Portfolio Value Accelerator Framework™
Stop betting millions on leadership guesswork.
The largest risk in any deal isn't in the financials—it's in the executive team. We provide the missing system for the people side of your investment, delivering the data and strategy to de-risk leadership, align culture, and protect your value creation plan from day one.
THE PORTFOLIO VALUE ACCELERATOR FRAMEWORK™
Executing the People Thesis
Your investment thesis is clear. The people side rarely is. We provide the missing system to ensure your leadership capital is fully deployed and aligned with your financial goals.
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AUDIT | STRATEGIC LEADERSHIP DILIGENCE
Stop flying blind on your largest investment. Quantify leadership risk before you sign.
The Problem:
You’re betting millions on a management team you don’t truly know. Gut feeling isn’t a strategy.Our Solution:
This isn’t an HR assessment; it’s strategic people due diligence. We replace anxiety with objective data, assessing the team’s capability to execute your specific thesis.Your Outcome:
A definitive leadership viability score, providing the critical insight for your Invest/No-Invest decision.
A clear 100-day action plan to address any identified gaps immediately post-close.
The data-driven confidence to move forward with certainty or walk away without second-guessing.
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ACCELERATE | 100-DAY VALUE LAUNCH™
Ensure your new CEO or CFO is set up to win, not just onboarded.
The Problem:
A new leader’s first 100 days dictate the next five years of value creation. A slow start erodes confidence, stalls key initiatives, and puts EBITDA at risk.Our Solution:
This isn’t basic onboarding—it’s a high-stakes, one-on-one immersion designed for rapid execution. We provide intensive coaching and strategic guidance to ensure your leader is focused on the most critical value-creation levers from day one.Your Outcome:
A leader who is fully aligned and confidently executing the value creation plan within the first quarter.
Strong, trust-based relationships with key stakeholders (board, team, investors).
Faster time-to-impact on your most important EBITDA initiatives.
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OPTIMIZE | C-SUITE PERFORMANCE ALIGNMENT™
Turn your leadership group into a single, unified force.
The Problem:
Even all-star executives fail if they operate as siloed individuals. Team friction slows down execution, creates costly misalignment, and puts your value creation plan at risk.Our Solution:
This isn’t a team-building retreat—it’s a strategic intervention for execution. We facilitate sessions focused on strategic clarity, role accountability, and decisive communication to forge a cohesive, high-performing team.Your Outcome:
A leadership team that operates with seamless cohesion and makes faster, smarter decisions.
Clear accountability for EBITDA targets, with everyone pulling in the same direction.
The systematic unlock for your team’s full potential, accelerating growth.
Ready to De-Risk Your Most Important Asset?
Take the first step toward execution certainty.
The Portfolio Value Acceleration Framework™ provides the data and strategy to turn your leadership team from a variable into a verified advantage.
*In a 30-minute call, we'll pinpoint the highest-impact leadership opportunity in one of your portfolio companies.*
Teresa Wallace, Ed.D.
Founder & Managing Director
Direct Counsel. No fluff. No spin. Just results that advance your porftolio.
Your value creation plan is only as strong as the team executing it. After 30 years of coaching C-suite leaders from Energy to Tech, I know that portfolio value isn’t created in strategy decks. It’s created—or lost—in execution. Hope is not a strategy.
An Uncommon Pedigree for Portfolio Results
My approach is built on a foundation rarely found in consulting:
Forged in the Discipline of the U.S. Army: My military experience was built on mission-first execution. It instills the discipline I use to align portco leadership with the relentless focus required to deliver on a value creation plan.
The Scholar-Practitioner’s Edge (University of Pennsylvania): My Ivy League Ed.D. isn’t a traditional Ph.D.; it’s designed for application. I translate rigorous data and leadership research into practical tools that diagnose risk and drive EBITDA, not just academic papers.
Global Operator’s Finesse: Navigating complex environments as a Middle East expat taught me the critical skill of challenging directly while preserving trust—ensuring necessary change happens without breaking the cultural cohesion a portco needs to succeed.
The Framework for Flawless Execution
This unique background is why I built the Portfolio Value Acceleration Framework™—a battle-tested system that removes execution risk. The framework enables flawless execution by:
Diagnosing risk early – surfacing blind spots, capability gaps, and cultural friction that threaten EBITDA.
Focusing leaders on the right moves – ensuring time and capital go where they create the most value.
Aligning leadership to strategy – putting the right executives in the right roles, pulling in the same direction.
Protecting critical relationships – challenging directly while safeguarding the trust needed to deliver results.
My approach is direct and designed for impact: to ruffle feathers without breaking eggs. I press leaders to confront what gets in the way of value creation—and to act on it.
After three decades on the front lines, I know what separates value capture from value erosion. The Portfolio Value Acceleration Framework™ is the difference—and it can be your strategic advantage.
Ready to transform leadership risk into your greatest advantage?
Resources
Accelerate Portfolio Value Creation
Get your copy of The Leadership Multiplier Whitepaper to uncover the people factors that de-risk deals and drive stronger returns.
