The practice

Look first. Read the paperwork. Fix it, and stay until it holds.

Wilhelm & Co works inside privately owned, owner-operated companies. Most of the money found so far was sitting in documents the client already had.

Merchant statementsSoftware order formsFreight quotesLeasesAuto-renewal clausesVendor agreementsPayroll reportsThe tax returnInsurance renewalsProcessor fee schedulesMerchant statementsSoftware order formsFreight quotesLeasesAuto-renewal clausesVendor agreementsPayroll reportsThe tax returnInsurance renewalsProcessor fee schedules

The work

What an engagement can include.

Business audit

Two hours on site.

A walk through the operation and a read of whatever paperwork you hand over.

You get one page: three leaks ranked by dollars or hours, and the first fix.

Paperwork review

What you already own, read properly.

Merchant statements, software contracts, vendor agreements, the tax return.

You get a findings memo with every number sourced, and the specific asks that recover it.

Selection and negotiation

The once-a-decade decision.

The ERP, the point of sale, the core software. Scoped, shortlisted, every quote read, terms negotiated before signature.

You get a recommendation with the reasoning written down, and the revised order form.

One workflow, automated

The task that eats the week.

Find the most repetitive job in the building and hand it to the tools, end to end.

You get it working, with hours measured before and after.

Operator retainer

Someone keeps reading.

Monthly tuning, new fixes as they come up, a quarterly re-audit, and a standing read on anything you are about to sign.

You get a monthly report of what changed and what it measured.

How it is done

  • Look first

    The place and the people come before any view is formed.

  • Read the paperwork

    Every claim made to you comes with a source you can open yourself.

  • Fix it, do not list it

    The call to the vendor, the new process, the cleanup. Done, not handed back as a to-do list.

  • Bring in the professional

    A question that belongs to your attorney or your accountant goes to them.

  • You reach the conclusion

    It is your company. The facts are laid out so the decision is plainly yours.

From the founder

“I would rather you hear it from me now than discover it in week three.”

I learned this work inside a family building products company that has been in business since 1945: reading the contracts nobody had read, and negotiating the ones about to be signed. Wilhelm & Co brings the same work to companies like it. Fees are fixed and agreed in writing before anything starts.

M.J. Wilhelm · Founder

Start with two hours.

hello@wilhelmvantage.com