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. 

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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 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

• 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

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?
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Take Action to Protect Your Company.

Client Results

Extraordinary Successes in 2020

"Thank you for helping make us a better company...The Energy CFO has just done a GREAT job." 

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Increased Cash +800% Over 12 Month Period (Dec 2019 vs. Nov 2020)

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"The Energy CFO gets more done in a week than we can get done in a couple of months." 

Secured +60% Line of Credit Increase in 2020. 

Co-Owners of Family-Owned Midstream Service Company (Annual Revenue > $200MM)

Our Value To Our Clients

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.

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.

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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. 

Hire The Energy CFO Today

Who We Are

Paula Waggoner-Aguilar, MST CPA

Strategic Advisor

Our Firm

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

• For more than 8 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.

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Our 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.

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​Awards

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

• Business Journal's "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

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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.

What Clients Say About Us

We have ⭐⭐⭐⭐⭐ CFO Reviews on Google in Houston & San Antonio, TX