Value Creation Plan

Workflow

Step 1: Baseline Assessment

Understand the starting point:

• Current revenue, EBITDA, and margins
• Organizational structure and capabilities
• Key operational metrics by function
• Management team strengths and gaps
• Quick wins already identified during diligence

Step 2: Value Creation Levers

Map all levers to an EBITDA bridge over the hold period:

Revenue Growth Levers

• Organic growth: Price increases, volume growth, market expansion
• Cross-sell / upsell: New products to existing customers
• New market entry: Geographic expansion, new verticals, new channels
• Sales force effectiveness: Hire reps, improve conversion, shorten cycle
• M&A / add-ons: Bolt-on acquisitions to add revenue and capabilities

For each lever:

• Current state → Target state
• Revenue impact ($)
• Timeline to impact
• Investment required
• Confidence level (high/medium/low)

Margin Expansion Levers

• Pricing optimization: Price increases, mix shift, bundling
• COGS reduction: Procurement savings, supplier consolidation, automation
• OpEx optimization: Overhead reduction, shared services, offshoring
• **Technology inv…