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. 

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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?
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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

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.

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. 

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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. 

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That's when the transformation process needs to be revisited. 

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Generally, what's needed is a new set of guiding principles, new strategies, and a shift in culture.

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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

Strategic Advisor

Our Firm

• 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.

• We utilized strategy to diversify our business a couple of years ago. Read about The Healthcare CFO and the NAWBO 2019 business award our owner received for being so innovative.

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Our Team

• 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.

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​Awards

• 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

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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 

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​3. We will provide you with a service proposal and price quote. 

4. Sign our service agreement and we are ready to begin.