NetSuite for PE-backed companies

Maximize performance under aggressive timelines and operational pressure

Your PE-backed company operates under intense pressure to deliver rapid value creation while meeting strict reporting requirements and ambitious growth targets. Current systems create bottlenecks that limit your ability to identify operational improvements and provide the detailed analytics your private equity investors demand for informed decision-making. 

Acquisition integration adds another layer of complexity to your operational challenges. Each new add-on acquisition brings different systems, processes, and data formats that require rapid consolidation to meet TSA deadlines and maintain momentum on your value creation plan. 

NetSuite’s platform accelerates your company’s performance 

NetSuite’s specialized Private Equity Practice can be tailored to the unique operational demands facing PE-backed companies like yours.  

The platform’s advanced analytics capabilities help you identify value creation opportunities while standardized processes create consistency across your operations. 

Key benefits for PE-backed companies

  • Specialized PE support and pricing – Dedicated resources and programs designed specifically for portfolio companies 
  • Advanced operational analytics – Identify improvement opportunities that drive measurable ROI for your investors 
  • Multi-subsidiary management – Consolidate add-on acquisitions into unified reporting structures 
  • Real-time executive dashboards – Provide your PE partners with the visibility they need for strategic decisions 
  • Rapid implementation methodology – Support aggressive TSA deadlines and integration timelines 
  • Carve-out capabilities – Separate your company from parent systems quickly and accurately 
  • Standardized processes – Create operational consistency across your diverse business units 

NetSuite can be configured for your milestones and value creation goals 

We understand the critical importance of operational improvements in driving your exit value because we’ve supported numerous PE-backed companies through their transformation journeys. NetSuite’s flexible platform accommodates the complex consolidation scenarios and aggressive timelines that define your growth trajectory under private equity ownership. 

Our approach delivers: 

Private Equity NetSuite Services
Complex data migration

From multiple legacy systems while meeting strict TSA requirements

Standardization across business units

Creating operational consistency and reporting uniformity

Value creation focus

Emphasizing operational changes that directly impact your investment returns

100-day implementation methodology

That prioritizes quick wins and measurable improvements

Acquisition integration planning

To support your buy-and-build strategies and add-on acquisitions

Performance monitoring and optimization

With ongoing recommendations for continuous improvement

Your smaller business doesn’t have to operate with small business limitations. With the right NetSuite configuration and implementation approach, you can achieve the operational efficiency and real-time visibility that larger competitors take for granted, turning your agility into a competitive advantage. 

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NetSuite for small and medium-sized businesses

Overcome resource limitations and boost your operational capabilities

Your small or medium-sized business faces the same competitive pressures as larger companies, but without their IT budgets and resources. QuickBooks has reached its limits, spreadsheets are multiplying across departments, and your team spends valuable time on manual tasks instead of focusing on growth initiatives. 

You’re competing against companies with enterprise systems and dedicated IT teams, yet you need the same operational efficiency to win customers and drive profitability. The challenge is finding enterprise-grade capabilities that fit your budget and won’t overwhelm your limited technical resources. 

NetSuite Starter Edition levels the competitive playing field 

NetSuite Starter Edition delivers enterprise functionality specifically designed for small business needs and budgets. You get comprehensive financial management, customer relationship management, and inventory control without the overwhelming complexity that typically comes with enterprise software. 

Key advantages for small and medium businesses

  • Enterprise capabilities at small business pricing – Full functionality without enterprise-level costs 
  • Cloud-based deployment – Eliminates IT infrastructure requirements and maintenance headaches 
  • Pre-configured templates – Get operational quickly with industry-standard workflows 
  • Specialized user roles – Keep software costs manageable while maintaining security 
  • Mobile access – Enable your team to work anywhere with real-time business visibility 
  • Scalable platform – Add capabilities as you grow without changing systems or losing data 
  • Integrated modules – Eliminate data silos between financial, sales, and operational systems 

NetSuite can be tailored to fit your budgets and timelines 

We understand the unique constraints facing small and medium-sized businesses because we’ve helped hundreds of companies transition from outgrown systems like QuickBooks and spreadsheet-based processes. NetSuite’s flexible implementation approach prioritizes quick value realization over complex configurations. 

