Board Advisory Services

Get The Most From Your Private Company Board

Our Board Advisors Help You Develop Your Long Term Strategy and Drive Growth

The Energy CFO Board Advisory Services
  • Save Time And Money

  • Understand Your Finances

  • Transform Your Business

  • Build Trust In Your Leadership

The Stakes Have Never Been Higher

Take a quick 10 question "Yes" or "No" assessment to help you evaluate whether you are maximizing the full potential of your board:

  1. Can the company run without you?

  2. ​Are your employees leaving for better pay, benefits, and/or career opportunities?​

  3. If you were to lose your leaders unexpectedly, do you have a plan to replace their leadership quickly?

  4. Is your organization being blindsided by the external speed of change, structural changes in the market, or competition? Is anyone looking ahead and thinking about what to create next?

  5. Does your leadership know the numbers and have a good understanding of the major accounting issues and risks that impact your business and your organization?

  6. When faced with uncertainties, is your leadership’s collective mindset one of adversity, disadvantage, or a bad break as opposed to see opportunities?

  7. Does your leadership have business planning and analysis tools (examples of BP&A tools are the 12-month forecast and a 3 year plan) that are reviewed and updated periodically to help anticipate a range of potential future outcomes?

  8. Do your investors complain about {fill in the blank...finance or accounting issues}?

  9. Are conversations with your external auditors unnecessarily difficult, confusing, or just down right painful?

  10. Are you getting blindsided by internal control fumbles and/or misappropriations (things of that nature)? 

If you answered no to any of these, its a sign your business is not maximizing the full potential of a board of advisors, family business council, corporate executive board, or the board of directors. 

 

Take Action to Realize The Full Value of Your Board.  

Get The Strategic Advice You Need To Unlock
The Potential Value Of Your Company

The Energy CFO Outsourced CFO Services Board Advisory Services for Oil & Gas Energy Petroc

Advisory boards, family business councils, executive boards, and board of directors are often overlooked and underutilized in the private sector. Yet, they have the potential to unlock enormous value for company owners and executives. 

Boards can be so much more just a "sounding board".  Outside advisors bring different perspectives and fresh ideas, they can help you identify opportunities and risks, develop and execute strategies, offer governance and controls best practices, offer lessons learned in marrying technology with operations, introduce you to talent, influence your culture, offer expertise where there are gaps, build external trust in your organization, and plan for CEO succession. 

In the world of business, you can't afford to stand still. If you don't evolve, you will be left behind. Why not utilize this powerful asset to develop your competitive advantage? You don't have to give up control of your business to do this - consider a Board of Advisors, Family Council, or establishing an Executive Board or Excom. And its even more affordable now with the wide acceptance of Zoom meetings.

 

Our Board Advisors can help you evolve by providing a fresh perspective on your business and sharing their experience and expertise working with other companies. We can also provide CFO Advisors to present the numbers and lead the financial discussions to your board of directors.  

Services Tailored To Your Advisory Board Needs

We offer a range of services tailored to fit your specific needs. Here are the four most common:

Serving as CFO Advisor Presenting To The Board

Designed for startups, family businesses, and private companies

CFO Advisor will attend and participate in client boards

  • CFO presentation to the board of directors

  • Prepare board materials

  • Present the numbers

  • Lead financial discussions

  • Explain the accounting issues

  • Recommend specific corporate governance and initiatives

  • Provide strategic, business, commercial, and financial insights

  • Address and answer board questions

Board Governance Projects - corporate governance, investment committee processes, delegation of authority, etc.

Serving as a Board Advisor

  • Serve as a Family Business Advisor to Family Business  Councils

  • Serve as CFO Advisor to Corporate Executive Boards or startup company boards.  

  • Serve as Board Advisor to private company advisory boards or as an outside director to board of directors.

Board Searches - any type of board, industry specific, experience specific, finance and accounting, diversity and inclusion

With Only 10% Of Startup Companies Succeeding Who You Have Advising Your Team Really Matters!

The Energy CFO Outsourced CFO Advisory Services CEO President Board Chairman Client Succes

"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 CFO services for startups." 
 
