Vendor Audit Services

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We conduct a deep review of strategic investment, banking, brokerage and planned giving service relationships.  The audit provides an objective summary with intent to identify service gaps and pricing inefficiencies.  We work through fee negotiations and promote stronger vendor relationships.

We can help structure and manage the RFP project from initial questionnaire development through broadcasting, scoring and finalist interviews.  Our experience with a wide range of organizations will ensure we design the right process to achieve your goals.