Our small business-focused methodology delivers: 

Small Business NetSuite Services
Streamlined data migration

From QuickBooks and spreadsheets with minimal business disruption

Phased implementation approach

Starting with essential modules and adding functionality as you grow

Role-specific training

That gets your team productive quickly without information overload

Cost-effective implementation packages

With predictable pricing and transparent timelines

Scalable ongoing support

That grows with your business needs and budget

Quick-win prioritization

Focusing on immediate operational improvements

Your smaller business doesn’t have to operate with small business limitations. With the right NetSuite configuration and implementation approach, you can achieve the operational efficiency and real-time visibility that larger competitors take for granted, turning your agility into a competitive advantage. 

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NetSuite for family-owned businesses

Honor tradition while enabling growth for generations

Your family business carries the weight of history—built on trust, relationships, and values that define who you are. But managing growth while staying true to your foundation feels increasingly complex. Different generations within your family bring different perspectives on technology adoption, and your current systems struggle to provide the transparency and efficiency your evolving business demands. 

Succession planning adds another critical dimension. You need systems that capture and preserve decades of institutional knowledge while empowering the next generation to lead with confidence. The challenge isn’t just operational—it’s about maintaining family harmony while positioning your business for continued success. 

NetSuite bridges generational perspectives with flexible access and reporting 

We understand that family businesses operate with unique dynamics and varying comfort levels with technology. NetSuite’s multi-generational access controls allow different family members to engage at appropriate levels while maintaining unified business operations across all areas. 

Key benefits for family-owned businesses

  • Role-based dashboards – Provide relevant information to each person without overwhelming complexity 
  • Long-term data retention – Preserve decades of business history and customer relationships 
  • Narrative reporting tools – Create clear communication for family stakeholder meetings  
  • Document management – Centralize important business records and contracts in one secure location 
  • Flexible reporting capabilities – Deliver detailed operational metrics for active managers and high-level summaries for family board members 
  • Multi-entity support – Handle complex family ownership structures and related business entities th planning to anticipate your next operational challenges 

Configured to respect your family governance structure 

We appreciate the delicate balance required in family business operations because we’ve worked with countless multi-generational companies. NetSuite’s flexible platform adapts to your unique family governance structure while preserving the business practices and relationships that built your success. 

Our tailored approach delivers: 

Family Business NetSuite Services
Comprehensive data migration

That preserves business history and customer relationships

Balanced innovation

Implementing modern capabilities while respecting established processes

Cultural sensitivity

Recognizing that family businesses operate with different priorities than other companies

Multi-generational planning

That includes all family members to build consensus and reduce resistance

Flexible training programs

That accommodate varying comfort levels with technology

Ongoing optimization support

For both technical systems and business processes

Your family’s values and traditions don’t have to be obstacles to operational efficiency. With the right NetSuite configuration, you can strengthen your operations while maintaining the family-centered approach that defines your business culture and drives your success. 

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NetSuite for fast-growing companies

Scale your operations to keep pace with your rapid rise  and continuous growth.

Your company’s success story is unfolding faster than you anticipated. The systems and processes that carried you to $5M in revenue are now straining under the weight of $20M and beyond. You’re experiencing the growing pains that come with success: manual processes consuming valuable time, systems struggling with increased transaction volumes, and a frustrating lack of real-time visibility into your operations. 

Every new hire introduces another gap in your processes. Your team feels overwhelmed trying to keep up with growth while maintaining quality and efficiency. This should be an exciting time for your business, not a period of constant firefighting.  

