Strategic Advisory Services
Strategic Planning and Critical Thinking
Most of us would agree that strategy is one of the keys to success. Without a strategy, we don't have a plan and we're just guessing. We end up with a lot of wasted time, money, resources, and confused employees.
But what is a strategy?
Strategy is a plan of action based on a competitive analysis. It reflects a company's understanding of its own strengths and weaknesses as well as those of the competition, and it reflects the company's vision and aspiration for the future.
In the world of business, you can't afford to stand still or wing it. You have to adapt or you will be left behind.
How do you stay competitive? Strategic Advisory Services can help you transform by providing a fresh perspective on your business. For example, have you considered how your company might benefit from strategic joint ventures? Our Strategic Advisors have the experience and expertise to help your create an effective strategy that will keep your competitive.
You may be interested in reading more about strategic topics in our blog post Transforming Your Business With Strategic Partnerships.
Strategic Solutions To Transform Your Business
We offer a range of strategic advisory and consulting services tailored to fit your specific needs including:
Strategy guidance and strategic planning
Risk management and mitigation
Sales and marketing business plans
Asset or portfolio optimization
Restructuring and turnarounds
Preparing companies for sale
Family Succession planning
Transaction Advisory Services
Mergers and Acquisitions (“M&A”) Support
Post Acquisition M&A Transition
Client Success Stories
Navigating Companies During Challenging Business Cycles
Client Success Story
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
We Have Provided CFO Advisory & Consulting Services Through Our Parent Since 2013
We Care And Want 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 strategic work work to us and optimize your your time. Our Strategic 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 you monthly 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 alternatives
based on your objectives.
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.
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
Paula Waggoner-Aguilar, CPA
CEO & Managing CFO
Our CFO Firm
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.
We specialize in helping private entrepreneurial organizations in the healthcare (and energy) space.
We are a women majority owned and led by an award-winning CFO/CPA.
Our CFO Team
Combined finance and accounting work experience 100+ years.
Strong business, strategic, financial, risk management, and operational acumen.
Work for Fortune 500, Fortune Global 100, and all sizes of private companies.
CFO, Business, and Other Awards
Winner of the National Association of Women Business Owner's (NAWBO) prestigious "2019 Woman Business Owner of the Year".
Business Journal's 2014 "Best CFO for Private Companies".
Additional Industry and Community Awards Received by Parent Company
Ready to Get Started? It's Easy
1. Contact us to schedule an initial consultation.
Complete our prospective client form or
Leave us a voice mail or
Email us directly
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
3. We will provide you with a service proposal and price quote.
4. Sign our service agreement and we are ready to begin.
"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."
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