Board Reporting

Situation

  • Our client, the PE owner wanted to understand the key value drivers of one of their portfolio businesses to enable performance measurement and tracking in the short term and in the longer term, to provide evidence of business value for sale

Swan Activity

  • Worked with the Board to clarify and determine the key business value drivers
  • Reviewed the operational metrics regularly being captured to support the business drivers
  • Developed repeatable summaries of the performance
  • Presented and agreed outputs with Board

Outcome

  • A set of repeatable KPIs and associated analysis which enabled monthly reporting and review
  • The analysis was instrumental in supporting the business forecast and assisting subsequently with preparation for sale