Agreed-Upon Procedures

Customized engagements designed to address your specific verification, compliance, or due diligence needs — with findings you can rely on.

Tailored Procedures, Specific Findings

Agreed-upon procedures (AUP) engagements allow us to perform specific procedures that you and other specified parties have agreed to, and report our findings without providing an opinion or assurance. This flexibility makes AUP engagements ideal for targeted verification needs.

These engagements are conducted in accordance with attestation standards and result in a report of factual findings based on the procedures performed.

Common AUP Applications

  • Royalty and licensing agreement compliance verification
  • Due diligence procedures for acquisitions
  • Grant compliance and expenditure verification
  • Contractual compliance testing
  • Internal control testing for specific processes
  • Revenue sharing and profit participation verification

How It Works

You specify the procedures you need performed, and we execute them and report our findings. This targeted approach provides exactly the information you need without unnecessary scope.

  • Collaborative procedure development with engaging party
  • Execution of specified procedures
  • Detailed reporting of factual findings
  • Results that specified parties can use for their purposes

Discuss Your AUP Needs

Let's discuss your needs and how we can help you achieve your goals.