Find the Leak · Fix the Weakness · Rebuild the Revenue
Audit-led·The SnapshotThe Standard AuditCore ProgrammeEmbedded
For the Firm · Audit-Led

Find the leak.
Put a dollar on it.

Every engagement begins with the Revenue Leak Audit: we find where your firm is losing money, put a dollar figure on it, then fix what we find.

For firms whose year depends on a small number of very wealthy clients.

Audit first Board-ready evidence 60% re-audit clause Marcus leads the deep work
Talk to Vault → See how the audit works

Fees are fixed, and shared in the first conversation.

The principle

Most firms know money is slipping away. Few can say where, or what it costs — so they buy training they didn’t need, and the leak goes on.

Vault works the other way round. We find the leak first, put a dollar figure on it — and only then fix it.

How it works

Find it. Fix the right thing. Make it stick.

Step 1

Find the leak

The Revenue Leak Audit

The Audit puts a dollar value on each leak — pricing, choice of buyers, client care. You leave knowing where the money goes.

Step 2

Match the fix

What the audit calls for

If the leak is skill, we train your people. If it sits deeper — pricing, pay, leadership habits — we fix that instead.

Step 3

Make it stick

The operating discipline

A fix that fades is a cost. We rebuild the daily habits so the recovery holds — even when the money passes to the children.

The front door

The Audit. Every engagement starts here.

Four ways in. Each puts a dollar figure on what’s escaping. Fees are fixed, and shared in the first conversation.

1
The Snapshot — On enquiryThree days. The fastest, lowest-cost read on where you’re leaking.
2
The Standard Audit — On enquiryThe full audit, 2–4 weeks — including your top 20 clients read through the WHALE Code™. Strong enough for your board.
3
The Forensic Audit — On enquiryThe deepest look, 4–6 weeks — how the firm is built, paid, and led. Marcus delivers it personally.
4
The Team Pilot — On enquiryOne team. The method applied to its live deals, measured against where it started.

See how the audit works — HARVEST, the scoring, the people

What the audit calls for

The Engagement. Sized to what the audit finds.

Once the leak is named and priced, we fix it.

The Core Programme — On enquiryThe full method across a sales division, 3–6 months. Marcus leads the key milestones.
Embedded Engagement — On enquiryVault stays on as your standing advisor — when the leak sits in how the business is built. Led by Marcus.
The Partnership — On enquiryA year-round partnership — Vault as standing counsel.
The map

Which is right for my firm?

When in doubt, begin with the Snapshot.

Start by finding the leak

When you don’t know where it’s going
  • Not sure where you’re leaking — the Snapshot.
  • Need evidence for the board — the Standard or Forensic Audit.
  • Want one team to prove it — the Team Pilot.

Then fix what it finds

When the leak is named and priced
  • Ready for a division-wide roll-out — the Core Programme.
  • The leak sits in the firm itself — Embedded Engagement or the Partnership.
  • A smaller firm — the Snapshot.
Our Commitment

We put our fee where the leak is.

Twelve months on, we measure again. If the leak has not clearly narrowed, 60% of the original audit fee is credited back. Payment is 50/50.

No discounts. Scope is negotiable; the price is not. Measured against a baseline agreed in writing. Full terms govern.

The detail

Who it’s for — and who delivers it.

Who it’s for

Private banks, family offices, integrated resorts, luxury operators, and premium real estate — wherever a few very wealthy clients decide the year.

Smaller firms usually start with the Snapshot.

Who delivers it

The method is codified, so depth doesn’t rest on one diary. On the apex engagements — the Forensic Audit, the Core Programme, the Embedded Engagement, and the Partnership — Marcus is personally hands-on as a premium guarantee; if he is genuinely unavailable for a critical milestone, we reschedule rather than substitute.

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

By sector

Built for firms whose year runs through a few big clients.

The leaks differ by sector. See how it reads in yours.

Private Banking · Family Offices · Integrated Resorts · Luxury Operators

Questions

Before you begin.

How long does an engagement take?

The Snapshot: 3 days. The Standard Audit: 2–4 weeks. The Forensic Audit: 4–6 weeks. The Core Programme: 3–6 months.

How is confidentiality handled?

NDAs bind both sides. Case material is anonymised; client names are never shared.

How is success measured?

Twelve months on, we measure against the baseline. If the leak hasn’t clearly narrowed, 60% of the audit fee comes back.

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

The man leading Vault personally carried AUD 45B in turnover (~AUD 605M revenue) and a 200-person 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. Lived first, then written down — published by Marshall Cavendish. You get someone who has done the work, not a deck about it.

Why is the pricing fixed?

No discounts. Scope and order can move; the price cannot.

What if Marcus isn’t available?

The method is codified and carried by a trained Vault team — with certified Whale Wrangler Trainers from Q3 2026 — so engagements run on the system, not one calendar. On the apex tiers Marcus is personally hands-on; if he’s genuinely unavailable for a critical milestone there, we reschedule rather than substitute.

How do we start?

Book a 30-minute call with Marcus — a frank read on where you’re leaking, no pressure. If it’s a fit, the Audit follows.

Every engagement begins with a conversation.

The Revenue Leak Audit · fees on enquiry — 60% re-audit clause

A 30-minute call with Marcus. A frank read on where you’re leaking.