Value Growth Plan™
Definition
The Value Growth Plan™ is the strategic bridge between where an owner is today (Point A) and where they want to be (Point B, as defined by the Owner’s Scorecard™). It lays out the specific growth rates, reinvestment decisions, and milestone targets required to compound the business from its current valuation to the owner’s five-year target.
The VGP is not a business plan — it is an ownership plan that drives the business plan. It answers: given my goals for time, cash flow, and wealth, what does the business need to become over the next five years, and what are the specific levers I need to pull to get there?
Why It Matters
Most owners have growth goals but no math connecting those goals to their valuation. The Value Growth Plan makes the connection explicit. In the case studies, the plan shows how a company moves from a 21 million over five years — through specific, measurable decisions around revenue growth, margin improvement, risk reduction, and EBITDA expansion.
The VGP is the document that turns the Owner’s Scorecard™ from a wish list into a plan.
Where This Concept Appears
- Lesson 5 — Introduced as the first component of Module 3
- Module 3 (Owner’s Playbook) — Full lessons on building the VGP with case study walkthroughs
- Quarterly Boardroom Meeting — The VGP is reviewed and updated quarterly