The five editions
One run, cut five ways: the full report, the owner’s read, a plan for your team without the price, a quarterly board page, and the appendix for anyone checking the inputs.
One run, five cuts
Every edition is cut from the same run, so the numbers in each agree to the dollar. They differ only in what they leave out, and why.
What it carries. Every part and the appendix.
Who it’s for. For you, and for anyone checking the work line by line.
What it carries. The 15-minute path, both sides, the records, the method, the judgments, the transaction page and the plan on one page.
Who it’s for. For the owner’s own read, start to finish in an evening.
What it carries. Parts 2 and 3, with the capacity load and the committee tier, and no valuation.
Who it’s for. For your managers. They get the measures, owners and initiatives, and never see the price.
What it carries. The quarterly page, the run-to-run bridge, the committee tier and the gate calendar.
Who it’s for. For a board, a partner or an advisor who checks progress each quarter.
What it carries. Driver trees, inputs and provenance, the records, reconciliations, the method and a glossary.
Who it’s for. For a CPA, a lender or a buyer’s analyst who wants to test the inputs.
Which edition carries what
| Full | Core | Plan (team) | Board | Appendix | |
|---|---|---|---|---|---|
| What it’s worth, and the range | ● | ● | |||
| The next 90 days and the 12–36 month plan | ● | on one page | ● | ||
| The gates | ● | ● | the calendar | ||
| How the number was built | ● | ● | ● | ||
| The bridge since your last run | ● | ● | |||
| Every input and where it came from | ● | ● | |||
| The price | ● | ● | never | ● |
A dot means the edition carries it. The team edition never carries the price. On a phone, swipe the table sideways.
Why the team edition has no price
People do better work when they know why it matters, so the plan traces every action to the measure it moves. But a number on a cover changes how a team behaves. Your best people should read “lose fewer customers each year” as a goal, not as a sign the business is for sale.
The board edition, every quarter
The board edition is the one an advisor or a partner reads each quarter. It shows the run-to-run bridge, which splits the change in value into what the business did and what moved around it, the plan’s status, and the calendar of every regulatory filing that protects the value.
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