NetSuite’s cloud-based platform grows with you 

NetSuite delivers the scalable infrastructure your fast-growing company needs. The platform’s AI-powered automation handles routine tasks that currently drain your team’s productivity, while auto-insights provide predictive analytics to help you anticipate challenges rather than react to them. Key benefits for growing companies include: 

  • Unlimited scalability – Cloud architecture handles increasing transaction volumes without performance issues 
  • Multi-subsidiary management – Support acquisitions and market expansion without system overhauls 
  • Workflow automation – Eliminate operational bottlenecks that slow your growth 
  • Real-time analytics – Give leadership the insights needed for strategic decision-making 
  • GenAI features – Automate time-consuming manual processes across departments 

Tailored for fast-growing company demands 

We understand the unique challenges facing fast-growing businesses because we’ve helped hundreds of companies navigate this exact phase. Our NetSuite methodology focuses on preserving business continuity while building scalable operational frameworks. 

Our approach delivers: 

  • Seamless data migration from outgrown legacy systems 
  • Quick-win prioritization that shows immediate value while building long-term capabilities 
  • Growth-focused customization emphasizing automation over complex features you don’t need yet 
  • Strategic integration with existing tools to maintain productivity during transition 

Ongoing growth planning to anticipate your next operational challenges 

BPM + NetSuite for fast-growing companies

We develop systems designed to scale as fast as your growth rate, transforming operational capability from a constraint into a competitive advantage. Your focus should be on growing your business, not managing system limitations. 

With BPM as your NetSuite partner, you’ll have the operational foundation to support 3-5x growth without major system overhauls. Let us help you turn your rapid growth from a challenge into your greatest strength. 

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NetSuite for Startups

Gain the financial visibility you need to make smart decisions and scale your startup

As a startup founder, you’re juggling countless priorities – from product development to investor relations to team building. The last thing you need is an accounting system that holds you back. That’s where NetSuite comes in, and we’re here to help you harness its power from day one. 

At BPM, we understand the unique challenges you face as a startup leader. You need financial visibility to make smart decisions, scalable systems that grow with your team, and solutions that won’t break your budget. NetSuite ERP delivers all of this in one integrated platform, and our specialized consulting services help startups like yours implement it successfully. 

Why startups choose NetSuite 

Your startup operates differently than established enterprises – you move fast, pivot quickly, and need real-time insights to guide your decisions. NetSuite’s cloud-based platform adapts to your startup’s dynamic needs while providing the robust financial management capabilities that investors and stakeholders expect. 

With NetSuite, you’ll consolidate multiple systems into one centralized solution. Instead of managing separate tools for accounting, inventory, CRM, and reporting, you get everything in one place. This integration becomes especially valuable as you scale from a small team to dozens or hundreds of employees. 

The platform’s real-time reporting capabilities mean you always have your finger on the pulse of your business. Whether you’re preparing for a board meeting, analyzing cash flow, or planning your next funding round, NetSuite delivers the financial insights you need when you need them. 

How BPM accelerates your NetSuite success 

NetSuite implementation doesn’t have to be complex. Our accelerator program gets your system running quickly so you can focus on growing your business instead of managing IT. With extensive NetSuite experience, we’ve built streamlined processes that deliver faster results.

We work directly with your team to understand your business model, growth plans, and operational challenges. This helps us configure NetSuite to fit your specific needs and scale as you grow.

Our startup clients typically see major improvements after implementing NetSuite with BPM:

  • 57% faster month-end close process
  • 29% reduction in operational expenses through automated workflows

This gives you more time to focus on strategic growth initiatives.

Services designed for growing startups 

Data migration support: Moving from QuickBooks or other startup-focused tools? We’ll help you migrate your historical data securely and efficiently. 

Training and ongoing support: Your team needs to feel confident using NetSuite from day one. We provide comprehensive training programs and ongoing support to keep your operations running smoothly. 

Ready to transform your startup’s operations? 

Don’t let outdated financial systems slow down your growth. NetSuite, implemented with BPM’s startup-focused approach, can give you the operational foundation you need to scale with confidence. Connect with our NetSuite consulting team today to discuss how we can help accelerate your startup’s success. Schedule a consultation to explore how NetSuite can streamline your operations and support your growth objectives. 

