Strategy that shows up in EBITDA.
Senior partners work with your executive team to set the strategy, build the EBITDA bridge and review it every month until the number is delivered. Weeks, not planning cycles.
Built with your executive team, product by market, one owner for every step. Reviewed every month until it is delivered.
Which of these is yours?
Pick the closest one. See what is at stake, what we build with your team, and what it has returned.
The work you expect from a top firm. Owned by your team.
You have seen these in a 140-page deck. We build them with your executive team in weeks, so they are owned, and review them every month, so they are delivered.
Market landscape
Each market from the outside: size, growth, share, why customers buy, who competes now and who is coming.
MOVE® tool 3BPortfolio strategy
Where you make money, by product and by market. What to grow, what to hold, what to exit.
MOVE® tool 3Growth options and scenarios
Organic and inorganic paths tested against the same criteria, in days rather than a new planning cycle.
MOVE® tools 1 and 2EBITDA bridge
From today’s number to the commitment, built product by market so every step has an owner.
MOVE® tools 4 and 5Value creation plan
Two to four funded initiatives, one executive each, and the capabilities to build, buy or partner for.
MOVE® tool 6Monthly performance review
Root cause on every variance, up or down. When a number is red, something changes.
MOVE® tool 7All of it on one page your executive team wrote and your board approved.
How the weeks run →From strategy to EBITDA, free cash flow and earnings.
The problem is rarely the strategy or the target. It is the translation between them. Better decisions, then monthly root cause, are what move the three numbers.
Assumptions tested. Markets checked from outside.
AI does the analysis in days.
Where to play. What to stop. Who owns each.
Made in the room, by your team.
The bridge and five Strategic Numbers.
The board tests and approves it.
Root cause on every variance.
Something changes when a number is red.
Seven tools, one chain of logic. Click one.
CEOs, boards and investors.
The people who run companies and the people who own them. Listed, private, family-owned and sponsor-backed.
CEOs and executive teams
You run it and you answer to someone for the number. You want a strategy your team wrote and owns, not a binder it received.
For CEOs →Boards and owners
Boards, families and family offices. You want a commitment you can test, approve and hold management to.
For boards and families →Private equity and venture sponsors
A value creation plan the portfolio company’s own team built, and a monthly read you can compare across companies.
For sponsors →
A family office or holding company? How we work with families →
We count what hit the P&L.
In a world where generative AI is rewriting the rules of strategy, MOVE is a blueprint for how companies must rethink their approach to stay competitive.
Michael Combs — President & CEO, CorVel Corporation (at the time)
New CEO. Minus $200M free cash flow.
No international growth strategy.
Stalled at $300M.
Thinking you can use on Monday.
What the partners are seeing in executive and board rooms. One idea, one action, no pitch.
The board asked about AI. You answered with pilots.
72% of CEOs call AI a top priority. Fewer than 15% have changed core strategy.
Two years into the hold, and the plan is stale.
The value creation plan was right on the day of the close. Nobody re-tested it.
What is an EBITDA bridge, and why most of them have no owners.
The chart most boards have seen, and the one change that makes it deliverable.
What is in front of you this quarter?
A senior partner reads it. One page back within five working days: what we see, three questions for your team, a straight answer on fit. Confidential.
Or start alone: the five questions (PDF)