Cookie and Privacy Settings

This website uses cookies to enable essential functions like the user login and sessions. We also use cookies and third-party tools to improve your surfing experience on preplounge.com. You can choose to activate only essential cookies or all cookies. You can always change your preference in the cookie and privacy settings. This link can also be found in the footer of the site. If you need more information, please visit our privacy policy.

Data processing in the USA: By clicking on "I accept", you also consent, in accordance with article 49 paragraph 1 sentence 1 lit. GDPR, to your data being processed in the USA (by Google LLC, Facebook Inc., LinkedIn Inc., Stripe, Paypal).

Manage settings individually I accept
expert
Expert with best answer

Sidi

99% Recommendation Rate

423 Meetings

4,080 Q&A Upvotes

USD 449 / Coaching

1

Business plan review

I will join an interview for a management consulting frim mainly providing consulting for PE houses. One of the major acitivities they do is providing business plan reviews. As I don't have much background knowledge about PE advisory, can anyone let me know, what does reviewing business plans mean?

Thanks!

I will join an interview for a management consulting frim mainly providing consulting for PE houses. One of the major acitivities they do is providing business plan reviews. As I don't have much background knowledge about PE advisory, can anyone let me know, what does reviewing business plans mean?

Thanks!

1 answer

  • Upvotes
  • Date ascending
  • Date descending
Best Answer
Book a coaching with Sidi

99% Recommendation Rate

423 Meetings

4,080 Q&A Upvotes

USD 449 / Coaching

Hi!

A business plan is a critical tool to carve out a roadmap for launching and running businesses. Reviewing the business plan and updating it regularly gives Management a chance to monitor progress and take corrective action if things aren't going to plan.

A business plan should be continually monitored to make sure that the business objectives are achieve. This mainly encompasses:

  • assessing progress to date
  • analyzing the most promising ways to further develop the business

The process of reviewing and analysing your business plan is called the business plan cycle. Depending on the type of business, this process can typically be:

  • continuous - with the plan regularly updated and monitored
  • annual - with the plan broken down into four quarterly operating plans

Sales driven businesses sometimes use a monthly operating plan, and weekly targets and reviews if needed.

Especially in the context of a (potential) acquisition, reviewing the business plan of the target is a crucial element of the wider commercial due diligence.

Cheers, Sidi

Hi!

A business plan is a critical tool to carve out a roadmap for launching and running businesses. Reviewing the business plan and updating it regularly gives Management a chance to monitor progress and take corrective action if things aren't going to plan.

A business plan should be continually monitored to make sure that the business objectives are achieve. This mainly encompasses:

  • assessing progress to date
  • analyzing the most promising ways to further develop the business

The process of reviewing and analysing your business plan is called the business plan cycle. Depending on the type of business, this process can typically be:

  • continuous - with the plan regularly updated and monitored
  • annual - with the plan broken down into four quarterly operating plans

Sales driven businesses sometimes use a monthly operating plan, and weekly targets and reviews if needed.

Especially in the context of a (potential) acquisition, reviewing the business plan of the target is a crucial element of the wider commercial due diligence.

Cheers, Sidi

Related case(s)

MBB Final Round Case - Smart Education

Solved 15.2k times
MBB Final Round Case - Smart Education Our client is SmartBridge, a nonprofit educational institution offering face-to-face tutoring services. The client operates in the US. The mission of SmartBridge is to help as many students as possible to complete studies and prevent that they drop from the school system, in particular in disadvantaged areas. The client is considering starting operations for its services in the Chicago area. They hired us to understand if that makes sense. Due to the nonprofit regulation, SmartBridge should operate on its own in the market, without any partnership. How would you help our client?
4.6 5 525
| Rating: (4.6 / 5.0)

Our client is SmartBridge, a nonprofit educational institution offering face-to-face tutoring services. The client operates in the US. The mission of SmartBridge is to help as many students as possible to complete studies and prevent that they drop from the school system, in particular in disadvant ... Open whole case

PE Portfolio Strategy

Solved 6.4k times
PE Portfolio Strategy We are a private equity firm operating primarily in the automotive industry. We would like you to figure out whether we should increase our portfolio in the sensor market or not. We would like you to do a profit/margin growth potential analysis and tell us how we can add value to this company given the other companies in our portfolio.
4.1 5 357
| Rating: (4.1 / 5.0)

We are a private equity firm operating primarily in the automotive industry. We would like you to figure out whether we should increase our portfolio in the sensor market or not. We would like you to do a profit/margin growth potential analysis and tell us how we can add value to this company given ... Open whole case

Cutting Carbs - Divestiture in the Electrical Power Market

Solved 900+ times
Cutting Carbs - Divestiture in the Electrical Power Market Our client is Energy England, one of northern England’s largest electric utility companies. They were created over the past decade through an aggressive series of mergers of existing utility companies each specializing in a single energy generation source. Recently, the CEO has embarked on an initiative to return to the core of the business. She is looking to increase free cash flow and cash reserves in order to prepare the business for evolving future trends.   The following can be verbally provided to interviewee if asked: Energy England is made up of assets across the energy-generation space. These include coal, gas, nuclear, and wind We are looking to divest from just one of our previous acquisitions (i.e one target is sufficient) There are no specific goals/metrics – the client trusts our judgement
4.2 5 20
| Rating: (4.2 / 5.0)

Our client is Energy England, one of northern England’s largest electric utility companies. They were created over the past decade through an aggressive series of mergers of existing utility companies each specializing in a single energy generation source. Recently, the CEO has embarked on an initi ... Open whole case

Bain 1st Round Case – BlissOttica

Solved 200+ times
Bain 1st Round Case – BlissOttica Our client is a BlissOttica, an Eyewear Manufacturer that is looking to reach a 10% increase in profits. How would you help our client?
4.2 5 13
| Rating: (4.2 / 5.0)

Our client is a BlissOttica, an Eyewear Manufacturer that is looking to reach a 10% increase in profits. How would you help our client? Open whole case