We sell into the industries other agencies can’t pronounce.
Healthcare claims, expense and audit recovery, tax-credit capture, specialty finance, regulatory compliance.
The industries ROI Wire serves don't make headlines. Telecom audit recovery. Denied Medicare claims. Duty drawback. R&D credits. Accounts payable audits. Forensic investigation. These are businesses that find money other people overlooked, recover it through specialized work, or fill positions that general-market firms cannot.
Most of them grow the same way: referral to referral, renewal to renewal. It works until the network thins or a competitor cultivates the same relationships. The ceiling is the size of the referral base.
Performance terms require a proven practice
The program works when a single closed engagement produces enough to justify the effort of reaching the right buyer. That means $500K or more in annual fees, five to ten closed engagements minimum, and a clear picture of what your ideal client looks like. If you are not there yet, we will tell you.
We run two programs. Outbound is direct mail and email correspondence that reaches buyers who can be named before a need arises. The Visibility Program is paid search, a web profile, and LinkedIn placements for buyers who are already searching. Each vertical below runs on one or both.
Healthcare claims recovery
The gap between what a provider billed and what a payer remitted is large and persistent. The firms that close it come in many forms: Medicare and Medicaid appeals, DRG and clinical validation disputes, out-of-network reimbursement recovery, coordination of benefits, No Surprises Act arbitration, underpayment recovery, aged accounts receivable, credit balance resolution.
Each specialization has its own buyer. A revenue cycle director. A CFO. A VP of finance at a hospital or health system. Those buyers don't browse directories. They rely on peer referrals and conference relationships.
A well-timed piece of direct mail reaches them before the referral does. It names the specific dollar gap. It describes the mechanism. It asks a question the buyer can answer. That is a different kind of entry than a warm introduction from a colleague who knows someone who knows someone.
We build the list, write the note, manage the dispatch, and report on what comes back.
Healthcare claims recoveryExpense and audit recovery
Telecom invoices are wrong more often than most finance departments realize. Freight audits consistently recover real money. Utilities overbill. AP departments miss vendor rebates. Real estate tax assessments run high. Contract compliance audits find leakage that has been sitting in the books for years.
The specialists who do this work know what the errors look like. The problem is that their prospective clients, CFOs and controllers at midsize and large companies, believe their own processes are sound. They need to be shown a specific gap before they engage.
We write to those buyers plainly. Not about audit methodology. About the specific error patterns and dollar amounts that show up in their industry, and whether they would like to see their own numbers. That is a different conversation than most of their vendors are starting.
Expense and audit recoveryTax credit capture
R&D credits. WOTC. 179D energy deductions. Cost segregation studies. Historic tax credits. Opportunity zone advisory. State and local incentives. Each has a window, and some close without notice.
The consultants and CPA firms doing this work compete for relationships with the right decision-makers before the credit window closes. A CFO who hasn't heard of a firm by October, when the deadline is December 31, is not a prospect anymore.
The time to reach them is February.
Outbound mail and email run ahead of the window. A letter that arrives months before the decision point lands differently than one that arrives in the final week. We reach those buyers at the front of the cycle, and the Visibility Program catches the ones who already know to search.
Tax credit captureSpecialty finance
Factoring. Asset-based lending. Equipment financing. Hard money. Merchant cash advance. Mezzanine. SBA. Revenue-based financing. Trade finance. Litigation finance.
These are deal-flow businesses. Referrals from brokers, bankers, and accountants are the traditional source. They are also slow, seasonal, and subject to competing relationships. The borrower with a live capital need does not wait for a referral. They search. We run the Visibility Program for these firms: paid search built around the specific capital need, a web presence solid enough to hold the click, and LinkedIn placements aimed at the brokers, bankers, and lawyers who refer this work. We do not write to CFOs, merchants, or founders who did not ask.
