For distributor CFOs and PE operating teamsProve the opportunity before buying the program.
The 30-day Leakage Diagnostic is a tightly bounded commercial evidence exercise. It answers one question: is there enough customer-approved, recoverable value to justify action?
PROPOSED STARTING RANGE$25k–$75kFixed fee, based on scope and complexity. No success fee on unapproved findings.
Test fit first → InputApproved contracts, amendments, schedules, and exports
OutputPrioritized opportunity register with evidence
DecisionRecover, prevent, expand, or stop
What happens
A five-stage workflow with a hard decision at the end.
Week 0Scope & control
Confirm hypotheses, value perimeter, fields, exclusions, reviewers, transfer method, retention, and success definitions before data moves.
Week 1Terms model
Structure pricing rules, rebates, freight, credits, notice windows, and other testable commercial obligations.
Week 2Transaction tests
Normalize approved exports, reconcile term logic to outcomes, and isolate exceptions with traceable record-level support.
Week 3Human review
Pressure-test assumptions with business owners; separate data issues, false positives, process gaps, and recovery candidates.
Week 4Executive decision
Deliver the register, evidence packs, root-cause themes, value ranges, recovery path, prevention roadmap, and stop/expand recommendation.
What you receive
A usable operating asset—not a slide deck full of guesses.
- Executive opportunity registerValue hypothesis, confidence, source evidence, commercial owner, and recommended disposition for each finding.
- Evidence packsAgreement clause or schedule, tested logic, affected records, calculation method, and open validation questions.
- Root-cause mapWhere value drift begins: terms, data, configuration, workflow, ownership, or counterparty execution.
- Data readiness assessmentCompleteness, join quality, ambiguity, control gaps, and what must change before automation.
- Decision memorandumRecommended next move with scope, economics, dependencies, risk, ownership, and a defensible stop option.
Commercial staircaseEach commitment earns the right to ask for the next one.
These are proposed launch ranges, not published guarantees or observed customer prices.
OfferProposed feeDecision unlocked
Opportunity workshop$2.5k–$10kIs there a credible data-and-value hypothesis?
30-day diagnostic$25k–$75kIs there approved value worth recovering or preventing?
Recovery pilot$75k–$250k + agreed outcome shareCan the team realize value with reliable attribution?
Continuous program$150k–$1M+ annual + agreed outcome shareShould monitoring expand across entities, categories, and systems?
Any outcome fee requires a written baseline, customer-approved realized-value ledger, exclusions, dispute process, attribution window, and legal/accounting review.
Qualification
A good fit has economic upside, accessible evidence, and an accountable owner.
Signals to proceed
- $250M+ revenue or concentrated transaction value
- Multiple ERPs, acquired entities, branches, or pricing regimes
- Rebates, freight, credits, deductions, or complex schedules
- A finance sponsor and operating reviewers
- Ability to provide approved, bounded exports
Reasons to stop
- No executive owner or decision path
- No practical access to governing terms or transactions
- Expected value is unlikely to exceed the cost of proof
- Immediate production integration is mandatory
- A guaranteed recovery amount is required before analysis
A serious first stepA fit review can end with a proposal—or a fast, useful no.
We will not ask for contracts or transaction files in the website form. Sensitive-data handling is scoped only after mutual qualification and written controls.
Request a confidential fit review ↗