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NetSuite for SaaS

Streamline your SaaS company’s operations and stay focused on your goals. 

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You’re building the next unicorn, but does your back-office feel like it’s held together with duct tape? Customer data lives in Salesforce, billing happens in Stripe, revenue recognition gets wrestled into spreadsheets, and your investors keep asking for metrics you can’t quickly produce. 

Sound familiar? It’s a big reason why so many tech companies eventually switch to integrated systems. Your team spends countless hours each month reconciling data instead of focusing on product development and customer acquisition. 

NetSuite speaks your language: SaaS metrics, ARR, and investor-ready data 

NetSuite automatically calculates your most essential data in real-time. No more manual spreadsheet madness. ASC 606 revenue recognition happens automatically, giving investors confidence in your numbers. 

The platform has powered 64% of all tech IPOs since 2011 because it scales seamlessly from startup to public company. Native integrations with your existing sales and marketing stack mean no data silos.  

For established SaaS companies, NetSuite replaces the complex web of legacy systems that worked in earlier growth stages but now create operational bottlenecks and reporting delays. 

Why NetSuite makes sense for SaaS companies 

NetSuite addresses the critical financial challenges facing growing SaaS businesses: 

  • Unified financial operations – Eliminates the patchwork of disconnected systems that create reporting gaps and manual work, providing a single source of truth for all financial data 
  • Automated SaaS Metrics Tracking – Built-in support for key metrics like ARR, MRR, churn rates, and customer lifetime value that investors and boards demand 
  • Scalable Revenue Recognition – Handles complex subscription billing models, usage-based pricing, and compliance requirements as you grow 
  • Real-Time Financial Visibility – Provides instant access to cash flow, burn rate, and runway calculations critical for funding decisions 

How BPM helps to accelerate your NetSuite success 

Our SaaS-specialized approach ensures faster time-to-value: 

SaaS NetSuite Services
Risk-Free Data Migration

Preserve complete historical ARR and customer data during transition, maintaining investor confidence and reporting continuity

Business Model Optimization

Custom configurations for B2B, B2C, freemium, and usage-based models, ensuring NetSuite works exactly how your business operates

Seamless Integration

Connect NetSuite with your existing product analytics, customer success platforms, and marketing automation tools without disruption

Strategic Finance Focus

Ongoing support that eliminates manual data cleanup, freeing your finance team to focus on analysis and strategic planning

Growth-Ready Foundation

Build scalable financial processes that support your next funding round and long-term expansion goals

The result: Your finance team gets the automated reporting and strategic insights needed to drive growth, while investors see the professional financial operations they expect from a scaling SaaS company. 

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NetSuite for Manufacturing

Optimize production operations with integrated manufacturing solutions 

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Your manufacturing operation produces quality products, but production planning shouldn’t feel like controlled chaos. You’re managing work orders across spreadsheets, dealing with disconnected quality systems, and struggling to provide reliable delivery commitments to customers. 

We know the pressure you’re under. Supply chain disruptions demand your constant attention while production scheduling complexity limits your growth potential. Real-time visibility into production status feels impossible when you’re juggling multiple manual processes. 

Bring order to your production operations with NetSuite 

NetSuite’s comprehensive manufacturing platform eliminates the guesswork from production planning and scheduling. Our industry-specific services help you transform chaotic workflows into streamlined operations that support sustainable growth. 

Key benefits of NetSuite for manufacturing businesses

  • Advanced production scheduling with constraint-based planning optimizes equipment utilization and setup times  
  • Automated work order management provides real-time visibility into production status and resource allocation  
  • Electronic batch records with automated compliance documentation streamline quality management processes  
  • Supply chain optimization balances just-in-time delivery with appropriate safety stock levels  
  • IoT integration enables real-time equipment monitoring and predictive maintenance capabilities  
  • Production dashboards deliver instant insights into order status, resource utilization, and quality metrics 

BPM’s approach to NetSuite for manufacturing  

Our team understands the operational complexities of modern manufacturing environments. Whether you operate make-to-stock, make-to-order, or engineer-to-order processes, we tailor NetSuite to fit your specific production requirements. 

