Start Your Assessment

← Back to home

Step 1 of 12Company Context

Company Context

These questions help us calibrate our recommendations to your company's size, complexity, and stage.

Company name*Your name*

Your title*

Annual revenue range*

Under $10M

$10M–$25M

$25M–$75M

$75M–$150M

$150M–$300M

$300M+

Number of legal entities*

1

2–5

6–15

16+

PE ownership status*

Recently acquired (< 12 months)

Mid-hold (1–3 years)

Approaching exit (3+ years into hold)

Multiple acquisitions / active platform build

Company is not owned by PE

Total finance & accounting headcount (including outsourced)*

1–3

4–8

9–15

16–30

30+

Which of the following best describes your near-term priorities?

Select all that apply.

Preparing for an exit or recapitalizationIntegrating a recent acquisitionScaling the finance team or improving business partnershipReducing reliance on manual/spreadsheet-driven processesImproving forecasting accuracy or building a more robust forecasting processImproving reporting speed or accuracy for the board / PE sponsorReducing costs in the finance functionImplementing a first-time ERP or major system upgrade