Business Findings Report

Business Findings Report

This Business Findings Report (Report) is made and entered into as of Effective Date: by and between Client Name: and Consultant Name: .

RECITALS

WHEREAS, Client engaged Consultant to review, analyze and report on the business operations, financial indicators and competitive position of the business identified as Project Name: ; and

WHEREAS, Consultant performed the Services described below and prepared findings, observations and recommendations intended for Client's internal use and implementation;

NOW, THEREFORE, in consideration of the mutual covenants contained herein, the parties agree as follows:

SCOPE OF WORK

METHODOLOGY AND SOURCES

The Consultant's conclusions are based upon the following methods and sources (select all that apply) and accompanying documentation:

Interviews with management and key staff     Document and contract review     Financial statement and ratio analysis

Market and competitive analysis     On-site inspection or observation

FINDINGS

Finding 1 Title:

Finding 2 Title:

Finding 3 Title:

RECOMMENDATIONS

SUPPORTING DATA & ATTACHMENTS

Attachments included with this Report (check and describe):
Financial statements     Contracts and agreements     Interview notes

PAYMENT TERMS

Total Fee: $    Deposit Amount: $

Invoicing Frequency:     Late Fee:

TERM AND TERMINATION

Engagement Start Date:     Anticipated Completion Date:

Notice Period (days):

CONFIDENTIALITY

Consultant shall treat as Confidential Information all non-public information provided by Client and shall not disclose such information except as required by law or as necessary to perform the Services. Confidentiality Period (years): .

The obligations of confidentiality do not extend to information that (a) is or becomes publicly available other than through breach of this Report, (b) is rightfully received by Consultant from a third party without restriction, or (c) was in Consultant's possession prior to disclosure by Client as evidenced by written records.

LIMITATION OF LIABILITY

Except for willful misconduct or gross negligence, Consultant's liability arising out of or related to this Report shall be limited to direct damages not to exceed the total fees paid by Client under this engagement. In no event shall Consultant be liable for consequential, incidental, or punitive damages.

GOVERNING LAW

This Report shall be governed by and construed in accordance with the laws of the State of , without regard to conflict of law principles.

ENTIRE AGREEMENT

This Report, including any attachments and schedules, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior oral or written agreements, representations and understandings. No modification of this Report shall be effective unless in writing and signed by both parties.

CERTIFICATION

The undersigned certify that, to the best of their knowledge, the findings set forth in this Report are accurate and complete as of the Effective Date, and that all material sources relied upon have been disclosed in the attachments or methodology sections.

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