Simplify compliance. Strengthen operations. Protect your future. 

Small Business Records Retention Policy & Schedule

A ready-to-use governance-ready framework designed specifically for small businesses and growing enterprises. This PDF-based solution includes:

  • Retention Schedule covering HR, Finance, IT, Contracts, Communications, and more
  • Policy Language including purpose, scope, legal hold clause, and format-neutral guidance
  • Retention Triggers and defensible disposition rules
  • Roles & Responsibilities for easy adoption across teams
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Why It Matters

Records retention isn’t just about compliance—it’s a strategic advantage.

Avoid fines and legal risk with federally aligned retention rules

Streamline decision-making across departments

Signal operational maturity to investors and partners
Save time with policy-ready language you can plug into manuals and handbooks

Who is this for?

Whether you're a startup, nonprofit, or growing enterprise, this solution is ideal for:

  • Business owners preparing for audits or funding
  • Operations teams seeking clarity and consistency
  • Legal and compliance leads building internal controls
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Why TrailBlazer Academy?

With over 20 years of consulting experience across 11 industries—including energy, healthcare, finance, and manufacturing—TrailBlazer Academy distills everything we’ve learned into one accessible, affordable training platform.

Management Team

Maura Dunn

President & Founder

Maura’s experience spans all aspects of information governance program development for global corporations in infrastructure, healthcare, luxury goods, media, and energy, as well as federal agencies in the civil, defense, and intelligence sectors.

Lee Karas

Executive Vice President & CFO

Lee’s professional experience covers contract management, information management, program assessment and development, and staff management for infrastructure, healthcare, energy, and public sector clients in the civil arena.

 25 Fortune 1000 clients served
Global experience, local impact
Trusted by legal ops, procurement, and compliance professionals

$4,500

This baseline package includes:

  • PDF-based retention schedule
  • Embedded policy preamble and clauses
  • Email support for implementation questions
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$312.50/month

Upgrade to $312.50 per month for 24 months and receive refreshed citation research designed to maintain up-to-date record categories, retention timelines, and regulatory alignment for the next three years.

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$99.99

Take the Records Retention Overview Lesson for a 5% Discount on the Small Business Records Retention Policy & Schedule

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