Risk Mitigation

Sera delivers human capital solutions that mitigate employer risks.

The Challenge


Family-owned business expressed people management concerns in light of strategic growth plans and current employment environment.

$16 million family-owned business with 30 employees had cause for concern given their defined growth plan. Inexperienced people managers and an outdated employee handbook invited risk potential beyond the owners’ comfort level.





How Sera
Connected the Dots



The existing employee handbook was reviewed, updated and revised to comply with current legal regulations* and to reflect company culture trends.
A series of in-depth, company-specific training sessions were held to increase awareness around policy intentions, leadership practices, and positive people management.
The facilitated interactive sessions helped reinforce company philosophy, reasoning and management position on vital human resource areas.
Partnering with Senior Leadership, Sera developed and implemented risk mitigating tools, processes and training.



Positive Impact



The business successfully shored up its areas of exposure and is poised for future growth.


Business owners gained peace of mind knowing HR infrastructure had been reinforced and managers properly trained.


Employee Handbook communicated company expectations and hedged litigation risk.


Through facilitated discussion the owners and managers discussed issues and ideas that had never before been shared at the leadership level.


Managers experienced “a-ha” moments during the training sessions which resulted in increased self-confidence and better people management.



*Sera Business Advisors LLC does not provide legal or tax advice. Clients are encouraged to seek a qualified legal and/or tax opinion on handbooks, et al, as deemed appropriate.


© Sera Business Advisors LLC, 2019