Is the IT Financial Review really free?

Yes. There is no fee and no obligation. We offer it because it is the clearest way for a business to see how we think before deciding whether to work together. The written recommendations are yours to keep and act on with any provider, including your current one.

What do I need to provide?

Copies or summaries of your current IT and software contracts, recent invoices, and a short conversation about how your team works today. If documents are scattered, that is common, and we will help you pull together what is needed during the first call.

Will you try to replace my current IT provider?

Not by default. If your current provider is a good fit, we will say so. The review is meant to show where money and risk sit today. Whether you act on it yourself, with your provider, or with Class IV is your decision.

Free IT Financial Review

Find out what your IT spend is actually buying

Updated October 2026

The Free IT Financial Review is a no-cost look at what your company spends on technology and what it gets back. A senior Class IV leader reviews your IT contracts, software licenses, vendor agreements and support costs, then gives you a recommended list of projects and initiatives and walks through it with you on a call. Some items will cut cost. Some will reduce risk. Some will be things you are already doing well and should keep. There is no obligation to hire us, and the recommendations are yours to use with any provider.

What we review

Managed services and support contracts, including what is in scope and what is billed extra
Software and cloud licenses: unused seats, overlapping tools and renewal dates
Telecom, internet and hardware leases
Security and backup coverage relative to what your insurer and customers expect
Projects in flight or planned, and whether they are sized to the business

What you get

A recommended list of projects and initiatives, plus a walkthrough call to discuss the recommendations and answer your questions.

Who it is for

Owners, CEOs and CFOs who suspect IT costs more than it should, who are about to renew a major contract, or who have never had someone independent look at the full picture. There is no minimum company size. We are vendor independent and do not earn commissions on the products we recommend.

Request your review

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Frequently asked questions

Is the IT Financial Review really free?: Yes. There is no fee and no obligation. We offer it because it is the clearest way for a business to see how we think before deciding whether to work together. The written recommendations are yours to keep and act on with any provider, including your current one.
What do I need to provide?: Copies or summaries of your current IT and software contracts, recent invoices, and a short conversation about how your team works today. If documents are scattered, that is common, and we will help you pull together what is needed during the first call.
Will you try to replace my current IT provider?: Not by default. If your current provider is a good fit, we will say so. The review is meant to show where money and risk sit today. Whether you act on it yourself, with your provider, or with Class IV is your decision.