Focused review

Contract portfolio review

Targeted examination of multi-element contracts, licences, and long-term service agreements before they distort the period’s revenue.

Contract portfolio review
Typical duration
2–4 weeks
Delivery
Hybrid · Hong Kong
Fee basis
Day-rate or fixed by portfolio size
Best for
Controllers with complex contract mixes

Purpose

When your sales team signs layered deals — software plus support, distribution plus marketing funds, or staged delivery milestones — the portfolio review isolates the arrangements most likely to mis-state timing or allocation.

Included

  • Risk ranking of contract types in your inventory
  • Deep review of a agreed sample (or of named high-value deals)
  • Notes on distinct performance obligations and variable consideration
  • Practical recommendations your commercial team can use for future templates

Excluded

We do not renegotiate customer contracts or draft legal terms. Commercial counsel remains yours.

Next step

If you already know the problem contracts, bring them to a scoping call. For a full-period verification, see our flagship engagement.

Ready to scope this engagement?

Share your closing date and contract mix. We will reply with a written outline and fee range.

Request a scoping call