How PE-Backed and Private Companies Add Analytics Capacity Without Hiring

Your Team Isn’t Underperforming. It’s Outnumbered. Picture this. One controller. Five entities. An investor who wants June’s numbers by July 1st. A VP of Sales asking for pipeline visibility by region. An operations lead who needs technician productivity data across five locations. A CEO who wants “one dashboard that shows me everything.” And somewhere in all of that, a board pack that’s due Friday. This is the reality for thousands of lean teams at [...]

Reporting Agility: The New KPI for Finance Leaders

Reporting Cycles Aren’t Keeping Up For many finance teams, the month doesn’t end when the books close. It ends weeks later — once spreadsheets are reconciled, systems aligned, and the management report is finally ready. The challenge isn’t just the close itself. It’s the pre-close complexity: data scattered across multiple ERPs, manual consolidation, disconnected systems, and last-minute adjustments. Controllers spend days chasing down errors. CFOs are left with stale numbers. In a world where boards [...]

From Close to Reporting: Are You Keeping Pace with Finance Leaders? 

Every finance leader knows the feeling. The books are closed, the reconciliations are complete, and yet the real work is only just beginning. Reporting packs need to be assembled, investor-ready decks must be polished, and the executive team is waiting — sometimes impatiently — for clarity. For many organizations, this process is still far too slow. Even when the month-end close itself is completed within a reasonable timeframe, the delivery of accurate reporting can drag [...]

Q2 2025 Private Equity Trends: What Leaders at PE-Backed Firms Need to Know — And How to Stay Ahead

Insights from PitchBook’s Q2 PE Breakdown, with practical ways to respond Private equity isn’t standing still — but it’s not racing ahead either. Q2 2025 saw deal activity bounce back, driven by add-ons and a few megadeals. But exits stalled, and fundraising showed signs of consolidation. Underneath the surface, leaders at PE-backed firms are being asked to do more — with fewer resources, tighter timelines, and growing complexity. So what now? At EBM, we’ve [...]

Transforming Your Sales Organization Through Data

Introducing the Product Efficiency Score: A New Way to Evaluate Performance Consider how your sales team operates today. They likely rely on relationships, experience, and instinct to drive business—valuable skills that have served them well. But in today's competitive landscape, your competitors are arming their sales teams with powerful data-driven insights. The good news? The data to transform your sales operations is already sitting in your ERP system. The Untapped Potential in Your ERP [...]

Navigating Financial Reporting Challenges

Effective financial reporting has become essential for businesses seeking to thrive in hyper-changing markets. However, many of these organizations face significant challenges in accessing and utilizing their data for meaningful insights. Understanding these challenges and how to overcome them is crucial for any business looking to improve its financial reporting processes. The Challenges of Financial Reporting One of the primary hurdles that businesses encounter is access to data. While many businesses recognize the existence [...]

Finance vs. Accounting: What Every Business Needs to Know

If you're managing a small or medium-sized business, you're likely familiar with the terms "finance" and "accounting." These terms are often used interchangeably, but they serve distinct functions within your organization. Understanding the differences between the two is crucial for decision-making and long-term success. Let's explore these differences and determine which area deserves more of your focus at this point in your company’s journey. What’s the Difference Between Accounting and Finance? Accounting serves as the [...]

Are You and Your Business Flying Blind? A Wake-Up Call for SMB Leaders

As the leader of a thriving small to medium-sized business, you are no stranger to the daily challenges and decisions that come with steering your company towards success. However, amidst the hustle and bustle of day-to-day operations, it's easy to overlook a critical question: Are you and your business flying blind? More specifically, do you feel like you don’t have a clear picture of your business performance – where you have a clear competitive [...]

Maximizing Profits, Minimizing Headaches: The SMB Leader’s Guide to Finance as a Service

As the leader of a small or medium business, you're always looking for ways to improve efficiency, minimize costs, and drive growth. With the current staffing shortages and difficulty of attracting talent, one area that becomes even more critically important is the function that guards your most important business data: the finance function. Many SMBs commit to the idea that they need a full-time in-house finance team, but exploring ways to augment this function [...]

Seven Things Every CEO Needs from Their Finance Team: A Blueprint for Success

As a CEO or founder of a small to medium-sized business, you bear the full weight of the business on your shoulders.  You alone are acutely aware of the myriad of responsibilities that you own. From steering the company’s strategic vision to managing operations and ensuring customer satisfaction, your role is multifaceted and demanding. You are Chief of Sales, Marketing, Operations and Customer Success. And don’t forget about Chief Cheerleader and Company Culturist. Amidst [...]

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