Contact Us

Please feel free to contact us for an immediate response on how we can help your firm be safe to market first.

O'Brien Compliance Management, LLC
57 Wannalancit Street, Suite 10
Lowell, MA, 01854-3258, USA

Tel: +1 978 970 0525
Fax: +1 978 970 0526

Anissa Herrick, Frank O'Brien, Chris Studley

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Start a Project

To expedite the submittal process, please provide:

a signed Service Agreement,
if not using default Confidentiality clause, any separate Non-Disclosure Agreement you prefer, and
a description of the services you'd like (project proposal)

All material should be sent to Contact Us.

Service Agreement

We ask all first time customers to sign a Service Agreement. Important to us are payment terms and limited liability protection. The agreement extends to our customers fairly standard protections for confidentiality, work product, and tax indemnity. The agreement allows for a separate non-disclosure agreement, in lieu of the default confidentiality clause.

You may review our Service Agreement.

We're also happy to sign any Consulting or Contractor Agreement you may have. We would ask that your agreement include payment terms and limited liability protection similar to our agreement. We would ask that your agreement include Reusable Materials protections for our firm, similar to those included in the Work Product clause of our agreement.

Project Proposal

Each project has a project proposal defining scope, fees, and deliverables. The customer provides a valid Purchase Order to signify agreement to proceed.

Normally OBCM will prepare a Project Proposal based on your description of the services you'd like.

Alternatively you can directly provide a valid PO for 10 h, $1,800, of general "as needed" consulting services, or whatever amount you see as suitable, keeping in mind the project minimum of 4 h, $720. Together with a signed Service Agreement, this will allow us to immediately consult, with the hours accruing only as needed and authorized by you.

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Brochures

OBCM Brochures and Submittal Forms are available on the Documents page.

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