The Questions Every PE Partner and Portfolio CEO Asks
We've had hundreds of conversations with PE/VC firms and portfolio companies. Here are the questions that matter, and the answers that drive decisions.
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      The Gap: You need real transformation, not theoretical recommendations. Previous consultants may have lacked hands-on operational experience. The Reality: Traditional consulting firms often rely on frameworks and analysis. We bring actual operational experience. Our founder has built and sold multiple companies worth $1B+. Our team has been operators, not just advisors. We work alongside your team to implement solutions, not just recommend them. The Proof: Our approach is implementation focused from Day 1. We don't deliver decks, we deliver working systems, improved metrics, and operational discipline that lasts. Bottom Line: The difference is simple: we've actually done what you're trying to do. We bring practitioner expertise, not theoretical knowledge. 
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      The Gap: You're skeptical about rapid change because previous initiatives have taken years with mixed results. The Reality: Our 90-day program works because it combines three critical elements: our proven playbooks, your team's engagement, and focused execution on what matters most. Your active participation is essential. This isn't something we do TO you, it's something we do WITH you. The Proof: We've refined our approach across 100+ engagements. We know which levers drive immediate impact. We focus on the vital few initiatives that move the needle, not the trivial many that consume resources. Bottom Line: When experienced operators deploy proven playbooks with engaged leadership teams, transformation happens fast. Your engagement is critical, our expertise makes it possible. 
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      The Gap: You need to justify any significant investment to your board and LPs with clear value creation. The Math: Our clients typically see: - 25-30% improvement in operational metrics 
- 20-40% acceleration in revenue growth 
- 2x improvement in execution velocity 
- 0.5-1x multiple expansion at exit 
 The Reality: Poor operations are already costing you millions in lost revenue, inefficiency, and missed opportunities. Our engagement pays for itself through improved EBITDA alone, with multiple expansion being pure upside. Bottom Line: This isn't a cost, it's an investment in operational excellence that drives both immediate improvements and long-term value creation. 
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      The Gap: You've been burned by one-size-fits-all approaches that didn't fit at all. Our Approach: Every engagement starts with diagnosis, not prescription. We identify YOUR specific gaps, YOUR highest-impact levers, YOUR unique constraints. The playbooks are proven, the application is customized. The Reality: We have 100+ playbooks. We typically deploy 3-5 per engagement based on your specific situation. It's like surgery, same techniques, different patient needs. Bottom Line: Proven doesn't mean rigid. We bring patterns, not templates. 
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      The Gap: You're concerned that consultants will create more work for your already overwhelmed team. The Reality: We focus your team on what matters most, eliminating low-value activities and creating clarity around priorities. We don't add to your workload, we help you work on the right things. Our role is to bring structure, proven systems, and additional bandwidth to accelerate your most critical initiatives. The Proof: Clients consistently report that their teams become more focused and energized because we help them stop spinning on problems and start making real progress on solutions. Bottom Line: We're force multipliers, not force adders. We help your team achieve more by doing less—but doing the right less. 
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      The Gap: You've seen transformations lose steam once consultants leave. You need sustainable change. Our Approach: - Week 1-4: We lead transformation initiatives 
- Week 5-8: Joint execution with your team 
- Week 9-12: Your team leads with our support 
- Post-engagement: All systems documented and teams trained 
 Ongoing Support Options: Many clients choose to retain us as advisors after the initial transformation, monthly check-ins, quarterly business reviews, or on-call advisory support. This isn't required, but it's available for those who value ongoing guidance. Bottom Line: Our goal is your independence, but we remain available as strategic advisors for clients who want continued partnership. 
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      The Gap: You need senior operators, not junior consultants learning on your dime. Our Model: Every engagement is staffed with experienced operators who've been in your shoes. Adam Jorgensen personally oversees all transformations. We limit our engagements to ensure every client gets senior-level attention. The Reality: We maintain a select group of proven operators, not a pyramid of junior consultants. Your team will work with people who've actually built, scaled, and sold companies. Bottom Line: When you engage Everest, you get experienced operators who've done what you're trying to do. 
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      The Gap: You need board buy-in before proceeding. They need confidence in the approach and expected outcomes. What We Provide: - Detailed operational assessment 
- 90-day transformation roadmap 
- ROI projections based on comparable engagements 
- Relevant case studies 
- Reference conversations with previous clients 
- Board presentation support if needed 
 The Process: Initial assessment → Detailed proposal → Board presentation support → Approval → Execution Bottom Line: We regularly present to PE/VC boards and understand their concerns. We'll provide everything needed to demonstrate value and gain approval. 
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      The Gap: You recognize operational challenges but may not be ready for a comprehensive 90-day transformation. Our Options: - Quickstart (30 days): Rapid intervention for urgent issues 
- Accelerator (90 days): Full transformation program 
- Partnership (Annual): Ongoing operational support across your portfolio 
 The Reality: We meet you where you are. Whether you need emergency triage, systematic transformation, or ongoing operational partnership, we have engagement models that fit your timeline and needs. Bottom Line: Start where you're comfortable. Many clients begin with a Quickstart to see our approach in action, then expand to deeper engagements. 
