Vendor & License Consolidation Audit for SMB CEOs

What’s included in the consolidation audit

This is a targeted review of your vendor and license landscape to find overlap, waste and simplification opportunities – while being explicit about where not to cut due to resilience.

✔ Vendor & license inventory – what each vendor does, how many licenses you pay for, and approximate monthly/annual spend.
✔ Overlap & redundancy mapping – where tools significantly duplicate each other.
✔ Practical consolidation scenarios with explicit trade-offs and rough savings ranges.
✔ A renewal & timing view so changes line up with contract reality, not wishful thinking.

The aim is not to slash randomly – it’s to cut waste without cutting resilience.

Typical scope & investment

For a typical SMB tool landscape (roughly 10–25 key vendors / SaaS platforms):

✔Data request and vendor/license intake
✔Light interviews with IT, finance and operations
✔Overlap mapping and consolidation scenarios
✔Executive readout with savings and timing options

From $3,250 USD – typical for 10–25 key vendors / SaaS platforms.

Larger tool landscapes or multi-entity environments are scoped with you first. All work is fixed-fee with agreed deliverables and timelines.

Discuss Consolidation Audit

How the consolidation audit works

1

Scoping & data request

We agree scope and approximate vendor count, then request vendor and license information in a simple, structured format.

2

Analysis & scenarios

We map overlap and redundancy, identify where existing tools could cover more ground, and build a small number of practical consolidation scenarios with trade-offs.

3

Executive readout & next steps

You get a clear, business-level readout with timing by renewal, rough order-of-magnitude savings, and suggested sequencing. Optional support for negotiations or change planning.

Is this consolidation audit a good fit?

Good fit if:

✔You’ve grown quickly and added tools “as needed”.
✔Your IT or finance team suspects you’re over-licensed.
✔You want savings without undermining resilience or security.

Probably not a fit if:

You only have a handful of vendors and know exactly what each one does.

Common questions

Do you push a specific platform or reseller?

No. We are vendor-neutral and do not resell licenses. Recommendations are based on your environment, not on reseller incentives.

Will you negotiate with vendors for us?

The core audit focuses on clarity, options and timing. Some clients add optional support for sequencing changes or participating in vendor discussions.

How disruptive are the changes?

Each consolidation scenario is explicit about change effort and risk. We’ll also call out where consolidation is not advisable due to resilience or security concerns.

Cut waste without cutting resilience.

Use an independent consolidation audit to simplify your vendor mix and free up budget for growth.

Start Vendor Audit