Business Management Survey

BUSINESS MANAGEMENT SURVEY

Recitals

WHEREAS, Client Name: (the "Client") seeks to obtain an assessment of its management and operations; and

WHEREAS, Consultant Name: (the "Consultant") has represented that it possesses the experience and capacity to perform such survey, analysis and advisory services; and

WHEREAS, the parties desire to record the scope of the survey, the terms of engagement, confidentiality obligations and other terms as set forth in this Business Management Survey and Engagement Statement.

Client Information

Management & Governance

Legal Entity Type: Corporation LLC Partnership Sole Proprietorship Other

Scope of Work

The Consultant will conduct a structured management survey and deliver a findings memorandum addressing operations, leadership, finance, risk, and recommended improvements. The specific tasks to be performed are described below and may include interviews, document review, financial analysis and an executive presentation.

Survey Questions — Operations & Finance

1. Are formal written operating procedures documented for the primary business processes?   Yes No

2. Financial Reporting: select statements regularly prepared (check all that apply) Balance Sheet Income Statement Cash Flow Statement

Human Resources & IT

Risk & Compliance

Payment Terms

Fee Amount:   Payment Schedule: One-time Deposit + Balance Installments

Late Payment: If payment is not made within the agreed terms, interest shall accrue at the lesser of 1.5% per month or the maximum rate permitted by applicable law, and the Consultant may suspend deliverables until past due amounts are paid.

Term and Termination

Engagement Start Date:   Engagement End Date (if applicable):

Either party may terminate this engagement for convenience upon written notice to the other party delivered no fewer than days prior to the effective date of termination. Termination for cause may be immediate upon written notice where the notifying party reasonably alleges material breach that remains uncured after ten (10) days' notice.

Confidentiality

Each party acknowledges that it will receive Confidential Information from the other. "Confidential Information" means non-public business, financial, technical and other proprietary information disclosed in connection with this engagement. The recipient shall (a) use Confidential Information solely for the purposes of performing or receiving the services contemplated by this Survey; (b) restrict disclosure to those employees, contractors or advisors who have a strict need to know and who are bound by confidentiality obligations at least as protective as those set forth herein; and (c) not disclose Confidential Information to any third party without the prior written consent of the disclosing party, except as required by law (provided recipient gives prompt notice to the discloser and cooperates in any protective measures).

Confidentiality obligations shall survive termination of this engagement for a period of three (3) years, except with respect to trade secrets which shall remain protected for so long as they qualify as trade secrets under applicable law.

Governing Law

This Survey and Engagement Statement shall be governed by and construed in accordance with the laws of the State of without regard to conflicts of law principles. The parties submit to the exclusive jurisdiction of the state and federal courts located in that State for any dispute arising under or related to this Agreement.

Entire Agreement

This document, together with any written exhibits or appendices expressly incorporated herein, constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior and contemporaneous agreements, understandings, negotiations and discussions, whether oral or written. Any amendment or modification must be in writing and signed by authorized representatives of both parties.

Representations & Certifications

By signing below, the Client represents and warrants that the information provided in this survey is true and accurate to the best of the Client's knowledge and that the Client has authority to provide access to documents and personnel as requested. The Consultant represents that it will perform services in a professional manner consistent with generally accepted consulting standards.

Attachments & Supporting Documents

Acknowledgement

The undersigned acknowledges receipt of this Business Management Survey and Engagement Statement and agrees to the terms and conditions set forth herein. The undersigned further authorizes the Consultant to contact listed personnel and to request documents necessary to complete the survey.

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