Discounts nobody approved
List prices rise every year, yet the invoice price drifts. Sales has discretion, and nobody owns the leakage between quote and cash.
Operations & margin advisory · $20M–$500M companies
Your margin is leaking somewhere. We find it in three weeks.
Halden & Vale is a senior-only team of operators. We run a fixed-fee diagnostic on pricing, procurement and throughput, hand you a costed plan, then stay to deliver it in a 90-day Margin Sprint.
- 2 min fit check
- Fixed fee diagnostic
- 3× fee-back guarantee
+570 bps over 12 months · net of Sprint fees
Industrial distributionSpecialty manufacturingFood & beverageBuilding productsContract logisticsMedical devicesB2B servicesPackaging
Sound familiar?
Revenue is up. Margin isn't.
These are the three patterns we see in almost every first call. If two of them describe your business, the diagnostic will pay for itself.
Procurement on autopilot
Contracts roll over unrenegotiated. Specs were set years ago. Spend is concentrated, but leverage is never used.
Capacity you already paid for
Lines or warehouses look busy, but changeovers, rework and waiting eat a third of available hours. More headcount hasn't helped.
The offer
The 90-day Margin Sprint
One engagement shape, priced up front. You can stop after the diagnostic and keep the plan.
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Weeks 1–3
Diagnose
Data pull from your ERP, 25–40 interviews, two days on the floor. You get a ranked list of margin levers, each with a dollar value, an owner and a confidence rating.
Output Board-ready margin plan
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Weeks 4–6
Design
We build the pricing guardrails, the sourcing waves and the line-balancing changes with your managers, so the plan belongs to them before it goes live.
Output Playbooks, targets, weekly KPI pack
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Weeks 7–13
Deliver
A senior partner sits in your weekly operating review. We track realised savings against the plan, not activity, and hand over a cadence your team can run without us.
Output Realised savings, signed off by your CFO
The fee-back guarantee
If the diagnostic doesn't identify annualised savings worth at least three times its fee, we refund it in full. You keep the plan either way.
Results
Measured in basis points, signed off by finance
- Median EBITDA uplift
- 410 bps
- Return on fees, year one
- 7.8×
- Sprints delivered since 2017
- 64
- Clients who re-engaged
- 71%
“They found $3.1M in pricing leakage in the first fortnight. Our own team had been looking at the same data for two years.”
“No junior analysts and no 200-page deck. Two partners, a spreadsheet my controller could audit, and a plan we actually ran.”
Sample figures and testimonials for layout. Replace with verified client data before launch.
Fit check · 4 questions
See if a Sprint makes sense for you
We take on six clients a quarter. Answer four questions and you'll know right away whether a diagnostic call is worth your time. If it isn't, we'll send you the self-assessment we use internally instead.
- No sales sequence. One email, from a partner.
- Your answers stay with us. NDA available before any data request.
Questions buyers ask
Before you book
What does the diagnostic cost?
A fixed fee between $45k and $90k depending on the number of sites and business units. We quote it in writing after the first call, before any work starts.
How much of our team's time will this take?
Roughly two hours a week from the sponsor, a half-day from each function head during interviews, and one data owner for the ERP extract. We do the analysis.
We already have a consultancy. Why you?
Our partners have run P&Ls, and they do the work themselves. We are paid on a plan you can audit, and the fee-back guarantee means we carry the risk on the diagnostic.
What if we only want the diagnostic?
That's fine. Around a third of clients run the plan themselves. You own every model and playbook we produce.
How do you handle confidential data?
We sign your NDA or ours before any data request. Data stays in your tenant or an encrypted workspace and is deleted at the end of the engagement.