What is an operations manual, you might ask? It is best described by comparison to a more familiar document, the business plan. The biggest difference between a business plan and an operations manual ...

When PFI Advisors is hired to perform an Operational Diagnostic of an RIA, one of the important components of our assessment is a review of the firm’s compliance manual to ensure it matches what is ...

Writing a company operations manual is an arduous, daunting task. I know that because I have participated in the task of writing quite a number of them. Many people who manage small businesses resist ...

Business operations teams are no longer “nice to have.” The pandemic has made urgent the need to solve several business challenges that, for a long time, we’ve largely been able to sweep under the rug ...

Nimbl also offers its own Company Operations Manual (COM) aligned with IS-BAO standards, enabling operators to maintain compliance while eliminating the hassle of managing documentation themselves.