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 & Exits
ESOP transitions, buy- and sell-side due diligence, quality-of-earnings readiness, and post-close integration.
Learn moreFinancial Foundation
Clean, GAAP-aligned books, a faster close, audit readiness, and reporting you can actually run the business on.
Learn moreSystems & Operations
ERP and system implementations, controls, SOPs, and operational initiatives that improve margin and scale.
Learn moreExecutive & Board Advisory
A sounding board for founders, CEOs and boards on strategy, structure, incentives and the finance team.
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.
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.