Business CFP Document

Business CFP Document

This Business CFP Agreement (the "Agreement") is made and entered into on Effective Date: by and between:

Recitals

WHEREAS, Client is engaged in business activities and seeks professional certified financial planning services to evaluate, prepare and present funding proposals, financial forecasts and strategic financial recommendations (the "Services"); and

WHEREAS, Service Provider is a certified financial planning firm with experience providing corporate financial planning, capital formation strategy and related consulting services and agrees to provide such Services to Client under the terms set forth in this Agreement;

WHEREAS, the parties desire to set forth the scope, compensation and other terms governing the performance of the Services.

Scope of Work

Service Provider shall perform the following Services for Client. Deliverables, milestones and acceptance criteria shall be as set forth below.

Payment Terms

Client shall pay Service Provider the fees described below in consideration for the Services performed. All fees are due in U.S. dollars unless otherwise agreed in writing.

Term and Termination

The term of this Agreement commences on Start Date: and continues until End Date: unless earlier terminated as provided below.

Either party may terminate this Agreement for cause if the other party materially breaches any obligation under this Agreement and fails to cure the breach within the notice period specified above. Termination for convenience is permitted by either party upon delivering the notice required above, subject to payment for Services performed through the effective date of termination and reimbursement of any non-cancellable commitments.

Confidentiality

Each party agrees to hold in strict confidence all non-public information disclosed by the other party that is marked confidential or would reasonably be considered confidential under the circumstances ("Confidential Information"). Confidential Information shall not include information that: (a) is or becomes generally available to the public through no wrongful act of the receiving party; (b) is rightfully received by the receiving party from a third party without restriction; (c) is independently developed without use of the disclosing party's Confidential Information; or (d) is required to be disclosed by law, provided the receiving party gives prompt written notice and cooperates to obtain protective measures.

Intellectual Property and Use of Deliverables

Unless otherwise agreed in writing, Client shall own all final deliverables specifically prepared for Client and paid for in full. Service Provider retains ownership of pre-existing methodologies, templates, and tools and grants Client a non-exclusive license to use such materials as incorporated into deliverables. Neither party may use the other party's name, logo or trademarks for promotional purposes without prior written consent.

Liability and Indemnification

Each party shall indemnify and hold harmless the other from third-party claims arising from the indemnifying party's gross negligence or willful misconduct. Except for liability arising from gross negligence, willful misconduct or breach of confidentiality, neither party's aggregate liability for claims arising out of this Agreement shall exceed the total fees paid by Client to Service Provider under this Agreement during the twelve (12) month period preceding the claim.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflict of laws principles. The parties consent to the exclusive jurisdiction of the state and federal courts located in that State for disputes arising under this Agreement.

Entire Agreement; Amendment

This Agreement, including all exhibits and attachments incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements, understandings and communications, whether written or oral. No amendment shall be effective unless in writing and signed by authorized representatives of both parties.

Notices

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth above or to such other address as a party may designate by notice in accordance with this section.

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