Risk Management & Compliance Package
Time Estimate: 3–5 hours
Price Range: $400 – $600
Overview
As your business grows, so do the risks — legal, financial, and operational. This package is designed to help you identify potential vulnerabilities before they become costly problems. Whether you’re preparing for growth, managing employees, handling sensitive data, or simply want to stay legally compliant, this service gives you the tools and guidance to protect your business from unnecessary exposure.
You’ll walk away with a custom risk assessment, compliance checklist, and clear action steps to strengthen your foundation and stay one step ahead.
What’s Included:
Risk Assessment & Business Liability Review
- Identification of common risks based on your industry and operations
- Review of existing policies, contracts, and procedures
- Highlighting of potential legal, financial, or reputational exposures
Compliance Checklist
- Customized checklist based on your business type and location
- Key areas covered: licensing, employment law basics, data privacy, ADA, taxes
- State and federal compliance pointers simplified into a plain-English guide
Policies & Procedures Guidance
- Review or creation of basic internal policies (e.g., refund policy, employee handbook, data handling)
- Templates or suggestions for commonly needed SOPs
- Help making policies clear, enforceable, and aligned with your brand
Insurance & Documentation Overview
- Review of existing insurance coverage (liability, cyber, property, etc.)
- Suggestions for coverage types based on risk level
- Tips for document retention and internal reporting best practices
Deliverables
- Written “Risk Management Snapshot” with tailored findings and recommendations
- Compliance checklist customized for your business
- Templates or examples for internal policies and procedures
- One 30-minute follow-up Zoom or phone session
Ideal For
- Business owners growing operations or hiring staff
- Entrepreneurs working in regulated industries or handling client data
- Founders who want to prevent legal or financial surprises
- Anyone needing clarity on how to stay compliant and protected