Transform Lives While Scaling Your Health and Wellness Business With Financial Clarity and Confidence
Unlock the Growth You Deserve With the Proven Financial Growth Tree System™.
Scaling your health and wellness business doesn’t have to feel overwhelming. Whether you’re managing a growing practice, launching new services, or scaling online courses, the Financial Growth Tree System™ provides a step-by-step roadmap to turn financial complexity into clarity, so you can achieve sustainable success.
At Rising Oak Advisory, we empower health and wellness entrepreneurs like you to unlock exponential growth while staying aligned with your mission. Our strategies are tailored specifically for your industry, helping you:
Streamline your operations for maximum efficiency.
Optimize profitability without sacrificing your values.
Build a thriving business that transforms lives and achieves extraordinary results.
Contact Us Today
We Understand Your Growth Challenges
Every health and wellness entrepreneur faces challenges on the road to growth. Over the years, we’ve heard common concerns from business owners like you—echoing the tension between professional ambition and personal overwhelm.
Here’s what many of our clients have shared:
"I’m missing chances to grow my practice because I don’t feel in control of my cash flow. I’m always scrambling to cover the basics instead of focusing on where I want to take my business."
“I want to hit my financial goals, but the path feels so confusing. I don’t even know what steps I should take to get there, and it’s overwhelming.”
“I know my practice has the potential to grow, but I don’t know how to scale without risking everything I’ve already built. It feels like a big leap, and I’m not sure how to make it.”
“I want my practice to thrive, but I just don’t have the time or expertise to create a strong financial plan. I need someone who can step in and give me a clear path forward.”
These aren’t just frustrations—they’re roadblocks to achieving your vision.
At Rising Oak Advisory, we don’t just empathize with these challenges; we act on them. Our process is designed to take the weight off your shoulders by delivering strategic financial insights and a clear, actionable path forward. You’ll gain the clarity, confidence, and tools to move beyond these obstacles—unlocking your business’s full potential while staying true to your mission.
Rooted in Results
Watch how healthcare and wellness leaders transformed their businesses with the Financial Growth Tree System™.
I Know the Health and Wellness Space
Hi, I’m Stanislav Zinkov, and for over 24 years, I’ve combined finance and leadership to help businesses thrive. Eleven of those years have been at the executive level, where I’ve learned to tackle complex challenges with clarity and purpose.
One defining moment in my career was leading a portfolio of seven healthcare companies through the COVID-19 pandemic. As CFO and head of HR, I supported 660 employees and 550 patients daily. This experience taught me how to lead under pressure, prioritize resources, and build systems that empower teams to succeed—not just in crisis, but every day.
I’ve also served as CFO for public and private life science companies, raised $35 million in a single funding round, and navigated the intricacies of driving growth in complex organizations. I understand the challenges healthcare and wellness leaders face: balancing care with profitability, scaling sustainably, and feeling stretched across responsibilities.
I’ve Been Where You Are
When my wife and I co-founded our clinic, we started with nothing but passion and a vision. Over time, with intentional decisions and hard-earned lessons, we turned it into an award-winning, thriving business.
My family lives and breathes healthcare. Thanksgiving dinners are medical conferences—my wife, mom, sister, and mother-in-law are all doctors. Meanwhile, I’m the guy with the spreadsheet, debating whether the turkey is an expense or a cost.
But I understand the weight of running a healthcare business. It’s not just about profitability—it’s about your patients, your team, and your mission. I’ve faced the late nights and tough decisions that come with aligning values and numbers, and I know how overwhelming it can feel.
(Together with Dr. Elena Zinkov at 2024 JJ Virgin Mindshare Health Biz Growth Summit)
Why I Founded Rising Oak Advisory
I created Rising Oak Advisory because I saw too many healthcare and wellness leaders stuck—passionate about their work but unsure how to align their finances, operations, and growth. Common struggles include:
Deciding where to invest resources for maximum impact.
Scaling sustainably without compromising their mission.
Balancing financial strategy, operational efficiency, and team dynamics.
I’ve been there, and I know how transformational it is when finances, leadership, and operations align. Watching my clients go from overwhelmed to achieving goals they thought were out of reach inspires everything I do.
At Rising Oak Advisory, I combine decades of financial expertise with real-world healthcare experience to help leaders like you simplify complexity, focus on what matters, and scale with confidence.
Let’s Build a Thriving Business
When we work together, it’s not just about numbers—it’s about creating harmony between your finances, operations, and leadership. I’ll help you find clarity, focus your resources where they count, and create a sustainable path to growth that supports your vision.
You’ve built something meaningful—now let’s make it thrive. Together, we’ll create a business that supports your team, your mission, and the legacy you’re building.
