Find the Leak · Fix the Weakness · Rebuild the Revenue
Audit-led·The Snapshot · $15KThe Standard Audit · $25KCore Programme · $185K–$385KEmbedded · $500K–$1M
For the Firm · Audit-Led

Find the leak.
Put a dollar on it.

Every engagement begins with the Revenue Leak Audit. Vault finds exactly where your firm’s revenue is leaking — pricing, qualification discipline, handler-buyer match, retention cadence, internal selling — puts a dollar figure on each leak, and then deploys at the level the audit calls for. We diagnose before we prescribe.

For the firms whose revenue runs through ultra-high-net-worth clients. Board-defensible, never a binder. The audit is the front door — the engagement is what it earns.

Audit-led Board-defensible 60% re-audit clause Marcus-permanent at depth
Book a diagnostic call → See the audit methodology

Every engagement begins with the Revenue Leak Audit — from $15,000.

The principle

Most firms know revenue is slipping. Very few can name where, or what it costs. So they buy training the salespeople didn’t need, restructure a team that wasn’t the problem, and the leak goes on leaking — because nobody put a dollar figure on it first.

Vault works the opposite way. We diagnose before we prescribe. The Revenue Leak Audit finds exactly where the money is escaping, quantifies each leak, and only then do we deploy — training if the leak is handler skill, a structural engagement if it isn’t. The audit is the honest first move. Everything after it is calibrated to what the audit found.

How it works

Diagnose. Match the fix. Compound the recovery.

Step 1

Diagnose

The Revenue Leak Audit

The Audit puts a dollar value on each leak — pricing, positioning, qualification discipline, handler-buyer match, retention cadence, internal selling. Every leak is surfaced, scored, and located in the operating system. You leave with a quantified, board-defensible read on exactly where revenue is escaping.

Step 2

Match the fix

What the audit calls for

If the leak is handler skill, training fires. If it’s structural — positioning, incentives, leadership behaviour — a different engagement does. We deploy what the audit calls for, not a standard package. The diagnosis decides the prescription, every time.

Step 3

Compound the recovery

The operating discipline

A fix that fades is a cost, not a return. Vault rebuilds the operating discipline so the recovery holds — revenue that keeps compounding across years, across handlers, and across the inheritance moments when relationships and books change hands.

The front door

The Audit. Every engagement starts here.

There are four ways into the Revenue Leak Audit, calibrated to how much certainty the firm needs and how deep the leak is suspected to run. Each puts a dollar figure on what’s escaping. All prices in USD.

1
The Snapshot — $15,000A 3-day organisational diagnostic that puts a dollar value on each leak — the fastest, lowest-cost real read and the first conversation with Vault. Often the right first engagement for firms with fewer than ~30 commercial staff but a defensible UHNW book.
2
The Standard Audit — $25,000The full Revenue Leak Audit (2–4 weeks): CRM review, lost-deal analysis, stakeholder interviews, and WHALE Code™ profiling of the top 20 clients. Board-defensible.
3
The Forensic Audit — $65,000The deepest audit (4–6 weeks): past surface leaks into structure, incentive, and leadership behaviour — for firms where the leak is suspected to be structural. Marcus-permanent.
4
The Team Pilot — $35,000A single-team engagement: the methodology applied to live pipeline, with the outcome measured against a pre-engagement baseline.

See the full audit methodology — HARVEST, the calibrated scoring rubric, the three roles

What the audit calls for

The Engagement. Deployed at the depth the audit finds.

Once the leak is named and priced, Vault deploys at the level the diagnosis demands — from a division-wide programme to a standing, embedded advisory relationship. All prices in USD.

The Core Programme — $185K–$385KFull methodology deployment across a commercial division; 3–6 months; pricing reflects scope and depth; Marcus-permanent on milestones.
Embedded Engagement — $500K–$1MVault embedded as the firm’s standing advisor for revenue recovery; multi-quarter; Marcus-permanent; for firms where the leak is structural and the relationship is the asset.
The Partnership — BespokeAn annual partnership; Vault as standing strategic counsel; scope shaped to firm need.
The map

Which is right for my firm?

A simple read on where to start. When in doubt, begin with the Snapshot — the lowest-cost real read — and let the diagnosis point the way.

