Big-company finance leadership, sized for growing businesses.
Blue Oak Advisory gives founders and owners a seasoned CFO who has already built the finance function behind a company that grew past $1 billion — without the cost or commitment of a full-time hire.
You don’t need a billion-dollar company to deserve billion-dollar thinking.
Most growing companies hit the same walls: cash is tight even though sales are up, the bank wants a package nobody knows how to build, the books can’t answer simple questions, and a buyer or investor is asking for diligence.
Lior Gigi has worked through every one of those moments at scale — as the head of finance for a multi-brand consumer company with ~1,600 employees, 50+ entities and a team of 35 finance professionals. Blue Oak brings that playbook to companies of every size, with the hands-on, no-jargon approach owners actually want.
Meet Lior- Executive judgment, not just bookkeeping. Decisions on pricing, margin, cash and capital — made with someone who has sat in the CFO chair.
- Trusted by lenders and auditors. Years of lender calls, credit agreements, covenant reporting and audits with top-tier institutions.
- Built for your stage. A focused project, one day a week, or full transaction support — you pay for what you need.
- Direct access. You work with Lior personally, not a rotating bench of junior staff.
Finance leadership for every stage of growth
From getting the numbers right to getting the deal done.
Fractional CFO
Ongoing strategic finance leadership — forecasting, reporting, cash management and a trusted voice at the leadership table.
Learn moreLenders & Capital
Lender-ready packages, debt raises and refinancing, credit agreement negotiation, and covenant reporting that builds confidence.
Learn moreTransactions, Partnerships & Exits
ESOPs, due diligence, quality of earnings, partnership restructuring and post-transaction implementation.
Learn moreFinancial Foundation
Clean, GAAP-aligned books, a faster close, audit readiness, and reporting you can actually run the business on.
Learn moreAudit Readiness & Support
PCAOB, AICPA, ESOP, government, insurance and sales-tax audits — prepared and coordinated.
Learn moreTax Planning & Compliance
Business, individual and trust returns, FBAR, entity and S-corp planning, and tax strategy for transactions.
Learn moreSystems & Operations
ERP and system implementations, controls, SOPs, and operational initiatives that improve margin and scale.
Learn moreInsurance, Benefits & Risk
The right coverage and benefits to protect the business, its founders and its executive team.
Learn moreExecutive & Board Advisory
A sounding board for founders, CEOs and boards on strategy, structure, incentives and key leadership hires.
Learn moreBuilt for companies that are growing — or getting ready to.
Founder-led businesses
Owners who have outgrown a bookkeeper and need real financial insight to make the next move.
Scaling brands
Direct-to-consumer and omnichannel companies adding channels, retail partners and new markets.
Mid-market companies
Eight- and nine-figure businesses that need CFO-level leadership between hires or alongside the team.
Owners planning an exit
Companies preparing for a sale, an ESOP, an investor or a lender — and wanting to get it right.
Cross-industry experience, one playbook for efficient growth
From brands selling direct and through retail to manufacturers, service firms and hospitality operators — including helping companies vertically integrate and run leaner as they scale.
Clear scope. Senior attention. Results you can see.
Every engagement starts with listening. Within the first few weeks you get a clear picture of where the business stands, what matters most, and a practical plan to get there.
How we engage- Discover — a candid review of your numbers, systems, team and goals.
- Prioritize — the few moves that will matter most for cash, margin and growth.
- Execute — hands-on work alongside your team, lenders and advisors.
- Sustain — reporting rhythms and processes that keep working after we step back.
“My approach is practical, hands-on and commercially focused: improve visibility, find the margin and cash-flow opportunities, build accountable reporting, and help leaders make faster, better decisions.”
Lior Gigi, CPA
Founder & Principal, Blue Oak Advisory
Let’s talk about where your business is headed.
A first conversation is free and confidential. Bring your numbers, your questions, or just the problem that keeps you up at night.