Strategic Advisory Services
Explore The Possibilities. 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 Advisory Services
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, and resources.
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 visions for the future.
In the world of business, you can't afford to stand still. You have to evolve or be left behind.
How do you stay competitive? Strategic Advisory Services can help you evolve by providing a fresh perspective on your business. Our Strategic Advisors have the experience and expertise to help your create an effective strategy that will keep your competitive.
Dynamic Solutions For Your Business
We offer a range of 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
The Stakes Have Never Been Higher
How does your company stay competitive?
Have you diversified your business and found new sources of revenues?
Are your competitors outperforming you?
Is your current profitability sustainable?
Take Action to Protect Your Company.
With Only 10% to 20% of Businesses Succeeding
Who You Have On Your Team Really Matters!
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
Our Value To Our Clients
Save Time and
Understand Your Finances
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.
Build Leader Confidence
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.
Transform Your Business
We help you strategize,
plan for growth, devise action plans, budget, forecast cash, create financial projections, secure funding, pricing, costing, reduce costs, improve margins, & monitor performance.
Outsource your strategic work to us and optimize your time. Our Strategic Advisory Services are designed to save you time and money. You will still be in control, but you will get more done so your company can make more money
We analyze your financial health, performance, and operation information and meet with you monthly to provide you with our analysis, insights, guidance, and recommendations. We will explain finance and accounting concepts you have questions about.
Hire The Healthcare CFO Today
We Care and Want Your Business To Thrive
We have been working with organizations through our parent company for more than 8 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.
Who We Are
Paula Waggoner-Aguilar, MST CPA
The Healthcare CFO is a division of The Energy CFO, a successful 8-year old CFO Advisory and Consulting Firm headquartered in San Antonio, Texas.
We specialize in helping private entrepreneurial organizations.
Combined finance work experience of 100+ years.
Strong business, strategic, operational, and financial acumen.
Worked for Global Fortune 500 and private companies on their investments around the globe.
The San Antonio Business Journal named our Managing CFO "Best CFO for Private Companies".
How to Get Started Today - 4 Easy Steps!
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.
What Clients Say About Working With Us
"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
Physician / Practice Owner
""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."
Chairman & CEO
"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