$4,500.00 USD

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Baseline Small Business Records Retention Policy & Schedule

Inside your download, you’ll find:

  • 43 distinct record categories covering functional areas of Communications/Contracts and Agreements/Human Resources and Labor Relations/Accounting and Tax/Information Technology and Security/Insurance and Risk Management/Real Estate
  • A governance-ready retention schedule aligned to federal requirements
  • A comprehensive preamble with embedded policy language for ease of implementation
  • Clear retention triggers and defensible disposition guidelines

Whether you’re preparing for M&A, tightening internal controls, or laying a strong foundation for growth—this resource will support clear, consistent recordkeeping across your organization.

Upon purchase, you will receive an email with the next steps to access the content.