top of page

Grow Your Company's Financial Value Elevate Your Value Creation Capabilities 

Download the playbook that top private equity firms use to create financial value again and again, and apply it to your company!

Learn About Our Advisory Services by contacting

Screen Shot 2023-04-06 at 4.15.16 PM.png
Hot Air Balloons

The Elevate Playbook For Value-Creation

Screen Shot 2023-04-06 at 4.15.16 PM.png

The Elevate Playbook is a practical, business leadership guide for iteratively creating company value at higher levels.  It was developed through research and active consulting with company leaders over many years, and mirrors the process used by top PE firms and their portfolio companies.  Whether your company is preparing to exit, raise capital, transform the business, or sustainably grow value, The Elevate Playbook provides a proven approach. 

A brief summary of the framework has been recently published in Chief Executive Magazine, and a more detailed white paper can be found here.  In addition, you can access The Elevate Playbook, foundations, including a case study and tools to support value creation, by clicking on the box below, or reach out to learn about our advisory services.    

For more information or to learn about our advisory services contact us at 

About  R. Joe Ottinger

   My goal Is to help business leaders, board members, and investors create value for their companies, stakeholders, and the lives they touch. After many years as an operating executive in private and public companies, I, along with Harvard Business School professor John Kotter and others, co-founded Kotter, Inc., a management consulting firm focused on leading strategic change in global enterprises. Subsequently, I founded my own firm to support founders, CEOs, and senior leaders of private companies, many backed by professional PE, VC and family offices, to create value through stages of scaling, maturity, and monetization. 


   Feel free to reach out to me to learn more, and to start on your value creation journey. 




R. Joe Ottinger


Joe helped us to rapidly scale by providing professional coaching and consulting to the senior team and beyond.

Ryan Schmid, CEO of Vera Whole Health

Joe helped us improve strategy execution with the senior team and throughout the company as we rapidly scaled to achieve concrete business results and win in the future. Thank you to Joe for your quality work. 

Mike Radenbaugh, Chairman and CEO of Rad Power Bikes

  • LinkedIn

Thank you for getting reaching out!

bottom of page