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Coach
Each firm does it differently so no templates. But broadly a good value creation plan has a small number of really big initiatives... Say between 3 and 10. This is to make sure that there's enough management bandwidth to execute. In terms of content, at minimum I would include a 5-year financial model of how revenue and ebitda would grow, a list of your X initiatives with the corresponding financial impact, and a deep dive for each initiative
Thanks
Dude
There are probably 100s of people who have done that in your firm
Just ask those who have
my thoughts exactly...
F
Might be helpful to ask in the PE and Buyside bowl. This one feels kind of useless with responses
I'm not in that bowl. Do you have invite link?
F
OP were you able to find any helpful resources?
it’s called chat gpt