Service 03 — Value Creation Plan
Business value creation: set priorities and responsibilities.
A recommendation becomes useful when it states what should change, who is responsible and how progress will be tracked.
Value Creation Plan examines what to improve, the actions to take, who is responsible and how to track progress. Priorities and sequencing reflect your business and resources; they do not follow a universal valuation formula.
Value Creation Plan
How it helps
Choose improvements, assign responsibility and define progress measures.
- 01An order of priority for actions
- 02A named owner for each action
- 03Measures to track progress
Engagement
Possible work
- 01Priority value creation actions
- 02Assignment of responsibilities
- 03Progress measures
- 04Implementation support
Professional deliverables
We agree with you on the work and documents to produce before starting. The service name does not automatically mean a particular type of professional report. No price or outcome is guaranteed on this page.
Scope and professional deliverables are agreed for each engagement. No price or outcome is guaranteed here.
Questions to ask yourself
Your situation
Grow the value of the business
You want to improve profitability, revenue quality or management responsibilities without necessarily selling.
- 01Which improvements would most affect margins, revenue or risk?
- 02Who will own each action and how will you track results?
- 03What investments are needed and how could they be financed?
These questions help you prepare for a discussion. They are not personalized advice or an automated recommendation for an engagement.
Other services
Several services may be useful depending on your needs. Only the specialists required take part.
- 01Owner Value & Options ReviewCompare your options: keep, grow, transfer or sell the business.
- 02Value BaselineEstablish a value reference and explain its assumptions and limits.
- 04Exit Readiness 36Identify obstacles to a possible sale and organize the preparation work.
- 05Latitude 3 AcquireExamine the target business, purchase risks and integration work.
- 06Capital OptionsCompare options to fund growth, prepare succession or release capital.
- 07Value OfficeReview priorities, track actions and coordinate advisers.
Explore the questions behind this decision
Prepare an inquiry for this service
Describe your situation, objectives and questions to examine. The form prepares a draft you can copy; it does not send it.
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