A Turnkey Margin Recovery Engagement for Your Clients
When your client is 12–24 months from exit, operational efficiency is a valuation lever. Reflex works alongside their leadership team to find and recover hidden margin — with documented evidence for due diligence.
The Opportunity
Operational Efficiency Is a Valuation Lever
Every dollar of operational margin your client recovers before exit multiplies at the sale. The math is straightforward:
Typical diagnostic finding
$400K annualized recovery
$2M
in additional enterprise value
On a $72.5K total engagement cost
27x ROI
The Timeline
Built for a 12–24 Month Exit Preparation
Diagnostic
We analyze your client's operational workflows across every department. Within 30 days, they receive a dollar-quantified Priority List and working automations already deployed. $50K guaranteed finding or they don't pay.
Retainer
Continuous monitoring, monthly Priority List refreshes, and new automations deployed each cycle. Cumulative recovered margin is documented and tracked for due diligence.
Documentation
A comprehensive report of operational improvements, recovered margin, and deployed automations — evidence a buyer can verify during due diligence.
For Advisors
What You Get
Documented results for due diligence
Every dollar of recovered margin is quantified, tracked, and documented in a format buyers and their advisors can verify.
Client retention through the engagement
A 12-month margin recovery engagement keeps your client engaged and making measurable progress toward exit readiness.
No operational work on your end
Reflex is a turnkey engagement. We work directly with your client's leadership team. You introduce, we deliver.
Cross-industry coverage
We serve property management, staffing, LIHTC, insurance, and other mid-market verticals — wherever your clients operate.
Cross-Industry
Industries We Serve
Your clients' operations are leaving money on the table. Let's recover it before they go to market.