Capability 04 · Plan
What should we do, and what is it worth?
Turn the diagnostic gaps into a quantified value creation plan. Size and sequence the initiatives that move EBITDA and cash conversion: wholesale-to-direct and digital channel shifts, aftermarket repair mix expansion, SaaS services offloading, post-secondary and corporate shared-services consolidation, and abatement capex phasing.
You getValue creation plan: AI research, checked by our analysts.
Discuss your projectSee what you receive ↓What you get, and what you provide
Value creation plan.
Turn diagnostic gaps into a quantified value creation bridge. We size and sequence initiatives across pricing, channel mix, aftermarket repair, SG&A delayering and capex, with trade-offs clear for management.
- Who it is for
- CFOs, COOs, operating partners, corporate-development teams and transformation leaders, directly or alongside an adviser.
- What you get
- A quantified value creation plan: each initiative sized on a common basis, the margin or cash lever it moves, the key assumptions and the implementation sequence.
- Format
- Document, financial model and slides.
- Scope and timing
- Scope, formats and delivery dates agreed before work starts.
- What you provide
- The business unit or asset, the target outcome, the internal facts we may use, and a contact on your team to agree the scope with us.
- Refresh
- When the commercial priorities or capital constraints change.
Each initiative sits on one row of the value creation bridge: the EBITDA or cash-conversion range at stake, the commercial or cost lever it moves, the required capex or org change, and the assumptions to test first.
| Initiative | Margin or cash lever | Key assumption | Work to test it | Confidence |
|---|---|---|---|---|
| Direct-to-consumer shift | Captures wholesale margin; raises return drag | Customer acquisition cost holds in range | Cohort retention and fulfillment audit | high |
| Aftermarket repair mix | Service contracts carry higher gross margin | Installed base converts at peer rate | Branch technician capacity check | medium |
| Services offloading | Shifts low-margin implementation to partners | Integrator bench covers enterprise accounts | Partner readiness review | medium |
How we run it
- 01You
Frame the margin, cash-flow or valuation gap the plan must close.
- 02AI agents
Structure peer benchmarks, channel economics and permitted internal data around each candidate lever.
- 03Our analysts
Size the EBITDA and cash impact, test feasibility assumptions and sequence the initiatives by payback and risk.
- 04Together
Stress-test the bridge and trade-offs with management.
- 05Management
Decides and owns execution.
Scope boundaries
The engagement covers research and analysis. The following are outside this work:
- Operational certainty.
- Invented private financials.
- Implementation beyond research.
How to start
One question, a fixed fee, a first read in days.
- Your question
- One live question, with the decision it serves.
- What comes back
- A reviewed answer with a point of view (a ranked shortlist, a diagnostic or a plan), with every source and anything unverified flagged.
- The fee
- The fee is fixed and agreed before work starts.
- The timing
- A first read in days, not weeks, then the reviewed brief on the date we agree.
We can provide regular research updates after the first project.
Anonymized engagements
A typical engagement.
Anonymized examples of delivered work.
A defence growth plan, ready for the chief executive
- The challenge
- An industrial manufacturer wanted to know how defence could grow its business.
- What we delivered
- Scored its defence opportunities on attractiveness and ability to win, with a discussion paper for the chief executive and a sourced evidence pack.
- What happened next
- It passed senior partner review, opened a conversation with the company’s executives and was reused for a second manufacturer.
Commercial outcomes
Outcome programs powered by this capability.
Working Capital & Margin Recovery
Release trapped working capital and close structural margin gaps.
Should-Cost & Supply-Chain Resilience
Claw back supplier markups and eliminate sub-tier chokepoints.
Opportunity Assessment & Tender Capture
Focus commercial capital and bid budgets where you can win and expand margins.
Pre-LOI Diligence & Valuation Bridges
Originate off-market targets and stress-test seller claims pre-LOI.
Carve-Outs, Synergies & Org/ERP Rationalization
Isolate standalone carve-out value and remove post-merger org and ERP drag.
Asset Economics & Portfolio Coverage
Translate input costs, physical hazards and borrower disclosures into cash flow.
Your context
Research for your team.
From the 15Rock Review
Field notes & whitepapers on Plan.
Analyst-checked teardowns, benchmarks, and decision frameworks drawn from delivered engagements.
The Emerging Defence Frontier: Mapping Sub-Tier Chokepoints Across Arctic Infrastructure, Tactical Drones, and Rare-Earth Energetics
While 84% of drone startups crowd into software and assembly, C$265M in domestic propulsion and EO/IR optics sits unserved—alongside midstream rare-earth separation and Arctic…
Pre-LOI Defence Commercial Due Diligence: Replacing Conflicting Market Reports with Sourced-vs.-Inferred Audits and Automated Valuation Bridges
Syndicated defence market reports diverge by up to 3.4x. Cell-level Sourced-vs.-Inferred provenance and a 15-minute intrinsic valuation bridge deliver IC certainty inside…
The Regional Defence Concierge: Why Cluster Pitchbooks Need Machine-Level Proof, Not Logo Slides
Even a >3.5x advanced-manufacturing cluster suffers a 58% defence pipeline gap when its directory mixes academic labs with commercial plants and lacks machine-level proof.
Start with one question
Bring us the gaps. Get back a reviewed value creation plan.
Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.