Strategic CFO Advisory Services
Strategic Planning Consultants
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 aspirations for the future.
In the world of business, you can't afford to stand still or wing it. You have to adapt or be left behind.
How do you stay competitive? Strategic Planning Services can help you evolve by providing a fresh perspective on your business. We look at your company from both the outside-in and inside-out. Our Strategic Planning Consultants 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 Company With Strategic Partnerships.
The Stakes Have Never Been Higher
Is your organization Zigzagging in different directions creating confusion and eroding trust?
Is your profit margin shrinking despite aggressively cutting costs?
Are you playing defense in a highly competitive "sunset" industry sector?
Do you want to establish a new growth path but get blocked due to some internal factor?
These problems are warning signs of distress.
Take Action to Protect Your Company.
Strategic Management Consulting Services
We offer a range of strategic management consulting services tailored to fit your specific needs including:
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Portfolio analysis and optimization
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Analyzing customer demand
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Strategy development
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Strategic planning (3yr, 5yr, or longer)
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Explore nonlinear growth options
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SWOT analysis and benchmarking
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Organizational development
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Risk Sources, Mitigation, & Risk management
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Resource Planning
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Asset optimization
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Strategic CFO Coaching
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Raising capital
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Capital structure
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Strategic partnering
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Investment decisions (bd, greenfield, a&d)
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Restructuring and turnarounds
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Preparing businesses for sale
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Family business succession planning
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Transaction advisory
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Acquisitions and Divestures (A&D) Planning
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Acquisitions due diligence support
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Post acquisition consulting and integration
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Client Success Stories
Extraordinary Results in Challenging Business Cycles
Increased Cash Reserves +800% Over 12 Month Period (Dec 2019 vs. Nov 2020)
"Thank you for helping make us a better company...The Energy CFO has just done a GREAT job."
Secured +60% Line of Credit Increase in 2020.
"The Energy CFO gets more done in a week than we can get done in a couple of months."
Family-Owned Pipeline Construction Company
Annual Revenue > $200MM
Why Choose Us For Strategic Energy Services
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The Energy CFO specializes in providing long term planning, strategic energy finance, and business consulting to companies in oil and gas, oilfield services, energy and gas projects, midstream services, the energy transition and renewables, downstream power, and manufacturing tech sectors.
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We add value by helping our clients grow their companies and moving them to the next level.
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Having an experienced strategic cfo advisor and financial leader assisting you increases your chance of success.
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We help maximize the ROI on your time and money invested in your business. In doing so, we help you build your financial intelligence and confidence in your business and your leadership.
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We offer a CFO-As-A-Service alternative for private companies to hiring a full-time CFO. No headcount, salaries, or equity share.
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We free you up from work that is not related to your core business, so you can get back to running your business and get your time back to focus on other priorities.
The Energy CFO has been serving Houston, TX the energy capital since 2013. Our cfo co-owners worked many years for Houston's top integrated energy and oil and gas companies before moving to San Antonio.
We offer both Virtual CFO Services and Hybrid CFO™ Services (hybrid is a mix of both virtual and on-site work typically 85%/15%).
We Care and Want Your Business To Thrive
We have been working with organizations for over 8 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
Save Time and
Save Money
Understand Your Finances
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 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 debt/equity 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.
Strategic Energy Finance
Strategic CFO Advisor
Paula Waggoner-Aguilar, CFO MST CPA
Our CFO Consulting Firm
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The Energy CFO is a CFO Advisory and Business Consulting Firm headquartered in Texas.
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For more than 9 years, client/companies rely on us to provide the insights and advice they need to stay competitive in the industry.
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We specialize in helping private entrepreneurial organizations.
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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 Strategic Finance Team
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Combined energy and finance work experience of 100+ years.
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Strong business, strategic, operational, and financial acumen.
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Worked as for Global Fortune 500 and private companies across the energy value chain and around the globe.
Business, Energy, and CFO Awards
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NAWBO's prestigious 2019 Woman Business Owner of the Year Award.
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Business Journal's Who's Who In Energy for 3 consecutive years.
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Business Journal's 2014 Best Outsourced CFO Award.
How to Get Started Today - 4 Easy Steps!
1. Contact us to schedule an initial consultation.
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Complete our prospective client form or
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Leave us a voice mail or
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Email us directly
2. We have a Zoom listening session.
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Learn more about your company
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Understand your objectives: business, financial, and personal
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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.
Client Reviews
We have ⭐⭐⭐⭐⭐ CFO Reviews on Google in Houston & San Antonio, TX
Business Transformation
"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.
Strategic Planning
"The Energy CFO's solutions saved our energy development project a fortune and helped us scale quickly."
International Energy Developer and Investment Banker
"I LOVE what The Energy CFO does, how they do it, and their amazing resources".
Chairman World's Largest Methanol Development Project
Strategic Management Services
“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 Houston based Permian Delaware Basin Oil & Gas Exploration and Production company.