May 13, 2025 - We polled 1,000 senior leaders of privately held companies spanning industry sectors across the nation to take stock of actions, concerns, and challenges in key areas including tech improvements and investments for professional services organizations. Our 2025 Private Company Performance Report sheds light on the growth trends and challenges reported by our survey respondents. A strong professional services organization can help mitigate risks, improve planning, enhance training, and ensure leadership accountability, all of which are critical factors identified in the survey.

Professional Services and ERP Implementation

Investing in professional services for an ERP implementation can significantly improve outcomes, reduce rework, and drive higher adoption rates. Here is what our survey respondents reported:

• Need for Better Upfront Planning (63%) – A significant majority feel that investing more in planning would have led to a better outcome. This highlights the importance of structured project management and strategic planning, which professional services organizations excel at.
• Importance of Training & End-User Participation (61%) – A strong implementation partner ensures proper user adoption through training and engagement, reinforcing the value of professional services in ERP rollouts.
• Need for a Dedicated Leader to Ensure Objectives Are Met (56%) – Many respondents recognize the importance of leadership and accountability, which professional services teams provide through experienced consultants and project managers.
• Few Would Do Nothing Differently (6%) – Only a small percentage are completely satisfied with their implementation, suggesting that most organizations see room for improvement and would benefit from external expertise.

Citrin Cooperman’s Private Company Performance Report

Citrin Cooperman has been serving and advising middle-market, private companies and high net worth individuals for over 40 years and created an annual Private Company Performance Report to discuss what is top of mind for business leaders across the country. Access our report to discover valuable insights into the trends, opportunities, and challenges facing businesses today.

Access the 2025 Private Company Performance Report