Advisory services built for real-world constraints

Executive Security & Risk Advisory

Leadership-level cybersecurity and technology guidance delivered as a Trusted Advisor service. This engagement helps owners, executives, and boards make clear, defensible decisions aligned to business risk.

Often referred to as vCISO support in the industry, positioned here in plain language for SMB and nonprofit leadership teams.

Common situations

• You own cybersecurity risk without dedicated security leadership
• Security decisions are vendor-driven, inconsistent, or reactive
• Insurance, customers, donors, or partners are asking harder questions
• IT needs executive alignment, prioritization, and governance support

Value delivered

• Clear priorities tied to business objectives and realistic constraints
• Executive-ready reporting and decision support
• Reduced noise, fewer unnecessary tools, better outcomes

Fit check

• Best fit: You want an ongoing Trusted Advisor to set priorities, guide decisions, and keep progress on track
• Not ideal: You are shopping for 24/7 monitoring or a managed security provider

Cybersecurity Risk Assessments

A practical assessment of people, processes, and technology to clarify risk and produce a prioritized roadmap leadership can stand behind. Clients often start here before insurance renewal, a major technology decision, or after a near-miss.

Common situations

• Preparing for cyber insurance placement or renewal
• Evaluating risk before adopting a new system or vendor
• Responding to a close call or peer-organization incident
• Needing an independent view of current cybersecurity posture

Value delivered

• Clear understanding of real-world risk
• Prioritized remediation roadmap that aligns to business impact
• Documentation suitable for leadership, insurers, and partners

Fit check

• Best fit: You need clarity on risk and a defensible, prioritized plan
• Not ideal: You want a purely technical scan with no business context

Compliance & Regulatory Readiness

Practical, defensible alignment to applicable regulatory, contractual, insurance, and customer-driven security requirements. Clients often start here when an insurer, customer, donor, board, or regulator asks: “What applies to us, and what is reasonable?”

Common examples include, but are not limited to:

• HIPAA and HITECH expectations for healthcare providers, medical practices, and dental offices
• FTC Safeguards Rule requirements for dealerships and other covered financial institutions
• State privacy and breach notification obligations affecting most organizations handling personal information
• Cyber insurance security questionnaires and renewal requirements
• Customer, donor, and partner due diligence requirements (security questionnaires and contract clauses)
• Practical alignment to common frameworks such as NIST CSF and CIS Critical Security Controls

Value delivered

• Clarity on what applies, what does not, and what is reasonable
• Defensible alignment without compliance theater
• Reduced audit, insurance, and enforcement anxiety

Fit check

• Best fit: You need to satisfy reasonable requirements and show progress with evidence
• Not ideal: You are seeking legal advice or a paperwork-only compliance exercise

If you are unsure which requirements apply, we help clarify what matters and what does not.

Third-Party & Vendor Risk Advisory

Reduce exposure introduced by vendors and service providers through pragmatic due diligence, contract language support, and control recommendations.

Common situations

• You rely on key vendors with access to sensitive data or systems
• Customers are sending security questionnaires you need to respond to
• You need a consistent way to evaluate vendor risk before signing

Value delivered

• Right-sized vendor due diligence and documentation
• Clear risk decisions and remediation expectations
• Reduced surprises from vendor incidents and failures

Fit check

• Best fit: You need practical vendor risk decisions and guardrails
• Not ideal: You want us to operate procurement or negotiate every vendor contract end-to-end

Incident Readiness & Response Planning

Build readiness before an incident happens, with clear roles, decision trees, communications planning, and practical playbooks.

Common situations

• You do not have an executable incident response plan
• Leadership is unsure who makes decisions during an event
• You want to reduce downtime, confusion, and unforced errors

Value delivered

• Clear roles and escalation paths
• Executive decision support and communications readiness
• Tabletop exercises that reveal real gaps

Fit check

• Best fit: You want to be prepared and reduce blast radius
• Not ideal: You are in an active incident requiring 24/7 emergency response coverage

Penetration Testing Coordination & Validation

Validate security posture and prioritize remediation based on real risk and business impact. We coordinate and validate outcomes so the testing effort produces actionable improvements.

Common situations

• You need independent validation for customers, insurers, or leadership
• You want to test exposure before a major release or migration
• You have recurring findings and need a better remediation approach

Value delivered

• Clear findings with business impact and remediation priorities
• Improved remediation follow-through and validation
• Reduced vulnerability churn over time

Fit check

• Best fit: You want testing that leads to measurable improvement
• Not ideal: You only need a compliance checkbox with no remediation plan

Security Program Development

Build a security program that fits your budget, maturity, and operational reality, without enterprise overhead.

Common situations

• You have tools but no coherent program or governance
• Policies and processes are inconsistent or outdated
• You need a roadmap leadership can fund and execute

Value delivered

• A practical program roadmap and operating model
• Right-sized policies, standards, and metrics
• Better alignment between IT, leadership, and risk

Fit check

• Best fit: You want a program you can run, not a binder on a shelf
• Not ideal: You want enterprise controls with a micro-business budget