Business SBA Strategy

BUSINESS SBA STRATEGY AGREEMENT

This Business SBA Strategy Agreement (the Agreement) is entered into as of Effective Date: by and between Client Name: and Consultant Name: .

WHEREAS

WHEREAS, Client is a business seeking strategic advisory and documentation in support of a Small Business Administration (SBA) loan, certification, or program application to support financing, growth, or contract opportunities (the SBA Purpose); and

WHEREAS, Consultant represents that Consultant has experience in preparing SBA strategy plans, lender-facing financial narratives, certification support, and related advisory services; and

WHEREAS, Client desires to engage Consultant, and Consultant agrees to provide professional services on the terms and conditions set forth in this Agreement.

SCOPE OF WORK

Consultant shall provide the services and deliverables necessary to develop and implement an SBA strategy for the SBA Purpose, which shall include but not be limited to the following: strategic advisory, preparation of required narrative and financial exhibits, identification of supporting documentation, submission checklists, lender or certification entity engagement strategy, and milestone planning (collectively, the Services). Deliverables and milestones may be refined by mutual written agreement.

PAYMENT TERMS

Client shall pay Consultant the fees set forth below in consideration of the Services. All fees are stated in U.S. dollars and exclusive of applicable sales or other taxes unless otherwise required by law.

Consultant will invoice Client upon completion of each milestone or on a monthly basis as agreed. Payment is due within days of invoice date. Accepted payment methods and details shall be set forth on each invoice.

Unpaid amounts shall accrue a late fee equal to on the outstanding balance, plus reasonable collection costs, until paid in full.

TERM AND TERMINATION

This Agreement shall commence on Effective Date: and shall continue until End Date: unless earlier terminated as provided herein.

Either party may terminate this Agreement for convenience upon delivering written notice to the other party at least days prior to the effective termination date. Upon termination, Client shall pay Consultant for all Services performed and reimbursable expenses incurred through the termination date, subject to any mutually agreed setoffs for materially deficient deliverables.

CONFIDENTIALITY

For purposes of this Agreement, Confidential Information means non-public, proprietary, or business information disclosed by one party (Disclosing Party) to the other party (Receiving Party) in connection with the Services, including financial data, business plans, SBA application materials, and non-public client records. Receiving Party shall protect Confidential Information with at least the same degree of care it uses to protect its own confidential information but in no event less than reasonable care.

Confidential Information does not include information that is (a) already known to Receiving Party without an obligation of confidentiality, (b) becomes publicly available other than by breach of this Agreement, or (c) is independently developed by Receiving Party without use of Disclosing Party's Confidential Information. Receiving Party shall not disclose Confidential Information except to its employees, contractors, or advisors who have a need to know and are bound by confidentiality obligations at least as protective as those herein.

I acknowledge that I have read and will comply with the Confidentiality provisions of this Agreement.

INTELLECTUAL PROPERTY & DELIVERABLES

Unless otherwise agreed in writing, Consultant grants to Client a non-exclusive, non-transferable license to use the deliverables prepared under this Agreement for the SBA Purpose. Consultant retains ownership of Consultant's pre-existing materials, methodologies, and templates. If any deliverable contains Consultant's proprietary methodology, Consultant grants Client a perpetual license to use the deliverable for Client's internal business purposes related to the SBA Purpose.

REPRESENTATIONS; INDEPENDENT CONTRACTOR

Each party represents that it has the full right, power, and authority to enter into this Agreement. Consultant shall perform the Services as an independent contractor and not as an employee, partner, or agent of Client. Consultant is responsible for all taxes and withholdings arising from compensation paid under this Agreement.

LIMITATION OF LIABILITY

Except for liability arising from gross negligence, willful misconduct, or breach of confidentiality, neither party shall be liable to the other for special, incidental, consequential, or punitive damages. Consultant's aggregate liability arising out of or related to this Agreement shall not exceed the total fees actually paid by Client to Consultant under this Agreement.

GOVERNING LAW

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

ENTIRE AGREEMENT

This Agreement, including any attachments or written statements of work executed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, and communications, whether oral or written. Any amendments or modifications must be in writing and signed by both parties.

MISCELLANEOUS

Assignment: Neither party may assign or delegate its rights or obligations under this Agreement without the prior written consent of the other party, except that Consultant may assign to an affiliate or in connection with a sale of substantially all of Consultant's assets.

Notices: All notices under this Agreement shall be in writing and delivered to the addresses provided by the parties below or to such other address as a party may designate in writing.

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