Strategic Business Planning That Drives Results
Running a business means facing complex decisions every day. Riley & Company offers personalized business advisory services that help Houston entrepreneurs plan for growth, navigate financial challenges, and stay competitive in an evolving market.
Why Choose Us for Business Advisory Services?
Decades of Business Strategy Experience
Since 1999, our advisors have helped local businesses build strong financial foundations and seize new opportunities.
Comprehensive, Forward-Focused Advice
From cash flow forecasting to M&A analysis, our services support both everyday operations and long-term planning.
SAS 112 and Internal Controls Expertise
We assist in evaluating internal controls and ensuring compliance with regulatory standards—protecting your business from risk.
Scalable Solutions for Growing Businesses
Whether you're restructuring, expanding, or launching a new venture, we tailor our advice to fit your business stage.
More Than Numbers—Real Insight
We go beyond reports and data, providing practical, actionable guidance that empowers confident decision-making.
Our Business Advisory Services Include
Strategic Growth Planning
We help define goals, develop roadmaps, and identify opportunities to expand your market presence and profitability.
Financial Forecasting & Projections
Our advisors prepare detailed projections to guide budgeting, investment, and future planning.
Budgeting and Cash Flow Analysis
We design sustainable cash flow strategies to improve liquidity, support operations, and ensure financial resilience.
Business Valuations and Due Diligence
Considering a sale, merger, or acquisition? We provide objective business valuations and detailed financial analysis.
Entity Structuring and Restructuring
Our team advises on the optimal business structure to support tax efficiency and operational growth.
Let us help you turn today’s business challenges into tomorrow’s strategic wins.
Our Proven Process
Discovery & Evaluation
We begin by understanding your business, current challenges, and goals for growth or improvement.
Data-Driven Assessment
Our advisors analyze your financials, operations, and market conditions to identify performance gaps and opportunities.
Strategic Plan Development
We deliver a customized action plan with measurable objectives, timelines, and financial modeling.
Ongoing Partnership
We continue to monitor progress, adjust strategies, and serve as your trusted business sounding board.
Get the Strategic Advice Your Business Deserves
Running a successful business means making decisions with clarity and confidence. Riley & Company’s advisory team is here to help you create a sustainable path forward—backed by data, insight, and experience.
FAQ
Frequently Asked Questions
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What is included in business advisory services?
Business advisory includes strategic planning, financial forecasting, internal control evaluation, budgeting support, entity selection, valuations, and more. Our services are designed to support your business across its full lifecycle.
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Do I need advisory services if I already have an accountant?
Yes. While accountants focus on reporting and compliance, advisors help guide strategic decision-making, growth planning, and long-term business improvements.
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Can you help with choosing the right business structure?
Absolutely. We assess your business goals, tax implications, and legal considerations to recommend the best structure for your current and future needs.
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What size businesses do you work with?
We work with small to mid-sized businesses across Houston, from startups to established companies planning expansion, restructuring, or succession.
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How often do we meet or consult?
Frequency depends on your needs. Some clients prefer quarterly check-ins, while others request ongoing advisory support throughout the year.