Riveron

Complexity and Urgency. Simplified.™

Delivering tailored solutions for CFOs, private equity firms, and key stakeholders.

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Finance and operations leaders face a constant challenge when long-term strategy is undercut by immediate cash issues. The solution isn't a new tool—it's Integrated Business Planning (IBP).

Our latest insights dive into a company's success story and show how you can drive similar results by using IBP to:

- Solve the Disconnect: Link core models like your long-range Three-Statement Model with your immediate 13-Week Cash Flow Forecast to achieve total visibility.

- Stop Surprises: Move from reactive crisis management to proactive cash and liquidity control.

- Support Growth Confidently: Gain the clear financial proof needed to support strategic decisions, like debt renegotiations or major investments.

Use the link in comments to read these insights with Riveron’s John Pawlewicz, CPA and Joe Song

#RiveronInsights #OfficeOfTheCFO #IBP #IntegratedBusinessPlanning #FinanceLeadership #OperationsExcellence #FinancialPlanning #CFO

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Featured in https://t.co/t52wiEbYpQ, Tony Ciotti shares his workday routine, points of personal inspiration, maintaining a flexible mindset, and learnings from peer CFOs and his client-centric team:

“In business, there’s a huge difference between fame — being easily recognized — and influence, which is about making meaningful, lasting changes. I don’t spend much time thinking about fame, and I probably wouldn’t recognize a famous person if they were staring me in the face. But when I think about influence, we have a concept at Riveron about being a CFO’s ‘first call.’ That means you’re the first person a leader reaches out to when they need to solve a critical challenge or make a big impact under pressure.

Many of my colleagues are exactly that go-to person. I’m thinking of one of Riveron’s senior leaders in particular — she doesn’t seek the spotlight, but she’s highly effective and influential. When CFOs call her, she mobilizes teams quickly, not just solving the immediate problem, but strengthening the entire office of the CFO and the company overall. That reliable, behind-the-scenes ability to be the first call, respond strategically, and ensure a client’s lasting success — that’s true influence in the workplace.”

Read the full perspective in “The 6 a.m. CFO: How Riveron’s Tony Ciotti starts his day”: https://t.co/rbFfXZwnGE

#CFO #Leadership #Teamwork #Drive #OfficeOfTheCFO #Riveron

[Riveron @Riveron__]

Sip. Savor. Sparkle — A Mamma Mia Celebration

Our Dallas team hosted a Mamma Mia–inspired celebration where clients, prospects, and Riveron’s female leaders came together over wine, laughter, and the Greek tradition of smashing plates. Every smash was a toast to good luck, bold ideas, and connections built to last.

Special thanks to Ellen Smith, Anne Heffington, Michelle Laitinen, Raquel DeLeon, Kassie Aldrich, Emily Robben, Courtney Hicks, Claire Kreski, and Amy Nguyen for making the evening even more memorable.

The night was filled with laughter, great conversations, and genuine networking that will continue to strengthen relationships well beyond the event.

Follow Riveron to catch the recap of our next client event!

#RiveronLife #Riveron #WomenInFinance #Dallas

[Riveron @Riveron__]

We're excited to welcome Matt Swanson as Managing Director in our Detroit office's Business Performance Improvement Practice!

With 20+ years of experience driving transformative change, Matt specializes in strategic performance improvement engagements in industrials and transportation. He brings deep sector expertise in automotive, aerospace, hospitality, and construction, with functional expertise in operations, procurement, and manufacturing.

Learn more about Matt's impressive background and expertise here: https://t.co/jEsSMHC9AW

Join us in welcoming Matt to the team!

#BusinessPerformanceImprovement #BusinessAdvisory #Detroit #Leadership

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In today’s volatile business climate, the term “future-ready” is frequently used. Senior Managing Director Helen Mason defines the term and breaks down its relevance for CFOs in particular in her latest Forbes feature.

Read more from Helen in Forbes Finance Council: https://t.co/NEgXDWERfj

#Riveron #ForbesFinanceCouncil #DigitalTransformation #ChangeManagement #Leadership #EmployeeEngagement #FinanceTips

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For CFOs and business leaders, “the challenge is finding creative ways to make investments even during hard times.” Says Riveron CFO Tony Ciotti in a recent interview with https://t.co/QjnXmACw2t.

