Expert Advisory for 
Finance, Tech, and Growth Strategy

Every audit includes ROI projections for each recommendation. Before we finish, you'll see exactly how much time and money each opportunity saves—so you can weigh the cost of the audit against the cost of doing nothing. Most clients identify 20+ hours of weekly time savings. That math tends to settle the question fast.

We're a specialist firm, not a household name—and that's intentional. We work with a select number of clients so we can go deep, not wide. Our methodology comes from hundreds of hours refining what actually works. And we partner with Verticulate.io for implementation, so you're not handing your roadmap to a team that's never built what they're recommending.

That's a valid question—and one the audit answers. We don't assume automation is right for every business. If we run discovery and find your processes are already tight, we'll tell you. But most companies we talk to are bleeding 15-30 hours a week on manual work they've stopped noticing. The audit makes that visible.

It can. But here's what we see: companies that delay discovery end up spending more later—on tools that don't fit, pilots that stall, or hires they didn't need. The audit takes 1-4 weeks depending on size. The insights last for years. If timing is genuinely wrong, we'll schedule a follow-up. But if you're already feeling the pain of manual work or scattered systems, waiting usually makes it worse.

Less than you'd expect. We need 30-45 minutes per interview, and we typically talk to 3-15 people depending on company size. We handle scheduling, recording, and analysis. Your team shows up, answers questions honestly, and gets back to work.

Good—push back. We validate every finding with your stakeholders before finalizing the roadmap. The opportunity matrix isn't a decree; it's a starting point for conversation. If something doesn't fit your culture, budget, or priorities, we adjust. You know your business better than we do. Our job is to surface what you can't see from the inside.

We map your existing tech stack during discovery. Every recommendation accounts for what you're already running—integrations, limitations, and all. We're not going to tell you to rip everything out and start over. That's not how real businesses operate.