Portfolio Value Creation Assessment
“Where can we create meaningful value, what might it be worth, and what should happen first?”
Identify opportunities to improve financial performance, operating efficiency, cash generation, and enterprise value.
Estimated delivery of 2–4 weeks begins once the complete signing checklist is received, and depends on complexity, data availability, and responsiveness. The engagement agreement governs scope and timing. Perrin does not guarantee financing, transaction, or other outcomes.
Who This Assessment Is For
- Private equity sponsors and operating partners seeking a focused view of portfolio-company value levers.
- Leadership teams of sponsor-backed companies building or refreshing a value-creation plan.
- Owners and leadership of owner-led companies looking to improve performance, cash generation, and enterprise value.
What Perrin Evaluates
- 1Financial and operational KPIs against plan
- 2Working capital and cash generation
- 3EBITDA and cash-flow improvement opportunities
- 4Finance-function capability and reporting
What You Receive
- Financial and operational KPI assessment
- Working capital analysis
- EBITDA and cash-flow opportunity bridge
- Finance-function assessment
- Quantified value-creation opportunities
- Prioritized 100-day roadmap
Part of Perrin's Business Advisory practice.
See What a Perrin Assessment Delivers
Explore an illustrative assessment prepared for a fictional middle-market company. These reports demonstrate Perrin's analytical approach, executive recommendations, and institutional reporting standards.
Illustrative Sample — Fictional Company
All company information, financial figures, and findings are hypothetical and are provided to demonstrate the format and analytical depth of a Perrin assessment.
Relevant Managing Directors
Each assessment is led by established Managing Directors whose verified experience fits the situation. Browse Managing Directors under the specialties most relevant to this pathway, or describe your situation to our guided advisor.
Explore profiles with relevant specialty experience. These are not preassigned engagement teams; fit depends on your specific needs.
Relevant competencies
- Private equity
- Operational transformation
- Strategic finance
- Executive advisory
- Working capital improvement
- Performance optimization
- Interim executive management
Browse by Specialty
Financial Leadership / Fractional CFO · Operations & Performance
Selected pathway: Portfolio Value Creation Assessment
Request a Confidential Consultation.
Connect with our senior advisory team to discuss your financial, operational, or strategic challenges and explore how Perrin & Co. can assist.
Nationwide
Fresno, CA (Admin offices)
Meetings nationwide via Zoom & Microsoft Teams
All inquiries are treated with strict confidentiality. Your information will never be shared without explicit consent.