If it feels like every company is beginning to change the way they do business, that’s because they are. Internal change is everywhere—companies are “cleaning out the closet” so to speak, with new systems, automated processes, and less overhead.
The business environment has shifted in recent years due to rising costs, changing leadership priorities, and advancements in AI—all while navigating an unpredictable regulatory and political climate. These changes are putting pressure on CEOs to rethink internal strategies. For lower middle market companies, this is both a challenge and an opportunity.
We’ve studied this trend and identified the three most important strategies businesses should focus on in 2025:
- Consolidating Systems
Redundant and outdated systems are a hidden cost. Multiple CRMs, disconnected spreadsheets, and antiquated accounting tools increase error rates, slow down workflows, and eat up time in labor hours. At a time when every dollar matters, businesses are evaluating what’s essential, what’s outdated, and what can be integrated. Consolidating financial and operational systems improves reporting accuracy, reduces user error, and unlocks clarity. We help clients identify which systems can be converted by running cost-benefit analyses and managing transitions to streamline the integration process.
- Automating Manual Processes
From payroll to purchasing, too many companies still rely on manual steps that slow down business. The time and monetary resources spent on menial processes could be saved or better invested into areas that could help scale your organization. The rise of accessible automation through new developments in AI makes this the perfect time to reassess. We work with clients to identify automation opportunities across finance, HR, and reporting. Automation allows you to unlock your team’s full potential, shifting focus from repetitive tasks to strategy, innovation, and execution.
- Reevaluating Overhead, Especially Office Space
A large office space may be your most underutilized asset. We’re seeing companies reduce their footprint, renegotiate leases, or shift to hybrid setups that cut overhead without hurting performance. At the same time, more businesses are relying on outsourced financial leadership—from fractional CFOs to part-time controllers—over full-time hires. This lowers costs while increasing access to experienced talent. We help clients evaluate the true cost of their space, understand team needs, and create plans that protect culture and maximize ROI.
Your Next Steps
These shifts aren’t just about cost savings. They’re about future-proofing your business. The companies that thrive in the next 3–5 years will be the ones making thoughtful moves now, as missed opportunities today can mean a lost competitive advantage tomorrow.
We support transformation from the inside out. Whether you’re ready to consolidate systems, automate processes, or reallocate your overhead more strategically, our team brings the clarity, structure, and experience to help you do it right.
