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):

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• 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.