Read key insights to help your company navigate disruption with confidence, enable effective strategies necessary for the evolving role of finance, and embrace executive trends such as the emerging COFO role: https://t.co/Wc6ecE6V3H

#RiveronInsights #OfficeOfTheCFO #PrivateEquity #NavigatingDisruption

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What are CEOs saying about today’s climate for dealmaking? Join Riveron on September 4th at the 2025 Smart Business Dealmakers Conference, presented by Riveron, to hear firsthand insights from DC’s top business leaders.

Dealmakers gathers hundreds of local CEOs, investors, lenders and service providers so you can stay on top of M&A trends. Don’t miss this high-level conversation on the front lines of buying, selling and scaling.

Register with promo code: RIVERON250 for $250 off tickets: https://t.co/4UBUmylk1q

#DealmakersDC #Networking #DCBusiness #mergersandacquisitions #buyingabusiness #sellingabusiness #liquidity #capital #familybusiness #investing

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Expanding our footprint in New York

Riveron’s New York-based MD team had the privilege of spending time with members of Riveron’s leadership team and Board of Directors—connecting, exchanging perspectives, and fueling our growth aspirations in the market.

The visit included a tour of our future NYC office space—a reflection of our ongoing investment and commitment to local clients and talent.

#Riveron #Leadership #StrategicGrowth #NYC #PrivateEquity

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Is your data ready for AI?

For strategic CFOs and business leaders, AI can only be as powerful as the data that fuels it. Explore why clean, connected, and contextual data sets the foundation for AI solutions that deliver lasting impact across the entire enterprise.

Read the related insights: https://t.co/IH7WS8hfdH

With Riveron’s Geetanjli Dhanjal

#AI #ERP #DigitalTransformation #TechInnovation #BusinessData #BusinessTechnology #ArtificialIntelligence #OfficeOfTheCFO

[Riveron @Riveron__]

Congratulations to Pete Smidt on joining our Detroit office as Senior Managing Director in our Restructuring and Turnaround Practice!

With 30+ years of financial, operational, and strategic experience, Pete is an expert in M&A, performance improvement, restructuring, and cash flow optimization. He brings extensive leadership experience from previous transaction services and performance improvement practices, helping clients drive value across diverse industries.

Learn more about Pete's impressive background and expertise here: https://t.co/8wXCvOVXD2

Join us in welcoming Pete to the team!

#RTS #BusinessAdvisory #Detroit #Leadership

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August is National Wellness Month, and we’re kicking things off with support from our amazing RiverWell team.

From coast to coast, we’re staying active, connected, and committed to feeling our best, inside and out.

Here’s what’s in motion this month:

• Step challenges across multiple markets
• Peloton competitions to spark friendly fitness
• Smoothie bars + hydration stations to beat the heat
• Wellness sessions covering both mental and financial health

Grateful to our RiverWell ambassadors for leading the charge. Keep an eye out for highlights as we move, recharge, and show up for ourselves and each other.

#WellnessMonth #LifeAtRiveron #RiverWell #EmployeeWellbeing #MentalHealth #TeamChallenge #WorkplaceWellness

[Riveron @Riveron__]

@cfo interviews Riveron CFO Tony Ciotti about the evolving role of finance leaders and the rise of hybrid chief operating and financial officer (COFO) positions now emerging at some leading companies.

With prior roles focused on operations, the leader discusses how his non-traditional path to CFO has prepared him for success in the private equity-backed consulting firm, where he oversees both financial strategy and operational growth.

"In today's companies, there's so much overlap between finance and ops. I think the lines can essentially be blurred, or, in many cases, nonexistent," Ciotti tells @cfo

He also shares insights on leading through financial crises, maintaining employee ownership structures, and why companies can't "cut their way to prosperity" during economic downturns.

