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Rising Oak Advisory reviews
Rising Oak Advisory helps businesses scale through strategic financial clarity and leadership coaching
Verified true human experiences
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- Recorded interviews
- 8
- Recorded between
- 2024
- Named reviewers
- 8
- Topics covered
- 6
8 customers have recorded a first-hand video interview about Rising Oak Advisory, a other business. 3 of them (38%) described team, hiring or delegation wins in their own words. Interviews were recorded in 2024.
About Rising Oak Advisory
Rising Oak Advisory helps business owners and medical practitioners achieve scalable growth through data-driven financial strategy. According to 8 verified Share.one video interviews, customers praise their ability to simplify complex data, citing outcomes like doubling business size and tripling confidence in leadership planning. Clients report that the firm transforms inaccurate cash flow statements into sophisticated financial models, providing immediate fixes for communication issues and operational stagnation.
Rising Oak Advisory provides strategic CFO services, financial modeling, and personnel management for industries including healthcare, construction, and family-owned businesses. The firm focuses on translating complex accounting data into actionable operational insights to support scaling and exit strategies.
At a glance
- Primary Use Case
- Financial strategy and evidence-based decision making
- Reported Results
- Doubled business size and increased YoY revenue
- Time to Value
- Immediate impact; data processing in under one week
- Key Differentiator
- Aligning complex regulated data with daily operations
What customers say changed
Counted across 8 recorded Rising Oak Advisory interviews. Each figure links to the interview it came from.
3 of 8 described team & hiring
“He is able to go into new industries in my experience and quickly understand what data is going to be most meaningful to support the overall goals and objectives and then again to translate that to everyone on the tea…”
Liz Wallace's interview →3 of 8 described revenue growth
“The sales team at our business before using Stanislav to help us was not very transparent with what they were working on and he helped us to get that transparency we need.”
Gerri DeRubeis's interview →3 of 8 described mental clarity
“Stanislav is really good in bringing clarity and also in reducing stress when it comes to bringing any service or product to market and in helping manage any financial risk that it may involve.”
Elena Zinkov's interview →1 of 8 described better systems
“I think one of the main benefits of working with Rising Oak Advisory services is just really staying focused on the goal and being able to look at big picture but also as things change, as you go through the process,…”
Liz Wallace's interview →1 of 8 described felt supported
“He is able to go into new industries in my experience and quickly understand what data is going to be most meaningful to support the overall goals and objectives and then again to translate that to everyone on the tea…”
Liz Wallace's interview →1 of 8 described mood & stress
“Stanislav is really good in bringing clarity and also in reducing stress when it comes to bringing any service or product to market and in helping manage any financial risk that it may involve.”
Elena Zinkov's interview →
What people worried about first
“If there's any hesitation about working with Rising Oak Advisory, I would just suggest to check some references of clients with whom Stanislav has worked in the past. I think an in-depth conversation with him to help him understand the challenges and the obje…”
Liz Wallace →“The only hesitation I had with hiring Stanislav had to do with the fee structure. We just were not a very flush company with cash and didn't know if we could afford him and we decided to go for it anyway.”
Steve McKay →“Dr. Elena Zinkov initially hesitated to hire Rising Oak Advisory due to the cost, but she quickly realized it was actually 'too costly not to hire' them because of the value they provided in revenue growth and risk management.”
Elena Zinkov →
Research about Rising Oak Advisory
Aggregated counts of outcomes and timeframes described in these recorded interviews.
- Topic researchFunctional medicine667 recorded interviews analysed
- Topic researchRevenue Growth74 recorded interviews analysed
- Topic researchChiropractic practice growth69 recorded interviews analysed
- Topic researchNaturopathic Medicine30 recorded interviews analysed
- Topic researchScaling24 recorded interviews analysed
- Topic researchProfessional Services23 recorded interviews analysed
Customer stories about Rising Oak Advisory
WatchAligning Complex Healthcare Financial Data with Operations to Achieve Strategic GoalsLiz Wallace of Rising Oak Advisory highlights Stanislav’s ability to master complex, highly regulated healthcare financials and translate data into actionable operational insights. By aligning statistical data with daily operations, he ensures teams stay focu…Liz Wallace · Rising Oak Advisory
WatchDeveloped a Sophisticated Financial Model to Scale a 42-Year-Old Family BusinessSteve McKay of Rising Oak Advisory reports that the firm transformed his 42-year-old family business by implementing essential financial systems. The primary outcome was the development of a sophisticated financial model that allowed the company to understand…Steve McKay · Rising Oak Advisory
WatchTripled Confidence in Next Generation Leadership Planning and Sales TransparencyGerri DeRubeis of Rising Oak Advisory reports that working with Stanislav tripled their confidence in planning and coaching next-generation millennial leadership. The engagement successfully resolved issues regarding sales team transparency and provided cruci…Gerri DeRubeis · Rising Oak Advisory
WatchIncreased Revenue and Evidence-Based Financial Decision Making for Naturopathic ClinicDr. Elena Zinkov of Proactive Health and Naturopathic Clinic reports that Rising Oak Advisory helped her achieve year-over-year revenue growth. By implementing evidence-based decision making and clear financial strategies, the firm reduced her stress regardin…Elena Zinkov · Rising Oak Advisory