Our comprehensive manufacturing services include: 

  • Data migration and preservation of production histories and quality records with proper manufacturing workflows from implementation  
  • Custom process adaptation for job shops, repetitive manufacturing, and unique production environments  
  • MES and quality system integration connecting NetSuite with your existing manufacturing execution systems and supplier portals  
  • Production optimization consulting with ongoing recommendations to improve operational efficiency continuously 

Upgrade your manufacturing operations with NetSuite + BPM

Your production planning should drive growth, not limit it. NetSuite’s platform with BPM’s guidance transforms reactive scheduling into proactive manufacturing operations that deliver reliable results. Don’t let production complexity hold back your manufacturing business.  

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NetSuite for Retail

Transform your retail operations with unified omnichannel solutions 

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Running a retail business across multiple channels shouldn’t feel like managing separate companies. You’re dealing with inventory discrepancies, disconnected systems, and customers who expect seamless experiences whether they shop online, in-store, or through mobile apps. 

We understand the pressure you’re facing. Your customers expect personalized experiences and real-time inventory accuracy, while you’re still manually reconciling data between channels. Every stockout costs you revenue and maybe customer loyalty. 

Streamline your retail operations with NetSuite 

NetSuite’s comprehensive retail platform eliminates the chaos of managing multiple systems. Our services help you create the unified operation your business needs to thrive in today’s competitive retail space. .

Key benefits of NetSuite for retail businesses 

  • Real-time inventory synchronization across all sales channels prevents overselling and stockouts  
  • Integrated POS systems connect in-store, e-commerce, and marketplace transactions in one platform  
  • AI-driven personalization leverages customer data to create targeted marketing campaigns that convert  
  • Seasonal planning tools optimize inventory levels while minimizing overstock situations  
  • Unified dashboards provide real-time performance insights across all channels 

BPM’s retail implementation approach 

Our team understands the unique challenges retail companies face during system implementations. We’ve helped businesses like yours navigate complex data migrations, seasonal fluctuations, and channel integration requirements. 

Our comprehensive implementation services for retail include: 

  • Data migration and integration from multiple retail systems including POS, e-commerce, and inventory management platforms  
  • Custom workflow development that matches your specific buying, merchandising, and fulfillment processes  
  • Third-party integrations connecting NetSuite with your existing marketing automation, loyalty programs, and marketplace platforms  
  • Ongoing optimization support during peak seasons and continuous operational improvements 

It’s time to unify your retail operations with NetSuite + BPM 

Your customers expect seamless experiences across every touchpoint. A custom NetSuite platform transforms disconnected systems into a unified retail operation that drives growth and customer satisfaction. Don’t let system limitations hold back your retail business. Let us show you how NetSuite can streamline your operations and improve your bottom line. 

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Accounts Payable & Accounts Receivable Outsourcing Services

Optimize cash flow. Strengthen relationships. Drive efficiency. 

Managing accounts payable and receivable can feel like a constant juggling act. You’re balancing cash flow needs with vendor relationships, chasing down payments while trying to maintain customer goodwill, and ensuring compliance with an ever-growing list of regulations.  

At BPM, we understand these daily challenges because we’ve helped countless businesses navigate them successfully. 

Accounts Payable Outsourcing Services 

Your vendor relationships are crucial to your success, but managing payments shouldn’t consume your valuable time or strain your cash flow. Our comprehensive AP solutions include: 

BPM’s outsourced accounting team is a resource you can consistently count on in these areas, among others: 

  • Invoice processing & payment management: Efficient handling of incoming invoices with strategic payment scheduling that optimizes your cash flow while maintaining vendor relationships 
  • Expense coding & cost center management: Professional assignment of expenses to appropriate programs, functions, departments, and projects, plus customized coding guides for recurring vendors that make reporting seamless 
  • Vendor relations & contract monitoring: Professional communication that preserves your business connections, proactive contract tracking, and spend analysis to ensure compliance with budgets and terms 
  • Compliance support: Specialized experience in OMB Uniform Guidance for organizations receiving government funding, including procurement and cost accounting standards 

