What should the first 100 days focus on?
An accounting firm just joined a private-equity-backed platform and can't hire enough accountants for next busy season. The operating partner has 100 days to set the plan. Korravo interviewed about 150 people in May, after busy season.
The answer
A 100-day plan in three parts: add capacity with AI, protect the firm's largest relationships, and set one intake standard.
1. Add capacity
Client document reviewAI Fit8.3Need to Solve8.6
The problem
Staff compare what clients sent against last year's list, item by item, for every return.
Why it ranks first
AI Fit: checking documents against a list is routine.Need to Solve: the highest in the firm, because it eats the busy season.
What AI could do
AI checks what each client sent against last year's request list and drafts the follow-up for what's missing. A reviewer decides what matters.
What could come back
- Korravo's estimate
- About 1,050 hours each busy season could come back, more than one full accountant from January to April 15: room for more returns without the hires the firm can't find.How we got there: About 5,400 returns a year at about 45 minutes of checking and follow-up each, with AI doing the first pass.
- From the team
- 20 of 30 tax preparers and seniors named document chasing their biggest busy-season burden.
2. Protect value
Key Person Risk · Key People
11 of 150
11 of 150 people are Key People.
Two partners hold the firm's largest client relationships with no second contact, rated Serious.
3. Fix first
Each office starts client engagements its own way. One intake standard comes before any tool rolls out across both offices.
- Next step
- Run the same assessment at the next firm the platform adds, so every firm's plan starts from the same evidence, in the same format.
Questions about private equity
An AI readiness assessment shows where AI can help a business and what needs to change first. Korravo's AI readiness assessment interviews employees with an AI interviewer, maps how their work really runs, and ranks every process by AI Fit and Need to Solve, so leaders know where AI will help first.
Korravo asks about the work, not personal matters or performance. What people share is used to map how work gets done, and leaders see process maps and reports, not individual conversations.
A Korravo assessment delivers confirmed process maps, a ranked list of every process by AI Fit and Need to Solve, and reports on team pain points, hours that could come back, key-person risk, meetings and the tools the company uses.
Korravo shows operating partners where AI will help first inside a portfolio company, using evidence from the company's own people, in time to shape the value-creation plan.
Yes. Korravo produces results in the same format for every company it assesses, so operating partners can compare processes, AI opportunities and key-person risk across a portfolio.
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