Value Creation Planning

Course overview

The concept of value creation planning has grown in importance both pre and post-acquisition. In a highly valuable day this training course will focus on key topics including defining a clear strategic direction for the company, identifying and prioritising opportunities, the role of the Chairman, the CFO’s perspective, the drivers of value creation and more.

View the course agenda

Key topics include

• Concept of value creation
• What to do pre-deal
• What to do day 1–100
• Initiatives for short term cash generation
• Setting targets and measuring performance
• The role of the Chairman and CFO’s perspective
• Strategic actions and more

What will delegates take away?

• Approaches to strategy and value creation
• Approaches to working with the management team
• The opportunity to build a strong network

Course Director

Jon Andrew

Jon Andrew works alongside investment teams to support operational value creation within investee companies. He shares best practice across the portfolio supporting management teams as they develop growth strategies and helps them monitor performance.

Over his 15-year private equity career Jon has gained significant experience in a wide range of value creating activities and has particular expertise in driving change through complex integrations, IT implementation programmes, as well as 100-day planning initiatives.

Read more...

Course testimonial

"The content was excellent, well-delivered and very thought-provoking. The course has changed the way our firm thinks about the early stages of our new investments."

Richard Moore, Calculus Capital

CPD accreditation

This course is CPD accredited by the CPD Certification Service for 6 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.

Further information