TRM Solutions, LLC is a boutique cybersecurity advisory firm founded by a senior audit leader with 9+ years leading cybersecurity, cloud security, and IT risk programs at American Express, Deloitte, and Morgan Stanley.
Experience Built At the World's Leading Institutions
Click any service below to see exactly what's included, what you'll receive, and what it costs. No ambiguity, no surprise bills.
A structured assessment of your security posture against NIST CSF or CIS Controls — identifies your top gaps, scores each domain, and produces a prioritized roadmap for leadership.
A focused assessment of your ability to prevent, detect, and recover from a ransomware attack. Evaluates backups, endpoint protection, segmentation, and incident response against real-world attack patterns.
A structured, facilitated exercise that tests your leadership team's ability to respond to a realistic security incident — and produces an after-action report identifying gaps in your IR plan.
Foundational AI governance for organizations adopting GenAI tools — Acceptable Use Policy, AI tool inventory, risk classification framework, and vendor evaluation checklist.
A focused package of 8 essential security policies — production-ready, mapped to NIST CSF and SOC 2, and tailored to your specific environment. Perfect for companies starting their security program.
Custom training for executives and staff — phishing simulation education, data handling protocols, social engineering defense, and compliance obligations.
Not every security need requires a six-figure engagement. These targeted services deliver real results in days — not months — with pricing that works for companies of any size.
Custom phishing email templates, fake landing pages, and post-click education content — tailored to your industry. Ready to deploy in KnowBe4, Proofpoint, or any simulation platform.
Your customers keep sending you SIG Lite, CAIQ, and custom security questionnaires? Send them to us. We draft comprehensive, accurate responses based on your existing documentation.
Need one policy to satisfy an investor, customer, or compliance requirement? We draft audit-ready policies individually — mapped to NIST, ISO 27001, or SOC 2 — without buying the full library.
A live 60-minute virtual session with real-world attack demos — vishing calls, pretexting emails, deepfake examples, and USB drop scenarios. Interactive, engaging, and built for your specific industry.
A board-ready security report package — executive summary, risk heat map, metric dashboard, and talking points. Everything your CISO (or acting CISO) needs to brief the board with confidence.
Stop spending 2–3 days on every prospect security questionnaire. We build a reusable answer library from your existing documentation — covering SIG, CAIQ, and custom formats — so your team can respond in hours, not days.
A one-time, 60-minute virtual briefing for your CEO, CFO, and board on the current cyber threat landscape, your organization's risk exposure, and what leadership should prioritize. Delivered with a polished leave-behind deck.
Insurers are tightening requirements and raising premiums. We prepare your cyber insurance application, ensure you meet all underwriting requirements (MFA, EDR, backups, IR plan), and position your organization for the best coverage at the lowest premium.
Map your data collection practices against CCPA, GDPR, and state privacy laws. We identify where you're collecting personal data, how it's stored and shared, and where you have compliance gaps — delivered as an actionable remediation report.
Every template is built from real engagement work — RACI matrices, communication templates, implementation roadmaps, and regulatory guidance included. $99 one-time per template · Delivered as an editable Word doc in minutes.
A complete, audit-ready Incident Response Plan tailored to your specific environment — with RACI matrices, pre-built communication templates, regulatory notification checklists, and a 90-day implementation roadmap.
A comprehensive AUP covering traditional IT use, AI tool governance, BYOD policies, and remote work expectations — with a RACI matrix for BYOD responsibilities, data classification tables, and employee acknowledgment form.
A library of 10 phishing email templates across 3 waves of escalating difficulty — customized to your tools and team, with red flag analysis, deployment guide, and success metrics with industry benchmarks.
Every engagement follows a structured methodology refined over 50+ cybersecurity audits and advisory engagements at top-tier institutions.
A complimentary 30-minute call to understand your technology environment, regulatory requirements, risk concerns, and business objectives. We define scope, deliverables, and timeline before you commit to anything.
Deep-dive into your control environment through documentation review, stakeholder interviews, and technical assessment. We identify gaps, prioritize risks, and map findings to applicable frameworks.
