Full-lifecycle NetSuite advisory and implementation services

Our NetSuite services are designed to cater to every aspect of your business transformation. From purchasing to complete implementation and beyond, our collaborative approach ensures that your specific needs are met with precision and care.

Powering private equity excellence with NetSuite

Private equity firms achieve success by rapidly acquiring, consolidating, and transforming fragmented businesses into high-performing platforms.

Leveraging NetSuite’s multifaceted capabilities allows private equity-backed companies to realize that transformation by streamlining operations, supporting seamless add-on acquisitions, and fostering a transaction-ready framework.

The keystone of private equity success

Our integrated implementation approach establishes NetSuite as the keystone and central force that aligns seamlessly with the private equity fund’s buy-and-build strategy. Each of the components are essential independently but the integration with NetSuite provides a resilient structure that supports aggressive growth and operational excellence.

Delivering value across the private equity investment lifecycle

Our cross-functional teams support private equity firms in delivering value across every stage of the investment lifecycle with NetSuite.

Whether you’re onboarding a new acquisition, scaling a growing platform, or preparing for exit, we support you at every stage with a roadmap built for speed, scalability, and transaction-readiness.

Post-Close
Grow & Scale
Optimize
Exit

In the Post-Close phase, we take a methodical approach to aligning accounting and operations with reporting needs, establishing a scalable foundation through FP&A optimization, performance reporting, transaction support, and post-close accounting execution.

As companies begin to Grow and Scale, we bring operational clarity through Office of the CFO assessments, roadmap development, merger integration support, and both technical and operational accounting expertise underpinned by a NetSuite architecture built for expansion.

In the Optimize stage, we enhance system performance and reporting agility through close process improvement, data strategy, and IT transformation initiatives ensuring NetSuite evolves with the business.

At Exit, we ensure the organization is transaction-ready with clean financials and investor-grade reporting, supported by sell-side health checks, diligence assistance, and IPO readiness planning delivered through a system built for transparency and control.

Learn more about our Private Equity solutions.

Solving common challenges with integrated NetSuite solutions

Fragmented systems and limited visibility

Portfolio companies often operate with legacy systems, siloed data, and inconsistent reporting structures creating barriers to consolidation, performance tracking, and informed decision-making.

Our Solution

  • Platform-centric architecture: Support a unified and multi-entity environment with a NetSuite design that drives consistency, integration, and scalability across the platform.
  • Data built for insight: Design the system to deliver actionable insights from the outset. Take a Report to Record approach, beginning with reporting requirements that focus on what the deal team, operating partners, and finance leaders need to see. Then, architect NetSuite to capture clean, structured data using relevant reporting dimensions that enable real-time, accurate, and portfolio-wide analytics.
  • User alignment and process standardization: Establish consistent workflows and dashboards that provide transparency and control across all entities.
Slow onboarding of acquisitions

The absence of standardized systems and processes results in lengthy post-close integration timelines, delaying value creation.

Our Solution

  • Accelerated integration framework: Reduce onboarding time with a repeatable playbook built specifically for PE-backed environments, with NetSuite templates and configuration standards.
  • Automated workflows and scalable structures: Set up streamlined intercompany relationships, billing, and reporting from day one.
Extended close timelines

Manual reconciliations, inconsistent processes, and fragmented data often result in delayed financial closes and reduced confidence in results.

Our Solution

  • Close process optimization: Configure NetSuite to support timely, accurate closes through automation of reconciliations, journal entries, and consolidation routines.
  • Consolidation-ready system design: Establish a consistent chart of accounts and structured reporting hierarchy to support fast and reliable financial roll-ups.
Exit readiness risk

Unstructured financial data, limited audit trails, and ad hoc reporting create challenges during diligence and can negatively impact valuation.

Our Solution

  • Transaction-ready system architecture: Maintain clean, auditable data with traceability through NetSuite, enabling a smoother diligence process.
  • Exit-focused reporting: Gain access to the key metrics that matter to investors and buyers—delivered consistently and on demand.
Operational inefficiencies across functions

Teams often rely on manual workarounds, duplicate data entry, and disconnected processes—wasting time and introducing risk.

Our Solution

  • Integrated operational ecosystem: Align your ERP, CRM, FP&A, and other systems with NetSuite, reducing redundancy and streamlining workflows.
  • Enablement and adoption support: Ensure teams are equipped to use the system effectively with training, documentation, and role-based design.

Related Solutions

Generate a sustainable value advantage through a suite of expert solutions to real-world challenges.

Technical Accounting & ASC 606 Compliance

Anticipate and respond to accounting changes and challenges.

 FP&A & Forecasting Models

Empower your FP&A team with automated processes.

Data Strategy & Analytics

Generate and operationalize intelligent data insights at scale.

Office of the CFO Transformation

Elevate the OCFO’s value to the organization.

Carve-out & Transaction Support

Manage transaction lifecycles for maximum deal value and minimum risk.

Delivering a better experience

With a dedicated private equity team and award-winning NetSuite solutions, we understand the pace, priorities, and pressures of the PE lifecycle and design every engagement accordingly. We provide:

  • Seasoned talent on every project: We staff engagements with experienced consultants who can think strategically, execute efficiently, and communicate effectively with C-level stakeholders.
  • Industry-specific expertise: We bring in industry-aligned subject matter experts to match the needs of each portfolio company, ensuring both NetSuite design and process improvements reflect real-world operations.
  • Comprehensive, cross-functional solutions: Our capabilities extend beyond NetSuite, with integrated solutions for technical accounting, FP&A, data analytics, and transactions.
  • Value across the investment lifecycle: Whether you’re onboarding a new acquisition, scaling a growing platform, or preparing for exit, we support private equity sponsors and portfolio companies at every stage with a roadmap built for speed, scalability, and transaction-readiness.

Tailored Solutions for Every Industry

Whether you’re in retail, manufacturing, or healthcare, or beyond, our certified team brings deep industry knowledge to every project, ensuring that your specific challenges are addressed effectively.

Meet our leaders

CrossCountry Consulting