Business Continuity

FIN Compliance looks great on all devices

FIN Continuity helps small service-based business owners to build procedures that can work without them to plan for a parental leave, sabbatical, vacation, or an exit.

Many small business owners do not launch with benefits such as paid vacations, maternity leave, or sick leave. In our gig economy, many contractors, consultants, and investment advisors fail to plan for generating income during a voluntary or involuntary leave of absence. According to a 2018 FPA study, 73% of investment advisors do not have a written succession plan in place.

Business/Continuity Series

Part 1: Delegating procedures to your remote team
Part 2: Planning your vacation, sabbatical, or leave
Part 3: Making your business platform “scalable.”
Part 4: Remote work and Passion Projects

Where do you stand with Continuity Operations?

Take an Assessment

Compliance App

(Compliance manager for staff, teams, consultants)

Integrated with a disclosure center to transfer items to a Disclosure App

Disclosure App

(Disclosure portals for communications with clients, staff, investors, and vendors)