How to Build a Value Creation Plan for a Portfolio Company

Review the plan on a fixed monthly or quarterly cadence set when the plan is first written. Update the priorities [...]

Building the plan entirely around cost cuts and multiple expansion while leaving out who owns the customer relationships the revenue [...]

The portfolio company's leadership team should own and run the plan day to day. The PE firm or operating partner [...]

The 100-day plan is the near-term execution track that gets the company moving right after close: early hires, quick decisions, [...]

A value creation plan is the written, owned plan a private equity firm or family office builds for a portfolio [...]