Before You Price It,

Verify It

Schedule Free Discovery Call

We protect investors from spreadsheets built on faith.

Every claim a seller makes: capacity, CPU, FEOC eligibility, gets field-tested before you sign.

Three Ways to Verify Before You Close

We offer three ways to work together. Pick the option that fits your timeline and scope. Every engagement starts with a free 30-minute discovery call to assess your needs.

Consultation on a per project basis are additionally available.

ES & Associates consultant performing virtual document review and supply chain assessment.

Virtual Expert Consultation

Virtual Engagement Operational risk & FEOC/IRA/QC compliance review
  • Industry intel, quick triage, data review, model validation, domestic content supplier vetting or guidance.

  • Remote operational due diligence for pre-acquisition or investment targets. We review supplier lists, process maps, and compliance documentation to flag integration risks before the deal closes.

    • Remote document review (capacity models, cost breakdowns, financial projections)

    • Supply chain risk assessment

    • FEOC eligibility preliminary review

    • Real-time recommendations for due diligence focus areas

    • Written summary after each session

  • Hourly virtual session (1, 2, 5, or 10-hour blocks).
    Sessions can be split across multiple days to accommodate complex reviews.

    • $400/hour

    • $1,800 / 5-hour block (with summary report)

    • $3,400 / 10-hour block (includes supplier validation + compliance scorecard)

  • Book Hourly Consultation
    Upload target documentation . (supplier list, BOM, process flow, etc.) at booking for faster turnaround.

    NDA and intake form supplied in booking process.

ES & Associates consultant conducting on-site manufacturing audit and verification.

Single-Day On-Site Audit

Comprehensive on-site engagement at your facility.
  • M&A due diligence, compliance verification, operational deep-dive, pre-acquisition risk assessment.

  • Full operational verification of a target facility or supplier site. We confirm throughput, process integrity, and compliance documentation against FEOC, BABA, and IRA criteria.

    • Full day at target facility

    • Floor walk with timed observations

    • Operator interviews and process verification

    • Capacity certification report

    • Site photos and evidence documentation

    • 30/60/90 action plan (if needed)

  • 1 full business day on site + pre/post audit briefing (virtual).
    Travel billed separately at cost.

  • $3,200/day + travel expenses
    Includes live walk-through, photo documentation, and performance audit summary.

  • Schedule On-Site Audit →
    Availability prioritized for clients with signed NDAs and document pre-screening.

    NDA and Intake form provided at time of booking, including file upload link.

ES & Associates monthly advisory retainer monitoring manufacturing compliance.

Monthly Advisory Retainer

Monthly Retainers
  • PE portfolio companies, manufacturing operations, ongoing deal flow support, capital raise prep.

  • Ongoing operational verification for private equity firms managing multiple facilities or active M&A portfolios. We deliver continuous readiness updates, compliance documentation, and board-grade reporting.

  • Compliance monitoring and alerts

    Advisory calls

    Priority scheduling

    Proactive risk identification

  • 3–12 month retainers (renewable monthly).
    Includes scheduled monthly review calls and on-demand document review.

    • $2,500/month (light support: one target or facility)

    • $4,500/month (portfolio support: up to three entities)

    • $9,000/month (full PE partner advisory with integration oversight)

  • Pay for 1st month Advisory Retainer →

    Submit your investment profile to determine engagement scope.

    NDA, Retainer agreement and Intake form provided at time of booking, including file upload link.

What Most Clients Need

While you can book hourly consultations or single-day audits individually, most investors combine services into focused project outcomes. Here are the most common combinations.

Common Project Packages

  • Scope:

    • Capacity audit + cost validation + management stability assessment

    Typical engagement:

    • 1 on-site day + 5 hours remote analysis

    Typical cost:

    • $5,200 (plus travel expenses)

  • Scope:

    • Current supply chain mapping + compliance audit + vendor vetting + transition roadmap

    Typical engagement:

    • 2 on-site days + 10 hours remote analysis

    Typical cost:

    • $10,400 (plus travel expenses)

  • Scope:

    • QA readiness + scaling capability + compliance gaps + certification prep

    Typical engagement:

    • 1 on-site day + 5 hours remote analysis

    Typical cost:

    • $5,200

  • Scope:

    • Everything above combined: M&A + supply chain + process + safety + 90-day fix plan

    Typical engagement:

    • 3 on-site days + 15 hours remote analysis

    Typical cost:

    • $15,600

Book 30 min free consultation

Start With a Free 30-Minute Discovery Call

Every engagement begins with a no-obligation conversation. We'll review your target, timeline, and risk factors; then recommend the right verification approach for your deal.

On the call, we'll discuss:

• Your acquisition target and deal timeline
• Key verification priorities (capacity, compliance, supply chain)
• Budget and scope recommendations
• Next steps if we're a good fit

Schedule Free Discovery Call