DIY and Full Advisory Exit Planning Terms and Conditions:

SERVICE PROGRAMS & FEES

Client selects one of the following programs (check one):

☐ DIY (Self-Directed) - $2,500/month

  • Full Exit-Planning Toolkit access
  • Self-paced valuation templates
  • Quarterly advisor check-ins
  • Email support
  • Value Builder Score diagnostics
  • Tailored improvement roadmap
  • Proprietary templates & tools
  • Progress reports

☐ Elite (Full-Service) - $7,500/month

  • Full buyer prep & due-diligence support
  • Monthly strategy sessions (Zoom, scheduled in advance)
  • Priority advisor access
  • Implementation accountability
  • Value Builder Score diagnostics
  • Tailored improvement roadmap
  • Proprietary templates & tools
  • Progress reports

Annual Prepayment Option:

☐ Annual Payment (5% Discount)

  • DIY Annual: $28,500/year (paid in full, save $1,500)
  • Elite Annual: $85,500/year (paid in full, save $4,500)

PAYMENT TERMS

• Payment Schedule: Monthly fees are due in advance on the Effective Date and on the same day each subsequent month
• Payment Method: [ACH/Check/Wire/Credit Card]
• Annual Prepayment: If selected, full annual payment is due upon execution of this Agreement

NO REFUND POLICY

ALL PAYMENTS ARE FINAL AND NON-REFUNDABLE. Due to the immediate access to proprietary materials, strategic insights, and advisor time allocated upon engagement, no refunds will be issued for any reason, including but not limited to:

  • Early termination by either party
  • Dissatisfaction with services
  • Change in business circumstances
  • Failure to implement recommendations
  • Annual prepayments (no pro-rata refunds)

OPTIONAL ADD-ON SERVICES

Additional services available under separate engagement:

• Certified Business Valuation: $5,000
• Business Brokering Services: 10% of sale price (separate agreement required)
• M&A Advisory: Custom fee structure (separate agreement required)

TERM AND TERMINATION

• Term: Month-to-month basis OR 12-month term if annual payment selected
• Termination: Either party may terminate with 60 days' written notice
• Termination for Cause: Immediate termination allowed for material breach not cured within 30 days of written notice
• Effect of Termination: All fees paid remain non-refundable; Client must pay any outstanding amounts immediately.

CLIENT RESPONSIBILITIES

Client agrees to:

  • Provide timely and accurate information as requested
  • Attend scheduled meetings and calls
  • Implement recommendations at their discretion
  • Pay all fees when due

Maintain confidentiality of proprietary materials.

Business Valuation Terms and Conditions

FEES & NON-REFUNDABLE POLICY

  • Total Professional Fee: $4,995.00
  • Non-Refundable Clause: This fee is strictly non-refundable. Due to the expedited nature of this service, resources are committed immediately upon engagement. No

refunds will be issued for client-side delays, cancellations, or failure to provide documentation.

REQUIRED DOCUMENTATION CHECKLIST
To initiate the 48-72 hour timeline, the Client must provide:

  • Financial Statements: Profit & Loss (P&L) and Balance Sheets for the last 3 years.
  • Tax Returns: Federal business tax returns for the last 3 years.
  • Interim Statements: Current Year-to-Date (YTD) P&L and Balance Sheet.
  • Asset List: Detailed list of inventory, equipment, and intangible assets.
  • Debt Schedule: Breakdown of all current business loans and liabilities.

TERMS AND CONDITIONS

  • Data Accuracy: The valuation is an opinion of value based on financial data provided by the Client. Angle Business Services does not audit these records for fraud.
  • Limited Liability: Total liability for any claims arising from this engagement is limited to the fee paid ($4,995.00).
  • Governing Law: This agreement is governed by the laws of the State of Delaware.

CONFIDENTIALITY
Angle Business Services will maintain strict confidentiality of all proprietary information provided by the Client.

Updating AI Terms and Conditions

Refund policy

30-Day Traffic Guarantee

We guarantee that every active subscription will receive measurable referral traffic from at least one eligible AI platform (e.g., ChatGPT, Gemini, Claude, Alexa) within 30 calendar days of activation. If this condition is not met, you may request a full refund of the subscription fee for that billing period.

Cooling-Off Period

Orders or renewals may be canceled for a full refund within two (2) business days of purchase, no questions asked.

Eligibility Criteria

To qualify for a refund you must:

  1. Submit a written request (see § 5) within the applicable time frame; and
  2. For “no-traffic” claims, provide objective evidence—such as a 30-day referrer report or analytics screenshot—showing zero visits attributable to AI platforms.

Exclusions

  • Refunds are not issued for the absence of sales, leads, or conversions; the guarantee covers traffic only.
  • Fees for add-ons (e.g., white-label dashboards, custom integrations) are non-refundable once work has begun.
  • Accounts suspended for Terms-of-Service violations are eligible for full refunds on a case by case basis.

