Our Approach – Request a Review

How we work

Our process is straightforward and non-disruptive to your business. Plus we do the analysis at no charge with minimal impact on your resources.


We learn about your business to help your business identify which programs will benefit you the most. You learn more about what we do and how your business can benefit from our services. We gather basic information about your company to determine which programs you may qualify for in order to bring savings and improvements to your company’s bottom line. This can be done onsite, over the phone, or via web conference.


We will identify which individual programs will deliver the best savings opportunity for your business. This evaluation is a no-risk business diagnostic. If you do not see savings, we don't ask for anything in return.

Verify Value

Our team of experts (intellectual property attorneys, engineers, finance, supply chain procurement, and tax specialists) create a comprehensive assessment of your business data for each savings program identified in the evaluation phase. They prepare the supporting documentation necessary to answer any of your questions and implement your personalized plan.


Once your personalized plans are confirmed, our team of implementation experts work to bring savings gains for you.  They will continue to monitor ensuring that you no longer are assessed fees or charges that don't apply to your business.

On-going Partnership

Once you have realized savings, we partner with you to continue to monitor your progress and keep your savings on track. Our goal is to build a long-lasting and trusted relationship with you in order to be there to support your business long-term.

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