Private Equity · diligence + 100 days · $42,500 fixed

Diligence + 100-Day Plan

From the data room to day 100 with one team.

The same senior operators who diligence the deal build the 100-day plan with management after close. Nothing gets lost between the IC memo and the first board meeting, and the red flags we found become owned actions on day one.

Six steps, one team

From the data room to day 100.

Operational diligence

Six areas behind the model tested in three to four weeks.

Red flags, sized

Ranked by EBITDA and deal impact, shared as found.

Value-creation thesis

Sized, sequenced initiatives the plan is built on.

Day-one priorities

What has to be true in the first week, and who owns it.

100-day plan

Built with management in the first 30 days after close.

Operating cadence

Scoreboard, weekly review and board-ready reporting.

What you get

Yours to keep.

  • Everything in Operational Due Diligence, including the IC debrief
  • Day-one priorities list for the closing week
  • 100-day plan with owners, milestones and EBITDA targets
  • Operating scoreboard and weekly review run by management
  • First board-ready progress report at day 30
How it runs

Diligence to day 100.

Weeks 1–4Operational diligence and IC debrief
CloseDay-one priorities and handover to management
Days 1–30100-day plan built with management
Days 30–100Optional: operating partner runs the plan with you
Investment$42,500

Fixed fee for one target. Multi-site targets and carve-outs: $55,000 to $65,000. After close, an operating partner can run the plan with management at $12,500 a month.

Built for

Private equity funds and independent sponsors buying lower-middle-market companies who want the diligence team to own the transition into the first 100 days.

What it is not
  • Not financial, legal or tax diligence
  • No success fee or carried interest
  • Built to sit next to your QoE provider, counsel and operating partners
FAQ

Before you ask.

What if the deal doesn't close?

You pay for the diligence phase only, at the $30,000 Operational Due Diligence price. The 100-day plan work starts only at close.

Who builds the plan, you or management?

Management owns it. We build it with them in the first 30 days so the targets are theirs, then help run it if you want.

What does the post-close support cost?

$12,500 a month for an operating partner working with management, month to month after the first 100 days.

Do multi-site targets or carve-outs cost more?

Yes: $55,000 to $65,000, depending on sites and the stand-alone work a carve-out needs.

Ready when you are

Have a deal in process? Talk to us this week.

45 minutes with Jacque or Tamer, not a sales rep. A straight read on whether this is the right step.