Specialty financeRegulatory compliance
Compliance is not bought proactively by most companies. It is triggered: a new rule, a regulatory requirement, a peer who just received a fine. The consultants doing HIPAA advisory, FDA regulatory work, OSHA compliance, SEC compliance, financial regulatory consulting, environmental compliance, export controls, government contracts compliance, and data privacy work know this pattern. Their clients move when something forces them to, and when it does, they search.
We run the Visibility Program for these firms: paid search built around the specific regulation and agency, a web presence that reads as a specialist, and LinkedIn placements aimed at referring counsel. We do not write into an exam, an inquiry, or an investigation.
Regulatory complianceContract resolution
Disputed contracts don't resolve themselves. The firms that specialize in commercial disputes, franchise contract issues, employment matters, IP licensing, construction claims, real estate disputes, government contract claims, and international arbitration work in a narrow window. Their clients need a resolution specialist at the moment a dispute becomes real, and they search.
We run the Visibility Program for the dispute practices: paid search built around the specific dispute, a web presence that reads as a specialist, and LinkedIn placements aimed at referring counsel. Vendor contract recovery runs a mix of outbound and search. We do not write to a party in a dispute who did not ask.
Contract resolutionBankruptcy, turnaround, and restructuring
Your firm enters at the worst moment. The buyer is a board member who just learned the company is out of covenant, a CFO staring at a 13-week cash flow that ends in zero, or a lender's special assets group. They do not browse for turnaround help. They search, and so do the lawyers who refer this work.
We run the Visibility Program for these firms: paid search built around the specific need, a web presence solid enough to hold the click, and LinkedIn placements and lunch-and-learns aimed at referring counsel. We do not write to distressed companies. Lawyer-to-lawyer correspondence is a narrow exception on the bankruptcy law firms leaf only.
Bankruptcy, turnaround, and restructuringCrisis and forensic practice
Your firm is hired after the damage is visible. A warehouse fire, a data breach, a product recall, a contested fatality. The buyer is not shopping. They are responding to an event that already happened, and they search for the firm that answers it.
Five practices run on the Visibility Program: crisis PR, ransomware negotiation, data-breach response, forensic accounting, and forensic engineering. Four run a mix of outbound and search: business continuity, environmental spill response, fire and explosion investigation, and product recall management. We do not write to anyone mid-crisis who did not ask.
Crisis and forensic practiceHigh-stakes recovery
Asset tracing. Judgment enforcement. Crypto and blockchain forensics. Skip tracing. Civil asset forfeiture. Cargo theft recovery. Art and antiquities provenance. The work is specific, technical, and often adversarial. The buyers, creditors, insurers, trustees, high-net-worth individuals, and their counsel, are in a situation that requires a specialist, and they search for one.
Seven practices run on the Visibility Program. Three, kidnap and ransom response, maritime salvage, and stolen art recovery, run a mix of outbound and search. We do not write to a debtor, a victim, or a brand owner who did not ask.
High-stakes recoveryNot sure where you fit?
If your firm recovers money, disputes a number, or helps a business satisfy an obligation it can't handle internally, there is likely a program here.
Tell us what you do. We'll tell you whether we've run outbound or the Visibility Program in that space, what we've seen from it, and whether your engagement model qualifies for performance-only terms. If it doesn't make sense, we'll say so.
