Can this package be signed electronically?

Yes. Electronic signatures are valid for most commercial agreements under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and retention requirements are met.

When is notarization required?

Notarization is rarely required for a Business Value Package itself; specific enclosed documents (e.g., deeds, powers of attorney) may require notarization under state rules.

How long should I keep the executed package?

Retention depends on content: retain tax-relevant records per IRC §6501(a) and HIPAA-related records for 6 years (45 CFR §164.530(j)); commercial packages commonly kept 7 years for risk management.

Who can sign on behalf of a company?

Authorized signers are typically officers or individuals with written corporate authority. Verify board resolutions or delegation documents to confirm signature authority before execution.

Are simple e-signatures sufficient?

Simple electronic signatures are generally sufficient under ESIGN/UETA, but industry regulations or counterpart preferences may require higher-assurance methods such as PKI-based digital signatures.

What records should I store after signing?

Keep the signed package, the audit trail, signer authentication records, and any attachments used to verify identity or consent; these items support enforceability and audit readiness.

Electronic Signature
Templates
Miscellaneous
Business Value Package

Business Value Package

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS VALUE PACKAGE

This Business Value Package Agreement (the Agreement) is entered into as of between Client Name: , on behalf of Business Name: , and Consultant Name: .

WHEREAS

WHEREAS, Client operates the business identified above and seeks a structured package of advisory services, deliverables and a formal valuation framework intended to increase, document, and preserve the value of the business (the Services); and

WHEREAS, Consultant represents that Consultant has the knowledge, experience and personnel to deliver the Services described in this Agreement and agrees to perform such Services in accordance with the terms set forth herein.

SCOPE OF WORK

Scope of Work (describe services, milestones and outcomes) Deliverables (list tangible deliverables to be produced)

PAYMENT TERMS

Total Fee: $ . Payment shall be made in accordance with the schedule below.

Payment Schedule (identify deposit, milestone payments, final payment)

Deposit Amount

Net Payment Terms (days after invoice)

Late Payment: Unpaid amounts shall accrue interest at a rate of per month (or the maximum allowable by law, if less). Client shall also reimburse Consultant for reasonable collection costs and legal fees incurred in enforcing payment.

TERM AND TERMINATION

Term Commencement Date: . Term End Date:

Either party may terminate this Agreement for convenience upon days' prior written notice to the other party. Termination for material breach by either party shall be effective immediately upon written notice if such breach remains uncured for a period of thirty (30) days following receipt of written notice specifying the breach.

CONFIDENTIALITY

Definitions: "Confidential Information" means non-public business, financial, technical and operational information disclosed by one party (Disclosing Party) to the other (Receiving Party), whether disclosed orally, visually or in writing and that is marked or otherwise identified as confidential or that a reasonable person would understand to be confidential under the circumstances.

Obligations: Receiving Party shall: (a) hold Confidential Information in strict confidence using at least reasonable care; (b) not disclose Confidential Information to any third party except to those employees, agents or advisors with a need to know and who are bound by confidentiality obligations at least as protective as those herein; and (c) use Confidential Information solely to perform obligations or exercise rights under this Agreement.

Exceptions: Confidential Information does not include information that: (i) is or becomes public other than by breach of this Agreement; (ii) was rightfully known by Receiving Party prior to disclosure; (iii) is rightfully received from a third party without restriction; or (iv) is independently developed without use of the Disclosing Party's Confidential Information. Receiving Party may disclose Confidential Information to the extent required by law, provided Receiving Party uses reasonable efforts to provide prompt notice to Disclosing Party to enable protective action.

Confidentiality Term (years)

INTELLECTUAL PROPERTY

Work Product: Except as otherwise agreed in writing, Consultant assigns to Client all right, title and interest in and to all deliverables and Work Product created specifically for Client under this Agreement upon full payment of all amounts due, provided that Consultant may retain copies for internal recordkeeping and for quality control. Consultant retains all pre-existing tools, methodologies, templates, data models and know-how used in providing the Services, and grants Client a non-exclusive, non-transferable license to use such pre-existing materials solely as incorporated in the deliverables.

LIMITATION OF LIABILITY

Except for liability arising from willful misconduct or gross negligence, in no event shall either party be liable for indirect, incidental, special or consequential damages. The aggregate liability of Consultant for any claim arising under this Agreement shall not exceed the total fees 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 conflict of law principles. The parties submit to the exclusive jurisdiction of the state and federal courts located within that state for disputes arising under this Agreement.

