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Run the reference check

Planning Basis research deskSection 09 · Page 8 of 13Last updated 3 November 2026

Ask what decision prompted the engagement; which people actually did the work; what the buyer had to do; what cost extra; how disagreements were handled; and whether they renewed. Request examples of responsiveness and delivery rather than confidential savings amounts. Record who selected the reference and the limits of its comparability.

Do not convert a supplier case into independent evidence merely because it names a client. The Grassi/GVC case is explicitly firm-published and concerns operating/bonding outcomes, not verified incremental tax savings for this desk. Grassi — GVC Construction case study, 26 May 2026

Sources cited on this page

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