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— Resources

Practitioner perspective.

Analysis and commentary on corporate security, investigations, and the operational realities most advisors gloss over.

— Guides & tools

Start with the anchor resources.

The fastest way to understand where your program stands — and the same instruments our principals use to scope every engagement.

Interactive · ~10 min · ReadyState

See where you stand in ten minutes.

Run the SB-553 readiness assessment. You get a defensible read on your current program — the same diagnostic we open every Workplace Violence Prevention engagement with.

Launch ReadyState

SB-553 Compliance

SB-553 12-Point Assessment

For HR, compliance, and operations leads

The twelve-point WVPP audit instrument our principals run before every Workplace Violence Prevention engagement. Twelve questions, defensible read on your program.

  • 12 points
  • PDF
  • Emailed immediately

Multi-State Compliance

Multi-State Compliance Checklist

For HR & compliance officers

32 requirements across California SB-553, NY Retail Worker Safety Act, Ohio HB 452, Texas SB 240, and Virginia's healthcare mandate — mapped side by side.

  • 32 requirements
  • 5 states
  • PDF

Litigation Defensibility

Program Defensibility Assessment

General Counsel

45 questions across 10 domains — the same framework our principals use to scope pre-litigation engagements. The gaps it surfaces are the ones a plaintiff’s expert will identify first.

  • 45 points
  • 10 domains
  • 16-page PDF

Cyber Governance

Cyber Governance Readiness Assessment

Board + Audit Committee

A 50-point structured review of cyber risk governance — board oversight evidence, regulatory alignment, insurer-facing documentation, and derivative liability protection. Not a technical assessment. The governance layer that sits above the controls.

  • 50 points
  • Board & Audit Committee edition
  • 16-page PDF

Operational Resilience

Operational Resilience Assessment

CFO + Board

A 50-point structured review of business continuity program defensibility — built around insurer expectations, governance obligations, and operational testability. Surfaces the gaps that show up first in BI insurance renewals and post-incident scrutiny.

  • 50 points
  • CFO + Board edition
  • 16-page PDF

PE / VC Deal Teams

Pre-Transaction Individual Diligence Framework

PE / VC Deal Teams

A decision tool for scoping background and investigative diligence on transaction principals. Four-tier depth model, role-based scoping matrix, red-flag escalation checklist, and engagement-structure considerations for counsel-directed work.

  • 4-tier depth model
  • Deal Team edition
  • 12-page PDF

— Articles

Field notes.