Business Overview Report

BUSINESS OVERVIEW REPORT

Report Prepared For:    Prepared By:    Report Date:

Parties

Recitals

WHEREAS, Company Name: is engaged in the operation of a business and seeks a formal report summarizing current operations, financial condition, market position and strategic recommendations; and

WHEREAS, Consultant Name: has represented that Consultant will prepare and deliver a Business Overview Report pursuant to the terms of this document; and

NOW, THEREFORE, in consideration of the mutual covenants set forth below, the parties agree that Consultant will prepare the Business Overview Report and Company will pay Consultant under the Payment Terms described herein.

Scope of Services

Consultant shall perform the services described below and deliver a written Business Overview Report that includes, at minimum, the specified components.

Market analysis and competitor benchmarking    Financial snapshot and key metrics    Operations and organizational assessment

Business Overview Sections

Annual Revenue: $    Net Income: $    Fiscal Year End:

Deliverables, Review and Acceptance

Review Period (days):

Payment Terms

Total Fee: $    Payment Schedule:

Deposit Required:    Deposit Amount: $

Late Payment Fee: . Past due amounts shall accrue interest and may be subject to collection costs, including reasonable attorneys' fees.

Term and Termination

Term Commencement Date:    Term End Date (if any):

Either party may terminate for convenience upon days' written notice. Either party may terminate immediately for material breach that remains uncured after a reasonable cure period. Upon termination, Company shall pay Consultant for work performed through the termination date, including reimbursable expenses.

Confidentiality

Consultant shall treat all nonpublic information provided by Company as Confidential Information and shall not disclose such information except as necessary to perform the services. Confidential Information does not include information that (i) is or becomes generally available to the public through no breach by Consultant, (ii) was rightfully in Consultant's possession prior to disclosure without restriction, or (iii) is required to be disclosed by law, provided Consultant gives prompt written notice to Company and limits disclosure to the extent legally required. Consultant shall use at least the same degree of care to protect Confidential Information as it uses to protect its own confidential information, but in no event less than reasonable care.

Limitation of Liability; Warranties

Consultant warrants that the services will be performed in a professional manner consistent with industry standards. EXCEPT FOR THE FOREGOING WARRANTY, CONSULTANT DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED. IN NO EVENT SHALL EITHER PARTY BE LIABLE FOR CONSEQUENTIAL, INCIDENTAL, SPECIAL OR PUNITIVE DAMAGES. CONSULTANT'S AGGREGATE LIABILITY SHALL NOT EXCEED THE TOTAL FEES PAID BY COMPANY TO CONSULTANT UNDER THIS AGREEMENT WITH RESPECT TO THE APPLICABLE REPORT.

Governing Law; Entire Agreement

This Agreement shall be governed by the laws of the jurisdiction selected below without regard to conflict of laws principles. The parties expressly submit to the exclusive jurisdiction of the courts of that jurisdiction for any dispute arising under this Agreement.

Governing Jurisdiction:

This document constitutes the entire agreement between the parties with respect to the services and supersedes all prior proposals, understandings and agreements, whether written or oral. Any amendment must be in writing and signed by both parties.

Certifications & Notices

Company certifies that the information provided for inclusion in the Business Overview Report is true and correct to the best of its knowledge. Company acknowledges that Consultant's recommendations are based on the information provided and reasonable assumptions; Consultant is not offering legal, tax or investment advice unless expressly agreed in writing.

Certification: I certify that the information provided is accurate and complete.

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