Read the full interview: https://t.co/6JlR0Yz7UE

#CFO #ChiefFinancialOfficer #COFO #FinanceLeadership #Operations #PrivateEquity

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For hospitality and lodging leaders, the property management system is more than just a check-in tool. Learn how the right use of the hotel PMS technology can drive financial insights and strategically elevate your organization.

Read the viewpoint from Riveron's Rabia Zaman : https://t.co/QL1vZWRZsO

#AccountingAdvisory #FinancialAdvisory #TechnologyEnablement #HospitalityIndustry #HotelPMS

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Investing in Our People: Dallas Training Recap

Last month, our colleagues came together in Frisco for our first Regional Training of 2025. This video captures the energy and collaboration from an incredible week of learning.

From AI and digital sales sessions to workshops on leadership and avoiding burnout, our teams gained practical skills they can immediately apply with clients. It was inspiring to see everyone so engaged and ready to take on new challenges.

This training represents our commitment to helping our people grow professionally and deliver exceptional results for our clients.

More to come! Stay tuned this week for highlights from our second training session in Pune, India. 🌍

#Riveron #Training #TeamDevelopment #ProfessionalGrowth #GlobalTeam #PuneTraining

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In this article, members of Riveron’s M&A Transaction Tax team discuss some of the unique risks presented by sales taxes in the RWI market and why identifying and managing sales tax risk at an early state in the deal process is a best practice for both buy- and sell-side deal professionals: https://t.co/lfld2YyPxQ

To learn more, contact David Anders, Chris Rayner, or Cathrine Vela

#RiveronInsights #RWI #OfficeOfTheCFO #TaxAdvisory #TechnicalAccounting #SalesTaxes

[Riveron @Riveron__]

Is your FP&A team ready for anything?

In today's volatile business landscape, priorities can shift overnight due to unexpected market events, sudden M&A deals, or cash flow crises. Building flexible and resilient teams isn't just a goal—it's a necessity.

Learn how leaders are fostering adaptable FP&A teams in the latest viewpoint article from Riveron's Glenn Snyder:
https://t.co/EM2L6arIXU

#FPandA #FinancialPlanning #BusinessResilience #TeamLeadership #Adaptability #InterimManagement

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Last Thursday, our team volunteered with United Way for a mock interview event with Huntington Beach Union High School District students.

Jackie Lee, Associate, BPI
Brent Kinghorn, Director, AA
Matt Conroy, Director, AA

Follow us to learn more about life at Riveron!

#Riveron

[Riveron @Riveron__]

In response to the FASB’s invitation to comment on Agenda Consultation, Riveron has provided comments, and here’s what CFOs and accounting leaders should know: https://t.co/570XBL9DOW

To learn more about the topics commented upon could affect your organization, reach out to one of Riveron’s technical accounting experts: Brian Allen, Patrick Garrett, or Lara Long.

#RiveronInsights #FASBStandards #OfficeOfTheCFO #AccountingAdvisory #TechnicalAccounting #FASBCommentLetters

[Riveron @Riveron__]

In today's dynamic economic climate, CFOs and business leaders are facing significant pressures, from volatile forecasts to supply chain disruptions. Agility and strategic alignment aren't just good to have – they're essential.

At Riveron, we empower finance leaders to navigate this uncertainty and execute with confidence. We help drive critical insights, unlock liquidity, enhance profitability, and bolster your team's capabilities in sustainable ways.

If your organization is grappling with unexpected business pressures and seeking expert guidance to stabilize and thrive, reach out to Riveron. Let's tackle uncertainty with urgency, together.

Learn more about how Riveron helps today's finance leaders: https://t.co/Yo9vhfCat2

#CFO #FinanceLeadership #BusinessStrategy #MacroeconomicUncertainty #BusinessAdvisory #OfficeOfTheCFO #NavigatingDisruption

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The consulting market has fundamentally changed, and clients need partners who can move fast, think big, and deliver measurable impact from day one. In a Q&A with Consulting Magazine, CEO Sam Shaw shares how Riveron is rising to meet the moment.

Read more: https://t.co/9cA38t0nbU

#Riveron #Consulting #NavigatingVolatility #AI #IPO #PrivateEquity