Real Results, Real Voices
Success isn’t just what we achieve—it’s what we help you accomplish.
Delivering Financial Clarity and Growth
Your success is our mission, and our clients’ stories speak for themselves.
Explore the Financial Growth Tree System™
Our proven system takes the hassle out of scaling your health and wellness business. By simplifying complex processes and saving you time, we guide you through four essential stages to align your finances, streamline operations, and achieve extraordinary results—all with minimal effort on your part.
Phase 1:The Root System
Building Your Foundation
Every thriving business, like a strong oak, starts with solid roots. The Root System ensures your foundation is stable, clear, and aligned with your goals, setting the stage for sustainable growth without the overwhelm.
+Soil Assessment: Preparing the Ground
We evaluate your financial systems to identify risks, inefficiencies, and opportunities for growth.
Time-Saving: We handle the deep dive so you can stay focused on running your business.
Simplified: No guesswork—just clear insights and actionable recommendations.
What You Get:
A clear picture of your financial health.
Identification of hidden gaps and risks.
A personalized roadmap to lay a strong foundation.
+Strengthening the Roots: Organizing the Core
We streamline your accounting systems, ensuring they’re stable, organized, and aligned with your business goals.
Time-Saving: Leave the messy details to us while you focus on what you do best.
Simplified: We turn financial chaos into clarity and order.
What You Get:
Reliable, accurate financial records.
Stability to support strategic growth.
Freedom from financial stress with everything in place.
+Blueprinting the Vision: Aligning Roots with Goals
We align your financial systems with your long-term business vision.
Time-Saving: We translate complex data into actionable steps so you can move forward confidently.
Simplified: We connect the dots between your current state and future goals.
What You Get:
A financial roadmap tailored to your goals.
Clear insights for confident decision-making.
A system that ensures purposeful, sustainable growth.
Phase 2: Tree Rings
Understanding Your Business Health
Every tree tells its story through its rings—growth, resilience, and challenges. Your business is no different. Its financial data reveals its health, strengths, and untapped potential. The Tree Rings stage uncovers that story, empowering you to make confident, informed decisions to elevate your business.
+ Diagnosing Strengths and Weaknesses
We identify inefficiencies, highlight growth opportunities, and uncover areas where your business is leaving money on the table.
Time-Saving: We simplify complex data into immediate, actionable insights.
Simplified: Gain clarity on what's working, what's not, and how to optimize.
What You Get:
A diagnosis of financial risks and inefficiencies.
Confidence in addressing challenges and maximizing strengths.
A foundation for informed, growth-oriented decisions.
+ The Tree Rings Report: Visualizing Your Financial Health
We create a clear, visual report summarizing your financial health, turning complex data into actionable insights.
Time-Saving: We transform overwhelming spreadsheets into an easy-to-read tool for decision-making.
Simplified: Understand every part of your business performance—cash flow, profitability, and expenses—in one report.
What You Get:
A snapshot of your financial health.
Clear, actionable insights tailored to your business.
A tool to measure progress and track success over time.
+ Analysis: Examining the Rings
We analyze your financial data to uncover patterns, strengths, and vulnerabilities.
Time-Saving: We handle the deep analysis so you can stay focused on running your business.
Simplified: Complex trends are distilled into clear, actionable recommendations.
What You Get:
Insight into financial trends driving or draining success.
A clear understanding of where your business thrives and struggles.
A roadmap to address challenges and seize opportunities.
Phase 3: Strong Branches
Optimizing for Cash Flow and Profitability
Your financial "branches" need to be strong and adaptable to support growth. In this phase, we focus on building and optimizing systems that balance cash flow and profitability while creating resilience for future challenges.
+Reinforcing Profitability & Cash Flow
We establish a framework for continuous improvement, ensuring your business remains resilient in dynamic conditions while maintaining cash flow.
Time-Saving: Easy-to-maintain systems ensure smooth operations.
Simplified: Flexible processes adapt seamlessly to new opportunities or challenges.
What You Get:
A profitability and cash flow plan built for long-term success.
Confidence in systems that sustain growth through change.
Tools to monitor and refine profitability and cash flow continuously.
+Building a Framework for Resilience & Growth
We develop a tailored plan and tools for sustainable profitability, ensuring your business adapts to growth without risking cash flow or stability.
Time-Saving: We simplify financial processes, so you stay focused on growing your business.
Simplified: Clear, flexible tools to monitor and sustain profitability.
What You Get:
A sustainable plan balancing cash flow and profitability.
Flexibility to scale or adapt to challenges.
Confidence in systems that support consistent growth.
+Optimizing Financial Operations
We implement systems and strategies to improve cash flow efficiency and maximize profitability based on earlier insights.
Time-Saving: Processes are streamlined to reduce effort and maximize returns.
