Value Creation Planning — from 100 days to exit.
Most PE returns are made in the first 18 months. We partner with PE firms and portfolio company CEOs to design and execute the value creation plan — from the pre-diligence thesis through the 100-day plan to the pre-exit uplift.
A value creation plan isn't a document produced at close and revisited at exit — it's a living operating instrument. We design the plan at pre-diligence, run the 100-day program to establish governance and quick wins, execute the structural programs in the hold period, and then shift into exit uplift mode in the 12–24 months before go-to-market. The same senior partner stays across the lifecycle rather than handing off between teams.
The lifecycle of a value creation plan.
Pre-diligence thesis testing
We pressure-test the sponsor's value creation hypothesis before close — operating assumptions, market timing, management depth, and the realism of the synergy model. Issues surfaced at this stage cost nothing; the same issues at month six are expensive.
100-day plan
Operating cadence, KPI tree, top-of-the-house initiatives, quick wins, management alignment, and the governance structure that makes the hold period executable. Presented to the board before Day 30.
EBITDA programs
Structural cost reduction, working-capital release, and pricing improvement — executed against a named P&L delta with monthly tracking. See Business Transformation for full detail.
Revenue acceleration
Commercial model redesign, pricing architecture, GTM execution, and new-segment entry. Built around the specific growth thesis agreed at close — not a generic sales improvement program.
Pre-exit uplift
Diligence-proofing the business 12–24 months before the next exit. Clean financials, equity story, buyer-ready data room, and the management narrative that closes at the right multiple.
Tools that accelerate the plan.
The 5-phase operating rhythm behind every engagement — Foundation, Design, Install, Execute, Exit Preparation — with the integrated toolkit and live AI agent.
See the methodology →Our AI-powered post-close tool that structures the first 90 days across six functional areas, benchmarks KPIs, and produces a board-ready output.
Access the tool →AI as a named, budgetable EBITDA line item. Sized and owned — not a theme.
Learn more →Senior hands embedded in the business — 2–4 days per week — driving the value creation plan through execution.
Learn more →Portfolio company under-performing the thesis?
A senior partner will spend 30 minutes diagnosing the gap and recommending a path — retainer, operating partner, or transformation program.