Financial Outlook 2025: CFO Survey Findings & Growth Strategies 

Bridgepoint Consulting recently polled industry-leading CFOs and financial experts regarding their top expected risks, challenges, and growth strategies for the coming year. This blog explores the top findings from the report alongside some brief recommendations for driving growth and efficiency as we approach 2025.  

For a more detailed look and expert insights into how to make 2024 your most impactful year yet, download your copy of our 2025 Financial Outlook: Perspectives from CFOs here.  

Top Findings from Bridgepoint Consulting’s 2024 CFO Survey  

CFOs Report Limited Revenue Impact from AI, But See Operational Efficiencies and Light Cost Reductions  

Almost half (46.3%) of CFOs believe that generative AI could positively impact their workforce, but a nearly equal share (43.9%) remain unsure, indicating uncertainty around its long-term benefits.

The data reveals a cautious approach to AI adoption, as organizations are still exploring how to translate its capabilities into tangible value for financial operations and overall business strategy.  

Majority of CFOs Report Stagnation, Slight Uptick in Private Equity Deal Flow in 2024  

With only 14.0% reporting an increase in private equity dealmaking this year, this limited uptick suggests that many firms are prioritizing stability and focusing on existing investments rather than pursuing new opportunities, signaling a continued conservative outlook in deal-making strategies for the year ahead.  

CFOs Plan for Modest Increases in ERP and Technology Spend in 2025  

CFOs are planning modest increases in investments for cloud-based solutions, business intelligence (BI), and artificial intelligence (AI) in 2025.

These findings indicate that while CFOs are cautiously expanding their digital strategies, they are selectively focusing on tools that align with their immediate business needs and long-term strategic goals.  

CFO Recommendations & Growth Strategies for 2025:  

• Explore Generative AI: Actively explore the potential of generative AI in enhancing workforce productivity. This involves pilot programs to assess its impact, providing training and resources to help staff adapt to new technologies, and addressing the uncertainty about its long-term benefits.  

• Adopt a Conservative Deal-Making Strategy: Given the limited uptick in private equity deal flow, firms should focus on strengthening existing investments rather than chasing new opportunities. Conduct regular reviews of current portfolios to identify underperforming assets and implement strategies to optimize returns.  

• Increase Investment in Digital Solutions: CFOs should plan for modest increases in ERP and technology spending to enhance digital infrastructure. This includes investing in cloud-based solutions, business intelligence, and AI tools to improve operational efficiencies and data-driven decision-making.  

• Foster a Culture of Continuous Improvement: Adopt a mindset of innovation by regularly evaluating processes and technologies. This will not only enhance operational efficiencies but also position companies to capitalize on future opportunities as the market evolves.  

• Engage in Ongoing Staff Development: To ensure a motivated workforce, invest in continuous training and professional development. This will empower employees to leverage new technologies effectively and align their skills with organizational goals.  

Final Thoughts on CFO Survey Findings & Growth Strategies for 2025 

For more information regarding what CFOs and financial leaders are doing to address their toughest challenges and drive innovation, download your copy of the 2025 Financial Outlook: Perspectives from CFOs here.  

If you have any questions surrounding the findings or would like to explore how we can partner for growth, please feel free to contact us or learn more about how we can help.  

About Bridgepoint Consulting’s 2024 CFO Survey  

The purpose of this study was to better understand the current challenges CFOs are facing and what measures they are taking to ensure growth and success. The primary research was conducted online from August 2024 through October 2024 across respondents in the United States.   

 The majority of respondents came from organizations with projected annual revenues ranging from less than $5 million to over $1 billion in 2024, with 25% in the sub-$5 million range and another 25% in the $100 million to $500 million category. The survey covered a diverse mix of industries, including finance (17.1%), healthcare (14.6%), manufacturing (12.2%), and energy (9.76%).   

 Additionally, participants represented various sectors such as consumer services, real estate, software, and professional services, with a significant portion (19.5%) classified under “Other,” including entries from non-profits, technology integrators, and government contracting.  

 Ownership structures were predominantly private, with 67.5% of respondents identifying as private companies, followed by private equity-backed organizations (12.5%), and venture capital-funded firms (7.5%). A team of Bridgepoint CFOs with industry experience developed the survey.  

 Disclaimer: Results from this study do not represent global findings or the market as a whole but reflect the sentiment of the respondents and companies surveyed.