How We Reach Each Vertical
| Vertical | Typical buyer | Who we reach | Primary channel | Typical cycle | Why the referral ceiling exists |
|---|---|---|---|---|---|
| Healthcare claims recovery | VP Revenue Cycle, CFO at health systems and large practices | Facilities with payer mix complexity and denial exposure above threshold | Direct mail and email (outbound) | 6 to 18 months | Recovery firms serve large systems; referral contacts move roles frequently, breaking the chain |
| Expense and audit recovery | CFO, Controller, AP Director | Companies with AP spend above $10M and multi-vendor billing complexity | Direct mail and email (outbound) | 3 to 12 months | Referral relationships are auditor-to-auditor; buyers do not refer vendors they do not control |
| Tax credit capture | CFO, Tax Director | Firms with qualifying R&D activity, eligible properties, or unclaimed credits in open years | Mostly outbound (direct mail and email); Visibility Program (Google, LinkedIn) alongside | Outbound runs months ahead of the filing window; Visibility ads live in under a week | CPA relationships control the referral channel; outbound reaches the buyer before the filing window closes, and search catches the buyer who already knows to look |
| Specialty finance | Owner-operator, CFO | Businesses searching for capital that falls outside standard bank criteria | Visibility Program (Google, LinkedIn) | Ads live in under a week; conversations follow the search | Deal flow is broker-dependent and saturates quickly; the borrower with a live need searches directly |
| Regulatory compliance | Chief Compliance Officer, General Counsel | Compliance officers and general counsel searching for a specialist on a regulation, agency, or rule change | Visibility Program (Google, LinkedIn) | Ads live in under a week; conversations follow the search | Compliance referrals route through law firms; the compliance officer with a need searches before that referral surfaces |
| Contract resolution | General Counsel, Outside Counsel | Companies and executives searching for counsel on a contract dispute, and the lawyers who refer this work | Mostly Visibility Program (Google, LinkedIn); vendor contract recovery runs a mix of outbound and search | Ads live in under a week; conversations follow the search | Referrals come from attorneys with a conflict; the company with a dispute searches before that referral happens |
| Bankruptcy and restructuring | CFO, Board member, Senior Lender | Boards, CFOs, and lenders searching for restructuring help, and the lawyers who refer it | Visibility Program (Google, LinkedIn); lawyer-to-lawyer correspondence in select circumstances on the licensed-counsel leaf only | Ads live in under a week; conversations follow the search | Crisis situations compress the decision window; referrals take time the situation does not allow, so the buyer searches directly |
| Crisis and forensic | General Counsel, Risk Officer, CFO | Companies searching for crisis or forensic help after an incident, and referring counsel | Five practices on the Visibility Program; four run a mix of outbound and search | Varies by practice; Visibility ads live in under a week | Referrals route through litigation counsel; forensic firms without those relationships are invisible to a buyer who is already searching |
| High-stakes recovery | General Counsel, CFO, Insurance Counsel | Claimants, insurers, and counsel searching for recovery help after a loss | Seven practices on the Visibility Program; three run a mix of outbound and search | Ads live in under a week; conversations follow the search | Referrals depend on prior relationships with recovery or investigation firms; the claimant in the window searches before that relationship exists |
The verticals
Correspondence-based lead generation for healthcare claims recovery firms across denied claims, underpayment, out-of-network, aged AR, and Medicare/Medicaid appeal specialties, reaching hospital CFOs and revenue cycle directors by direct mail and email.
ROI Wire supplies Email Correspondence and Direct Mail to expense and audit recovery firms whose pipelines have outgrown referrals. Revenue share and retainer engagements available.
All specialty-finance practices on the Visibility Program. Google, foundation, and LinkedIn. Not a letter to CFOs or merchants.
Tax credit capture runs mostly outbound, with the Visibility Program alongside. Correspondence to named finance leaders, and Google and LinkedIn for the buyer already searching.
Eleven dispute practices on the Visibility Program. Vendor recovery runs a mix of outbound and search. Search and profile, or correspondence, not both on the same leaf.
All regulatory-compliance practices on the Visibility Program. Google, foundation, and LinkedIn. Not a letter into the exam, the survey, or the inquiry.
Bankruptcy, turnaround, CRO, ABC, receivership, claims trading, and liquidation on the Visibility Program. Search and profile, not a letter to the company in distress.
Crisis PR, ransomware, data-breach, forensic accounting, and forensic engineering on the Visibility Program. Continuity, spill, fire, and recall run a mix of outbound and search.
Asset forfeiture, IP infringement, judgment, cargo, skip tracing, brand protection, and crypto tracing on the Visibility Program. Kidnap, maritime, and stolen art run a mix of outbound and search.
