Are you ready to elevate your business and build a scalable, sustainable enterprise?At Rising Oak Advisory, we specialize in helping CEOs and business owners like you create enduring value and sustainable growth by aligning finance, operations, and people. Our strategic partnership approach ensures your business has the foundation and strategy it needs to thrive—not just today, but for the long term.We utilize a proven 4-step process to position your business for success:Step 1: Strengthen the Financial FoundationWe start by analyzing your company’s financial health, uncovering gaps, and collaborating with your team to solidify the cornerstones of profitability, liquidity, and operational efficiency.Step 2: Enhance Financial AlignmentWe help you navigate complex forecasting, budgeting, and cash flow challenges, while integrating operational data and leadership alignment to ensure every decision is strategic and intentional.Step 3: Scale with PurposeWith your financial foundation in place, we work with your management team to define clear, actionable goals. Together, we create and implement plans that drive scalable growth, increased profitability, and operational excellence.Step 4: Build Enduring ValueTrue value extends beyond today’s results—it’s about creating a business that thrives in any scenario. By focusing on profitability, reducing risk, and building sustainable revenue engines, we position your company for long-term success and transferable value, whether your goal is to grow, exit, or transform.At Rising Oak Advisory, we go beyond numbers. We are your partner in aligning vision and execution, ensuring your business is future-ready.Don’t wait to unlock your company’s full potential.Let’s build something extraordinary together. Visit www.risingoakadvisory.com or contact us today to take your business to the next level.#scalablegrowth #businessvalue #ceoleadership #risingoakadvisory

The Stanford Latino Entrepreneur Leaders Program at LBAN is an investment in Hispanic business owners to scale their business through an immersive program that provides owners the education, networks, mentorship and access to capital to grow their business, create jobs and build a stronger economy.

Co-founded and successfully scaled an award-winning naturopathic endocrinology clinic.

As Chairman of the Board I am responsible for partnering with HormoneCode's CEO and the Board of Directors on long-term and strategic initiatives to position the company for growth, maintaining focus on what is best for the company and its stakeholders. Actively collaborate with management and the Board to facilitate best-in-class board leadership and effective corporate governance.

Stepped in as a CFO and leader for Operations, filling a significant leadership void in the organization. Artfully brought together a disenfranchised team, strengthened culture, articulating Stafford’s Financial and Operational strategies, including People and IT. Successfully facilitated the transition of financial, operational and clinical leadership to meet ownership’s exit strategy.

Hired as a turn-around CFO at a time of much needed cash and resource management discipline and insights. Oversaw a portfolio of four companies (three private and one public) in Australia, Japan, and the U.S. Directed all functions of the corporate international accounting department, including financial reporting, revenue assurance, foreign and domestic taxes, international subsidiary accounting, and R&D government refund submission. Completed Series B $35MM raise (Private Equity, NYSE: KKR).

Positioned Company for growth and subsequent successful exit by scaling infrastructure, developing viable financial models, and planning capital needs. Provided strategic guidance and established corporate objectives. Upgraded accounting system and controls; oversaw financial, risk management, M&A, and banking relations. Developed improved P&L reporting processes and operations reviews. Developed product and cash flow forecasts; monitored KPIs.

Joined executive team to help position company for growth: advised the CEO on financial aspects of proposed expansion — grew from one clinic location to a network of four; assisted in two successful divestitures. Provided strategic vision, championed formal planning process, tightened integration of operating departments to meet growth and demands of the business. Implemented a monthly financial and management reporting process resulting in a more timely, accurate and detailed reporting package for use by executive management in the strategic management of the organization.

Actively managed cash flow through expansion challenge. Led financial planning and analysis activities, including feasibility study of new locations.

Selected for this newly created role by CEO to grow digital marketing department. Worked with executive team on growth strategy.

Realigned vision and strategic goals of this boutique construction Company in order to identify strengths and core competencies, redefine business scope, develop new business, and lay down the foundation for an orderly and sustainable growth. Provided high level direction in budgeting, forecasting, and latest estimate and P&L reporting as well as all financial reporting.

Responsible for providing financial guidance and investment to individuals regarding investment strategies.