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 channe…