Cost-Reduction Advisors · Dallas, TX

Find what your business is overpaying.

Viking is an independent broker for growing businesses. We compare carriers, processors, and providers across six expense categories — then place you with the one that delivers better service AND better cost. Always free to you. The provider pays our commission only when you switch.

Book a 20-minute review See how it works
11+ years serving Dallas SMBs $2M–$50M typical client revenue $0 client cost — providers pay our commission
Sample 12-month savings analysis
Merchant processing+$18,400
Telecom & data+$11,250
Commercial insurance+$9,800
Accounts payable workflow+$14,600
Energy procurement+$6,200
Annual recovery$60,250

Composite — real results vary by company size and current vendor mix.

Trusted by growth-stage businesses across DFW
Manufacturing Distribution Professional Services Healthcare Hospitality Construction
Why Viking

Built differently than the franchised national networks.

Three things that change the answer you get when you ask Viking the same question you'd ask Schooley Mitchell, P3, or your current broker.

Always free to you

Zero retainer. Zero project fees. Zero hourly billing. Viking is paid by the providers we place business with — same model as a traditional insurance broker, extended across six categories. You never get a bill from us.

Principal-led

You work directly with Brad Wedeberg, our principal — not a junior account manager. Eleven years of advising owners means you get someone who understands what you're actually trying to do.

Better service AND better cost

We only earn when a client switches providers — and a client only switches when the new provider delivers both. If your current setup is genuinely best in category, we'll tell you to stay put and Viking earns nothing. That's the alignment.

Services

Six expense categories. One advisor.

The line items most growing businesses set on autopilot — and the ones where the most money quietly leaks out month after month.

Merchant Services

Credit card processing rates, statement audits, and fraud / chargeback recovery. Most clients see 15–35% reductions.

Audit my statements

Telecom & Data

Voice, internet, mobile, and data circuit audits. Fix billing errors, retire shadow services, renegotiate contracts.

Review my bills

AP Automation

Eliminate paper invoices, capture early-pay discounts, monetize rebates. ROI typically 6–12 months.

See if it pays back

Commercial Insurance

Property, liability, workers' comp, vehicle, bonding. Independent broker representing dozens of carriers.

Get a second opinion

HR & Payroll

Payroll, benefits, compliance, PEO/ASO comparisons. Reduce admin cost without reducing service quality.

Compare options

Energy Procurement

Texas deregulated-market rate negotiation, contract timing, sustainability, and conservation programs.

Benchmark my rate
Typical Savings Ranges

What clients typically recover, by category.

Annualized first-year savings observed across recent Viking engagements. Ranges reflect lower-end (already-competitive vendors) to upper-end (multi-year inertia, no recent benchmark).

Merchant Services
15–35%
Telecom & Data
12–30%
AP Automation ROI
6–12 mo payback
Commercial Insurance
8–22%
HR / Payroll / PEO
10–25%
Energy (Texas)
8–24%

Bar length indicates relative recovery potential, not absolute dollar value. Your actual savings depend on current vendor pricing and contract structure.

Versus the alternatives

How Viking compares to other ways to find these savings.

Three different models. Different incentives. Different bills.

Viking National contingency firms
(Schooley Mitchell, P3)		 Single-category broker
(typical insurance / merchant agent)		 DIY in-house
Cost to your business $0 — providers pay us 30–50% of savings $0 Staff time
Categories covered All 6 under one roof Multiple (varies) One only Whatever you tackle
Vendor independence ✓ Multi-vendor in every category ✓ ✗ Tied to one carrier/processor ✓
Owner-led service ✓ Always Brad ✗ Franchised / assigned rep ~ Depends on firm N/A
Compensation disclosed ✓ In writing, every engagement ✓ ~ Often not N/A
If current vendor is best ✓ We say so, no fee ✗ Pressure to switch (no savings = no fee) ✗ Always pushes their product You decide
Recent Result

One client. Five categories. $182K returned.

Distribution · 38 employees · DFW

The owner thought their costs were "already negotiated."

A regional distributor came to Viking after their CFO retired. They believed their major vendor contracts were locked in at fair rates. We started with a no-cost audit of merchant services and telecom — and found 22% of their monthly processing fees were avoidable, plus six dormant phone lines billing for $340/month.

Over the following 90 days we expanded into commercial insurance and AP automation. The total verified annual savings came to $182,400 — money that went directly back into the business with no change in service quality and no fee charged to the client. The new providers we placed paid our commissions.

See more case studies
$182K
Annual savings recovered
22%
Merchant processing reduction
5
Categories audited
90 days
From kickoff to first savings

Illustrative case study composed of representative engagements. Specific client identity withheld pending consent.

How We Work

Four steps. Zero risk to find out.

The first three steps are at no cost to you. We don't bill until we've shown verifiable savings — and you don't have to act on what we find.

Discovery call

20-minute conversation. We learn your business, your team, and which expense categories are most worth auditing first.

Data request

You send recent statements, contracts, and invoices for the categories we picked. Usually under 30 minutes of your time.

Findings report

Within 10 business days you get a written report: what's working, what's overpriced, what's billed in error, and what the savings would be.

Implementation

If you say yes, we manage the switch on your behalf — paperwork, cutover, vendor coordination. The new provider compensates Viking. You pay nothing.

Start the discovery call
11+
Years advising Dallas businesses
6
Expense categories under one roof
$0
Cost to clients — providers pay our commission
Both
Better service AND better cost — required to switch
What Owners Say

Owner-to-owner, not broker-to-buyer.

Brad found money I didn't know we were losing. The merchant statement audit alone covered his fee three times over in the first quarter. He also told us when not to switch — which is rarer than it should be.
JM
J. Martinez
CFO, Regional Distribution Co.
We'd been with the same telecom vendor for 12 years. Brad mapped every line, killed six we'd forgotten about, and renegotiated the contract. We didn't change carriers — we just stopped overpaying our existing one.
SK
S. Khan
Owner, DFW Manufacturing
What I appreciated most was that he wouldn't sell me anything I didn't need. Half the categories he audited, his recommendation was "you're fine — leave it alone." That's how we knew the other half was real.
RH
R. Hayes
President, Commercial Services Firm

Names and details modified for privacy. Real testimonials with consented attribution available on request.

Insights

Plain-English guides for owners who don't want to become experts.

Practical, no-jargon writing on the cost categories most owners delegate, ignore, or set on autopilot.

Merchant Services

How to read a merchant services statement (with example)

The five line items that hide most overpayment, and how to spot them before you call us.

8 min read·Apr 2026
Telecom

Five signs your telecom invoices are wrong

Phantom services, unused circuits, and the contract clause that lets you renegotiate at any time.

6 min read·Apr 2026
AP Automation

AP automation ROI: when does it actually pay back?

A simple calculator approach for businesses processing 200–2,000 invoices per month.

7 min read·Mar 2026
Browse all insights

Find out what your business is overpaying.

A 20-minute discovery call costs nothing and tells us whether an audit makes sense for you. If it doesn't, we'll say so.

Book a discovery call Call 888-610-6226