What problem does it solve?
Provides a structured, repeatable framework to translate post-acquisition operational initiatives into quantifiable EBITDA improvements and a board-ready execution plan, removing ambiguity from early integration and value capture efforts.
Core Features & Use Cases
- Baseline assessment: capture current revenue, EBITDA, margins, org structure, and quick-win opportunities.
- Value-creation levers: map revenue growth, pricing, COGS savings, opex optimization, technology, and add-on M&A to dollar and timeline impacts with confidence levels.
- EBITDA bridge: build a multi-year bridge by lever and year to show path to target EBITDA and margin expansion.
- 100-day plan & governance: define 1–30 / 31–60 / 61–100 day priorities, owner accountability, reporting cadence, and quick-win tracking.
- KPI dashboard & outputs: produce KPI tables, executive one-pager, slide deck, accountability matrix, and a supporting Excel model.
- Use Case: prepare a private equity portfolio company's post-close value creation roadmap for the operating partner and first board presentation.
Quick Start
Draft a 100-day value creation plan for [Company Name] that maps revenue, margin, and cost levers to an EBITDA bridge and produces an executive summary, slide deck, KPI dashboard, and supporting Excel model.
