Prospect the business change, not the ERP category.
The best outbound account is not "a $75M company that might need NetSuite." It is a company where a capital event, finance leadership change, acquisition, system deadline or operational complexity creates a credible reason to change now.
Score evidence before spending seller or SC time.
This working model separates fit from timing. A famous company with a new CFO can still be a bad NetSuite target if scale, existing ERP or complexity point elsewhere.
Revenue band, headcount, vertical, ownership, platform stage and likely ERP class.
M&A, PE investment, funding, new CFO, ERP sunset, audit/control event or international growth.
Multi-entity, inventory, subscription revenue, WMS, manufacturing, global tax or audit requirements.
Public finance leader, geographic presence, Oracle overlap, firm relationship or sponsor access.
Current companies with a reason to research now.
Every company below has a public trigger. None is presented as a qualified Baker Tilly opportunity. Click a company to see the hypothesis, first meeting and unanswered questions.
Current external signals only.
Worth deeper validation, not auto-outreach.
Carve-outs and ownership change create hard systems questions.
Controller, COO, CIO and sponsor complete the buying group.
Never assume QuickBooks or NetSuite need from a trigger alone.
The message should prove homework before it asks for time.
Current sales commentary is converging on a useful point: methodology is infrastructure. The actual outreach still has to demonstrate curiosity about how the prospect's business changed.
Lead with the separation clock
"What is the deadline for finance systems to stand alone from the seller, and what happens financially if that date slips?"
Lead with the first 90 days
"Which finance process or system is creating the most drag on the operating model you inherited?"
Lead with controls + scale
"What has to become audit-ready before the next capital event: close, procurement, revenue recognition or multi-entity reporting?"
Lead with deadline risk
"What is your cutover deadline, and which integrations or finance processes make the migration difficult to defer?"