A rigorous forensic diagnostic for professional service firms with $5M to $50M in annual revenue. Fixed scope, fixed price, $12,500. We identify where margin is leaking, quantify each leak in dollars, and deliver a prioritized roadmap your team can execute without us.
A mutual confidentiality agreement (NDA) is executed prior to any data intake.We don't run an open-ended discovery process. We run a procedure. Here's what happens, day by day, and where your team's time is actually needed.
Onboarding intake fires. Interview slots open. Data uploads begin analysis in parallel. Transcripts analyzed as they complete.
Primary contact returns the intake form (~10 min). Interviewees schedule and complete interviews (~60 min each, at their convenience). Data-upload contact gathers documents (~1–2 hrs).
Initial financial pattern analysis. Interview transcripts and qualitative synthesis. Foundation for the 14-day phase.
The clock not starting until the last interview is complete means the timeline we promise is a timeline we control. Most consulting engagements promise a delivery date and then blame you when it slips. We promise fourteen days from a moment we can actually measure.
Every engagement produces the same six artifacts. Each one is positioned for a specific decision or conversation.
A board-ready overview of findings, risk exposure, and priority recovery actions.
Use it to drive the decision conversation with partners and the board.
Complete analysis of every identified profit leak with root-cause identification and quantified P&L impact.
Use it when your team needs to address the actual problem, not the visible symptom.
A prioritized 90-day action plan sequenced by impact and tied directly to findings.
Use it to turn analysis into execution without external dependencies.
The underlying financial model showing exactly where margin is eroding and the recovery potential per category.
Use it to prioritize fixes by actual dollar value rather than intuition.
A structured slide deck summarizing findings, priorities, and recommended actions for stakeholder alignment.
Use it to present the diagnostic to the board, partners, or leadership teams.
A scoped proposal for ongoing advisory and implementation support. Ships with every diagnostic; accepting it's optional.
This isn't part of the diagnostic pricing. Decline it and the diagnostic still includes everything above.
Every finding in every deliverable is cited back to the source data. If you disagree with a finding, we walk through the math together.
The diagnostic is $12,500. Fixed. Paid once. Here's what that typically recovers, calibrated to your firm's revenue range.
An estimate for firms in this revenue range, applied to the selected size, not a measurement of your firm.
Source: SPI Research, WorldCC, Hackett, Zylo, PwC (2025-26).
At every firm size in our range, the recoverable profit research points to dwarfs the $12,500 fee. The question isn't whether the math works. It's why most firms haven't run one yet.
For the full walkthrough of the six leak types and what research says they cost firms this size, read our Profit Leaks analysis →
There are three other things a firm your size might do instead of running this diagnostic. Here's how they compare on the dimensions that matter.
| Dimension | Traditional Consulting | Software Dashboard | Fractional CFO | BaxterLabs Diagnostic |
|---|---|---|---|---|
| Cost | $200K – $500K+ | $15K – $50K / year | $5K – $15K / month ongoing | $12,500 fixed, once |
| Timeline | 3 – 6 months | Ongoing (data only) | Ongoing (no endpoint) | 14 days from last interview |
| Who delivers | Partner-sold, associate-staffed | Software (no interpretation) | One person, generalist | Partners only, 25 years P&L ownership |
| What you get | Strategic recommendations | Dashboards and data | Ongoing finance support | Quantified findings with source citations, prioritized roadmap |
Traditional consulting is excellent for strategy transformations at $200M+ firms. It was never designed for what $5M to $50M firms need. Software dashboards are good at displaying the numbers and bad at interpreting them. Fractional CFOs solve a real problem but not this one; they provide ongoing finance support, not a forensic diagnostic with an endpoint. The BaxterLabs Diagnostic was built specifically for the gap in the middle.
All engagements operate under strict confidentiality. Client data is handled through a controlled, access-managed workflow designed for sensitive financial information.
Executed before any data is exchanged. Standard non-disclosure, both directions.
All client data encrypted in transit and at rest. Access restricted to the partner team and the specific engagement.
Your data is never aggregated, shared with third parties, or used outside the scope of your engagement. Confidential handling is non-negotiable.
At the end of the engagement, you can choose full secure return or verified destruction of all datasets. Default is destruction at 30 days post-delivery unless you request retention.
Stop the bleed. Quantify the recovery. Selective client intake; we take a limited number of engagements per quarter to protect delivery quality.
Want to read the full methodology first? Read the Profit Leaks analysis →