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Cost Recovery Advisory

Recovery Reviews

Specialized audits that find overpayments, missed credits, duplicate payments, and unclaimed recoveries buried in your financial operations — recovering cash that's already yours.

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100%

Success-Based

Zero

Upfront Cost

Cash

Recovered

Senior financial professional examining audit documents for recovery review

Recovery Intelligence

Systematic audits that find overpayments, missed credits, and unclaimed recoveries buried in your financial operations — recovering cash that's already yours.

AP Audit Recovery

Systematic review of accounts payable — duplicate payments, overpayments, missed credits, and pricing errors that standard AP processes miss.

Tax Credit Recovery

Identification of missed tax credits, unclaimed incentives, and overlooked deductions — R&D credits, WOTC, energy incentives, and more.

Unclaimed Property

Recovery of assets from state escheatment — forgotten accounts, uncashed checks, insurance proceeds, and abandoned property in your name.

Class Action Recovery

Claims management for class action settlements your organization may be entitled to — often overlooked without dedicated monitoring.

What Blackspire Advisors Does for Recovery Reviews

Blackspire Advisors works with business owners, CFOs, controllers, and AP directors to surface overpayments, missed credits, unclaimed property, duplicate payments, and class action recoveries that may have gone unnoticed. We review financial records to identify cash that is already owed to the organization. No vendor or provider switching is required — the engagement is success-based with zero upfront cost.

The Recovery Opportunity

Cash That's Already Yours, Waiting to Be Found

Overpayments, duplicate payments, missed credits, and unclaimed recoveries accumulate in every organization's financial operations. Standard AP processes catch some — but the rest stays buried.

Our recovery reviews surface what internal accounting doesn't. 100% success-based: if we don't find recoverable cash, you owe nothing.

100% success-based
Zero upfront cost
AP, tax, and property recovery
No operational disruption
Senior financial audit professional examining recovery documents and overpayment findings
Recovery Categories

Where Recovery Dollars Hide

Most organizations are owed money they don't know about. Our recovery reviews systematically surface what's already yours.

Financial Recovery

  • Duplicate payment identification and recovery
  • Missed early payment discounts and credits
  • Pricing error and overcharge recovery
  • Unreconciled credit balances and deposits
  • Escheatment recovery — unclaimed state-held assets

Tax & Compliance Recovery

  • R&D tax credit identification and documentation
  • Work Opportunity Tax Credit (WOTC) claims
  • Property tax overassessment appeals
  • Cost segregation acceleration benefits
  • Class action settlement claim filing

Deliverables

What Leadership Receives From the Recovery Review

Leadership receives a practical, decision-ready assessment of all identified recoveries. Each deliverable is designed to support action without requiring deep financial expertise — clear, quantified, and ready to execute.

Senior executive and advisor reviewing recovery findings and overpayment documentation

Recovery findings ready for immediate action.

Recovery Findings Report

A complete inventory of identified overpayments, duplicate payments, missed credits, and unclaimed recoveries — each with documentation and dollar amounts.

Recovery Priority Matrix

Findings ranked by recovery likelihood, dollar amount, and effort required — so leadership can focus on the highest-return recoveries first.

Documentation Package

Supporting documentation for each recovery — organized and formatted for direct submission to vendors, tax authorities, or state escheatment offices.

Recovery Source Analysis

Categorization of recoveries by source — AP, tax credits, unclaimed property, class action — with analysis of where systemic process gaps exist.

Execution Roadmap

Step-by-step action plan for each recovery — who to contact, what to submit, expected timelines, and tracking milestones for accountability.

Prevention Framework

Recommendations for process adjustments that reduce the likelihood of future overpayments — turning a one-time recovery into ongoing protection.

Process

How the Recovery Review Works

Each engagement follows a structured, non-disruptive path. The approach works alongside your existing finance operations — not against them. No operational changes required during the review.

1

Data Collection

Secure collection of AP records, tax filings, and financial data — organized for analysis with minimal demands on your internal team.

2

Forensic Analysis

Systematic review across AP, tax, unclaimed property, and class action categories — identifying overpayments, missed credits, and recoverable assets.

3

Validation

Each finding is verified, documented, and cross-referenced — ensuring accuracy before anything is presented to leadership or submitted for recovery.

4

Presentation

Leadership receives a complete recovery report — prioritized by dollar amount and recovery likelihood — with supporting documentation for every finding.

5

Recovery Support

We support the recovery execution — filing claims, submitting documentation, and tracking progress until cash is returned to your organization.

Recovery Indicators

Where Recovery Dollars Are Most Often Found

These are the indicators that signal recovery potential during a Blackspire review. Organizations that exhibit several of these characteristics typically have the largest recoverable amounts.

High AP Transaction Volume

Organizations processing thousands of AP transactions monthly — more transactions mean more opportunities for duplicate payments and pricing errors.

Frequent Vendor Changes

Vendor turnover creates gaps in credit tracking — unapplied credits, lost deposits, and unreconciled balances that accumulate over time.

Multi-State Operations

Multi-state presence increases unclaimed property exposure — each state has its own escheatment rules, and assets are often overlooked.

Limited AP Audit History

Organizations that haven't conducted a dedicated AP recovery audit in 3+ years often have the largest accumulation of recoverable amounts.

Complex Tax Footprint

Multiple tax jurisdictions, R&D activities, or recent capital investments often create overlooked tax credit and incentive opportunities.

Class Action Exposure

Organizations that purchase significant goods or services are often class members in settlements — but most never file claims without dedicated monitoring.

Manual AP Processes

AP workflows that rely on manual data entry and paper-based approvals have higher error rates — which means more overpayments slip through.

Significant Vendor Spend

Organizations with $10M+ in annual vendor spend — the larger the spend base, the larger the absolute dollar amount of potential recoveries.

FAQ

Common Questions

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Recover Cash That's Already Yours

Schedule a recovery review. Success-based — we only earn when you recover. No upfront cost, no disruption to your operations.

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Discreet advisory engagement. No obligation. Success-based — no recovery, no fee.