A Family Office Club company 19 Years Operating· 300 Community Events· 16 Million Registered Members· $1 Billion+ in Transactions

Sunlight is the best cost disinfectant.

5-minute diagnostic. No risk. Save $50,000–$500,000+. Contingency only: no savings, no fee.

12 3 6 9 5 MIN

5 Minute Diagnostic.

$0 upfront. No software. No risk.
A diagnostic, a number, and you decide.

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3 Strategic Levers for you.

16 Million Members
19 years of vendor data.
Pricing nobody else can access
28-Attorney Firm
On call. Daily.
On call for contract review & vendor escalation
100 Million Data Points
Sunlight Auditor Software.
3,000+ vendor benchmarks scanned per file
The moat Backed by Family Office Club · Est. 2007
% $ $

Performance Fee Only.

We're paid a percentage of verified savings.
Find nothing → owe nothing. Ever.

Payoff
Zero risk. 15 minutes to your first number. Contingency only · No savings, no fee.
Request a 5-Minute Call

Cost Reduction Calculator

Annual vendor spend$1.5M
$250K$20M+
Active vendors40
5200+
SectorReal estate
Estimated Year 1 identified savings

$248K$413K

Modeled at 15–25% of vendor spend, weighted by sector and vendor density. First audit covers 2–3 focused categories. Client share is contingency-based and structured at engagement.

Fee structureContingency only
Upfront cost$0
First savings identified~30 days

The moat · What sets us apart

We are not consultants. We are operators with a 28-attorney firm on call, a 16-million-member network behind every negotiation, and 19 years of vendor pricing data nobody else can see. Pay only when verified savings hit your account.

19 Years operating Founded 2007 · Privately held
300+ Investor events From New York to Miami to Singapore
16 Million Registered members Operators & family-office principals
$1B+ Community transactions Cumulative deal volume sourced
III. Origin of the name Brandeis · Harper’s Weekly · 1913
Subject
Louis D. Brandeis (1856–1941)
Source
Library of Congress · Public domain
Date
c. 1916, Harris & Ewing
Where “Sunlight” comes from

The 113-year-old quote behind our name.

To find hidden costs, sunlight is said to be the best of disinfectants; electric light the most efficient policeman.

Louis D. Brandeis, “What Publicity Can Do,” Harper’s Weekly, December 20, 1913. Republished in Other People’s Money and How the Bankers Use It, 1914.

Brandeis wrote this line in 1913 about the banking industry. He had spent a decade exposing how banks were quietly charging hidden fees, self-dealing, and skimming from clients who had no way to see what was happening. His argument was simple: when light hits the books, the rot stops growing.

A century later, Brandeis would have been astonished at how little has changed for operating businesses. Most companies still overpay vendors by 15 to 40 percent, and nobody is going line by line through the invoices to catch it. The fees keep growing in the dark.

That is why we built Sunlight Expense Auditor Software. It scans every line of operating spend across 55+ categories. It finds the leaks, surfaces the duplicates, flags the overcharges, and benchmarks every contract against current market rates. Then we negotiate the savings on the client’s behalf.

Brandeis was right. Sunlight is the best disinfectant. We just made it easier to point.

VI. Sectors Healthcare · Real estate · Operating co.

Typical engagement modeling shows $80K to $1M+ in Year-1 identified savings.

Three core client profiles produce the highest realized savings against effort — from operating companies to family-office platforms and individual principals. Each carries a dense vendor stack with predictable categories of leakage.

i. Healthcare

Medical practice groups & physician platforms

$80K – $250K Typical Year 1 savings

Multi-location practices and physician groups. Predictable category mix with high concentration of recoverable spend.

iii. Family office & operating co.

Family offices, PE portfolios & multi-entity platforms

$150K – $1M+ Typical Year 1 savings

PE portfolio companies, family-office multi-entity platforms, founders running multiple operating businesses. Cross-entity leakage is the rule, not the exception.

VII. Your team 16 operators · 28-attorney law firm · Specialist bench

Who you’ll work with.

Sample team members from our 16-person operating team plus our vendor partner network. Your specific engagement is staffed based on the cost categories where we identify savings opportunities. Final team assignments confirmed at engagement scoping. Plus a 28-attorney law firm on call any day we need contract review or escalation to move a stuck vendor along.

