Board Advisory 

Our Board Services

Privately held businesses of all sizes are establishing business advisory boards. The most common objectives of these boards are to provide external perspective, ideation, guidance to avoid common pitfalls, access to other networks, added credibility, and on-demand expertise.  Unlike a Board of Directors, entrepreneurs and family members are under no obligation to follow the advice received.


External advisors are generally selected from the community for their leadership, functional and/or industry expertise, and networks.  Business advisory boards can be a powerful development resource and an affordable business solution for entrepreneurs, angel and VC backed companies, private equity-backed companies, family enterprises, and even non-profits.    


The Healthcare CFO can provide your business advisory board with strategic insight on a monthly, quarterly, or bi-annual basis.  We serve as both external advisors and internal advisors (hired by the client to provide service to their boards):

  • Serve as a Director on Private Boards

  • External Advisory to Private Boards (Startups, Small Businesses, Investor Backed Companies, Family Boards)

  • Non-Profit Board of Director

  • Contracted CFO Board Services (typical add-on service for private equity-backed companies):

    • Report to Boards monthly, quarterly, and annually

    • Financial Expert

    • Energy Expert

    • Corporate Governance

    • Prepare Board Materials

    • Lead Financial Discussions

    • Provide Strategic, Business, Commercial & Financial Insights

    • Board Q&A 


Contact us for more information.  All solicitations of interest will be kept confidential. 



The Healthcare CFO is a Virtual CFO Advisory and Business Consulting Firm. We help physician-owned practices, family-owned businesses and direct investment, and executives of private medical and health services, biotech and life sciences, medical device manufacturers, health tech and b2b healthcare companies accelerate their growth and take them to the next level.  We offer a range of specialized Outsourced CFO Services including Physician CFO Services, (for medical practices and doctors), Virtual Interim and Fractional CFO Services, Startup CFO Solutions, Outsourced Financial Planning and Data Analytics Services (FP&A), Cash Flow Forecasting, Profitability Consulting, Strategic Advisory Services, and Board Advisory Services.  The Healthcare CFO serves clients across Texas: Austin, San Antonio, Houston Metro, Dallas Fort Worth Metroplex, Texas Gulf Coast, and West Texas.

The Healthcare CFO and our parent company, The Energy CFO, is headquartered in San Antonio, Texas. We are a woman-owned small business. 

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San Antonio, TX 78280

Telephone 210-802-8640


Houston, TX 77077

Telephone 832-521-8190


All Correspondence:

The Healthcare CFO, LLC

13423 Blanco Rd. #244

San Antonio, TX 78216​

Copyright © 2019 - 2021 The Healthcare CFO, LLC.  All rights reserved.
The Healthcare CFO, LLC is not a CPA firm.