A live audit
dossier, assembling
as you read.
We score consulting firms across eight dimensions — and publish the instrument, not just the verdict. Read the methodology, judge the rigor, then read the score.
Engagement Scope Library
Operational Readiness Audit
The entry instrument. 48 metrics scored across four operational dimensions. Benchmarked and percentile-ranked against 200+ US engagements.
- 10 business day deployment
- Four scored MECE dimensions
- 90-day implementation roadmap
- 200+ engagement benchmark comparison
Cost Architecture Redesign
DMAIC-driven cost restructuring targeting 200–500 bps EBITDA margin improvement. Every reduction ties to a P&L line item. No theoretical savings.
- DMAIC Define-Measure-Analyze-Improve-Control
- 3–7x fee ROI on cost-side work
- 12–18 month realization window
- Swim lane cost attribution mapping
Growth Strategy & Unit Economics
North star metric definition, CAC/LTV stress testing, revenue model architecture. Growth plans built on unit economics, not TAM hand-waving.
- North star metric identification
- CAC/LTV ratio benchmarking
- Revenue driver mapping
- Scaling bottleneck analysis
Post-Merger Integration
Synergy identification through capture. Typical Year 1 realization: 70–85% of Day 1 target. Kotter's 8-Step applied to org integration.
- 100-day integration playbook
- EBITDA per synergy dollar tracking
- Kotter change management model
- Cultural alignment scoring
Governance & Compliance Readiness
Board structure, audit committee design, SOX Section 404 controls, 409A compliance. Built to Delaware General Corporation Law standards.
- SOX Section 404 control design
- DGCL governance frameworks
- 409A compensation compliance
- Audit committee architecture
Scaling Advisory & Org Design
Operating cadence, departmental swim lanes, KPI cascades. Map org structure from post-Series A to Series C without breaking backbone.
- Balanced Scorecard implementation
- Swim lane ownership mapping
- North star to departmental KPI cascade
- Runway and burn rate monitoring
Engagement Scope Library
Six workstreams. Fixed scope. Every deliverable traces to audit findings. No SOW drift.
- 0101
Operational Readiness Audit
The entry instrument. 48 metrics scored across four operational dimensions. Benchmarked and percentile-ranked against 200+ US engagements.
- 0202
Cost Architecture Redesign
DMAIC-driven cost restructuring targeting 200–500 bps EBITDA margin improvement. Every reduction ties to a P&L line item. No theoretical savings.
- 0303
Growth Strategy & Unit Economics
North star metric definition, CAC/LTV stress testing, revenue model architecture. Growth plans built on unit economics, not TAM hand-waving.
- 0404
Post-Merger Integration
Synergy identification through capture. Typical Year 1 realization: 70–85% of Day 1 target. Kotter's 8-Step applied to org integration.
- 0505
Governance & Compliance Readiness
Board structure, audit committee design, SOX Section 404 controls, 409A compliance. Built to Delaware General Corporation Law standards.
- 0606
Scaling Advisory & Org Design
Operating cadence, departmental swim lanes, KPI cascades. Map org structure from post-Series A to Series C without breaking backbone.
Engagement Data, Not Marketing Claims
- 200+
- US engagements benchmarked
- 48
- Audit metrics scored MECE
- 340bps
- Median EBITDA margin lift
- 10 days
- Audit instrument deployment
Engagement Outcomes, Verified by Operators
>Their audit flagged $2.1M in operational leakage our team had normalized. Twelve months into implementation, we recaptured 84% as verified EBITDA. Not projections — P&L line items.
>We thought we understood our unit economics. The 48-metric audit proved we were optimizing the wrong metric entirely. North star recalibrated. Board approved our $22M raise with zero pushback.
>Post-acquisition, they mapped $4.8M in cost synergies and built the integration sequence. We hit 82% capture by month ten. Kotter framework applied without the usual org antibody rejection.
Operational Questions
What happens after the 48-metric audit is scored?+
You receive a full operational profile with percentile rankings across all four dimensions. We identify the top three priorities based on audit data, then scope a 90-day sprint with milestones tied to baseline. No open-ended retainers. No scope creep without formal SOW amendment.
How is the benchmark database calibrated?+
200+ anonymized US engagements spanning $2M to $50M revenue, segmented by sector, revenue band, and growth stage. Every comparison uses like-stage data — we never benchmark a $5M bootstrapped manufacturer against a $40M Series C SaaS company.
Can you work with companies preparing for public filing?+
Yes. SOX Section 404 control design, SEC Regulation S-K and S-X disclosure readiness, and board governance built to Delaware General Corporation Law standards. For SPAC or de-SPAC paths, we run a distinct playbook.
How do you prevent scope creep?+
Fixed-scope SOW signed before work begins. New workstreams require a formal change order with own scope definition, timeline, and fee. SOW amendment discipline is non-negotiable — it separates profitable engagements from busy ones.
What is the typical engagement timeline?+
Audit instrument deploys in 10 business days. Implementation sprints run 90 days each. Full transformation spans 12–18 months. Post-merger integration tracks a 100-day sequence with monthly synergy capture reporting.
Do you staff junior analysts on engagements?+
No. Every engagement is partner-led by operators with domain expertise in the relevant dimension. No pyramiding. No first-year analyst billing. Engagement managers average 12+ years in operating roles.
Engagement Toolkit
- DGCL governance advisory
- 409A valuation review
- SOX Section 404 compliance
- FCPA risk assessment
- FTC talent strategy
- SEC disclosure readiness
Every Engagement Starts With the Instrument
Open the 48-metric audit. See your scores. Benchmark against 200+ US companies. Then scope implementation. No discovery theater.