Stakeholder interviews conducted by Deloitte seasoned professionals with key members of the portfolio company's finance team informs the diagnostic. This provides a holistic understanding of the company's financial operations, enabling your firm to identify potential audit issues, fraud risks, and process inefficiencies before they cause major disruptions. Talking to key leaders reveals the human side of the equation, not just the numbers and reports.

What sets this diagnostic apart is its focus on actionable insights. Not only can it identify issues but also provide clear recommendations for improving processes, reducing costs, and enhancing transparency. This proactive approach can position finance organizations for greater efficiency and lower costs, while also supporting the long-term value-creation goals of your private equity firm.

Benchmarking a portfolio company's finance function against industry standards can offer a roadmap for improvement. It's about understanding what “good” looks like in a specific industry, how their financial close process stacks up against their peers, if they are using appropriate technology, if they have people with the skill sets needed in each role, etc. This analysis leads to specific insights on ways to enhance efficiency and compliance.