Structure a post-acquisition improvement plan linking revenue, cost, and operational initiatives to EBITDA, a profit measure. Produce a roadmap with 100-day priorities, performance targets, responsible owners, and an Excel model showing each initiative’s profit contribution.
Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers".
Review the instructions the agent will receive before you install.
Understand the starting point:
Map all levers to an EBITDA bridge over the hold period:
For each lever:
Build the walk from current to target EBITDA:
| Lever | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 |
|---|---|---|---|---|---|
| Base EBITDA | |||||
| Organic revenue growth | |||||
| Pricing | |||||
| Add-on M&A | |||||
| COGS savings | |||||
| OpEx optimization | |||||
| Technology investment | |||||
| Pro Forma EBITDA | |||||
| Margin |
Prioritize the first 100 days post-close:
Days 1-30: Stabilize & Assess
Days 31-60: Plan & Initiate
Days 61-100: Execute & Measure
Define the metrics that will track value creation:
| KPI | Current | Year 1 Target | Owner | Reporting Frequency |
|---|---|---|---|---|
| Revenue | CEO | Monthly | ||
| EBITDA | CFO | Monthly | ||
| EBITDA margin | CFO | Monthly | ||
| New customer wins | CRO | Weekly | ||
| Net retention | CRO | Monthly | ||
| Employee turnover | CHRO | Monthly | ||
| Cash conversion | CFO | Monthly |
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