Strategic Advisory Services

Explore Options And Transform Your Company

Our CFOs Help You Develop Your Financial Strategy and Drive Growth

• Save Time And Money

• Develop Your Strategy

• Transform Your Business

• Build Leadership Confidence

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. 

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But what is a strategy?

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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.

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You may be interested in reading more about strategic topics in our blog post Transforming Your Business With Strategic Partnerships. 

The Stakes Have Never Been Higher

Are your competitors outperforming you?
Is your profit margin shrinking?
Is your customer concentration too high?

These problems are early signs of distress and can ultimately lead to business failures.

Take Strategic Action to Protect Your Company.

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

• SWOT assessment

• Benchmarking competitors

• Risk management and mitigation

• Strategic partnering

• Sales and marketing business plans

• Asset or portfolio optimization

• Organizational development

• CFO Coaching

• Change leadership

• Investment Decisions

• Capital structuring

• 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

Hire The Healthcare CFO

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. 

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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. 

Our Strategic Value To Our Clients

Who We Are

Paula Waggoner-Aguilar, CPA
CEO & Managing CFO

​Our CFO Firm

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• 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. 

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Our CFO Team

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• 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.

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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

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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.

Client Reviews

See Our Parent Company's ⭐⭐⭐⭐⭐ CFO Reviews on  Google

"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." 

Family Physician

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!" 

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Director of Marketing
Public Medical Device Technology Company