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Part of The Commercial Engine™ → EBITDA & Exit Value
Pipeline Cadence
The ShapeExec Value Creation System Value Creation  ·  Diagnostics  ·  Shape Executive

Value Creation
Diagnostics.

Most businesses don't fail because strategy was wrong. They fail because performance drift went unnoticed — and unquantified.

These three operator-built tools replace opinion with numbers. Run them yourself, or use them to frame a conversation with your board, PE sponsor, or leadership team.

Run a Diagnostic ↓ Discuss Results →
Board-Level Diagnostics

Three tools. Three value pathways.

Built from operator experience, not consulting frameworks. Each tool is designed to surface a specific value creation lever in 10 minutes or less.

Tool 01  ·  Pricing

Pricing Leakage
Calculator

Most sales teams don’t have a pipeline problem — they have a pricing problem. This tool quantifies the EBITDA impact of pricing decisions your business is making right now.

Model discount rates, volume mix, and recovery scenarios to reveal the full price waterfall from list price to net margin.

Quantify EBITDA lost to discounting
Model price recovery scenarios
Frame the pricing conversation at board level
Run Diagnostic →
01
Typical finding
2–4%
EBITDA margin being left on the table through unstructured pricing and undisciplined discounting.
Used in
Commercial Due Diligence 100-Day Plans Sell-Side Prep
02
Typical finding
3–5×
EBITDA multiple uplift available through structured value creation across margin, working capital and growth levers.
Used in
PE Value Creation Plans Board Reporting Exit Preparation
Tool 02  ·  Value Creation

Value Creation
Calculator

I don’t rely on opinion — I quantify value creation pathways. This tool maps EBITDA improvement levers across margin, working capital, and enterprise value, and builds a clear picture of what’s achievable.

Used to frame operating partner mandates, structure 100-day plans, and prepare businesses for exit.

Map EBITDA to enterprise value uplift
Model working capital release scenarios
Build a board-ready value creation narrative
Run Diagnostic →
Tool 03  ·  Expansion

Branch Expansion
Calculator

Most expansion strategies fail quietly. This tool shows where to open, what to avoid, and how to sequence growth without destroying margin or cash flow.

Built for distribution and industrial businesses assessing multi-site rollouts, greenfield openings, or network rationalisation.

Model branch economics before committing capital
Sequence expansion to protect cash flow
Expose market coverage vs cannibalisation risk
Run Diagnostic →
03
Typical finding
60%
Of planned expansion decisions lack a rigorous economic model — relying on market feel rather than branch-level unit economics.
Used in
Growth Strategy Capital Allocation PE Diligence
04
Typical finding
2–4%
Of revenue locked in unnecessary working capital — available to release without raising debt or cutting costs.
Used in
100-Day Plans Exit Preparation Debt Reduction
Tool 04  ·  Cash Release

Working Capital
Release Calculator

Most businesses don’t have a profit problem. They have a cash discipline problem. This tool quantifies cash trapped in debtors, inventory and payables — and models exactly what releasing it is worth.

Model DSO, DIO and DPO improvement with execution realism sliders. Outputs include cash release, funding impact, interest savings and a prioritised action plan.

Quantify cash trapped above benchmark target
Model DSO, DIO and DPO improvement scenarios
Show funding impact, interest savings and EV effect
Run Diagnostic →
Who they’re built for

Operator tools.
Not consultant
templates.

PE Operating Partners

Frame value creation pathways before mandate. Arrive at day one with quantified opportunities, not hypotheses.

PE Deal Teams

Use the pricing and value creation tools during commercial due diligence to stress-test management assumptions.

CEOs & MDs

Quantify the value creation opportunity before a board conversation. Enter the room with numbers, not assumptions.

Chairs & Boards

Challenge management’s assumptions on pricing, margin, and expansion with operator-grade diagnostics.

How I use them

“I don’t rely on opinion —
I quantify value creation pathways.”

These tools are what I use in the first 30 days of every operating partner mandate. They replace gut feel with structured analysis, and give PE sponsors and boards a clear view of what’s achievable — and what it costs to get there.

If you’d like to walk through a diagnostic together, or discuss what the numbers reveal about your business, I’m available.

“Most businesses don’t lack opportunity. They lack structured execution.”

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