Engagement Process

Discovery conversation

We discuss your growth stage, recent changes (hires, sites, products), and the decision you need to support. You share approximate employee count, site count, and data systems. We confirm whether a Cost Structure Review, Operational Cost Audit, or Pricing Model Review fits—or if another advisor is better suited.

Duration: 45–60 minutes, usually by video. No fee.

Written scope and fee

Within two business days we send an engagement letter outlining deliverables, timeline, fee, data requirements, and confidentiality terms. You approve scope before any billed work starts.

Data collection

You provide financial statements, headcount rosters, major contracts, and facility details through secure transfer. We schedule site visits or virtual walkthroughs. A single point of contact on your side speeds this phase.

Analysis and interviews

We map costs, review allocations, and interview managers who control spend categories. We flag data gaps early rather than delaying the draft deliverable.

Draft verification

Your finance lead reviews draft numbers for factual accuracy. We correct classification errors before the leadership presentation.

Delivery and follow-up

We present findings to owners and leadership, deliver written materials, and hold a follow-up Q&A within 30 days. Implementation remains your internal responsibility unless you separately request advisory hours.