From growth to survival:
Why finance leaders are now business lifelines

Today’s economic climate has changed. Growth targets are on hold. Clients want survival plans, not just reports.
We asked over 200 finance professionals, including advisors, VCFOs, and firm leaders, what’s really going on behind the scenes. 
The results show a clear shift: financial leaders are becoming decision-makers, confidence builders, and crisis navigators.

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Confidence is down. Pressure is up.

Nearly half of financial professionals say their clients are less confident than they were six months ago.

Here’s what they’re seeing:

49.5% say client confidence has declined
59.4% say cash flow and liquidity planning is the top need
13.9% rank cost management as a major challenge
11.9% cite scenario planning and risk response as rising priorities

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Clients are asking, “How do we survive in the next 12 months?” Not, “How do we scale?”

Just 21% say
confidence has improved. 21%

Nearly half of advisors report their clients feel less confident than they did six months ago. 49.5%

You’re not just reporting. You’re helping lead.

Nearly half of financial professionals say their clients are less confident than they were six months ago.

Today’s finance professionals are stepping into new roles:

Crisis navigators
Decision accelerators
Confidence builders

Clients are overwhelmed and cautious. They want fast, visual, confident answers, not static spreadsheets.

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“Clients are delaying hiring, freezing investments, and asking for multiple forecasts before making a move.”

Clients aren’t just uncertain, they’re overwhelmed.

And they’re turning to their finance teams with the hardest questions they’ve ever faced. Our global survey revealed seven key questions clients are asking in 2025.

Here's a preview of the ones that come up again and again:

How long is our runway, really?
Should we lay people off now or wait?
How do we manage our burn rate without killing momentum?

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Cash flow

Cost control

Scenario planning

Uncertainty / volatility

Confidence decision-making

Funding & capital access

Growth & hiring

Download the full report to see all the questions and how leading financial professionals are answering them.

From growth to survival:Why finance leaders are now business lifelines

Confidence is down. Pressure is up.

You’re not just reporting. You’re helping lead.

Clients aren’t just uncertain, they’re overwhelmed.

Download the full report to see all the questions and how leading financial professionals are answering them.

Get the full report here

From growth to survival:
Why finance leaders are now business lifelines