A representative selection of recent client outcomes across the six expense categories Viking covers. Names withheld pending consent; figures verified from before-and-after invoices.
Regional distributor whose retiring CFO believed all major vendor contracts were 'already negotiated.' Audit found 22% in avoidable merchant processing fees, six dormant phone lines, and an outdated insurance policy.
12-year incumbent telecom relationship had drifted: phantom services, decommissioned circuits still being billed, and outdated rate plans. Renegotiated existing contract — no carrier change required.
Specialty practice's payment processor had silently moved them to non-qualified rate tiers after a software upgrade. Recovered 18 months of overcharges and reset rates.
150–200 paper invoices per month consuming 3 days of bookkeeper time per week. New workflow cut that to 4 hours per week and unlocked $11K in early-pay discounts.
Owner had stayed with the same broker for 8 years out of inertia. Independent rebid produced equivalent coverage at $14K less in annual premium with a higher-rated carrier.
Restaurant group had been on a single PEO for years without competitive bid. Side-by-side analysis of three providers produced same benefit package at lower per-employee cost.
All figures verified from client invoices before and after engagement. Industry, headcount, and outcome metrics are real; identifying details modified for confidentiality.
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.
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.
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.
The findings report was the most useful single document we've gotten from a vendor in five years. Even the recommendations we didn't act on were worth reading.
Vendor contracts and pricing structures vary by industry. These are the verticals where we have the deepest pattern recognition.
If you have at least three of merchant processing, telecom, insurance, AP volume, payroll, or significant utility spend — there is almost certainly a finding worth seeing.