We bring the revenue
you ought to have.

The Snapshot is three days. The Standard Audit runs 2–4 weeks. The Forensic Audit runs 4–6 weeks. The Core Programme runs 3–6 months. The Embedded Engagement is multi-quarter. Individual programmes range from a single Zoom debrief to the 6-month Sanctum. Every engagement begins with an Audit, and the Audit determines what fires next. The pace is set by what the Audit finds, not by a sales calendar.

An audit typically requires three to five hours from key stakeholders over the engagement window — one 90-minute interview each from the commercial leader, the COO, the head of CRM, plus a kickoff and a debrief. Vault does its own data work. We pull what we need from CRM exports and prior board materials rather than asking your team to compile briefs for us. The time-from-your-team economics of a Vault audit are favourable compared to the major strategy firms by design.

UHNW client confidentiality is treated as a foundational duty. Every engagement operates under signed NDAs with mutual obligations. Internal Vault delivery is single-team and need-to-know. Case material is anonymised by default and never published without explicit, documented permission. Client identities are not disclosed in proposals or pitches to other prospects, full stop. Discretion is part of the brand register, not a contractual line item.

For an Audit: a calibrated revenue-leakage range, prioritised remediation list, and a recommended Vault programme matched to the findings. For a Programme: success criteria are defined and agreed in the engagement letter before kickoff, calibrated to the buyer’s specific situation. For Corporate engagements: the 60% re-audit clause — at the 12-month mark Vault returns and re-runs the diagnostic; if the headline leak has not measurably narrowed, sixty percent of the original audit fee is credited back, payment 50/50. We hold the price even if it costs the deal.

Vault is not a sales-training vendor. Vault is an audit-led revenue-recovery consultancy that sometimes deploys training as the remediation when training is what the Audit calls for — and just as often deploys structural, operational, or cultural interventions instead. Most sales-training spend produces 90 days of improvement followed by full reversion because it was applied to a problem training cannot fix. The Audit’s job is to name the true category before any remediation is sold.

The major strategy firms staff partners who advise on commercial strategy from a research and analytics perspective. Vault is led by a principal who personally carried AUD 45B in turnover (~AUD 605M revenue) across Las Vegas Sands, Crown Resorts, and The Star Entertainment Group. The methodology is not derived from training a methodology, then applying it. It is derived from running a AUD 45B turnover book (~AUD 605M revenue) for four years and then codifying what made it work. Where the major firms are broader and more institutionally resourced, Vault is deeper, more operator-grade, and category-specific to UHNW revenue recovery.

The pricing ladder is engineered to protect perceived value across the entire suite. Discounting at any tier dilutes the premium positioning of every product on the ladder permanently. The price is held even if it costs the deal. What is negotiable is scope and sequence — we will engineer a smaller engagement to fit a tighter budget. What is not negotiable is the price of the engagement as scoped. Operator-grade firms hold their pricing. So does Vault.

For every corporate engagement built on a Vault audit, twelve months after delivery, Vault returns and re-runs the same diagnostic against the same baseline. If the headline revenue leak has not measurably narrowed, sixty percent of the original audit fee is credited back. Payment terms: 50% on engagement signature, 50% on the 12-month re-audit (with re-audit fee credited or refunded if the headline leak persists). The clause keeps Vault accountable to the standard Vault sells. Most consultancies will not write this clause. We do.

Yes, with notice. Engagements can be paused if a buyer’s operating environment changes materially — M&A activity, leadership transition, regulatory event — provided the pause is documented and a restart timeline is agreed. Engagements that are paused for more than 90 days require a rescoping conversation rather than a simple restart, because the operating context will have moved.

The “Marcus-permanent” rule applies to Forensic Audits, Personal Audits, Embedded Engagements, the Patron Protocol, Mastery, Atelier, and Sanctum tiers. These are non-transferable — Marcus delivers personally. If Marcus is genuinely unavailable for a critical milestone, Vault will reschedule rather than substitute. For Snapshot, Standard Audit, Self-Audit, Foundation, Assisted Audit, Accelerator, and Team Pilot tiers, Senior Vault Practitioners (and from Q3 2026 onward, certified Whale Wrangler Trainers) carry delivery alongside Marcus.

The Individual Pathway is built for operators carrying their own UHNW relationships: private bankers, family-office leads, premium real estate brokers, hospitality directors, advisors. The Self-Audit at $497 is the entry point. The Foundation at $1,997 is self-paced. Smaller firms enter through the individual ladder rather than the corporate ladder. If a firm has fewer than 30 commercial staff but a defensible UHNW book, Snapshot ($15K) is generally the appropriate first engagement.

Two paths in. Path one: take the free Wrangler Read — 60 questions, ~12 minutes — for your initial Side B WHALE Code profile and a preliminary read of your operation. Path two: book a thirty-minute Revenue Leak Diagnostic call with Marcus. No commercial pressure. Marcus reads the operation as you describe it and tells you whether a paid Audit is appropriate. The honest first move.