Baseline and EBITDA bridge
Today's run-rate earnings and a bridge to the target, initiative by initiative, with timing and confidence.
Value creation plans for PE-backed companies
Turn the deal thesis into an EBITDA bridge with owners and dates.
For private-equity-backed companies: a value creation plan that converts the investment thesis into specific initiatives, each with an owner, a dollar value, a timeline and a weekly or monthly measure, plus the first 100 days of execution.
WHEN COMPANIES CALL US
You may need this if…
- The deal closed and the value creation plan is still a slide from the investment memo.
- The company is behind the EBITDA plan and the board meetings are spent explaining variances.
- Management and the sponsor disagree about which initiatives matter most.
- Add-on acquisitions are piling up faster than they are being integrated.
- You are two to three years from exit and the equity story needs proof, not promises.
WHAT YOU GET
Outputs your team keeps and uses.
Initiative charters
One page per initiative: problem, actions, owner, dollar value, milestones, risks and the measure that proves progress.
100-day plan
What happens in the first three months, who does it, and what the board will see at each meeting.
Value tracker
A simple tracker linking initiatives to the P&L so progress is measured in dollars, not activity.
Board reporting pack
A consistent monthly view of performance, initiatives, cash and risks that management and the sponsor both trust.
HOW IT WORKS
The work, step by step.
- 1Weeks 1–3
Baseline
Rebuild run-rate EBITDA, normalize one-offs and agree the starting point with the sponsor and management.
- 2Weeks 2–6
Find the value
Size pricing, commercial, procurement, labor, footprint and add-on opportunities; rank them by value and difficulty.
- 3Weeks 6–8
Commit
Agree owners, targets and timing; write the charters and the 100-day plan.
- 4Ongoing
Execute and track
Run the tracker and monthly reviews, and step in on initiatives that fall behind.
QUESTIONS THIS ANSWERS
- What is the real run-rate EBITDA, and what is the bridge to the target?
- Which initiatives deliver most of the value, and which are noise?
- Who owns each initiative, and how will we know it is on track before the quarter closes?
- What has to be proven before exit for a buyer to pay for it?
HOW WE MEASURE IT
- EBITDA delivered versus the bridge
- Initiatives on track by dollar value
- Cash conversion
- Add-on synergies captured
RUN THE NUMBERS FIRST
Free calculators for this decision.
Each one runs in your browser with your own numbers. Nothing is sent to us unless you choose to share it.CLIENT EXPERIENCE
What clients say about our strategy & value creation work.
For our acquisition of Modular Water, they really built the case with deep research. Highly professional. They took the time to work through a number of iterations of the project and maintained outstanding communication. Highly recommend.
Riggs EckelberryCEO, OriginClear HoldCoAryo were always available and more importantly adapted to my schedule incredibly well despite the time difference. The output was also professionally done and even went over what was agreed. It felt more like a partnership than a job. Wil recommend and reuse 100x over.
Dele BalogunCEO, Celebrations.ngWHERE THIS COMES UP MOST
Industries where this work matters.
COMMON QUESTIONS
Before you get in touch.
No. The plan is owned by management; we build it with them, make it measurable, and add execution capacity where the team is stretched.
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