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Value Creation Plan Template

Value Creation Plan Template

Value Creation Plan Template (Google Doc)

Value Creation Roadmap (Google Sheet)

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Template

Value Creation Plan Template

Assess current status, evaluate relevant strategies and develop action roadmap to maximize value creation of the portfolio company

Value Creation Plan Template

Why Consultport’s Value Creation Plan Template?

  • 1 comprehensive value creation plan with three main sections: Current Status Assessment, Strategy Evaluation and Value Creation Initiatives

  • 1 roadmap template to outline and visualize all value creation initiatives throughout the PE firms’ holding period

  • Value Creation Plan Template

Lay out the blueprint for value creation success and fully realize the potential of your portfolio companies!

A value creation plan provides a bird’s eye view on how the portfolio company can be improved. It includes a detailed assessment of the status quo, proposes appropriate value creation strategies and suggests impactful initiatives to increase the enterprise value of the portfolio company.

Whether you’re a general partner at a PE firm or a consultant working on a value creation project, Consultport’s template is your essential tool to streamline the value creation planning process.

Download now and get started today!

Frequently Asked Questions (FAQs)

The 5 essential steps for value creation planning includes assessing the current status of the portfolio company, evaluating possible strategies, developing targeted initiatives, building an action roadmap and monitoring progress. The Value Creation Plan Template is designed based on these 5 steps to ensure you don’t miss out on any crucial activity.

Consultport’s Value Creation Roadmap allows you to outline KPIs, required resources and current status of all your value creation initiatives. The roadmap can be further visualized using Google Sheet’s Timeline function.

Absolutely! Consultport’s Value Creation Plan Template is designed for flexibility. You can customize it to align with the unique requirements of your portfolio companies or PE clients.

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Value Creation Plan Template

Download now and get started today!