Strategic Advisory Services

Explore The Possibilities. Transform Your Company

Our CFOs Help You Develop Your Financial Strategy and Drive Growth
The Energy CFO Strategic Advisory Servic
  • Save Time AND Money
  • Develop Your Strategy
  • Transform Your Business
  • Build Leadership Confidence

Strategic Advisory Services

The Energy CFO Strategic Advisory Servic

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

  • 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?
Take Action to Protect Your Company.

Client Results

Extraordinary Successes in 2020

The Energy CFO Helping Oil and Gas Execu

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

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

"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

CFO & Financial Management Advisory Services
Save Time and
Save Money
Consulting Services
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.

CFO & Financial Management Advisory Services
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.

Hire The Energy CFO Today

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. 

The Energy CFO Who We Are Our DNA.jpg

Who We Are

Paula Waggoner-Aguilar CEO and Managing

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.
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.
Awards
  • Business Journal's "Who's Who In Energy" for 3 consecutive years.
  • Business Journal's "Best CFO for Private Companies".
Its Easy! Get Started Today! Contact The

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 Us

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

Pipeline Services Company

Family-Owned Midstream Service Company

"The bank meeting went great. Our bankers were very impressed with The Energy CFO's Monthly Management Report."

 

  • Secured +60% Line of Credit Increase in 2020. 

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

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

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

 

World's Largest Methanol Development Project

"The Energy CFO's solution has 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, & Their Amazing Resources". 
 
Chairman World's Largest Methanol Development Project​

Early Stage

Oil & Gas Exploration and Production (E&P) Company

“Now we are walking into private equity pitches with a lot more confidence.  Our Pro-forma financials have been vetted, we know how much money we need to raise, and we have an experienced finance executive that can answer tough questions.  Paula helped us organize and decide what information we needed in our executive summary for these meetings.  Likewise, we can assure investors that we have a CFO Service Firm under contract that is fully capable of ramping us up post-funding."
 
Co-founder of a Permian Delaware Basin Oil & Gas Exploration and Production company.