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When the IRR doesn't look that great anymore...
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“Operations are fine”, they said. Reports are produced. Meetings happen. Budgets are updated. And, little by little, budgets are not respected. A KPI deduction is untransferable. The client gives up trying to agree a Change Notice with the Project and call other contractors. Relationships are not that great anymore. An unresolved and relatively small claim becomes the common theme anytime the SPV meets with CJV… Value disappears… silently. One year after the other. Costs unchallenged. Contractual entitlements left on the table. Risks everybody knows about remain unresolved. The operator underperforms, but nobody wants another fight. Again, year after year. Nothing catastrophic. Until it is. Numbers don’t look great anymore. And everyone wonders whether they bought into the wrong project or… something else is happening. That’s why we created the 30-Day PPP Asset Performance Review. In 30 days, we independently review: Budget, forecasts and cost performance Revenue leakage and contractual entitlements Operator and subcontractor performance Unresolved commercial issues Risks that are not being properly addressed Governance, accountability and Board reporting No generic 150-page report. Clear findings. Prioritised actions. A practical 100-Day Recovery Plan. I’ve spent years managing PPP contracts, Boards, stakeholders and commercial problems from inside the SPV. I know where value gets lost. And where to look for it. Are you sure your PPP asset is delivering all the value it should? If so, you should click below. .
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Vicente Valencia
Weekly insights on how to perform when it matters | High-stakes decisions. Real situations. No BS. | 👇JOIN +2k readers 👇
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