value-creation-plan

value-creation-plan is a skill for Claude Code from yuping322/financial-services-plugins-new. It costs 0 tokens per session (1,092 once invoked), scanned A, a copy of value-creation-plan, Apache-2.0.

A post-acquisition roadmap for improving a company's revenue, costs, operations, and EBITDA, which means earnings before interest, taxes, depreciation, and amortization.

In plain words
What is it for?
It helps plan post-close execution, map improvement ideas to an EBITDA bridge, prepare operating-partner materials, and create a board-ready roadmap.
Why use it?
It turns broad improvement goals into specific actions, targets, priorities for the first 100 days, and assigned responsibilities.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the private-equity plugin — 9 skills, 9 commands shipped together

Good fit It helps plan post-close execution, map improvement ideas to an EBITDA bridge, prepare operating-partner materials, and create a board-ready roadmap.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/yuping322/financial-services-plugins-new/value-creation-plan
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add yuping322/financial-services-plugins-new --skill value-creation-plan
Clone the repo
git clone --depth 1 https://github.com/yuping322/financial-services-plugins-new

Made for: Claude Code.

Or install private-equity, the plugin that ships this one along with the rest of its 9 skills, 9 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for value-creation-plan

README.md
[![agentmods](https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/value-creation-plan/github.svg)](https://agentmods.dev/skills/yuping322/financial-services-plugins-new/value-creation-plan)
Your own site
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/value-creation-plan"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/value-creation-plan/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for value-creation-plan

Your own site · 80×15
<a href="https://agentmods.dev/skills/yuping322/financial-services-plugins-new/value-creation-plan"><img src="https://agentmods.dev/badge/skills/yuping322/financial-services-plugins-new/value-creation-plan.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,092 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 100% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.01092
Opus 5 $0.00000 $0.00546
Sonnet 5 $0.00000 $0.00218
Haiku 4.5 $0.00000 $0.00109

Measured 6d ago against content hash 2f430406b33f, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

value-creation-plan scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 6d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

100% identical to value-creation-plan — 0 lines differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

private-equity/skills/value-creation-plan/SKILL.md · 121 lines

How it starts

The opening of the file, as written. The whole thing — 121 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Value Creation Plan

description: Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers".

Workflow

Step 1: Baseline Assessment

Understand the starting point:

  • Current revenue, EBITDA, and margins
  • Organizational structure and capabilities
  • Key operational metrics by function
  • Management team strengths and gaps
  • Quick wins already identified during diligence

Step 2: Value Creation Levers

Map all levers to an EBITDA bridge over the hold period:

Revenue Growth Levers
  • Organic growth: Price increases, volume growth, market expansion
  • Cross-sell / upsell: New products to existing customers
  • New market entry: Geographic expansion, new verticals, new channels
  • Sales force effectiveness: Hire reps, improve conversion, shorten cycle
  • M&A / add-ons: Bolt-on acquisitions to add revenue and capabilities

For each lever:

  • Current state → Target state
  • Revenue impact ($)
  • Timeline to impact
  • Investment required
  • Confidence level (high/medium/low)
Margin Expansion Levers
  • Pricing optimization: Price increases, mix shift, bundling
  • COGS reduction: Procurement savings, supplier consolidation, automation
  • OpEx optimization: Overhead reduction, shared services, offshoring
  • Technology investment: Automation, systems integration, data analytics
  • Scale leverage: Fixed cost leverage as revenue grows
Strategic / Multiple Expansion
  • Platform building: Add-on acquisitions, tuck-ins
  • Recurring revenue shift: Move from project to recurring/subscription
  • Market positioning: Category leadership, brand building
  • Management upgrades: Key hires to professionalize the business
  • ESG / governance: Board formation, reporting improvements

Read the full file on GitHub · 121 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 6d ago First seen · 121 lines · 0 tokens per session scan A 2f430406b33f

Subscribe to this mod's changes

value-creation-plan is a skill published in the GitHub repository yuping322/financial-services-plugins-new (17 stars, last pushed 6mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 1,092 tokens. A static security scan graded it A with 0 findings. It is 100% identical to value-creation-plan, differing in 0 lines, and is treated as a copy.

Related

Other skills, from other repositories