Overview

tEamBITDA™ is Lodestone’s bundled, science-backed solution for accelerating value creation by aligning leadership teams at critical transition points—typically post-investment, during early value creation phases, or amid executive turnover. It integrates executive assessment, leadership advisory, and team effectiveness interventions into one cohesive offering, delivering strategic human capital insight and action where and when it matters most.

Rather than engage these services piecemeal, tEamBITDA™ brings them together in a deliberate sequence, giving private equity investors and portfolio company leaders a faster, more effective path to alignment, execution, and performance. With a focus on measurable impact, the bundled format not only improves outcomes, it also delivers cost efficiency and faster ROI.

What’s Included in tEamBITDA™

Executive Team Assessments

  • Leadership Style Inventories
  • Business Simulation (3-Hour)
  • Behavior-Based Interview
  • Team Profile & Feedback Delivery

Leadership Advisory Services

  • 1:1 Executive Coaching
  • Fractional CHRO Advisory
  • Alignment with Business Needs

Team Effectiveness Workshops

  • Knowing Me, Knowing You™
  • Vision, Mission, and Values Workshop
  • Behavioralizing Values

Cost Efficiency + Faster ROI

1. Executive Team Assessments

Understanding whether the current executive team is aligned, capable, and prepared to execute the value creation plan is non-negotiable. This first component focuses on evaluating the CEO and other key members of the executive leadership team (typically 2–3 others) through Lodestone’s proven assessment methodology:

  • Leadership Style Inventories
    Participants complete personality assessments—covering motivational values, typical strengths, and derailers under stress. These insights surface how each individual is wired and how that wiring will either support or hinder business objectives.
  • Business Simulation (3-Hour)
    A high-fidelity, interactive simulation puts leaders in the driver’s seat of a fictitious company facing real-world operational and strategic decisions. Their responses are evaluated for traits like decisiveness, strategic clarity, people leadership, and calm under pressure.
  • Behavior-Based Interview
    A 75-minute structured interview with a Lodestone psychologist delves into past leadership behavior and current challenges, contextualizing the assessment results and surfacing patterns relevant to the business’s stage and needs.
  • Team Profile & Feedback Delivery
    The data is never just thrown over the wall. We synthesize it into a team profile and presented in a working session with key stakeholders. Insights focus on fit for role, fit for team, and fit for the value creation plan to ensure both individual and collective leadership readiness.

2. Leadership Advisory Services

Once the executive team is assessed, targeted coaching and strategic support help turn insight into impact. Over the course of four months, Lodestone provides:

  • 1:1 Executive Coaching
    Each leader receives focused support on 1–2 key areas of development that matter most to business performance. Coaching is practical and short-cycle—designed to generate movement, not dependency.
  • Fractional CHRO Advisory
    Lodestone consultants serve as strategic people partners, providing guidance on pressing human capital decisions—whether around team design, hiring, onboarding, or managing up/down dynamics.
  • Alignment with Business Needs
    All coaching and advisory services are linked to the business context and value creation plan, ensuring relevance and accountability.

3. Team Effectiveness Workshops

Assessment and coaching prepare the foundation. The final component, team sessions, ensures the executive group is aligned around shared purpose, decision-making frameworks, and operating norms.

  • Knowing Me, Knowing You™
    This session leverages the personality assessment data to foster mutual understanding and address potential blind spots. It also introduces a functional RACI (Responsible, Accountable, Consulted, Informed) framework to clarify roles and reduce friction.
  • Vision, Mission, and Values Workshop
    Post-deal or post-leadership change, teams must align on a new “North Star.” In this session, Lodestone facilitates the (re)definition of strategic intent and behavioral standards that will guide the team moving forward.
  • Behavioralizing Values
    Words on a wall don’t change culture—behaviors do. In this interactive workshop, the leadership team translates values into observable, actionable norms that drive alignment, communication, and accountability.

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Why tEamBITDA™?

1. Proactive Value Creation

Misalignment at the top delays execution and erodes trust. tEamBITDA™ addresses these gaps early, reducing friction and enabling teams to hit the ground running post-close.

2. Measurable, Strategic Human Capital Insight

With its science-backed tools and psychologist-led facilitation, the program delivers objective, actionable insight—not vague feedback or templated leadership advice.

3. Faster ROI

The bundled structure streamlines decision-making, performance coaching, and team development, leading to faster organizational cohesion and a shorter time to value.

4. Cost Efficiency

Clients receive 20% cost savings by engaging these services as a bundle rather than purchasing each separately—making tEamBITDA™ not only more effective, but also more economical.

Who It’s For

  • Private equity investors looking to stabilize and align new leadership teams post-close
  • Portfolio company CEOs or CHROs navigating senior team turnover or transformation
  • Organizations preparing for aggressive scaling, integration, or culture change

Time kills value and tEamBITDA™ ensures your leadership team is aligned, motivated, and equipped to deliver on the value creation plan from day one. With Lodestone’s proven tools and expert facilitation, you’ll spend less time managing dysfunction and more time executing on what matters most.

Why Lodestone?

    • Business-Backed Human Capital Strategy: Every aspect of tEamBITDA™ is designed to drive the value creation plan—not distract from it. Our methods are grounded in what matters most: execution, alignment, and results.
    • Psychologist-Led, PE-Tested: Our team includes organizational psychologists with direct private equity experience. We understand both human behavior and the urgency of post-close alignment.
    • Validated, Predictive Tools: From gold-standard personality inventories to executive simulations, we use science-backed assessments to generate clear, actionable insights on role fit, risk, and leadership dynamics.
    • From Assessment to Activation: We don’t stop at diagnostics. We support leaders through coaching, advisory, and facilitated team sessions, ensuring momentum from insight to impact.
    • Tailored to Your Thesis: Every tEamBITDA™ engagement is configured based on your specific leadership needs and business imperatives. No templates. No fluff.

Getting leadership right is the fastest path to value creation. Lodestone’s tEamBITDA™ bundle helps you align, activate, and accelerate leadership impact—right when it matters most.