Co-Founder, CEO, and Board Chairman

Board Advisor For Energy And Healthcare

Paula Waggoner-Aguilar, CFO CPA MST

Paula Waggoner-Aguilar Founder CEO and Managing CFO for The Energy CFO in Houston Dallas S

Paula Waggoner-Aguilar has more than 20 years experience working for and serving on boards.  She was 28 years old when she first began presenting financials to executive boards while working as the Acting CFO for one of Enron International's joint ventures with Shell in Brazil (the only solvent division of Enron).  Throughout most of her Fortune 500 corporate career, she was often the youngest and only woman in the corporate executive board and member of the executive leadership team. Her global management experience in the oil and gas and energy business coupled with her CPA credentials, entrepreneurship, finance, strategic business planning, risk management, investor relations, financial reporting, internal audit, controllership and strong technical US GAAP and IFRS accounting work history set her apart from her peers.  

 

Paula has dedicated more than 25 years to helping companies commercialize, startup, grow, change, and turnaround their investments in oil and gas, energy services, utilities, technology, and manufacturing.  She started her career in the 1990’s working in the oilfield in Latin America and has since worked in leadership roles for several Fortune 500 and Fortune Global 100 companies including Buckeye Partners, BHP Billiton, Suez Energy, Duke Energy International, Enron International, Halliburton, and most recently for Lewis Energy Group (at the time it was one of the largest private companies in the nation). Over the last decade, Paula has worked as an Outsourced CFO and/or Strategic CFO Advisor to more than 15 companies.  As an entrepreneur, she has grown revenue greater than 30% YOY a couple of years in a row all while navigating her firm through challenging business cycles. In addition, she has diversified and expanded the firm she founded in 2013 into the healthcare industry and later into the medical field.   

Add The Energy CFO To Your Board Of Advisors

 

We Want You And Your Business To Thrive

Oil And Gas | Oilfield | Energy | Healthcare

We have been working with organizations for over 9 years to help them transform their businesses. Our Strategic Advisors have been doing this even longer - more than 25+ years in the industry.

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

We Help Save You Time
We Help Save You Money
Save Time and
Save Money

Outsource your board work to us and optimize your time. Our Board Advisory Services are designed to save you time and find ways to save you money. You will still be in control, but you will get more done so your company can make more money

Understand Your Finances
Understand Your Finances

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.

Feel Better About Your Decisions
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.

Build Investor Confidence In Your Leadership
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 Company
Transform Your Business

We help you strategize,

plan for growth, devise  action plans, budget, forecast cash, create financial projections,  secure debt/equity funding, pricing, costing,  reduce costs, improve margins, & monitor performance.

Who We Are

Our CFO Firm

  • The Energy CFO is a CFO Advisory and Business Consulting Firm headquartered in Texas.

  • For more than 9 years, client/companies rely on us to provide the insights and advice they need to stay competitive in the industry.

  • We specialize in helping private entrepreneurial organizations.

  • We utilized strategy to diversify our business a couple of years ago. Read about The Healthcare CFO and the NAWBO 2019 business award our owner received for being so innovative.

Our CFO Team

  • Combined energy and finance work experience of 100+ years.

  • Strong business, strategic, operational, and financial acumen.

  • Worked as for Global Fortune 500 and private companies across the energy value chain and around the globe.

Business, Energy, and CFO Awards

  • NAWBO's prestigious "2019 Woman Business Owner of the Year".

  • Business Journal's "Who's Who In Energy" for 3 consecutive years.

  • Business Journal's 2014 "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 Our CFO Advisors

Financial Planning and Data Analysis What Clients Say The Energy CFO Company Reviews Pipel

Rebuilt Contractor Bid Pricing Model and FP&A Services

"Not sure how I got through 60 years of life without you! "Thank you for helping make us a better company...The Energy CFO has just done a GREAT job." 

Owners of Family-Owned Midstream Service Company with more than two hundred million in annual revenues during 2019. 

Financial Planning and Analysis and Financial Modeling  CFO Company Reviews Co-Founder E&P

Financial Planning and Analysis and Financial Modeling

 

“Now we are walking into private equity pitches with a lot more confidence.  Our financial projections have been vetted, we know how much money we need to raise, and we have an experienced finance executive that can answer tough questions.  The Energy CFO helped us organize and decide what information we needed in our executive summary for these meetings." 

 

Co-founder of a Permian Delaware Basin Oil & Gas Exploration and Production company. 

Business Intelligence Data Analysis and Data Visualization Project What Clients Say About

Business Intelligence, Data Analysis, and Data Visualization Project

"I drew a conceptual picture of a sales and 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 business intelligence we were not aware of. Good work!"

Director of Global Sales and Marketing
Public Company