Rising Oak Advisory helps PE-backed and family-owned Texas operators find and test the one assumption that, if false, would do the most damage to their current capital plan before more money moves.

In one focused day I name the highest-exposure assumption in your plan, quantify the financial risk if you are wrong, and design the cheapest fastest test to validate or kill it.

Fixed scope. Fixed fee. No retainer.

My background as Strategic CFO inside four KKR portfolio companies, leading a $35M Series B, board-level turnarounds, and eight years mentoring CEOs through Stanford's Executive Scaling Leadership Program taught me one thing. Most expensive failures are not bad strategy. They are untested assumptions that felt solid at the time.

If you have significant capital in motion and something feels unresolved, that is the assumption worth finding first.

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Rising Oak Advisory

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