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Blueprint Protect Review™For Your Business.
Most small businesses carry risks the owner never sees - cash-flow pressure, customer concentration, operational bottlenecks, key-person dependency, and insurance gaps that silently grow as the business scales.
The Blueprint Protect Review™ is a focused session that reveals where your business is fragile and what steps will strengthen your foundation immediately.
What Happens During Your Review.
A focused, 45-minute session that reveals where your business is vulnerable and what steps will strengthen it immediately.
1.
A Clear Look at Your Current Stability
We walk through the areas where small businesses typically break — financial, operational, leadership, customer, structural, and digital — and map them to your business.
2.
Identification of Your Hidden Weaknesses
Using Taurion’s framework, we highlight early signs of strain: cash-flow tightening, margin drift, people overload, role dependency, and unbalanced revenue.
3.
A Review of Your Insurance Alignment
We check whether your coverage (key person, buy–sell, liability, cyber, interruption) matches your actual exposure — and where gaps may exist.
4.
A Simple Protection Roadmap
You’ll leave with 3–5 priority actions you can take immediately to stabilize cash flow, reduce risk, and strengthen continuity.
Who This Session Is For.
This review is ideal for owners who want a stronger, steadier business, not another fire to put out.
Small-business owners and founders
Multi-owner companies
Businesses with growing teams
Service and project-based companies
Owners who feel “too much depends on one person”
Firms that haven’t updated insurance in several years
Businesses preparing for growth or restructuring
If you want control, clarity, and confidence in your business decisions, this session is for you.
Why Owners Book This Review.
Most business challenges don’t start with a major crisis - they start with early signals that are easy to miss:
Cash flow tightening
Slipping margins
Delayed workflows
Customer dependency
Misaligned insurance
Outdated contracts
Weak digital protection
Overloaded key employees
The Protect Review helps you recognize these signals early, when they’re easy and inexpensive to fix.
What You Will Walk Away With.
A sharper understanding of your risks, and the exact steps to strengthen your business now.
A clear view of your current business stability
Insight into your insurance alignment and coverage gaps.
A map of where your risks are concentrated.
A step-by-step protection plan tailored to your business
A summary of your financial, operational, and personnel exposure.
Confidence in the direction of your next decisions.
Why Taurion Plays a Critical Role.
Taurion analyzes how your business behaves, not how a generic business behaves.
Taurion connects the financial, operational, and personnel systems inside a business into one continuous stream of intelligence.
It monitors patterns across cash flow timing, margin behavior, workload distribution, customer dependency, and insurance exposure, then flags irregularities the moment they form.
Instead of relying on manual reviews or backward-looking reports, Taurion analyzes transaction data, role activity, contract structures, and recurring expenses in near real time to detect early pressure points.
This allows the Protect Review to be grounded in actual business behavior, revealing risks that spreadsheets, accounting systems, and traditional insurance reviews can’t see.
The result is a protection plan that is technically precise, timely, and aligned with how the business truly operates.
How It Works.
The Blueprint Protect Review™ follows a simple, structured process designed to give you clarity fast.
You start by booking a time and answering a few brief questions so the session can be tailored to your business.
During the review, we walk through the financial, operational, and insurance factors that shape your stability, highlight the pressure points Taurion has identified, and outline the most important steps to reinforce your foundation.
After the session, you receive a concise summary of your risks, priorities, and recommended protections, so you know exactly what to do next.
No pressure. No obligation. Just clarity.
Step 1
Book Your SessionChoose a time on the calendar that works for you.
Step 2
Answer 5 quick questions - this helps us tailor the review to your business.
Step 3
45-Minute Strategy SessionWe walk through your risks, your strengths, and your priorities.
Step 4
Receive Your Protect SummaryA written breakdown of your exposure and next steps.
What Owners Say.
More than 70% of owners who complete the Protect Review discover risks they hadn’t seen in their financials, and most resolve their top issues within two weeks.
“The Protect Review uncovered three risks that could have cost us over $300k in downtime. Our lead project manager was handling 70% of all active work, and we didn’t realize the operational risk until Taurion highlighted it. Within a week, we cross-trained two team members and updated our insurance to match our actual exposure. The clarity was immediate — it changed how we think about continuity.”
Michael R.,
Owner - Redwood Design & Build
(14 employees)
“We’ve never had a clearer view of our operational risk. Taurion showed that our insurance coverage hadn’t been updated in three years, even though revenue had grown 38%. The review helped us realign coverage, strengthen our continuity plan, and fix a few gaps in our contracts. I wish we had done this much sooner.”
Jonathan P.,
CPA & Partner - LedgerPath Advisors
(5 employees)
“Our biggest surprise was key-person exposure. Taurion showed that one technician was responsible for nearly 40% of customer satisfaction and repeat business. We put training, documentation, and coverage in place immediately. This session didn’t just show us risks — it showed us what to do about them.”
Calvin Rebecca J.,
Owner - Apex Electrical Services
(9 technicians)
“One insight from the Protect Review probably saved us tens of thousands. Taurion flagged that one machine represented 60% of our production output but wasn’t fully covered under our current policy. We corrected that immediately and added business interruption coverage. The peace of mind alone was worth the session.”
Linda V.,
Owner - SteelForm Custom Fabrication
(18 employees)
