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Market data and deal flow

How should the desk validate the commercial case?

Planning Basis research deskSection 11 · Page 7 of 12Last updated 3 November 2026

Run three linked studies. First, interview consenting owners about actual scope, price, trigger and implementation capacity; record non-buyers as well as buyers. Second, collect comparable redacted proposals and invoices so initial design, recurring work and external costs can be separated. Third, follow delivered outcomes over a consistent period against the original baseline.

Publish sample definition, participation bias, missing data and calculation methods. Do not infer causation from a provider case. The 2026 Grassi/GVC case describes operational and bonding work, illustrating useful implementation evidence but not an independent measurement of tax-advisory ROI. Grassi — GVC Construction case study, 26 May 2026

For a first study, set a manageable recruitment target internally and disclose the achieved count rather than implying a representative sample. Compare sectors only when the cases are genuinely comparable. Until then, describe findings as case evidence and quote observations, not market averages.

Sources cited on this page

  1. Grassi — GVC Construction case study, 26 May 2026www.grassiadvisors.com