Brad Lyons 
Key Takeaways: Choosing a SOC 2 auditor is one of the more consequential vendor decisions a growing SaaS company makes. The report becomes the credential your sales team leans on in every security review, so the firm behind it matters as much as the framework itself. Here are nine things to evaluate before you sign an engagement letter. … Read more
Key Takeaways: SaaS and scaling tech companies often face this decision early: pursue a full SOC 2 Type 1 or Type 2 right away or invest first in readiness support to close gaps before the formal examination begins. Here’s our recommendation for how to think through that decision. WHAT A SOC 2 AUDIT ACTUALLY DELIVERS A SOC 2 audit is a formal examination … Read more
Key Takeaways: The Department of War announced an immediate suspension of Cybersecurity Maturity Model Certification (CMMC) Phase II requirements on July 13, 2026. Phase II was originally set to take effect on November 10, 2026. The pause gives the Department 60 days to review the program. DoW Chief Information Officer Kirsten A. Davies framed the move as part of a … Read more
Key Takeaways: THE RECURRING GAP PROBLEM You’ve been through SOC 2 before. You know the drill: scramble to pull evidence, patch the controls that reviewers flagged, update a few policies, and clear the finish line. Then, 12 months later, the same issues appear again with slightly different packaging but the same root cause. This isn’t a documentation problem or an evidence-collection problem. It’s a program design problem. … Read more
Key Takeaways: SOC 2 readiness is no longer a one-time milestone for many SaaS companies. It has become part of the operational baseline needed to close enterprise deals, support procurement reviews, and demonstrate security maturity to increasingly risk-aware customers. But in 2026, many organizations are learning that passing a SOC 2 examination one time is very different than sustaining a stable, repeatable compliance … Read more
Key Takeaways: Most compliance programs don’t fail in dramatic ways. They tend to shift when something new is introduced like an update to a framework, a customer requirement, new technology within the relevant tech stack, or a regulatory change. What looked stable starts to feel heavier, slower, and harder to manage. The issue usually isn’t a missed control or a single gap. It’s how the program … Read more
Key Takeaways: In the last post, we looked at what happens when compliance is put under pressure. As organizations grow, complexity builds. Requirements begin to overlap, expectations increase, and what once felt manageable starts to feel heavier. Many teams respond by adding more—more controls, more tooling, and more processes. It seems logical. If compliance is harder, the solution must be … Read more
Key Takeaways: Growth is often treated as proof that everything is working. More customers, more revenue, and more opportunity typically signal that the business is moving in the right direction. At the same time, growth introduces a different kind of pressure that many organizations underestimate. New customer requirements, many new control owners and lines of the business, additional … Read more
Key Takeaways: Most organizations have completed some form of compliance examination or assessment. For example, they may have gone through a SOC 2 compliance audit (technically a SOC 2 Attestation engagement resulting in an examination report), performed an internal gap analysis, or implemented compliance risk assessment software to track controls and evidence. In many cases, the result is a score, … Read more
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