Small and mid-size businesses with recurring bills, especially those without a dedicated procurement team. Owner-led companies, multi-location businesses and lean finance teams benefit most.
Recent invoices for the categories you want reviewed, any vendor contracts you have, a signed letter of authorization so we can speak with vendors, and a point of contact.
Across the United States. We are headquartered in Fort Lauderdale, Florida, with a regional office in Laurel, Maryland, and offices opening in 2027 in Raleigh, North Carolina; Oklahoma City, Oklahoma; and Phoenix, Arizona. Because most of the work is done with bills and contracts, we serve businesses nationwide.
On contingency only. Our fee is 50% of the verified savings for 24 months from when each saving starts, plus 50% of any refund or credit of past overcharges, once, when received. See Our fee.
Then you owe nothing. There is no minimum fee.
We compare your baseline bills before any changes with your actual bills afterward. You see every calculation before you are invoiced.
No. Often the best outcome is a better deal with the vendor you already use. Any switch is entirely your decision.
We handle conversations professionally and only with your approval. Most vendors would rather adjust pricing than lose a customer.
It depends on the number of accounts and categories. After a first look at your documents, we will give you a timeline.
Very little. Beyond gathering documents and approving recommendations, we do the work.
Yes. We sign a confidentiality agreement before you share anything and use your documents only to perform the review.
No. We are independent and paid only by our clients.
No. We review costs and advise. Where a licensed broker or supplier is needed, we work alongside the one you choose.
Call (754) 225-1600 or send us a note.