Southeast SMB Specialists
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Risk & Business Continuity Planning
We help privately owned and family-run companies find their risks, plan for disruption, and keep day-to-day operations moving. You work with a partner, start to finish.
Partner-led firm in Charleston and Florence, SC, serving six Southeastern states.
Tell us a little about your company. A partner will follow up to talk through your risks and what a review would cover.
We look at operations, finances, compliance and technology, then show you where the gaps sit.
Continuity and contingency plans so your team knows what to do when something goes wrong.
Every plan is tailored to your industry, size and goals. No off-the-shelf templates.
You work directly with a partner who brings decades of real-world business experience.
Our work does not end at delivery. We stay on as mentors for the decisions that follow.
Risk shows up in more than one place. A supplier stops shipping. A key person leaves. A rule changes. A system goes down. We work with you to name those risks, sort them by impact, and build practical steps to reduce them.
Then we help you write the plan your team can actually follow. Roadmaps include detailed action plans and measurable milestones, so you can track progress and hold people accountable.
Share your industry, size and what concerns you most. The form takes a couple of minutes.
We set up a call to go through your operations, your current plans and where the gaps may be.
You receive a clear plan for the review, with action steps and milestones you can track.
Fees depend on the size of your business and the scope of the review. We scope the work after the first conversation so you know what is included before anything starts.
We work with privately owned and family-run small and mid-sized businesses. Most clients we serve generate over $10M in revenue, and we also advise startups and established enterprises.
We are based in Charleston and Florence, South Carolina, and serve clients across South Carolina, North Carolina, Georgia, Tennessee, Florida and Virginia. We do not work outside the United States.
Yes. Cybersecurity risk assessments are part of our risk management work. We assess risk and advise on safeguards, but we are not an IT managed services or software development provider.
No. We provide compliance reviews and guidance on regulatory requirements as consultants. We are not a law firm and do not provide legal representation, tax or accounting services.
It depends on the size of your operation and how much documentation already exists. We give you a timeline with your scope after the first call.
Send us a few details about your company. A partner will reach out to talk through your risk assessment and continuity planning needs.