Start with the diagnostic

When you need to know where you’re leaking
  • Not sure where you’re leaking — start with the Snapshot ($15K).
  • Need a board-grade case for change — the Standard ($25K) or Forensic Audit ($65K).
  • Want one team to prove it first — the Team Pilot ($35K).

Deploy what it calls for

When the leak is named and you’re ready to fix it
  • Ready to roll it across a division — the Core Programme ($185K–$385K).
  • The leak is structural — make us your standing advisor — Embedded Engagement ($500K–$1M) or the Partnership (bespoke).
  • A smaller firm (under ~30 commercial staff) — often enters through the Snapshot, or via the individual ladder.
Our Commitment

We put our fee where the leak is.

At the 12-month mark, Vault returns and re-runs the diagnostic. If the leak has not measurably narrowed against the baseline, 60% of the original audit fee is credited back. Payment is 50/50. The clause holds us to the standard we sell.

No discounts — the pricing ladder is engineered to protect perceived value across the suite. Scope and sequence are negotiable; the price as scoped is not. Measured against a baseline agreed in writing before work begins. Full terms govern.

The detail

Who it’s for — and who delivers it.

Who it’s for

Firms whose revenue runs through ultra-high-net-worth clients — private banks, family offices, integrated resorts, luxury operators, and premium real estate. Wherever a small number of large relationships decides the year, a single mishandled book is a material leak.

Smaller firms (under ~30 commercial staff) often enter through the Snapshot, or via the individual ladder.

Who delivers it

Marcus is permanent on the Forensic Audit, the Core Programme, the Embedded Engagement, and the Partnership — he delivers these personally. If he is genuinely unavailable for a critical milestone, Vault reschedules rather than substitutes.

The Snapshot, Standard Audit, and Team Pilot are carried by Senior Vault Practitioners — and, from Q3 2026, certified Whale Wrangler Trainers — alongside Marcus.

By sector

Built for the firms whose year runs through whales.

The audit is the same forensic spine in every sector; the leaks differ. See how it reads in yours.

Private Banking · Family Offices · Integrated Resorts · Luxury Operators

Questions

Before you begin.

How long does an engagement take?

It depends on the depth the audit calls for. The Snapshot is 3 days; the Standard Audit runs 2–4 weeks; the Forensic Audit 4–6 weeks; the Core Programme 3–6 months; and an Embedded Engagement is multi-quarter. We scope the timeline to the finding, not the other way around.

How is confidentiality handled?

Every engagement runs under signed NDAs with mutual obligations. Single-team work is delivered on a need-to-know basis. Case material is anonymised by default, and client identities are never disclosed to other prospects. Discretion is the product when your revenue runs through ultra-high-net-worth relationships.

How is success measured?

By the 60% re-audit clause. At the 12-month mark we re-run the diagnostic against the original baseline. If the leak hasn’t measurably narrowed, 60% of the audit fee is credited back. We measure ourselves on whether the leak closed — not on activity.

What makes Vault different from McKinsey, BCG, or Bain?

Vault is led by a principal who personally carried AUD 45B in turnover (~AUD 605M revenue) and a 200-person commercial division across Las Vegas Sands, Crown Resorts, and The Star Entertainment Group — rebuilding Crown's annual market share from AUD 0.5B to AUD 2.8B over four years, and holding the #1 position in Macau on HKD 34B of premium-direct turnover. The methodology is derived from running an enterprise P&L and codifying what made it work — published by Marshall Cavendish before it ever became a programme — not from training a methodology and applying it. You get an operator who has held the book, not a deck about holding it.

Why is the pricing fixed?

The ladder is engineered to protect perceived value across the suite. There are no discounts. Scope and sequence are negotiable — we will shape what we do and the order we do it in — but the price as scoped is not. A diagnostic that can be haggled down is one a serious firm won’t take seriously.

How do we start?

Book a 30-minute Revenue Leak Diagnostic call with Marcus. Open conversation, no commercial pressure — a frank read on where you might be leaking and which entry point fits. If it’s a fit, the Audit follows; if it isn’t, you’ll know that too.

Every engagement begins with a conversation.

The Revenue Leak Audit · from USD $15,000 — audit-led · board-defensible · 60% re-audit clause · Marcus-permanent at depth

A 30-minute Revenue Leak Diagnostic with Marcus. No commercial pressure — just a frank read on where you’re leaking.