We develop your deliverables — policies, risk matrices, remediation roadmaps, governance frameworks — all written to be immediately actionable and audit-ready, not theoretical shelf-ware.
Executive-ready reports presented with clarity. We walk through findings with your leadership team, provide implementation guidance, and offer follow-up support to ensure lasting results.
Real outcomes from real engagements — here's what our clients have to say about working with TRM Solutions.
Most firms charge you for a senior partner and staff the work with first-year analysts. At TRM, every engagement is led and delivered by a senior practitioner who has done this work at American Express, Deloitte, and Morgan Stanley — with the precision, rigor, and attention to detail that institutional experience demands.
Not theoretical knowledge — real-world experience leading cybersecurity audits, building control frameworks, and advising executives at Fortune 500 financial institutions.
No office leases, no travel bills, no bloated project teams. You pay for expertise and deliverables — not overhead. That means more value per dollar, every time.
We use proprietary workflows, structured templates, and modern technology to streamline quality assurance, cross-reference findings, and validate deliverables — so you get institutional-quality output in weeks, not months.
When you hire TRM, you work directly with the founder — a senior audit leader, not a rotating cast of junior consultants. Your engagement is never delegated or deprioritized.
We hear this from small businesses every week — especially law firms, accounting practices, and professional services companies. Here's what every business owner should know.
Because you're exactly who they target. Small law firms are among the most frequently attacked businesses in the country — not because of your size, but because of what you hold. Client Social Security numbers, financial records, medical information, legal strategy documents, settlement details, and privileged communications are extraordinarily valuable on the dark web.
Attackers know that small firms typically lack dedicated IT security staff, don't have monitoring in place, and often use shared passwords or outdated systems. A single phishing email to a paralegal can give an attacker access to your entire client file system. And unlike a large corporation, a small firm may not survive the combination of remediation costs, client notification requirements, regulatory fines, malpractice liability, and reputational damage.
Real-world example: In 2023, a 6-person personal injury firm in New Jersey was hit by ransomware that encrypted 10 years of case files. The attackers demanded $120,000. The firm had no backups, no incident response plan, and no cyber insurance. They paid the ransom, spent $85,000 on recovery, and lost 3 clients who moved their cases to other firms.
It means you've been lucky — and the threat landscape has changed dramatically. The attacks targeting businesses today didn't exist 5 years ago. AI-generated phishing emails are now virtually indistinguishable from real messages. Ransomware-as-a-service allows criminals with zero technical skill to launch sophisticated attacks for $50. And automated scanning tools probe every internet-connected system on earth every day looking for vulnerabilities.
The fact that you haven't had an incident you know about doesn't mean you haven't been compromised. The average breach goes undetected for 280 days. Attackers often sit quietly inside networks for months, stealing data before deploying ransomware. Without monitoring, logging, or periodic assessments, there is no way to know whether your systems have already been accessed.
Think of it like a building inspection — the fact that your roof hasn't leaked in 25 years doesn't mean the structure is sound. It means no one has checked.
The cost of doing nothing is almost always higher. A basic cybersecurity assessment and policy package from TRM Solutions starts at $2,000–$5,000 — roughly the cost of one month of a part-time employee. Compare that to the average cost of a data breach for small businesses: $120,000–$200,000 when you factor in investigation, legal fees, client notification, regulatory penalties, business interruption, and lost clients.
But the real cost isn't just the breach itself — it's the doors that close without security in place:
Lost business: Enterprise clients and government contracts increasingly require SOC 2 reports, security questionnaires, or proof of a security program before signing a contract. Every RFP you can't respond to is revenue you'll never see.
Higher insurance premiums: Cyber insurers now require MFA, endpoint protection, incident response plans, and employee training as underwriting conditions. Without these, you either pay significantly higher premiums or can't get coverage at all.
Regulatory exposure: If you handle client PII, health records, or financial data, you're subject to state privacy laws, HIPAA, GLBA, or other regulations — whether you know it or not. Non-compliance fines can be devastating for a small firm.
The math: A $3,000 security assessment that prevents a $150,000 breach is a 50x return on investment. A $5,000 policy package that wins you a $100,000 contract pays for itself 20x over.
