Exit & raise readiness

We get your business ready to raise or sell.

Riley Financial Consulting builds the financial foundation growing companies need for a raise or a sale, clean books, sharp models, and a story that holds up under diligence.

What we do

Three ways to work together, one goal in mind.

Everything ladders up to the same outcome: a business that can withstand scrutiny, whether that's an investor, an acquirer, or your own board.

Flagship

Exit & Raise Readiness

A bounded, 90–180 day engagement that gets your financials, data room, and story ready, whether you're getting ahead of a raise or sale, or a deal is already on the table and the clock is running.

  • QoE-ready financials and clean 24-month history
  • 3-statement models and scenario planning
  • Full data room build and organization
  • Diligence request management, we own the list so your team keeps running the business
  • Investor and board-ready reporting packages
Foundation

Systems & Turnaround

The infrastructure work that makes readiness possible: clean books, the right tools, and a stabilization plan when cash is tight.

  • Accounting setup & cleanup (QBO)
  • 13-week cash flow triage
  • Reporting & KPI infrastructure
Ongoing

CFO Advisory Services

Strategic finance leadership for companies scaling toward a future raise or sale.

  • Financial modeling & forecasting
  • Cash flow management
  • Board and investor reporting
How we work

Built from the inside, not applied from the outside.

We've been the ones answering the diligence list, not just the ones writing it. That shapes every engagement.

01

Diagnose

We assess what's actually deal-ready today and what a buyer or investor would flag first.

02

Prepare

We build the model, the data room, and the reporting, in the order that matters most.

03

Run point

When the request list arrives, we own it. Your team stays focused on operating the business.

04

Close

We stay through close and into integration, having done it ourselves, not just advised on it.

Who you'll work with

A husband-and-wife team, two CFO backgrounds.

Different industries, the same standard for what "ready" actually means.

AR

Addy Riley

CFO & Founder

Addy has spent over fifteen years building and leading finance functions inside high-growth consumer brands, from global platforms like Nike and adidas to Brand CFO at Smith Optics. She has served as Chief Financial Officer for a fast-scaling consumer wellness brand, building its financial infrastructure from the ground up and leading capital strategy including debt and equity fundraising, and as Head of Finance at Humm Kombucha, where she ran financial due diligence and post-close integration through a successful acquisition. She now serves as Chief Operating Officer at Neatly & Co. while running Riley Financial Consulting, her own fractional CFO practice, for the past eight years. MBA, Willamette University; finance degree, University of Denver.

M&A due diligence DTC operations CPG
AR

Alex Riley

CFO & Founder

Alex has spent his career building the financial backbone of companies moving fast, from global manufacturing at Intel Corporation, where he spent four and a half years rising from financial analyst to finance team lead, to CFO roles at Ummino and Take Two. He led financial planning and analysis at Craft Brew Alliance, and has advised or run finance for companies across beer, wine and spirits, CPG, nonprofits, and biotech. Across every industry, his focus has stayed the same: build the systems and forecasts leadership can actually trust, then use them to drive real decisions, not just report on them after the fact.

Manufacturing FP&A Multi-industry

"We don't just report the numbers, we understand what's actually happening in the business, and we can tell that story with confidence to anyone across the table."

Who we work with

Growing faster than their systems.

Raising a round

Brands preparing investor-grade reporting and a model that holds up under term sheet scrutiny.

Heading toward acquisition

Companies that want clean books and a data room ready before a buyer starts asking.

Manufacturing & production

Companies managing cost structure, margin, and cash across physical production, not just software or DTC.

Earlier-stage builders

Teams building their first real finance function, before they need it to survive diligence.