WatchDoubled Business Growth Through Financial Clarity and Data-Driven Decision MakingDr. Sergey Kochelayev reports that Rising Oak Advisory helped his chiropractic business pretty much double in size. By implementing Stanislav’s strategy, the firm transformed unpredictable finances into absolute crystal clarity, processing data in under a wee…Sergey Kochelayev · Rising Oak Advisory
WatchImproved Manager Communication and Strategic Problem Solving for Construction Business GrowthJavier Lucatero at Rising Oak Advisory reports that Stanislav delivered a tremendous impact by resolving internal communication issues among managers. Leveraging experience across small to large enterprises, Stanislav provided immediate fixes for complex busi…Javier R Lucatero · Rising Oak Advisory
WatchHolistic Business Growth Through Strategic Personnel Management and People-Oriented Financial LeadershipGabrielle Divers, General Manager at Accurate Firestop Inc., reports that Rising Oak Advisory delivered a game-changing transformation by focusing on people over finances. By optimizing personnel placement and providing weekly one-on-one mentorship, the firm…Gabrielle Lucatero-Divers · Rising Oak Advisory
WatchFrom Inaccurate Cash Flow to Strategic Clarity and Overnight Business TransformationSean McCormick of Rising Oak Advisory describes a total transformation from inaccurate P&L and cash flow statements to strategic clarity. By implementing custom systems and expert financial strategy, McCormick moved from guessing and confusion to an eye-openi…Sean McCormick · Rising Oak AdvisoryWho reviewed Rising Oak Advisory
- Liz Wallace · Rising Oak Advisory
Liz Wallace of Rising Oak Advisory highlights Stanislav’s ability to master complex, highly regulated healthcare financials and translate data into actionable operational insights. By aligning statistical data with daily operations, he ensures teams stay focu…
- Steve McKay · Rising Oak Advisory
Steve McKay of Rising Oak Advisory reports that the firm transformed his 42-year-old family business by implementing essential financial systems. The primary outcome was the development of a sophisticated financial model that allowed the company to understand…
- Gerri DeRubeis · Rising Oak Advisory
Gerri DeRubeis of Rising Oak Advisory reports that working with Stanislav tripled their confidence in planning and coaching next-generation millennial leadership. The engagement successfully resolved issues regarding sales team transparency and provided cruci…
- Elena Zinkov · Rising Oak Advisory
Dr. Elena Zinkov of Proactive Health and Naturopathic Clinic reports that Rising Oak Advisory helped her achieve year-over-year revenue growth. By implementing evidence-based decision making and clear financial strategies, the firm reduced her stress regardin…
- Sergey Kochelayev · Rising Oak Advisory
Dr. Sergey Kochelayev reports that Rising Oak Advisory helped his chiropractic business pretty much double in size. By implementing Stanislav’s strategy, the firm transformed unpredictable finances into absolute crystal clarity, processing data in under a wee…
- Javier R Lucatero · Rising Oak Advisory
Javier Lucatero at Rising Oak Advisory reports that Stanislav delivered a tremendous impact by resolving internal communication issues among managers. Leveraging experience across small to large enterprises, Stanislav provided immediate fixes for complex busi…
- Gabrielle Lucatero-Divers · Rising Oak Advisory
Gabrielle Divers, General Manager at Accurate Firestop Inc., reports that Rising Oak Advisory delivered a game-changing transformation by focusing on people over finances. By optimizing personnel placement and providing weekly one-on-one mentorship, the firm…
- Sean McCormick · Rising Oak Advisory
Sean McCormick of Rising Oak Advisory describes a total transformation from inaccurate P&L and cash flow statements to strategic clarity. By implementing custom systems and expert financial strategy, McCormick moved from guessing and confusion to an eye-openi…
Questions people ask about Rising Oak Advisory
What specific financial improvements do clients report?
Clients report a total transformation from inaccurate P&L and cash flow statements to sophisticated financial models that identify business levers and reduce risk during product launches.
How does the firm support business leadership?
Rising Oak Advisory provides weekly one-on-one mentorship, resolves internal communication issues among managers, and coaches next-generation leadership to prepare for future transitions.
Which industries has the firm successfully served?
Verified evidence shows successful engagements in healthcare (naturopathic and chiropractic), construction, fire protection, and long-standing family-owned enterprises.
What is the typical engagement experience like?
Clients describe a white-glove service that is highly responsive via email, phone, and text, often delivering strategic clarity and actionable steps within the first week of engagement.
Is Rising Oak Advisory experienced in highly regulated industries?
Yes. Liz Wallace noted that Stanislav was a very quick learner in the complex, highly regulated healthcare residential industry, mastering both industry-wide and company-specific statistical data.
Answered by Liz Wallace →How does Rising Oak Advisory communicate complex data to non-financial staff?
Liz Wallace highlights Stanislav's ability to translate data so it makes sense to everyone on the team, breaking down the big picture into how it impacts day-to-day operations.
Answered by Liz Wallace →What is the process for starting with Rising Oak Advisory?
Liz Wallace suggests having an in-depth conversation to help Stanislav understand challenges and objectives, allowing him to reiterate his specific approach and process for achieving them.
Answered by Liz Wallace →Is Rising Oak Advisory worth the investment for companies with tight cash flow?
Steve McKay initially hesitated due to the fee structure as his company was not flush with cash. However, he decided to move forward and found that the value provided at every level of involvement justified the cost.
Answered by Steve McKay →How responsive is Stanislav at Rising Oak Advisory?
According to Steve McKay, the service level was excellent and Stanislav was always accessible via email, phone, and text, treating them as his most important client.
Answered by Steve McKay →Topics covered in Rising Oak Advisory interviews
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Every account here was recorded on camera by the customer, not written for them.