MARSHALL & CO.Business Consultancy
Marshall & Co., Business Consultancy

The whole business, from someone who has run one.

Marshall & Co. is an operator's consultancy for the whole business: revenue, sales strategy, marketing and advertising, starting up, and running it day to day. My specialty is the money a busy business already loses: operating costs, workflows that waste hours, and tax savings and credits nobody claimed.

Because the owner is too busy running it to audit it. I know, because I was that owner. I tested this audit on my own business first. Start with one look at your costs.

Nothing upfront. 20% of a verified saving. Nothing found, nothing paid.

That is the fee for savings and recovery work, stated at headline size because it is the offer. What the word verified means, exactly, is published in the fee definition. Growth work (revenue, sales, marketing, advertising, launches) is scoped and priced in writing before it starts. You see the number before you agree to anything.

I. What I Work On

What I work on.

Two kinds of work. The whole business is the scope. The specialty is where most clients start, because the first look costs nothing upfront.

The whole business

The specialty

II. The Entry Offer: One Look

One look. In writing.

  1. 1.
    You give me one look.

    Point me at one bill, one area. That's the whole commitment.

  2. 2.
    We agree the terms in writing.

    Before any detailed findings change hands, the deal is in writing: nothing upfront, 20% of a verified saving.

  3. 3.
    I dig.

    AI reads it line by line; I decide what matters. It's the audit you would run yourself, if you ever had the week to spare.

  4. 4.
    You get it in writing.

    What I found, worked through on your own numbers, in a document you keep.

  5. 5.
    You only pay when it lands.

    If I find nothing, you pay nothing. If the saving is real and verified, I take 20% of it. That's the whole fee for a one look.

III. The Specialty

Even a good business leaks money.

Relentless about money you've already lost.

These are the usual hiding places, not the limit. If money moves through it, I can look at it.

Where the law requires a license, a licensed specialist does that work. A CPA handles tax filings, a licensed customs broker handles entries, a lender makes any loan. You contract with and pay them directly. I recommend and coordinate, and I take no fee from any of them. My job is finding the money and following it through.

IV. The Work, Working

A finding looks like this.

This is a specimen: a fictional business, fictional figures, built to show the format every finding takes. The numbers are worked end to end, the way yours would be.

FIG 1.0 — SPECIMEN FINDING SPECIMEN
Invoice lineBilledContractMargin note
Ocean freight, 11 shipments$61,480$61,480agrees
Fuel surcharge (FSC)$19,059$14,847FSC applied 2× on 4 invoices — contract §4.2 caps it once
Chassis fee, per container$3,150$3,150agrees
Specimen leak: $4,212 / yr Fee if verified: $842 You keep: $3,370
FIG 1.1 — SPECIMEN GROWTH DIAGNOSIS SPECIMEN
FindingEvidenceAction
Enquiries answered too late to win the work: 61 of 214 website enquiries in one quarter were answered more than a day later, or not at all.enquiry log against the website inbox, 13 weeksA same day reply standard, with one named owner for the inbox.
Advertising runs untracked: $2,400 a month across five campaigns, and none of them can be tied to a signed job.ad invoices against the job book, 6 monthsTrack every campaign to the signed job. Stop or fix the ones that never land.
Quotes die quietly: 38 of 96 quotes in the same quarter were never followed up.quote register, one quarterEvery quote leaves with a follow up date and gets a second call.
Specimen diagnosis: 3 findings Business: fictional Figures: fictional

Growth work is quoted in writing before it starts. This specimen shows the format of a growth diagnosis, not a price.

Fee at 20%: —   You keep: —

The calculator is the fee definition in arithmetic: 20% of a verified saving, nothing if there is none. What counts as verified is defined in the fee definition. You can also run one real number from your own books through the Statement X-Ray, which works entirely inside your browser.

V. The Engines

What does the digging.

The tools, what each one touches, and where each one stops.

TaskEngineHuman check
Document extraction and line-by-line readingAnthropic Claude (API)Yes
Reconciliation and figure checkingA second Claude pass checks the first pass's figures. Two passes of one model family can share a blind spot, which is why the next column exists.Yes — a person reviews and signs off every figure before it reaches you
Company mailbox and workflowsMuse, an AI agent, reads the company inbox and drafts replies and tasks. Nothing it drafts is sent without the owner's approval.Yes
Regulated determinations: tax, customs, lendingNot AI.Licensed professional

Engine names are stated in plain text. We claim no partnership with, or endorsement by, any provider.

VI. The Documents

The Document Shelf

Every document is dated, versioned, and readable before you commit to anything. There are no published client findings yet. A finding appears here only when it is verified in writing and the client agrees in writing. Until then, these documents are what you can hold us to.

VII. About

Twenty years running businesses. Every part of them.

I am Simon Marshall. For over twenty years I have run businesses in Texas. The last one I built from raw land: a piece of residential ground turned into a hospitality business, a venue, cabins, and a team running around seventy events a year. A multimillion dollar operation, grown straight through a pandemic, and growing at nine to eleven percent a year.

That meant doing every job a business has: finding customers, pricing, marketing, hiring, building systems. That's why clients can bring me any part of theirs.

Then I did the thing most owners never do: I audited my own business like an outsider, and found money it had been leaving on the table for years. Money in bills nobody had reread, charges that crept, work done by hand that a system should have done once. Not because the business was run badly. Because I was too busy running it.

So I built the audit I wished somebody had sold me: experience doing the judging, AI doing the digging, and, for savings work, a fee that only exists if the money shows up. A named, accountable person signs your agreement and every finding. That part happens in the open, in writing, before your records move.

That is Marshall & Co. Tested on its owner's own business first, then pointed at other people's: the whole business, from someone who has run one.

VIII. The First Step

Start with one look.

You don't need a meeting, a deck, or a diagnosis. Tell me where to look. I'll come back within two working days to say whether it's worth digging, and if it is, we agree terms in writing before I start.

What happens next: you'll hear back within two working days. Savings enquiries: if it's worth a look, we agree the one look terms in writing first (nothing upfront, 20% of a verified saving, nothing if nothing is found). Growth enquiries: you get a written scope and price before any work begins, and nothing is billed that you haven't agreed. What you send through this form is processed by our form provider and delivered to our company mailbox, where it is read by the owner and by our AI assistant. It is used only to assess your business and reply to you. It is never sold, and it is shared only as described in How Your Information Is Handled.