ENTIRE AGREEMENT

This Agreement, including all exhibits and attachments expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous negotiations, proposals, representations and agreements, whether written or oral. Any amendment or modification to this Agreement must be in writing and signed by authorized representatives of both parties.

MISCELLANEOUS

Notices under this Agreement shall be in writing and delivered to the address specified below or to such other address as either party designates by notice. If any provision is held invalid, the remainder shall remain effective. The parties are independent contractors; no agency, partnership, joint venture or employment relationship is created by this Agreement.

Client Address Client Contact (email/phone) Consultant Address Consultant Contact (email/phone)

Client:

By:

Date:

Consultant:

By:

Date:

What the Business Value Package Is and When It’s Used

A Business Value Package is a structured collection of documents and data that summarizes a transaction, project, or operational proposal to quantify expected commercial, financial, and operational outcomes for stakeholders. It typically includes executive summaries, revenue and cost models, assumptions, timelines, key performance indicators, governance terms, and any accompanying exhibits. Organizations use this package to evaluate opportunities, obtain internal approvals, support investor discussions, or submit formal proposals to partners. The package is document-driven and may be exchanged as a single PDF or a folder of files for review and signature.

Why a Business Value Package Matters for Decision-Makers

A clear Business Value Package aligns stakeholders by packaging assumptions, measurable outcomes, and deliverables into a single, auditable file set that supports approvals and contract formation. When prepared correctly, it reduces review cycles, makes risk explicit, and creates a persistent record suitable for e-signature, retention, and future audits under federal and industry rules.

Typical Users and Their Roles

Teams across finance, sales, legal, and operations commonly prepare or review Business Value Packages when assessing projects, deals, or vendor relationships.

Finance and FP&A: Prepare revenue models, sensitivity analyses, and ROI calculations used to validate assumptions and budget impacts.
Legal and Compliance: Review terms, governing law, and data protection clauses to ensure enforceability and regulatory alignment.
Sales and Business Development: Assemble market assumptions, pricing, and customer commitments used to secure approvals and close deals.

The package is cross-functional by design; each stakeholder contributes discrete sections that together form the authoritative record for decisions and signatures.

Step-by-Step: Preparing and Finalizing the Package

Follow these core steps to assemble, review, and execute a Business Value Package in a reproducible workflow.

01

Assemble Content: Gather financials, assumptions, exhibits, and legal terms into one organized folder.
02

Internal Review: Route to finance, legal, and operations for approval and redline consolidation.
03

Prepare Signature Fields: Place signature, date, and initial fields where needed and confirm signer roles.
04

Complete Execution: Obtain signatures, preserve audit trail, and distribute final signed copies to stakeholders.

How to Configure an Online Completion Workflow

Typical workflow settings help automate routing, authentication, and post-signature distribution for the Business Value Package.

Field	Configuration
Document Type	Single consolidated PDF or zipped folder, choose PDF for most e-sign workflows.
Signer Order	Sequential or parallel routing depending on internal approval requirements.
Authentication	Email link by default; use SMS or knowledge-based verification for higher assurance.
Notifications	Enable reminders and completion notices for each signer and the package owner.

Where to Send or File the Completed Package

After execution, route the signed Business Value Package to the appropriate repositories and stakeholders as shown below.

Contract Repository: Store final executed package in centralized contract management or shared drive with version control.
Finance Records: Send copies to accounts payable/receivable and attach to relevant purchase orders or invoices.
Legal Archive: Retain signed agreements and exhibits in the legal records system for dispute readiness.
Project Folder: Place executed package in the project or account folder used by operations and project managers.

Digital Delivery Options and Integration Considerations

Choose delivery channels and integrations based on security, audit needs, and existing systems.

Email and Links: Standard for individual signers; supports audit trail and time-stamped events.
API & Integrations: Integrate with CRM or ERP for automated delivery and data syncing.
Secure Storage: Use cloud storage with access controls and encryption at rest.

Common integrations include Salesforce, NetSuite, Microsoft 365, Google Workspace, Box, and Procore to streamline distribution and recordkeeping.

Key Deadlines and Processing Expectations

The Business Value Package often ties to approval windows and external filing deadlines; plan milestones accordingly.

Internal Approval Window:

Allow 5–10 business days for cross-functional review and sign-off.

External Submission Deadlines:

Align package completion with partner or fund submission timelines stated in RFPs.

