The Tarrick Methodology
You start with the question you have: a lease, a valuation, a statement that looks wrong. That's the entry point to all four disciplines running together, each feeding the others. Below is how each one works and what it looks for.
Lodemark was founded on two professions 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 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
Enter at any one
The four feed each other
Herald carries findings to your board On the cadence your governance runs onThe watch continues
Discipline 01
Integrated · nothing falls between the reports
Discovery reveals the Shadow Portfolio, the value your estate is possibly 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.
A finding is built on what the engineering says the estate should produce, not only on what the checks have paid over the years. That is what makes it defensible.
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 Integrated 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 · 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 view needed to make decisions. The reserve estimates, production projections, and estate 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.
We value your estate 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 on live 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 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 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: Everything associated with your Mineral Estate; Title, properties, leases, production, revenue, expenses, AFEs, 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 not just AI-enabled but AI-forward: in use, not depended on. Every record behind a finding is checked by a person and traces back to a source document.
On artificial intelligenceThe estate record is an owner's whole position: every instrument, lease, division order, volume, receipt and expense, and how they connect. Operators change, purchasers are acquired, wells are recompleted, generations turn over. The record persists. Keeping it is what we are hired to do.
Title is the record of who owns the minerals and how that ownership arrived. The record carries the instrument itself, its legal description by section, township and range or by survey and abstract, the net mineral acres it conveys, and where it is recorded. When a purchaser's records disagree with ours, this is what we go back to.
An oil and gas lease is the agreement that gives an operator the right to develop minerals, but does not relinquish ownership. We negotiate the best possible terms that determine what the owner is paid: royalty rate, primary term, extension options, shut-in and pooling provisions, and whether post-production deductions are permitted. Expiration dates are tracked forward so a lease lapse does not go unnoticed.
A producing property references either a stand-alone well or a group of wells within a pool, unit, or tract. The classification is used to determine the royalty interest paid to the owner. Those numbers don't always agree between an operator, a purchaser, and an owner's own records, and reconciling them is most of the work. Every revenue line, expense, division order, and production volume in the system hangs off one.
An Authority for Expenditure is the operator's estimate of what a well will cost, sent for approval before it is drilled. For a working interest owner it is the moment to elect: participate, or go non-consent and take the penalty.
Expenses are what comes out before an owner is paid: post-production deductions for gathering, compression, dehydration, processing and transportation, and severance and ad valorem taxes. Whether a deduction is permitted is a lease question, not an accounting one; which is why the lease and the expense live in the same record.
Revenue is the detail: the purchaser, property, product, production month, volume, price, decimal interest, and deductions taken. It is the most granular record in the system and the longest-running. Fifteen years of it on a single property is what makes an underpayment visible. One month never is.
Production is the volume of minerals pulled out of the ground and processed to make it marketable: oil in barrels, gas in Mcf, by month, by well. It is stated on the revenue details provided by the operator or first purchaser, and also reported to the state regulatory agency. Production is the check on revenue: volumes that move without a corresponding payment are the first sign something is wrong.
A division order is the purchaser's statement of what it believes an owner's decimal interest to be, sent for signature before payment begins. It is not title and it does not change ownership; it records what the purchaser will pay on. We compute the interest independently from the title record and compare. A division order signed without that check locks in someone else's arithmetic.
What the methodology has produced
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