The 90-Day Proof Pack: How PE Firms Engineer Instant Value

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Nov 27, 2025

Explore the critical 90 to 100 days post-private equity acquisition, focusing on how to engineer rapid value creation. Discover the essential components of a proof pack, including metrics and auditable receipts proving margin expansion. Learn five tactical moves to shift profits quickly with smart cost audits and pricing strategies. Insights into avoiding common pitfalls and the importance of a strategic CFO framework are shared. Emphasizing lean thinking principles helps sustain gains and enhance operational efficiency.

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INSIGHT

The 90-Day Performance Test

The first 90–100 days after a PE acquisition are a performance test where visible, auditable momentum matters more than long plans.
Proving margin expansion quickly de-risks the asset and can add significant valuation upside.

ADVICE

Deliver A One-Page Proof Pack

Build a proof pack: a one-page buyer packet plus an annex with auditable receipts and tieouts.
Show last three quarters' revenue, gross margin, EBITDA trend and a bridge chart isolating each margin driver.

ADVICE

Forecast With Signed Levers And Cash Trends

Include a next-90 forecast with three executed levers and two in-motion levers, and present DSO/DIO/DPO trends.
Tie forecasts to signed actions and show working capital deltas to prove cash control.

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In this episode of Business Lunch, we dive into the critical 90 to 100-day period following a private equity acquisition, emphasizing the need for rapid, auditable value creation. It outlines a strategic framework for CFOs, detailing tactical moves to achieve immediate financial impact while integrating lean thinking principles to eliminate waste and enhance operational efficiency. The discussion also highlights the importance of human behavior in executing these strategies effectively.

Chapters

00:00 The Critical 90-Day Sprint

10:05 Strategic Framework for CFOs

18:37 Tactical Moves for Immediate Impact

Special Announcement

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The Vault

Special Announcement After 5 years of teaching entrepreneurs how to build, buy, and sell companies, I'm retiring all Epic courses and educational content permanently. This isn't because they didn't work, thousands have built real wealth with these frameworks, but because AI, capital markets, and collaboration have changed the game. I'm shifting from teaching deals to doing deals. Want access to everything before it disappears forever? This is your last chance to grab 5 years of proven frameworks, strategies, and training materials before they're gone for good. See the full story and whats going into the vault.

Retirement Vault