential of your board.
Take Action to Realize The Full Value of Your Board.
Board Options That Fit Your Company's Need
We offer a range of services tailored to fit your specific needs including:
Serving as a Advisor on a Board
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Serve as a business advisor to Family Councils
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Serve on Board of Advisors
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Serve as an Independent Board of Director for Private Companies
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C-Level, Diversity, Finance, and Business Experience
Serving as CFO Advisor to Company Board
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Attend and participate in client boards
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Prepare board materials and lead financial discussions
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Recommend specific corporate governance and initiatives
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Provide strategic, business, commercial, and financial insights
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Address and answer board questions
With Only 10% to 20% of Businesses Succeeding
Who You Have On Your Team Really Matters!
"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
Strategic Board Advisor
Paula Waggoner-Aguilar, CPA MST
Paula Waggoner-Aguilar has more than 20 years' experience working for and serving on boards. She was 28 years old when she first began presenting financials to corporate boards while working as the Acting CFO for one of Enron International's joint ventures with Shell in Brazil (the only solvent division of Enron). Throughout most of her corporate career, she was often the youngest advisor and the only woman in the corporate board room and on the executive leadership team. Her global management experience coupled with CPA credentials, entrepreneurship, finance, strategic business planning, risk management, investor relations, financial reporting, internal audit, controllership and strong technical US GAAP and IFRS accounting work history set her apart from her peers.
Paula has dedicated more than 25+ years helping companies commercialize, startup, grow, change, and turnaround their investments in oil and gas, energy services, utilities, technology, and manufacturing. She started her career in the 1990’s working in the oilfield in Latin America and has since worked in leadership roles for several Fortune 500 and Fortune Global 100 companies including Buckeye Partners, BHP Billiton, GDF Suez, Duke Energy, Enron International, Halliburton, and Lewis Energy Group (at the time it was one of the largest private companies in the nation). Over the last decade, Paula has worked as an Outsourced CFO and/or Strategic Advisor to more than 15 companies. As an entrepreneur, she has grown revenue greater than 30% YOY a couple of years in a row all while navigating her firm through challenging business cycles. In addition, she has diversified and expanded the firm she founded in 2013 into the healthcare industry and later into the medical field.
Hire The Healthcare CFO
We Want You and Your Company To Thrive
We have been working with organizations through our parent company for more than 9 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.
Our Strategic Value To Our Clients
Save Money and Time
Outsource your board work to us and optimize your your time. Our Board Advisory Services are designed to save you time and money. You will get more done so your company can make more money.
Understand Your Finances
We analyze your financial health, performance, and operational information and meet with your board to provide you with our analysis, insights, and guidance, and recommendations. We will explain finance and accounting concepts you have questions about.
Make Informed Bus. Decisions
Get timely and relevant business intelligence, scenario analysis, and financial advice to help you make informed decisions. We help identify and narrow down options
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, and monitor performance.
Who We Are
Our CFO Firm
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The Healthcare CFO is a division of The Energy CFO, a successful 9-year old CFO Advisory and Consulting Service Firm headquartered in San Antonio, Texas.
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We specialize in helping private entrepreneurial organizations in the healthcare (and energy) space.
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We are a women majority owned and led by an award-winning CFO/CPA.
Our CFO Team
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Combined finance and accounting work experience 100+ years.
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Strong business, strategic, financial, risk management, and operational acumen.
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Work for Fortune 500, Fortune Global 100, and all sizes of private companies.
CFO, Business, and Other Awards
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Winner of the National Association of Women Business Owner's (NAWBO) prestigious "2019 Woman Business Owner of the Year".
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Business Journal's 2014 "Best CFO for Private Companies".
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Additional Industry and Community Awards Received by Parent Company
How To Get Started? It's Easy
1. Contact us to schedule an initial consultation.
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Complete our prospective client form or
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Leave us a voice mail or
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Email us directly
2. We have a Zoom listening session.
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Learn more about your company
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Understand your objectives: business, financial, and personal
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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.
What Clients Say About Working With Us
"I have more cash now than I have had in my 20 years in medical practice."
"Your financial insights into my business are amazing. I can't believe what you guys can do with math! You have helped identify issues that no other business advisor has addressed."
Family Physician
Medical Practice Owner
"I drew a conceptual picture of a marketing dashboard and analytics I wanted for myself and my managers on a blank sheet of paper. Paula and Roland delivered exactly what I asked for in the first draft along with new marketing insights we were not aware of. Wow!"
Director of Marketing
Public Medical Device Technology Company