Board Advisory 
Services

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. 

 

ABOUT US

The Healthcare CFO is a CFO Advisory and Business Consulting Firm helping physician owners and executives of medical practices, life science, medical device manufacturers, and healthcare companies accelerate their growth and take them to the next level.  We offer a range of financial and operational leadership services including Startup CFO Solutions, Cash Flow Forecast Services, Outsourced or Virtual CFO Services, Financial Planning and Analysis, Strategic Advisory Services, and Board Advisory Services.  The Healthcare CFO serves clients across Texas: Austin, San Antonio, Houston, Dallas, Texas Gulf Coast, and West Texas.

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SAN ANTONIO, TEXAS

San Antonio, TX 78216

Telephone 210-802-8640

HOUSTON, TEXAS

Houston, TX 77077

Telephone 832-521-8190

MAILING ADDRESS 

All Correspondence:

The Healthcare CFO, LLC

c/o The Energy CFO, LLC

PO Box 160145 

San Antonio, TX 78280​

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The Healthcare CFO, LLC is not a CPA firm.
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