Simplified: Custom workflows make ongoing management clear and effective.
What You Get:
Clear strategies for cash flow and resource optimization.
Enhanced operational efficiency and profitability.
Scalable systems built for growth and adaptability.
Phase 4: Canopy Expansion
Scaling Smartly and Sustainably
The canopy symbolizes your business reaching its full potential—thriving in its environment while standing resilient against challenges. To scale effectively, you need more than growth; you need sustainability, structure, and flexibility to adapt. The Canopy Expansion stage helps you grow smarter, balancing opportunities with stability while ensuring your vision becomes reality.
+Expanding Strategically
Once your framework is in place, we guide you to scale with balance—leveraging opportunities while maintaining stability.
Time-Saving: Strategies and tools reduce the burden on your team during growth.
Simplified: Proactive risk management ensures smooth scaling.
What You Get:
Sustainable growth strategies tailored to your vision.
Confidence to navigate the challenges of scaling.
Flexibility to adapt and seize new opportunities.
+Thriving for the Long Term
We embed sustainability into your financial and operational systems, preparing your business to grow and evolve for years to come.
Time-Saving: Systems are designed to work seamlessly, reducing time spent on manual oversight.
Simplified: Processes are built to handle future growth without adding complexity.
What You Get:
Future-proof financial systems that grow with your business.
A strategic roadmap for sustainable scaling and long-term success.
Tools to measure progress and adapt strategies as needed.
+Preparing for Growth
Growth without preparation risks instability. Before scaling, we assess your foundation and opportunities to ensure every move is deliberate and sustainable.
Time-Saving: We streamline preparation so you’re ready to scale faster.
Simplified: Actionable insights and metrics clarify your next steps.
What You Get:
A clear understanding of your readiness to scale.
A targeted growth strategy for entering new markets or launching services.
Metrics to measure success and ensure progress.
Together we achieve extraordinary!
What could we achieve together?
Begin Your Journey Today
As you embark on your journey towards effective scaling and enduring success, it all begins with a straightforward conversation.
We warmly invite you to fill out the form below, which will open the door to a meaningful dialogue aimed at assessing how well we can collaborate towards achieving your objectives. This initial conversation serves as a vital step in exploring how our distinctive expertise might align with your specific goals and determining if your company is an ideal fit for our approach.
In preparation, we'll gather some basic information about your company. We offer a complimentary one-hour assessment aimed at exploring our potential partnership and addressing your questions. This meeting is an opportunity for mutual discovery, setting the stage for what could be a transformative journey together.
FAQs
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Begin with a complimentary one-hour assessment to explore your business's unique challenges and aspirations. Contact us to schedule your consultation. Our engagement often extends beyond the initial goals, with many clients choosing to partner with us for years.
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Our program is designed for Health and Wellness companies with established teams of 3 or more and annual revenues of $500,000 or greater. We specialize in helping businesses achieve a 2-10X revenue increase within 12 to 48 months by providing a structured and strategic pathway to sustainable, explosive growth.
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If you're serious about scaling, optimizing your financial strategy, and committing to transformative change, the Financial Growth Tree Program is designed for you. To answer this question with certainty, book a free consultation with us today and discover how we can help your business thrive.
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Distinguished by our integration of finance, operations, and people management, Rising Oak Advisory offers more than consulting; we form a partnership to implement actionable, lasting change. Our approach is rooted in personalized service, leveraging proven strategies for scaling success.
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Our success formula combines a collaborative approach with deep industry expertise and a steadfast commitment to your growth, complemented by regular performance reviews and strategic adaptations to stay aligned with your evolving goals.
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Yes, our program emphasizes robust financial strategies, including working capital management, profitability analysis, and more, to improve financial clarity and facilitate informed decision-making.
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Designed for established businesses poised for scaling, our program is best suited for companies beyond the startup phase, ready to leverage their existing infrastructure and revenue streams for substantial growth.
How We Rise Above: Deep Roots, Strong Branches, and Scalable Growth
+Deep Expertise with Proven Results
With over 10 years of experience, Rising Oak Advisory brings a wealth of deep expertise in transforming businesses. Our track record of proven results speaks for itself—we don’t just guide you; we deliver tangible, measurable outcomes that drive long-term success.
+Unique Approach Tailored for Sustainability and Scalability
Our approach is not one-size-fits-all. The Rising Oak System is uniquely designed to foster both sustainability and scalability, ensuring your business is built to thrive now and in the future. We integrate financial discipline with a forward-looking strategy that adapts as your business grows and evolves.
+Data-Driven Insights for Scalable Growth
When you partner with us, data-driven insights power your journey from growth to scale. By uncovering key opportunities and optimizing processes, we ensure your business scales efficiently and sustainably. Our analytics help you make smarter, faster decisions that maximize growth, reduce risk, and position your company for long-term success.
