RESOURCES · RESEARCH

2025 FP&A Reality Gap Report

Why seventy per cent of FP&A functions fail PE expectations, and what the top thirty per cent do differently.

Built from confidential one-to-one interviews with nineteen senior finance leaders, and from conversations with CFOs, Heads of FP&A and fractional finance leaders on the FP&A Unboxed podcast. It maps four systemic failures across mid-market FP&A, and the single design problem sitting underneath all of them.

What you get

• Four systemic failures

  Mapped across mid-market FP&A, with what separates the functions that clear the bar from the ones that do not.

• Nineteen anonymised interviews

  Senior finance leaders speaking without attribution, which is why the language in it is blunter than most research.

• One underlying design problem

  The common cause beneath all four failures, and what it takes to fix rather than work around.

For CFOs, Finance Directors and Heads of FP&A in PE-backed and investor-owned businesses

Research report · 19 interviews · PDF