Strategic Planning Overview

When you engage Apex Growth Strategies, we commit to the rapid, sustained growth of your business, focusing on value creation and a strong exit for private equity portfolio companies. We work with management teams, private equity transactors and operating partners and independent directors to build plans that deliver on in-year commitments — and — enable longer term growth to maximize value at exit.

APEX Chart

We start with the end in mind. This means articulating the business elements that will maximize exit value — and doing this in the first year of the hold period. We then define where the business should be in three-to-five years.

With a clear picture of how to maximize value, we work backward to the present, creating the strategies, tactics, required resources and investments, key accountabilities and pro forma financials essential to quality planning and execution.

Our process ensures that all strategies — organic growth, add-on acquisition, profit improvement and infrastructure — tie directly into the P&L. The final product is a clear action plan that can be shared with and embraced by your company’s management, employees and stakeholders.

Our planning process can be adapted for use pre-close to confirm an investment thesis with the prospective management team – and – for pre-exit planning to prepare the business for the sale process.

Our management team was new to private equity ownership and Apex Growth Strategies was brought in to assist us in the development of our strategic plan. Eddie’s knowledge of ‘how it works’ brought the team valuable insight. Eddie makes the process easy. He led our brainstorming session and articulated our ideas into a working document that could be presented to our Board as well as a task-oriented accountabilities matrix that we refine over time.

Eddie kept us on point and documented our discussions. Our team was able to open up and debate without the laborious task of document creation. By the end of our engagement, we had a working document ready to be presented to our Board with actionable items.

We highly recommend Apex Growth. Eddie’s experience, passion and empathy allowed our executive team to feel extremely comfortable, for meaningful dialogue and focus us on our growth objectives."

— Gary Rothschild
President

Realized successful exit in April 2024