The business case · a Velocity Suite tool

Is the work worth it? Do the maths.

The Ledger sizes the recoverable dividend. This sets it against what the engagement costs, so trust reads as a funded investment with a return, not a discretionary spend. Start from your Trust Ledger figure, or enter your own.

The inputs

Two halves: the dividend you could recover, and the cost of the work to recover it.

The return
$

Carried straight from the dual-mode Trust Ledger default (~$1.46M/yr at 60% capture). Adjust to your own.

The investment
$
$
$

Illustrative mid-market fees, fully editable. The audit is the low-commitment wedge; the retainer is what sustains the dividend.

Return on the engagement, over the horizon
0×
For every $1 invested, about $0 recovered. Payback in roughly 0 months.
Dividend captured over horizon$0
Total investment over horizon$0
Net value over horizon
$0
Payback period
0 mo

Talk through the numbers with Steve Back to the Ledger

A directional model built from your inputs. The dividend is an upside estimate, not a guarantee, so the return is only as real as the capture rate behind it. Capture is modelled as a straight line over the horizon; one-off fees fall at the start, the retainer accrues monthly. Use it to frame the decision, not to sign it.