Business Familiar Packet

Business Familiar Packet

This Business Familiar Packet and Services Agreement ("Agreement") is entered into as of Effective Date: by and between Client Name: with principal address: , and Provider Name: with principal address: .

WHEREAS

WHEREAS, the Client operates the business described herein and requires certain professional services for business planning, operations familiarization, and advisory support (the "Services");

WHEREAS, the Provider has represented that it possesses the personnel, skill and experience necessary to perform the Services and agrees to provide such Services pursuant to the terms and conditions set forth in this Agreement;

WHEREAS, the parties desire to record the mutual understanding regarding scope, compensation, confidentiality, and administration of the Services in this Business Familiar Packet.

Business Overview

Scope of Work

Provider will perform the Services described below for Client in accordance with the terms of this Agreement. The Services may include but are not limited to business process review, documentation of operations, key personnel interviews, standard operating procedures compilation, and advisory meetings.

Payment Terms

In consideration for the Services, Client shall pay Provider the fees detailed below. All fees shall be payable in U.S. dollars unless otherwise agreed in writing. Unless otherwise stated, fees do not include applicable taxes.

If any undisputed invoice is not paid within the agreed payment period, Client shall pay interest on the unpaid amount at the rate set forth above or, if no rate is specified, at the lesser of 1.5% per month or the maximum rate permitted by applicable law, plus any collection costs and reasonable attorneys' fees incurred by Provider in collecting overdue amounts.

Term and Termination

This Agreement commences on Start Date: and continues through End Date: unless earlier terminated in accordance with the provisions below.

Either party may terminate this Agreement for material breach by the other party if such breach remains uncured after thirty (30) days' written notice specifying the nature of the breach. Termination shall not relieve Client of the obligation to pay for Services performed and expenses incurred through the effective date of termination.

Confidentiality

Each party acknowledges that in the course of performing this Agreement it may receive Confidential Information of the other party. "Confidential Information" means non-public business, technical, financial, or other information disclosed in any form that is designated confidential or that a reasonable person would understand to be confidential given the nature of the information and the circumstances of disclosure.

Each party agrees not to disclose Confidential Information to third parties except as required to perform the Services or as required by law. Confidential Information shall not include information that (a) is or becomes publicly available without breach of this Agreement; (b) was already known to the recipient prior to disclosure; or (c) is independently developed without reference to the other party's Confidential Information. Upon termination, each party shall return or destroy the other party's Confidential Information as directed.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to conflict of law principles. Exclusive venue for disputes arising under this Agreement shall be the state or federal courts located within that state unless the parties agree otherwise in writing.

Entire Agreement

This Agreement, including all attachments and exhibits, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous oral or written agreements, proposals, representations, and communications. Any amendments or modifications must be in writing and signed by authorized representatives of both parties.

Representations and Certifications

Each party represents and warrants that it has full power and authority to enter into this Agreement, that the person signing on its behalf is authorized to do so, and that the execution and performance of this Agreement will not violate any applicable laws, contracts, or obligations.

Document Checklist

Please indicate which supporting documents are attached or will be provided to enable Provider's review and onboarding.

Business license / registration

Articles of incorporation / formation

Employer Identification Number documentation

Insurance certificates (general liability, professional liability)

Recent financial statements (if applicable)

Primary Contacts

Additional Provisions

Independent Contractor. Provider is engaged as an independent contractor. Nothing in this Agreement shall be construed to create an employer-employee, partnership or joint venture relationship between the parties.

Limitation of Liability. Except for willful misconduct or gross negligence, neither party shall be liable to the other for incidental, consequential, punitive or special damages arising out of or in connection with this Agreement. The total aggregate liability of either party for any claim arising out of this Agreement shall not exceed the total fees paid by Client to Provider under this Agreement.

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