Accounts Receivable Outsourcing Services 

Outstanding receivables tie up the cash you need to grow your business and serve your customers. We accelerate collections while preserving customer relationships through: 

  • Professional invoice generation: Clear, prompt, and branded invoices that reflect your standards and improve payment speed 
  • Real-time payment tracking: Complete visibility into receivables with detailed aging reports that support informed decision-making 
  • Strategic collections & communication: Systematic follow-up processes that feel personal, not pushy, while improving collection rates 
  • Technical accounting excellence: Processes optimized for ASC 606 and other revenue recognition standards that meet compliance requirements 

Why choose BPM for your AP & AR management 

We’ve worked with organizations of all sizes, from growing companies stretching every dollar to established businesses managing complex operations. We know that every late payment affects your ability to meet your own obligations, and every strained relationship can impact your success. 

Our approach goes beyond processing transactions. We understand your business rhythms, respect your existing relationships, and implement systems tailored to your unique needs. Whether you’re navigating nonprofit compliance requirements or managing the cash flow challenges of growth, we bring experience and personal attention that drives results. 

Ready to optimize your financial operations? Let’s discuss how our outsourced AP and AR services can strengthen your cash flow while preserving the relationships that matter most to your business. 

Frequently asked questions

NetSuite for Biotech

Accelerate your financial operations with cloud-based solutions built for biotech’s unique demands 

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In biotech, every moment counts. While you’re focused on developing breakthrough treatments and navigating complex regulatory requirements, your back-office operations shouldn’t slow you down. That’s where NetSuite’s cloud-based ERP platform transforms how biotech companies manage their financial processes. 

You understand that real-time visibility into your financial data isn’t just convenient—it’s critical for making informed decisions that can impact patient outcomes and company growth. NetSuite consolidates your fragmented systems into one comprehensive platform, giving you the agility to pivot quickly when opportunities arise or challenges emerge. 

Your mission demands operational excellence 

In biotech, the stakes couldn’t be higher. Every day you delay bringing life-changing treatments to market is another day patients wait for hope. Your financial systems should accelerate your mission, not hinder it. NetSuite provides the operational foundation that allows you to focus on what matters most—advancing science and improving lives. 

When your team can access real-time financial data, track R&D investments with precision, and generate compliance reports at the click of a button, you’re not just improving efficiency. You’re creating the operational agility that enables breakthrough discoveries and faster paths to market. The right NetSuite implementation doesn’t just streamline your back office—it becomes the backbone that supports your company’s growth from promising startup to industry leader. 

Key NetSuite capabilities for biotech success 

NetSuite’s integrated platform addresses your most pressing operational challenges: 

  • Scalable infrastructure: Grow from startup to IPO without changing systems 
  • Financial management: Track project costs, manage burn rates, and generate investor-ready financial reports 
  • Compliance and audit support: Maintain SOX controls and streamline SEC reporting processes 
  • Contract and vendor management: Centralize supplier relationships and contract tracking 
  • Inventory and supply chain: Integrate third-party logistics and manage complex inventory requirements 
  • Revenue recognition: Handle milestone billing and subscription-based revenue models 
  • Real-time reporting: Access dashboards and analytics for data-driven decision making 

Why biotech companies choose NetSuite + BPM 

When you partner with BPM for your NetSuite implementation, you’re working with professionals who understand both the technical complexities of ERP systems and the unique pressures facing biotech organizations. We help you navigate NetSuite licensing options that align with your current needs and future growth plans, avoiding costly over-licensing while positioning you for scalability. 

Our approach focuses on understanding your specific workflows, from R&D spend tracking to regulatory compliance requirements. We’ll help you identify which NetSuite modules and user licenses provide the best value for your investment, whether you’re a startup managing your first clinical trials or an established company preparing for public markets. 

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