Terms and Conditions

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.