They will — and when they do, the companies that are already prepared will win. Five years ago, only large enterprises asked vendors for SOC 2 reports. Today, mid-market companies, law firms, financial advisors, insurance companies, and even small businesses are including security requirements in their vendor evaluation process.
If you handle any client data — and virtually every professional services firm does — the question isn't whether clients will start asking about your security posture, but when. Companies that have a SOC 2 report, a documented security program, or even a basic set of policies are winning business over competitors who can't demonstrate any security controls.
You don't necessarily need a full SOC 2 immediately. But having documented security policies, an incident response plan, and basic controls in place puts you ahead of 90% of small businesses — and it's the foundation everything else builds on.
It was enough in 2015. It's not even close in 2026. Strong passwords are trivially bypassed through phishing, credential stuffing (using leaked passwords from other breaches), and social engineering. Traditional antivirus catches less than 50% of modern malware. These are baseline hygiene measures — necessary but nowhere near sufficient.
Modern security requires layers — what the industry calls "defense in depth":
Multi-factor authentication (MFA) stops 99.9% of credential-based attacks. If your team isn't using MFA on email, cloud storage, and business applications, you're exposed.
Endpoint Detection & Response (EDR) replaces traditional antivirus with behavioral analysis that catches attacks antivirus misses — including ransomware, fileless malware, and living-off-the-land techniques.
Security awareness training teaches employees to recognize phishing, social engineering, and suspicious activity — because 82% of breaches involve a human element.
Backups and incident response planning ensure you can recover if the worst happens — without paying a ransom or losing years of client data.
The good news: implementing these layers for a small business is neither complicated nor expensive. A focused engagement can get you from vulnerable to protected in weeks.
IT support and cybersecurity are different disciplines. Your IT person is great at keeping your network running, setting up laptops, managing printers, and troubleshooting email issues. But cybersecurity requires a fundamentally different skill set — threat analysis, security architecture, compliance frameworks, incident response planning, and risk assessment.
Asking your IT person to also be your security expert is like asking your general practitioner to perform heart surgery. They're both doctors, but the specialization matters enormously.
The most effective model for small businesses is to keep your IT person handling day-to-day operations while bringing in a cybersecurity specialist — like TRM Solutions — to assess your security posture, build your policies and controls, and provide strategic guidance. We work alongside your existing IT support, not against them. In fact, we often make their job easier by establishing clear security procedures and standards.
Start with a free assessment to see where you stand, then focus on the highest-impact items first. You don't need to do everything at once. Here's the practical priority order for a small professional services firm:
1. Take our free security posture assessment (3 minutes, no cost). It scores you across 6 security domains and tells you exactly where your gaps are.
2. Enable MFA on everything — email, cloud storage, practice management software. This is the single highest-impact action you can take, and it's usually free.
3. Get a basic set of security policies in place. An Information Security Policy, Incident Response Plan, and Acceptable Use Policy give you a foundation and demonstrate due diligence. TRM can produce these for as little as $1,500–$3,000.
4. Ensure you have working, tested backups. If ransomware hits tomorrow, can you restore your systems? If the answer isn't a confident "yes," this is urgent.
5. Run one security awareness training session. Teach your team to recognize phishing and social engineering. One 60-minute session can reduce your human-element risk by 70%.
Total investment to go from zero to meaningfully protected: $3,000–$5,000 and 4–6 weeks. That's less than your annual office supply budget — and it protects everything your firm has built over 25 years.
Whether you're preparing for SOC 2, securing your cloud, or building AI governance — let's talk about how TRM Solutions, LLC can get you there faster, smarter, and for less.
Choose how you'd like to get started — complete our intelligent intake assessment for an instant, tailored proposal, or send us a quick message.
Our free security posture assessment scores your organization across 6 critical domains based on the NIST Cybersecurity Framework — and shows you exactly where the gaps are.
The TRM Security Scorecard is a 40-question deep-dive that scores your cybersecurity maturity against industry peers and delivers a prioritized 90-day remediation roadmap.
30-day money-back guarantee · Secure checkout
Or reach out directly:
Have a quick question? Send us a message and we'll respond within 24 hours.
Not sure what you need? Take our free security assessment first →