Terms of Service
Clear expectations, defined boundaries, and a straightforward understanding of how services are provided.
Clarity for a confident working relationship
These Terms of Service outline how advisory support is provided, how information is handled, and what you can expect when working with me.
The goal is to create a structured, respectful environment where owners and buyers can make informed decisions without pressure.
A clear understanding of how services are delivered
These terms are intended to make expectations, responsibilities, and working boundaries easy to understand.
- Clear expectations for how advisory services are provided
- Transparency around responsibilities, boundaries, and limitations
- Guidelines for communication, scheduling, and deliverables
- Confidentiality and data-handling practices
- Payment terms, cancellations, and rescheduling policies
The main areas of how we work together
Each section below outlines a core part of how services are delivered and how the working relationship is structured.
Scope of Services
Advisory services are provided for clarity, preparation, and structured support. I do not act as a broker, intermediary, or agent, and I do not represent either party in a transaction.
Communication & Scheduling
Meetings, calls, and deliverables are scheduled with clear expectations. Rescheduling is handled respectfully and with reasonable notice from both sides.
Confidentiality
Information shared is treated as confidential and used solely for the purpose of providing advisory support. I do not share or distribute your information without your permission.
Payment & Billing
Fees, payment schedules, and invoicing practices are communicated clearly before work begins. Services are billed as outlined in the selected engagement or project.
Limitations & Boundaries
I provide structured advisory support, not legal, tax, or financial representation. You are encouraged to consult qualified professionals for specialized requirements.
Use of Materials
Documents, templates, or materials provided are for your internal business use and may not be redistributed or repurposed without permission.
Who these terms are for
These terms apply to business owners, buyers, and organizations engaging advisory services.
- Business owners preparing for a future sale
- Buyers seeking clarity or structured guidance
- Teams requesting project-based advisory support
- Organizations using documentation or readiness services
If you’re reviewing these terms as part of preparing to work together, these pages provide context on how the advisory process is structured.
If you are reviewing these terms as part of preparing to work together, these pages may provide useful context.
Have questions about these terms?
If you would like clarity on how these terms apply to your situation, I’m happy to walk through them in a calm, straightforward conversation.