30-DAY ENTERPRISE MARGIN EVIDENCE PILOT
A bounded decision.
Not a transformation.
The decision
Should the operator fund a broader margin-control deployment, and if so, which locations, control points, and owners should go first?
Commercial terms
- Fee: $65,000, paid 50% at signature and 50% when the evidence ledger and executive readout are delivered.
- Scope: up to 10 restaurant locations and three agreed margin systems.
- Clock: 30 calendar days from receipt of the required data and named client owners.
Included work
1. Baseline and reconcile
Agree the pilot locations, systems, fiscal periods, materiality thresholds, and source-of-truth owners. Reconcile sales, purchasing, inventory, recipe/portion, waste, menu mix, and relevant operating data. Missing or conflicting inputs are recorded, not silently filled.
2. Build the evidence ledger
Separate normal mix and timing variance from controllable leakage. Trace each material finding to source records, formulas, assumptions, owner, annualization method, and confidence grade.
3. Validate with management
Finance and Operations challenge preliminary findings, implementation cost, double-counting, operational feasibility, and control dependencies before anything reaches the executive readout.
Deliverables
- Executive decision memo — what is real, material, controllable, and worth funding.
- Evidence ledger — source-to-finding traceability, owner, confidence, annualization, and validation status.
- Location and control heat map — where the opportunity clusters.
- Implementation backlog — actions, accountable owners, dependencies, effort, and measurement.
- Rollout recommendation — stop, extend validation, or deploy.
Client team and inputs
The client names an executive sponsor, Finance owner, Operations owner, and data/security contact. Typical inputs include POS item mix, invoices and purchasing, inventory and waste, recipe/yield data, location hierarchy, fiscal calendar, menu changes, promotions, and the P&L extracts needed to reconcile the opportunity.
Out of scope
- Statutory audit, tax, legal, food-safety certification, or forensic investigation.
- Direct changes to POS, ERP, payroll, banking, or vendor payment systems.
- Guaranteed cost savings or contingent-fee compensation.
- More than 10 locations or more than three margin systems unless added in writing.