+Commitment to
Long-Term Success
At Rising Oak Advisory, our emphasis is on building a business that not only succeeds today but continues to grow and adapt over time. We focus on creating systems and processes that support ongoing innovation, resilience, and the ability to scale, making your business attractive to investors and ready for any opportunity.
+Strategic
Partnership
When you choose us, you’re not just getting a service provider—you’re gaining a strategic partner committed to your success. We work closely with your leadership team to understand your unique challenges and opportunities, delivering tailored solutions that drive growth and ensure your business is built to last.
+Comprehensive Integration of Finance, Operations, and People Strategies
We believe that true business success lies in the seamless integration of finance, operations, and people. Our Rising Oak System combines these three critical elements to create a cohesive strategy that strengthens your business from within, aligning every department with your financial goals and ensuring efficient, sustainable growth.
Case study: Transformation and strategic sale
Healthcare Client
Root cause
In the midst of the COVID-19 pandemic's upheaval, Stanislav was brought in to revitalize the finance and human resources departments across a portfolio of seven healthcare companies. Confronted with leadership gaps, a fragmented team, declining profits, and rising attrition rates, Stanislav's entry became a crucial turning point for the organization.
Growth plan
Stanislav was tasked with a broad mandate:
Elevating the portfolio’s financial and operational performance to set a solid foundation for growth.
Integrating the technology infrastructure to ensure seamless operations across the entities.
Developing a comprehensive strategy for managing and supporting 660 employees to foster a strong organizational culture.
Strengthening the organization’s financial reporting and analytical capabilities for informed decision-making.
The ultimate aim was to prepare the company for a strategic acquisition by a private equity firm, aligning with the ownership's vision for a seamless and successful transition.
Nurturing steps
Financial and Operational Refinement: Stanislav initiated reforms that led to a notable EBITDA increase of over $2.4MM per year, reinforcing the financial backbone of the healthcare facilities.
Technology Integration: He championed the integration of technology to streamline operations across the portfolio, enhancing efficiency and cohesion.
People-Centric Leadership: Through his guidance, the organization saw a dramatic 68% decrease in employee turnover, which translated into over $1.3MM in annual savings from lowered recruitment and training costs. This achievement was partly due to the development of an employee engagement model and the creation of a comprehensive data analytics platform.
Strengthening Financial Practices: Stanislav's leadership saw the implementation of crucial GAAP accounting policies, tax procedures, and robust metric tracking systems, setting a solid stage for accelerated business growth.
Fruitful results
During Stanislav's tenure, the company celebrated an unprecedented milestone, recording its highest profitability in fifty years. This remarkable achievement paved the way for the owner's seamless exit, transitioning ownership to a well-aligned private equity firm.
Is Your Business Ready to Grow Smarter?
Before You Scale, Ensure Your Financial Foundation is Built to Thrive.
In this 90-minute Pre-Scale Readiness Session, you’ll sit down with us to assess whether your business is primed for sustainable growth using the Financial Growth Tree System™. Together, we’ll explore your financial foundation, uncover opportunities, and address vulnerabilities—all to determine if you’re ready to scale confidently and efficiently.
This is more than just a conversation—it’s an interactive diagnostic session to ensure your business has the structure, strategy, and systems for scalable success.
What You’ll Get in 90 Minutes:
🌱 Foundation Check: An assessment of your financial "Root System" to ensure it’s stable and aligned with your vision.
🌳 Growth Potential Analysis: Insights into your "Tree Rings" to identify areas of strength and weakness in profitability, cash flow, and operations.
🌿 Scalability Snapshot: A preliminary review of your "Canopy Expansion" readiness to explore how prepared your business is to scale sustainably.
🔍 Tailored Feedback: Personalized recommendations for your next steps based on the session’s findings.
Who This Is For:
🚀 Entrepreneurs eager to grow their business but want confidence in their financial readiness.
📊 CEOs and Founders seeking an expert perspective on their financial systems and scalability.
💡 Business Leaders looking to uncover hidden opportunities or risks before expanding operations.
Session Flow:
Opening Discussion: Share your goals, concerns, and vision for growth.
Financial Snapshot Review: Examine key aspects of your business, including cash flow, profitability, and operational efficiency.
Diagnostic Analysis: Identify immediate opportunities and risks using key elements of the Financial Growth Tree System™.
Tailored Feedback: Walk away with actionable recommendations and a clear understanding of where you stand.
The Promise:
In just 90 minutes, you’ll gain clarity on:
Whether your financial foundation can support growth.
Which areas need immediate attention to avoid instability during scaling.
The next steps to confidently pursue your vision of sustainable success.