Service

Growth Diagnostic & Playbook

Problem

Plateaued or post-acquisition brands lack clarity on which levers matter most.
Conflicting narratives stall decisions; initiatives proliferate without impact.
Boards want EBITDA traction but there’s no aligned 90-day plan.

Outcomes

Executive alignment within 30 days
3–5 actions prioritized by EBITDA vs. effort
90-/180-day execution calendar with owners and KPIs
Measurement framework for board updates

Solution

A 6–8 week diagnostic synthesizing your data room, field observations, customer/employee interviews, pricing/promo review, and channel performance into one prioritized roadmap tied to financial ranges.

Process

01

Intake & data room review

02

Market/unit observation + competitive scans

03

Customer/employee interviews + survey if needed

04

Financial, pricing, and channel analytics

05

Readout workshop → roadmap sign-off

Deliverables

Executive summary · prioritized playbook · KPI dashboard starter · pilot designs and sequencing

Metrics we manage

EBITDA variance by lever · comp and ticket vs. traffic · margin mix/attach rates · initiative adoption and payback timing

Audience lens

PE/family office portfolio leaders (post-acquisition)
Founders or CEOs of plateaued multi-unit brands
Boards and GMs seeking clarity on where to focus

Ready to move the P&L in months-not years?

Book a 20-minute Intro or download the 90-Day Diaognostic sample.

Download the 90-Day Sample