Most $10M–$50M+ PS & MSP firms simply focus on a "sell more" approach while ignoring the structural rattles of the organizational engine. If your delivery dashboards are seemingly glowing green but your gross margins are shrinking or holding steady, you do not have a growth problem—you have Leaks. Margin Leaks. Your delivery teams are likely trapped in "Hero Culture," over-servicing accounts for free to cover misaligned SOWs, sales promises, and other manual operational friction points. We call this the Inaction Tax™.
Financial & Realization Architecture Maturity Evaluation
The Boardroom Audit. We forensically review PSA data, tracking, and forecasting to find systemic margin leaks. We conduct a deep-dive "SOW vs. Reality" audit on distressed projects to identify exactly where the "Sold As" structurally missed the "Delivered As," calculating the true gap between raw Utilization and actual collected Realization.
Profitability, Utilization, Leadership, Systems, & Execution
The Engine Room Audit. Data tells us what is broken; the people tell us why. We shadow active Sales-to-Delivery handoff meetings to map friction in real-time. We conduct 1:1 "Friction Audits" with delivery teams to identify internal drag and undocumented "Snowflakes," as well as to review middle-management for silos and resistance areas holding back global scale.
Transparent Reporting on Utilization, Teams, and Handoffs
The Executive Output. We deliver the synthesis directly to the Executive Leadership and PE Sponsors. You receive the Margin Leakage Map (quantifying the exact P&L impact of the friction) and the Assembly Line Roadmap (a prioritized 90/180-day operational blueprint to stabilize the chassis, reduce friction, and improve internal sales confidence).
Unlike traditional consulting that charges by the hour to guess where the money is, we operate on a fixed-fee sprint tied directly to EBITDA leverage. You aren't paying an expense; you are funding a margin recovery vehicle.
If the audit fails to identify and document a minimum of $500,000 in annualized, executable margin/EBITDA recovery, we issue a 20% rebate against the final milestone. We have skin in the game.