Thank you for engaging with our Financial and Strategic Advisory Services. These Terms and Conditions (“Terms”) govern the provision of services by CFO Advisors (“Advisor”, “We”, or “Us”) to you, the client (“Client” or “You”), and are in addition to any existing agreement you may have with us. In the event of a conflict between these Terms and any other agreement, these Terms will prevail.
1. Services
1.1 Provision of Services
We will provide you with financial and strategic advisory services, including but not limited to financial modeling, fundraising support, and other strategic and operational services as reasonably requested by you (“Services”). These Services are intended to assist in the strategic growth and operational efficiency of your business.
1.2 Scope of Services
The specific Services to be provided will be detailed in your service agreement or order form. Our Services are provided on a fractional basis and are not intended to replace the comprehensive services that a full-time, in-house CFO would provide.
2. Compensation
2.1 Fees
You agree to compensate us for our Services at the rates specified in your service agreement or order form. This includes a monthly fee for a predefined number of service hours and additional fees for services beyond those hours.
2.2 Payment Terms
Invoices will be issued according to the terms set forth in your service agreement, and payment is due within the specified timeframe from the invoice date. Late payments may incur additional charges.
3. Term and Termination
3.1 Term
This agreement commences on the effective date specified in your service agreement and will continue until terminated by either party with prior notice as detailed in your service agreement.
3.2 Termination
Either party may terminate the agreement with the notice period specified in your service agreement. Specific conditions for immediate termination may also apply.
4. Confidentiality
4.1 Confidential Information
We will maintain the confidentiality of your information and will use it solely for the purpose of providing the Services.
5. Ownership and Intellectual Property
5.1 Deliverables
You will own the rights to deliverables produced as a result of the Services, subject to payment in full for those deliverables.
5.2 Background Materials
We retain all rights to our background materials. We grant you a non-exclusive license to use these materials as part of the deliverables provided to you.
6. Warranties and Liability
6.1 Limited Warranty
We warrant that our Services will be provided in a professional manner. If you believe a service was not performed as warranted, you must notify us within a specified period for remedy.
6.2 Limitation of Liability
Our liability for the Services provided under these Terms is limited to the amount paid for the nonconforming service or a specified maximum limit.
7. General Provisions
7.1 Non-Solicitation
You agree not to solicit or hire any of our personnel during and for a specified period after the termination of this agreement.
7.2 Arbitration
Disputes under these Terms will be resolved through arbitration in a specified location.
7.3 Governing Law
These Terms are governed by the laws of the specified jurisdiction, without regard to its conflict of laws principles.
7.4 Entire Agreement
These Terms, together with your service agreement or order form, constitute the entire agreement between you and us regarding the Services.
