The Tarrick Methodology
You start at whichever discipline matches your situation: a lease question, a valuation, a suspicious statement. That's the entry point, not a sequence. All four disciplines run together from day one, each feeding the others. Below is how each one works and what it looks for.
Lodemark was founded on two professional roots at once: petroleum engineering and management consulting. Engineering brings the technical rigor. Consulting brings the ability to read the whole estate as one system. Together, they form the four disciplines the practice runs today: land, engineering, and revenue held as a single position instead of separate reports. We call that structure Tarrick.
How it works
Discipline 01
Integrated · nothing falls between the reports
Discovery reveals the Shadow Portfolio, the value your estate is owed but not capturing. Land, petroleum engineering, revenue, and accounting look at the estate at the same time. One discipline alone misses most of what is there. Together they see it, name it, put a number on it, and trace it back to a source record you can check.
The read is built on what the estate will actually produce, grounded in the engineering, not only on what the checks have shown over the years. That is what makes a finding defensible instead of estimated.
From a railroad engagement
Recovered across four kinds of missed value on a single estate, all four Shadow Portfolio components present.
Discipline 02
Value · found and collected
Realization recovers what the discovery revealed. We build each claim as a documented, defensible position before we ever pick up the phone to an operator. Most of what we find is not theft. It is errors that compound, records that drifted and were never corrected. The job is to make them right and get the money back where it belongs.
From a long-term engagement
An overhead overcharge that had compounded quietly for years, identified and recovered.
From a leasing and royalty engagement
The royalty raised five points on a single lease. It keeps paying for as long as the lease produces.
Discipline 03
Strategic · for the decisions in front of you
When a sale, an acquisition, a divestiture, or an estate event is in front of you, forecasting builds the forward view needed to make decisions. The reserve estimates, production projections, and valuation work are done in-house, against verified petroleum engineering data, not referred to an outside partner. Every deliverable states exactly what the data supports and no more.
The read on what your estate is worth is built on what it can produce, not only on what it has paid over the years.
From a basis engagement
A documented, IRS-grade cost basis set from the reserve appraisal, ahead of a sale.
Done in-house, against the data
Because the reserve, decline, and valuation work is owned rather than referred out, we can run it against the living operational data instead of a snapshot, and put a value on the estate a board can stand behind.
Discipline 04
Active · every cycle, not every year
Active Monitoring runs continuously across your estate. We are not hunting for theft. We are looking for the small inconsistencies that get passed along and compile: a deduction that should not be there, a decimal that drifted, a deadline about to pass. Errors that compound. Caught in the first cycle they cost nothing. Left alone they add up quietly for years.
When we catch something, it does not end with the report. It becomes a pattern the practice watches for on every estate we hold, and we hand it to you in a form you can build into your own routine, so the engagement compounds instead of starting over each time.
Caught by the watch
An overhead overcharge the watch caught before it compounded further, on a long-held estate.
Custos / the guardianship platform
Active Monitoring is the discipline, the work of watching. Custos is the platform it runs on, how one finding on one estate becomes a pattern the practice looks for on every estate at once. The discipline runs today. The platform is how it holds across a growing book.
What the work runs on
Custos / Guardianship, the watch
Custos is how the continuous watch runs across all four disciplines at once, so a finding on one estate becomes a pattern the practice looks for on every estate. Active Monitoring is the discipline, the work of watching. Custos is what it runs on, how the watch holds across a growing book instead of starting over on each estate.
Herald / Communication
Herald carries what the disciplines find up to the people who act on it, the board, the trustees, the general counsel, in the form each one actually reads, on the cadence your governance runs on. On a live railroad engagement it is the board's status report.
The platform beneath the work
The four disciplines run against the data MineralForce holds: AFEs, contracts, properties, leases, division orders, revenue, and expense records, with the relationships between them worked out over more than a decade of real use. It is a proprietary platform, in development from 2010 and launched in 2011, custom-built for the way the firm works rather than licensed and relabeled. Because it sits on a leading SaaS foundation, it is AI-enabled.
Every finding on your estate traces back to a source record. We can prove any of it on request.
On artificial intelligenceWhat the methodology has produced
Start
You don't have to know which discipline your issue belongs to. Placing it is our job, not yours.
Start a conversation