Fixed-scope consulting for your data and tech. Backed by network data.
Stack audits, vendor sourcing, and data and security foundations. Fixed price, fixed scope, done by someone who has spent a decade on the vendor side of these tools.
What it is
Where IQ surfaces decisions, Advisory does the hands-on work behind them, for Operators who want a partner, not just a tool. Fixed-scope engagements, sized to your operation, backed by every benchmark Research has ever published. Each one has a fixed price and a defined deliverable, so you know exactly what you are buying before you sign.
Engagement types
The engagements
Start here · about a week
A one-page read on the tools you run and what they cost, with the two or three obvious cuts flagged. The full fee credits toward any package, so it costs nothing if it leads somewhere.
How we work
Every engagement is a fixed fee for a defined deliverable. No hourly billing, no open-ended access, no surprise invoice.
Recommendations trace to your contracts, your invoices, and real cross-operator data. Not a vendor's marketing, not a rule of thumb.
Every report, policy, and workbook is yours to keep and rerun. We retain only the underlying method.
No referral fee, no commission, no kickback, ever. You are the only payer. That is what makes the advice worth trusting.
Why us
We answer only to the operator who hired us. Our advice is paid for by you and judged by one test: does it leave your operation better off? That is the whole of our interest.
We know the dominant estimating software, the major field-doc and scheduling platforms, and the carrier ecosystem. No primer needed.
Recommendations benchmarked against Verinode Research: 81 vendor categories, 120+ indicators, real Operator data. Not industry averages.
Your tools, your team, your carriers, your market. Custom recommendations, not templated playbooks.
We don't just recommend; we source quotes, compare options, and flag the terms to negotiate on your behalf. You sign. We get nothing from the vendor.
Every report, policy, and workbook is yours. Any engagement can be refreshed the following year at a fraction of the fee, a discrete annual refresh, never a standing retainer.
Beyond the packages
Technology and data diligence for private-equity buyers, M&A support, and network strategy for franchise HQ and associations are available as custom engagements. Same independence, scoped to the work. Tell us what you need.
We’ll listen, ask hard questions, and tell you whether Advisory is the right fit. No deck. No pitch.