Tax Reporting Linkages:

If financials affect tax forms, note applicable IRS deadlines such as Form 1099/1096 schedules.

Contract Effective Date:

Confirm execution date matches the Effective Date field to avoid ambiguity.

Retention Start Date:

Retention periods generally begin on the Effective Date or date of execution.

Common Preparation Mistakes to Avoid

Using informal or inconsistent assumptions across financial tables which creates reconciliation problems during review and increases revision cycles.
Failing to identify authorized signers resulting in re-execution or challenges to enforceability and delay of approvals or payments.
Omitting clear deliverables and milestone dates, producing scope disputes and slower project starts after signature.
Not preserving an unalterable, time-stamped audit trail for executed documents, complicating audits and compliance reviews.

Penalties and Risks from Incorrect or Incomplete Packages

Contract Disputes: Inaccurate obligations can lead to breach allegations and monetary damages.

Tax Consequences: Mismatched party names or amounts can trigger IRS notices or backup withholding.

Regulatory Exposure: Missing disclosures in finance or healthcare contexts risks enforcement action.

Delayed Funding: Incomplete documentation can postpone investor draws or partner payments.

Invalid Signatures: Unauthorized signers or improper authentication may render agreements unenforceable.

Data Breach Risk: Poor storage practices expose sensitive financial and personal data to liability.

How Electronic and Digital Signatures Differ for This Package

Choose the signature technology depending on required assurance, auditability, and industry or regulatory obligations.

Criteria	Electronic Signature	Digital Signature
Definition	broad electronic act indicating intent	cryptographic pki-based signature
Legal Status	accepted under esign/ueta	accepted and provides non-repudiation
Use Cases	contract approval, vendor sign-off	fda records, high-assurance transactions
Audit Evidence	audit trail with timestamp and ip	certificate chain and embedded hash

eSignature Pricing and Feature Snapshot for Package Execution

Cost, bulk-send ability, and compliance options affect platform choice when executing Business Value Packages. signNow is listed first for direct comparison with market alternatives.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Bulk Send	Yes (Business Premium)	Varies by plan	Varies by plan	Varies by plan	Varies by plan
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Representative Signers and Their Authority

Brian Fitzgibbons, COO

Corporate operations officer who verifies financial models, approves operational commitments, and signs for execution authority when delegated by the board or chief executive.

Kodi-Marie Evans, Director

Operations director responsible for managing NetSuite integrations and ensuring executed packages are routed into enterprise resource planning and contract systems correctly.

Real-World Examples of Business Value Packages in Use

The following condensed case summaries show how organizations used a consolidated package to speed decisions and preserve auditability.

Optica Ventures LLC

Optica packaged financial models and assumptions into one PDF for investor review to reduce back-and-forth.

The condensed package enabled a single-signature approval flow.
By standardizing the package, Optica reduced review cycles and increased confidence among investors, resulting in a faster funding decision and a clear archival record for compliance.

Xerox (NetSuite Integration)

Xerox implemented an integrated package workflow paired with NetSuite to attach executed documents to accounts.

Automation removed manual filing steps.
The result was fewer processing errors, consistent record linkage across systems, and faster downstream finance reconciliation after sign-off.

Frequently Asked Questions About the Business Value Package

Answers to common questions about completion, signature options, retention, and compliance for Business Value Packages.

Need help? Contact support

Can this package be signed electronically?
Yes. Electronic signatures are valid for most commercial agreements under the ESIGN Act (15 U.S.C. ch. 96) and UETA where adopted, provided intent, consent, attribution, and retention requirements are met.
When is notarization required?
Notarization is rarely required for a Business Value Package itself; specific enclosed documents (e.g., deeds, powers of attorney) may require notarization under state rules.
How long should I keep the executed package?
Retention depends on content: retain tax-relevant records per IRC §6501(a) and HIPAA-related records for 6 years (45 CFR §164.530(j)); commercial packages commonly kept 7 years for risk management.
Who can sign on behalf of a company?
Authorized signers are typically officers or individuals with written corporate authority. Verify board resolutions or delegation documents to confirm signature authority before execution.
Are simple e-signatures sufficient?
Simple electronic signatures are generally sufficient under ESIGN/UETA, but industry regulations or counterpart preferences may require higher-assurance methods such as PKI-based digital signatures.
What records should I store after signing?
Keep the signed package, the audit trail, signer authentication records, and any attachments used to verify identity or consent; these items support enforceability and audit readiness.

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