Simplify compliance. Strengthen operations. Protect your future.Â
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

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




 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

$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.

$99.99
Take the Records Retention Overview Lesson for a 5% Discount on the Small Business Records Retention Policy & Schedule