Projects

Strategic financial leadership driving growth.

A sleek conference room with financial charts displayed on a large screen.
A sleek conference room with financial charts displayed on a large screen.
FP&A

Shaping budgets that fuel scalable growth.

Close-up of hands reviewing merger documents over a wooden desk.
Close-up of hands reviewing merger documents over a wooden desk.
M&A

Guiding seamless acquisitions with precision.

A financial dashboard showing capital raise progress in real time.
A financial dashboard showing capital raise progress in real time.
A team collaborating over insurance and compliance paperwork.
A team collaborating over insurance and compliance paperwork.
Capital

Securing funds to power business ambitions.

Compliance

Ensuring audit readiness and regulatory trust.

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Lior’s strategic insights transformed our financial operations, enabling confident growth and smoother capital raises.

J. Smith

Portrait of a confident business professional smiling in a modern office setting.
Portrait of a confident business professional smiling in a modern office setting.

★★★★★

FAQs

What services do you offer?

We specialize in FP&A, M&A, capital raises, treasury, tax, audits, and operational transformation.

Who is Blue Oak Advisory?
What industries do you serve?
How do you support scaling businesses?
How can I get in touch?

Founded by Lior Gigi, a CPA with 17+ years in strategic CFO roles.

We work with DTC, omni-channel, manufacturing, and distribution companies in global markets.

By providing clear financial insights and strategic guidance to confidently scale beyond $1 billion revenue.

Reach out via our contact page for a personalized consultation.

Contact

Reach out to discuss your financial goals.

Email

Phone

hello@blueoakadvisory.com

+1-415-555-0198

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