Cybersecurity & TechnologyAssessment

See Where You Stand and What It Takes to Move Forward

Most leaders know they need better cybersecurity & IT, but they don’t always know where to start.

Preferred delivers a Cybersecurity & Technology Assessment that reveals your current risks, inefficiencies, and opportunities — giving you the insight to make confident decisions.

This is where strategy begins.

Our assessment helps you understand how technology supports (or hinders) your business goals, where gaps exist, and how to close them before they become costly.

Trusted by Most Regulated and Growth-Minded Businesses

Proven methodology used in 100+ Business Cybersecurity & Technology Reviews (BCTR)

98% client satisfaction, measured weekly

30+ years helping SMBs secure and scale their operations

Assessments that convert insight into action

Why This Assessment Matters

Technology decisions are too important to make on assumptions. Many organizations operate with invisible risks: outdated infrastructure, misaligned cybersecurity tools, compliance gaps, or unmanaged vendors.

Preferred’s Cybersecurity & Technology Assessment gives you the visibility and clarity to lead strategically — not reactively. We uncover where your business stands today, how it compares to industry benchmarks, and what it will take to reach your next level of performance and protection.

SMBs Cant Ignore Cybersecurity

How Preferred Helps

Our process combines technical analysis, cybersecurity expertise, and business strategy.


You don’t just get a list of issues. You get a roadmap that ties every recommendation to measurable business outcomes.

How Preferred Helps

1. Discovery & Data Collection

We start by learning about your business: your goals, operations, users, and regulatory environment.

Then we perform a deep technical and cybersecurity analysis of your existing systems.

Assessment Includes:

Infrastructure and network analysis

Endpoint and server security evaluation

Backup and business continuity validation

Applications and collaboration assessment

Compliance review (CMMC, HIPAA, PCI, cyber insurance)

Vendor and cloud environment review

This gives us a full picture of your IT and cybersecurity ecosystem.

2. Risk Scoring and Benchmarking

Next, we quantify risk.

Preferred assigns a Cybersecurity & Technology Maturity Score that benchmarks your environment against cybersecurity frameworks and best practices.

We Measure:

Cybersecurity posture and threat exposure

IT performance and system resilience

Alignment with business strategy and goals

Regulatory and insurance readiness

You’ll see exactly where you stand and how you compare to organizations of similar size and industry.

 

3. Business Cybersecurity & Technology Review (BCTR)

This is where we bring leadership into the conversation.

Preferred’s BCTR turns your assessment into a clear, executive-level plan that connects cybersecurity, IT, and business outcomes.

Your BCTR Includes:

Executive summary with prioritized recommendations

Technology and cybersecurity roadmap

Budget and resource forecasting

Quick-win and long-term strategy plan

Clear, business level presentation to your leadership team

We help you make informed, strategic decisions, and not just technical fixes.

 

4. Action Plan and Partnership Options

After the assessment, you’ll have a complete understanding of your technology environment and next steps.

Some clients use this plan internally or with another IT partner. Others choose to partner with Preferred for implementation and ongoing management.

Either way, the goal is the same: turning IT and cybersecurity from a liability into a business advantage.

“Preferred’s assessment showed us exactly where we stood — and what to do next. It was the clarity we’d been missing.”

Amy Kurson,

Managing Partner, Law Firm

Key Deliverables

Full Cybersecurity & Technology Assessment Report

Risk and security scoring

Business Cybersecurity & Technology Review (BCTR)

Prioritized action plan and cost roadmap

Executive briefing and leadership recommendations

Partnership proposal

Why Preferred

Cybersecurity-First, Business-Driven

Our assessments balance risk reduction with business growth, helping leaders make smarter decisions.

Strategic, Not Sales-Focused

We deliver real value through insight and clarity, whether or not you continue as a client.

Compliance Expertise

We align your systems with CMMC, HIPAA, PCI, and cyber insurance frameworks from day one.

Local Partnership, Long-Term Vision

Our consultants work directly with your leadership team to ensure ongoing progress and accountability.

Frequently Asked Questions

How long does the assessment take?

Most assessments take 2–3 weeks from kickoff to presentation, depending on your network size and goals.

Yes, partial access is required to perform a complete assessment, but all data is handled securely and confidentially.

Both. We assess your systems in depth and translate findings into business-level recommendations.

Absolutely. Every assessment evaluates both technology performance and compliance readiness.

Performance by the Numbers

100%

Of assessments identify measurable cost savings or risk reductions

0

Failed compliance audits after remediation

98%

Satisfaction among assessment participants

Gain Clarity. Reduce Risk. Lead Confidently.

You can’t manage what you can’t see.

Preferred’s Cybersecurity & Technology Assessment gives you the insight, strategy, and confidence to lead your business with clarity and control.