Step 04 · The Decision — Confidential Part 2 Release Package

Geller Profit Blueprint: Operating Control Plan

A profitable, high-volume bankruptcy firm does not need more opinions. It needs a control layer: daily money visibility, owner-level workflow queues, trusted source-of-truth reporting, and a sequenced implementation plan.

The Payment Decision

Part 2 unlocks the Blueprint package: executive dashboard, evidence-backed findings, owner assignments, and the implementation sequence.

Not a report. This is the operating plan. It turns audit findings into measurable control. Your move: pay, unlock, execute.

The Five Numbers

Every number below is treated as source-backed or confidence-labeled. The final dashboard separates verified financials from items requiring direct system access.

$7,783,024

Total income

$1,633,818

Net operating income

3,109

Hires, 12 months

1,963

Filed cases

63.1%

Filed-case conversion

$1,258,621

Advertising lane

$1,020,600

Contract labor/services lane

$1,161

Ad + services per filed case

Diagnosis

Geller is not a broken firm. Geller is a control problem hiding inside a successful firm.

Money is moving through too many exception paths.

Bounces, ACH failures, chargebacks, refunds, online payments, cash/checks, old balances, payment plans, and system glitches need one finance control center.

Retain/onboarding is a multi-platform handoff.

Contract, signature, payment setup, client access, SharePoint folder, and bankruptcy file setup are connected business events, not separate clerical tasks.

Chat and spreadsheets are carrying workflow memory.

The Blueprint turns message-driven work into structured queues while preserving the speed of notifications.

What Part 2 Releases

The Enterprise Package

1. Executive Board Packet

Partner-ready findings

Financial baseline, operating diagnosis, workflow map, system map, and implementation options in a boardroom artifact.

2. Private Control Portal

Interactive Blueprint

Password-gated dashboard, owner-lane backlog, evidence appendix, and source confidence labels.

3. Part 3 SOW Menu

Path to implementation

$5K–$15K implementation sprints selected by business impact, not technology novelty.

Implementation Menu

Six Enterprise Sprints

Billing Control Center

Payment exception queues, recovery ownership, refund/chargeback controls, and CFO-ready daily reporting.

$10K–$15K

Retain Desk Automation

One retain record drives signature status, payment setup, client portal access, SharePoint folder, and bankruptcy file setup.

$10K–$15K

Document Collection Layer

Client upload, classification, missing-document reminders, and petition-prep readiness queues.

$10K–$15K

Executive KPI Dashboard

Five Numbers dashboard with source confidence badges and department scorecards.

$5K–$10K

System Consolidation Sprint

Keep/kill/consolidate matrix and migration execution plan for overlapping workflow systems.

$5K–$10K

Slack Workflow Cleanup

Convert message-driven work into structured queues while leaving chat as notification layer.

$5K–$10K

Cap per the accepted proposal: total Phase 2 implementation is capped at $50,000 — regardless of how many sprints are selected. Nothing is billed until a sprint is approved in writing.

Evidence Discipline

The CFO can trace the numbers.

Source-backed anchors

Profit and loss by practice area.
Hires and filed-case workbooks.
Billing workbook and exception tabs.
Org chart, interviews, and access map.

Claim safety rules

No guaranteed ROI claims.
No person-level labor recommendations without person-cost data.
No unsupported interview-count claims.
Every major number gets a source/confidence label.

Verified financialsWorkbook-derived productionInterview-derived workflowNeeds system access

The Cost of Standing Still

Annual net operating income — current vs. with the operating control layer

Ranges are the Blueprint’s published conservative-to-aggressive recovery scenarios. The implementation menu below is how the range gets claimed.

Recommended decision

Release Part 2, review the final Blueprint package, then select the first implementation sprint with the highest control value. The clean starting point is either Billing Control Center or Retain Desk Automation.

Release Part 2 Payment Review Blueprint Detail