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For sponsors, operating partners, and portfolio leaders

Calculate and approve The Plan separately for each operating company.

Screen the portfolio, select one company, use its payroll data, complete its review, and measure its results before considering another company.

Book a focused review →Review federal tax boundaries →

Company requirements

Private equity at a glance

Operating profile
Multiple companies • repeatable diligence • EBITDA focus
What is evaluated
A portfolio screen followed by a separate payroll calculation and approval for each operating company.
Review standard
Company-specific evidence before any decision

Step 2 • Choose your role

See the questions assigned to your role.

Each role page lists required information, risks, review topics, and approval criteria.

01

Operating partner or value-creation lead

Which company should be reviewed first, what is its estimated EBITDA impact, and what results are required before reviewing another company?

View role requirements
02

Portfolio-company chief executive or finance leader

What do our employees receive, what does our payroll calculation show, and who handles the work locally?

View role requirements
03

Portfolio-company finance or payroll lead

Can we reproduce the projected result from our employee data and operate the payroll changes cleanly?

View role requirements

Company review

Review three sets of requirements.

Check initial eligibility, required documentation, and the approval and implementation process.

Review 01Does the company meet the initial criteria?Company characteristics, reasons for review, and required participants.

Portfolio averages do not replace company payroll data. Each operating company requires its own calculation, reviewers, approval, and implementation owners.

Market data provides context but does not predict a company's result.

Company characteristics

  • Portfolio companies with enough W-2 employees to justify a payroll review
  • Operating teams seeking identifiable margin or EBITDA opportunities
  • Sponsors prepared to pilot, measure, and sequence rather than mandate

Reasons to review The Plan

  • The value-creation plan needs additional margin opportunities that employees can also value
  • Several operating companies share similar workforce or payroll characteristics
  • A sponsor wants an evidence-based pilot before considering broader adoption

Required participants

  • Operating partner
  • Deal or portfolio lead
  • Operating-company CEO
  • CFO and payroll
  • Portfolio counsel and advisors
Review 02What must the company document?Payroll calculations, plan terms, responsibilities, fees, and controls.

Items to confirm

  1. 01

    Create a fast portfolio screen using workforce, payroll, and readiness criteria

  2. 02

    Separate company-specific savings from portfolio-level extrapolation

  3. 03

    Build a repeatable diligence, pilot, measurement, and sequencing process

Documents and calculations

  1. 01

    A portfolio heat map showing likely fit, readiness, and implementation effort

  2. 02

    Company-specific EBITDA illustrations with assumptions and sensitivity ranges

  3. 03

    Pilot success measures, governance, and a documented path to the next operating company

Review 03Who approves and implements The Plan?Resolve open questions, record approvals, assign owners, and prepare payroll and enrollment.

First review topics

  1. 01Portfolio screening
  2. 02Value-creation thesis
  3. 03Pilot economics
  4. 04Rollout sequencing

Review and implementation steps

  1. 01

    Screen the portfolio

    Operating team

    Fit and readiness heat map

  2. 02

    Select a pilot

    Sponsor + company leadership

    Pilot company, population, scope, and success measures

  3. 03

    Prove company economics

    Company finance + payroll

    Company-specific model and EBITDA sensitivity

  4. 04

    Pilot with governance

    Company leadership + provider

    Controlled launch, measurement, and issue log

  5. 05

    Make the scale decision

    Operating partner

    Stop, refine, or sequence the next company

Request a company review

Provide your employee count, payroll system, current coverage, and review objective.

Book a confidential review ↗