Free first audit at the operating company, family-office, or personal level. Zero upfront cost. 15 minutes of your time to send what we need. Nothing changes without your sign-off. No software, no team retraining, no layoffs ever recommended. First savings within 30 days. We earn only when you save.
From our Family Office Club parent.
The first audit is 15 minutes of your time. We pick 2–3 focused areas, dig in, and come back with what we found. Fee applies only to verified savings.
Statements and invoices reviewed against benchmarks across 55+ cost categories. Findings returned within ten business days.
Specialist partners renegotiate vendors with outside counsel beside them. The client approves every change before it ships.
Realized savings are tracked monthly. Fee applies only to reductions that have hit the client’s bank account.
Walk away with thirty days’ notice. No early-termination fees. Year-1 share is calculated only on savings already deposited in the client’s account — never on projections.
Move the sliders, pick a sector. The estimate updates against current benchmark data across 55+ cost categories. We will follow up with a written, category-itemised version sent to your inbox.
$248K–$413K
Modeled at 15–25% of vendor spend, weighted by sector and vendor density. First audit covers 2–3 focused categories.
Estimates are illustrative, derived from category benchmarks and industry rate data. Actual results depend on vendor stack, contract maturity, and category mix. No commitment of any kind is created by using this tool.
Nineteen years of operating discipline, three hundred-plus institutional events, and a sixteen-million-member community now back every Expense Audit file. The diligence stack on the analysis side is the same one used to vet investments for $100M+ net-worth families.
Every engagement is contingent. We do not invoice for analysis, vendor work, or implementation. Our fee applies only to savings the client has verified in their own bank account.
Twenty percent of verified savings in Year 1, ten in Year 2, five from Year 3 forward. Our share sunsets so the savings keep compounding to your bottom line.
Vendor renegotiation is delegated to a curated bench across merchant processing, healthcare, telecom, tax, banking, and insurance. Never generalists.
Every statement, contract, and savings report is reviewed line by line, in plain English, before any new vendor language ships.
The first audit takes 15 minutes of your time, just enough to send us financials and basics. We pick 2–3 small areas, dig in, and come back. No software to install. No team to retrain.
The first audit is small and focused: send us financials, we pick 2–3 areas to dig into, and come back with what we found. Fifteen minutes is all we ask of you to begin — most clients see their first verified savings hit the bank within thirty days of engagement.
Statements, invoices, and current vendor contracts uploaded to a secure portal. Mutual NDA executed.
AI scans every line item against benchmark data across 55+ cost categories. Overpayments, duplicates, and unused subscriptions surfaced.
Specialist partners renegotiate or replace vendors. Outside counsel sits beside them. Every change is queued for client approval.
Realized savings are tracked monthly. Client keeps 80% of verified savings in Year 1. We earn nothing if we find nothing.
Three core client profiles produce the highest realized savings against effort — from operating companies to family-office platforms and individual principals. Each carries a dense vendor stack with predictable categories of leakage.
Multi-location practices and physician groups. Predictable category mix with high concentration of recoverable spend.
Multifamily, commercial, and hospitality portfolios. Dense vendor stacks across utilities, insurance, janitorial, waste, and maintenance.
PE portfolio companies, family-office multi-entity platforms, founders running multiple operating businesses. Cross-entity leakage is the rule, not the exception.
Expense Audit leverages our 16-person team. When you sign on, you get access to a network of specialist partners we have worked with for many years across every major cost category. Plus a 28-attorney law firm that sends every vendor negotiation letter on official legal letterhead.
Through our Family Office Club parent, we have worked with the same outside counsel for years across well over 100 matters and dozens of entities. When the renegotiation calls for it, the letter goes out under their seal. Vendors take the call differently.
Meet the full teamIllustrative engagement scenarios, modeled against current benchmark data. Actual results vary by vendor stack, contract maturity, and category mix.
Net to client reflects Year 1 retention of 80% of verified savings. Years 2 and 3+ rise to 90% and 95%, respectively. Our share sunsets so recovered dollars compound to the bottom line.
To find hidden costs, sunlight is said to be the best of disinfectants; electric light the most efficient policeman.
Louis D. Brandeis, “What Publicity Can Do,” Harper’s Weekly, December 20, 1913. Republished in Other People’s Money and How the Bankers Use It, 1914.
Brandeis wrote this line in 1913 about the banking industry. He had spent a decade exposing how banks were quietly charging hidden fees, self-dealing, and skimming from clients who had no way to see what was happening. His argument was simple: when light hits the books, the rot stops growing.
A century later, Brandeis would have been astonished at how little has changed for operating businesses. Most companies still overpay vendors by 15 to 40 percent, and nobody is going line by line through the invoices to catch it. The fees keep growing in the dark.
That is why we built Sunlight, our AI cost-audit engine. It scans every line of operating spend across 55+ categories. It finds the leaks, surfaces the duplicates, flags the overcharges, and benchmarks every contract against current market rates. Then we negotiate the savings on the client’s behalf.
Brandeis was right. Sunlight is the best disinfectant. We just made it easier to point.
If we have not addressed yours, write directly to the team and we will respond within one business day.
Direct line. Tabatha, Director of Expense Audit, replies to every inbound personally during scoping. Clients@ExpenseAudit.com
Nothing upfront. Nothing for analysis or vendor work. Our fee applies only to savings the client has verified in their own bank account. In Year 1 the client retains 80% of those verified savings; the structure steps to 90% in Year 2 and 95% from Year 3 forward.
We do not bill hourly and we do not produce reports. We are accountable for realized dollar reductions, not advice. The work is executed by specialist partners who own the long-term operational relationship downstream.
The first audit takes just 15 minutes of your time, enough to send us financials and the basics. We then pick 2–3 focused areas, dig in, and come back with findings. Fee applies only when verified savings hit your account.
For operating companies, the economics work best at $1M and above in annual revenue. For individual investors and family-office principals, we engage at $10M+ in net worth where wealth-management, advisory, banking, and insurance fees create comparable savings categories. We will accept smaller engagements selectively where the category mix is favorable.
A curated network of specialist partners across merchant processing, healthcare, insurance, banking, telecom, and live events & venues, among other categories. We coordinate. They execute. Our outside counsel sits beside them. The client approves every change.
The client keeps 95% of every dollar saved, perpetually. Our 5% share runs alongside it, structured so recovered dollars compound to your bottom line year after year. Our incentive is to keep finding new categories to audit so the relationship continues to compound.
Free diagnostic. No upfront cost. First savings are typically identified within thirty days of engagement.
