Our Approach – Request a Review

What to Expect

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 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 use our proprietary software to identify which individual programs will deliver the best savings opportunity for your business and walk through the savings range potential. This evaluation is a no risk business diagnostic. If you do not see a savings, we don't ask for anything in return.

Verify Value

Our team of experts (intellectual property attorneys, engineers, finance and tax specialists) do 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 tax incentives, business expenses reduction savings and revenue gain opportunities are confirmed, our team of implementation experts work directly with your service providers and tax agencies to secure your project and recurring savings gains. They will continue to serve as an audit 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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