Founder and Principal of Genesis & Prime Standards LLC. Works with US mid-market CFOs on forensic vendor contract leakage audits, and with PE operating partners, transaction services teams, and commercial lenders on subcontracted and co-branded forensic workstreams.
Vendor agreements at every mid-market enterprise contain commitments that, over the lifetime of the relationship, are not honored as written. Volume discounts that activate at thresholds nobody tracks. Service-level credits owed for outages quietly absorbed. Auto-renewal pricing escalators compounding above contract caps. Duplicate invoicing across business units. Tax applied incorrectly to exempt categories.
The leakage is rarely the result of vendor malfeasance. It is the natural product of a structural asymmetry: vendors monitor your account daily; your finance team reconciles against contract terms only when something visible breaks.
I started Genesis & Prime Standards to reconcile that asymmetry at scale, on a fixed-fee basis, with workpaper discipline calibrated to AICPA Statement on Standards for Forensic Services No. 1 — and to do the same work, when the engagement structure permits, as a named or white-labeled execution layer for transaction services teams and PE operating partners.
Mid-market CFOs, controllers, VPs of Finance, and founder-CEOs at $3M–$100M revenue firms across five sectors: PE-backed multi-site healthcare, specialty trade construction, multi-unit restaurants, skilled nursing & senior living, and mid-market manufacturing. Direct engagement, fixed-fee, four-to-eight-week delivery.
Lower-mid and middle-market PE operating partners, Big 4 transaction services teams, mid-market M&A advisory boutiques. Subcontracted forensic workstreams — vendor concentration modules, contract compliance diligence, post-close vendor optimization — delivered to data-room timelines under MSA.
Single-deal sponsors, fundless sponsors, and family-office direct teams without an in-house operating partner bench. Per-deal operational diligence modules scaled to transaction size, with deliverable posture (named, co-branded, white-labeled) set per engagement.
Acquisition lenders, asset-based lenders, and middle-market commercial banking credit teams. Borrower vendor-risk reviews delivered under tripartite engagement letters — useful as an underwriting condition, a covenant-monitoring tool, or a pre-refinancing diagnostic.
Forensic vendor and contract work has its own vocabulary. The terms below are how I use them across the practice and in deliverables.
Recoverable revenue locked in unenforced contract terms — duplicate payments, missed credits, expired tier discounts, renewal-cap breaches, scope-creep billing, tax and surcharge misapplication.
A vendor raising rates at renewal beyond the maximum percentage permitted under the original contract. Systematic in software, telecom, freight, and managed-services contracts because most buyers never reconcile the renewal invoice to the cap clause.
A co-brandable diligence workstream designed for M&A data-room timelines (5–10 business days against a target's top-200 vendors), structured to slot inside operational due diligence frameworks.
A lender-introduced forensic scan of a borrower's vendor concentration, contract-leakage exposure, and working-capital quality — useful as an underwriting condition or covenant-monitoring tool.
A pre-engagement step verifying intake data quality before forensic execution begins. Sometimes priced separately; always documented so that engagement scope and timeline are anchored to verified inputs.
The American Institute of CPAs' Statement on Standards for Forensic Services. The operational standard the firm works under. Workpaper retention, audit-trail discipline, and conflict-of-interest screening are calibrated to it.
Published essays, podcast appearances, and conference panels covering vendor leakage, operational due diligence, and post-close synergy capture in the US mid-market.
Forthcoming.
Writing on vendor contract leakage and operational due diligence is scheduled to begin publishing in 2026. To be notified when essays go live, connect on LinkedIn.
Retail engagement inquiries from CFOs, controllers, and finance leaders are handled through the firm's primary inquiry form. Response within one US business day.
Request a Confidential BriefingPartnership inquiries from transaction services teams, PE operating partners, independent sponsors, and commercial lenders are handled through the dedicated partnerships intake. Capability statement available under MNDA.
For Advisors & Operating PartnersDirect connection on LinkedIn is the fastest way to reach me for unstructured questions, introductions, or general correspondence.
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