Richard C. Wilson
Richard C. Wilson CEO & Founder
Tabatha
Tabatha East Director, Expense Audit
Ellie
Ellie Hojabri Vendor Negotiation Lead
Daphny
Daphny Obregon Data & Cost Analysis
Kevin
Kevin Coulston Chief Technology Officer
Jenn
Jenn Meyers Energy & Real Estate
Rachel
Rachael Merkel Venue & Event Costs
Vanessa
Vanessa Casal Engagement Ops

Specialists assigned per engagement. Your team will be a subset of the above plus relevant vendor partners.

Why this works

Your CFO can read invoices. Your CFO cannot do this.

Your CFO cannot put a 28-attorney law firm on call any day to review contracts and escalate stuck negotiations. Your CFO is not backed by a 16-million-member operator network feeding live vendor pricing data. Your CFO does not have Sunlight Expense Auditor Software cross-referencing 100 million data points and 3,000+ benchmarks per file.

That is the moat. Three pieces of strategic leverage no operating company can build in-house — backed by 19 years of Family Office Club community data. Pay only when verified savings hit your account.

Request a 5-minute call
16 Million
Member network. 19 years of vendor pricing data nobody else can access
28
Attorney firm on call. On call for contract review & vendor escalation
100 Million
Sunlight Auditor data points. 3,000+ vendor benchmarks scanned per file
$0
Performance fee only. Find nothing → owe nothing. Ever.
VIII. Results Modeled · Year One

Modeled engagement returns.

Illustrative engagement scenarios, modeled against current benchmark data. Actual results vary by vendor stack, contract maturity, and category mix.

Client annual vendor spend Typical savings rate Identified Year 1 savings Fee structure
$500K 15 – 25% $100K Contingency only
$1M 15 – 25% $200K Contingency only
$3M 15 – 25% $600K Contingency only
$5M+ 15 – 25% $1.0M+ Contingency only

Identified savings are illustrative, modeled against current benchmark data. Our fee is contingency-based and structured to your engagement size, vendor spend, and category mix — eat-what-you-kill, no retainer, no upfront. Find nothing, owe nothing.

X. Operator questions Most-asked · Plain English

Questions operators and principals ask first.

If we have not addressed yours, write directly to the team and we will respond within one business day.

Direct line. Tabatha, Director of Expense Audit, replies to every inbound personally during scoping. [email protected]

Q.i What does ExpenseAudit charge?

Our fee is contingency-based and structured around the size of your engagement, your vendor spend, and the cost categories in scope. We never charge upfront. The fee is only triggered after verified savings hit your bank account. Schedule a scoping call and we’ll walk through the exact structure.

Q.ii Is there a retainer or monthly fee?

No. Zero upfront cost. Zero monthly retainer. We are 100% contingency. If we don’t find savings, you don’t owe us anything.

Q.iii How is this different from a procurement consultant?

We do not bill hourly and we do not produce reports. We are accountable for realized dollar reductions, not advice. The work is executed by specialist partners who own the long-term operational relationship downstream.

Q.iv How long does the engagement last?

The first audit takes just 15 minutes of your time. Engagement length depends on the category mix; most engagements track savings on a multi-year measurement window. Cancel anytime with 30 days written notice.

Q.v Who keeps the savings?

You do. We earn a contingency fee on verified savings during the measurement period, structured at engagement. The exact percentage and measurement window are tailored to your file during the scoping call.

Q.vi What is the minimum spend you work with?

For operating companies, the economics work best at $1M and above in annual revenue. For individual investors and family-office principals, we engage at $10M+ in net worth where wealth-management, advisory, banking, and insurance fees create comparable savings categories. We will accept smaller engagements selectively where the category mix is favorable.

Q.vii Who actually does the renegotiation?

A curated network of category specialist partners assigned to each file. We coordinate. They execute. Our outside counsel sits beside them. The client approves every change.

XI. · Schedule a scoping call

5‑Minute Diagnostic: Save $50,000 – $500,000+

No risk. No obligation. We’re contingency-based — we don’t get paid unless you do. Tell us about your business and Tabatha will come back with a specific savings estimate within 24 hours.

Your information stays confidential. We never share or sell. You will hear back from us within 24 hours.