For CEOs, Owners & COOs

Security Health Assessment

A plain-language audit of the basics that actually stop breaches — Microsoft 365, identity, and backups.

Most incidents at small and mid-sized businesses don’t start with a sophisticated attack. They start with a former employee’s account that was never disabled, MFA that wasn’t actually enforced, or a backup that hadn’t been tested in over a year. This assessment finds those gaps before an attacker — or your insurer, or an acquirer — does.

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What Gets Reviewed

Microsoft 365

Tenant configuration, sharing and permission defaults, admin role sprawl, and mailbox security.

Identity & MFA

Conditional access, multi-factor enforcement, privileged and stale accounts, and who really has admin rights.

Backups

What’s actually being backed up, how often, and — critically — whether restores have ever been tested.

Business Continuity

What happens on the worst day: who’s notified, what comes back online first, and how long it realistically takes.

Deliverables

  • Findings report covering Microsoft 365, identity, backup, and continuity posture
  • Prioritized risk list — ranked by how likely and how damaging, not just technical severity
  • Executive recommendations written for leadership, not just IT
  • A plain-language walkthrough session to answer questions in person

Timeline

Typically 1–2 weeks from kickoff to the executive walkthrough.

Who This Is For

Owners and executives at businesses without a full-time security lead — especially those heading into an insurance renewal, a compliance requirement, an acquisition, or simply wanting an independent check before something goes wrong.

Ready to know where you actually stand?

Book a 30-minute call. If it’s not a fit, I’ll tell you that too.