How to Request a Refund

  1. Complete the refund by emailing info@AngleBusinessServices.com from the address associated with your account.
  2. Include your order ID, and if invoking the 30-Day Traffic Guarantee, the supporting analytics evidence.
  3. Our billing team will acknowledge receipt within threes (3) business days.

Processing Time

Approved refunds are issued to the original payment method within 24 hours. Depending on your bank or card issuer, funds may take 5 – 8 business days to appear on your statement.

Chargebacks

If you initiate a chargeback without first following the procedure above, we reserve the right to dispute the claim and may suspend your account pending resolution.

Your domain may also be permanently banned on Al platforms we collaborate with. Your outstanding payment will be sent to our collections agency for processing thereafter.

Amendments

Angle Business Services may modify this Refund Policy at any time. Changes apply to purchases made after the revision date posted above.

For questions, please contact info@AngleBusinessServices.com.

Priority Business Buyer Search Program Terms and Conditions

EFFECT OF AGREEMENT

By appointing Broker as Client’s exclusive agent, Client agrees to conduct all negotiations for business purchases through Broker.

This is an exclusive representation agreement. Client shall not enter into any other buyer representation agreement with another broker during the term of this Agreement unless stated otherwise in Section 19.

Client acknowledges that compensation payable under Section 10 shall be earned by Broker and due upon Client’s purchase of any business—even if Broker was not directly involved in the transaction.
For example, if Client independently purchases a business during the term of this Agreement, Broker is still entitled to the agreed compensation.

ACQUISITION

Broker shall assist Client in identifying and acquiring a business (the “Property”), through the execution of an accepted purchase, option, exchange, lease, or trade agreement.

EXPIRATION

This Agreement expires 12 months from the date of signing.
Compensation remains due for any transaction initiated during the term but closed after expiration.
Broker may immediately terminate this Agreement upon discovering any misrepresentation, breach, or false information provided by Client.

CANCELLATION

Either party may cancel this Agreement with 30 days’ written notice after 90 days from the effective date.

BROKER’S DUTIES AND REPRESENTATIONS

Broker and its agents agree to:

    1.     Comply with all applicable laws.
      b. Perform as required by any written brokerage agreement.
      c. Exercise reasonable skill and care.
      d. Advise Client to seek professional advice regarding non-brokerage matters.
      e. Account promptly for all money and property received.
      f. Keep Client informed regarding transaction progress.
      g. Disclose adverse material facts known to the Broker.
      h. Put all compensation agreements in writing.

Note: Broker is a Business Brokerage Firm, not an attorney, accountant, appraiser, or tax advisor. Broker makes no warranties as to the valuation, condition, or suitability of any business. Client assumes full responsibility for due diligence, including hiring professional advisors of their choosing.

BROKER’S ADVISORY & ASSISTANCE SERVICES

Broker will assist and advise Client, as needed and within the scope of Broker’s professional expertise, in connection with the following key areas of the business acquisition process:

  1. Business Search – On-Market Listings: Identifying and evaluating suitable on-market business opportunities.
  2. Off-Market Search: Proactively locating potential businesses not currently listed for sale.
  3. Targeted Marketing Campaigns: Implementing and managing off-market search campaigns through telephone outreach, direct mail, and online engagement.
  4. Offer Preparation and Negotiation: Assisting with the development, negotiation, and submission of Letters of Intent (LOIs) and related offer documents.
  5. Deal Structure Guidance: Advising on offer structure and key transactional terms to align with Client’s acquisition objectives.
  6. Funding Support: Assisting in identifying potential sources of acquisition funding and financing options.
  7. Property & Lease Coordination: Guiding Client in reviewing and coordinating property lease or purchase agreements associated with the business.
  8. Due Diligence: Providing direction and oversight during the due diligence period to ensure necessary information and documentation are obtained prior to closing.
  9. Contingency Management: Assisting with the timely clearance of contractual contingencies.
  10. Insurance Requirements: Helping identify appropriate business insurance coverage needs to satisfy lender or operational requirements.
  11. Inventory Verification: Coordinating and assisting with physical inventory counts, when applicable.
  12. Lien Verification: Confirming completion and review of lien searches to ensure clear title and ownership transfer.
  13. Ongoing Guidance: Providing continuous support, communication, and advisory input in response to Client’s questions throughout the acquisition process.

Broker’s role under this section is advisory and facilitative in nature. Client acknowledges that certain components of the transaction require expertise beyond the scope of brokerage services and agrees to seek independent legal, tax, accounting, or financial counsel as appropriate.

OTHER CLIENTS

Broker may represent other clients interested in the same or similar businesses.

CLIENT RESPONSIBILITIES

Client agrees to:

a. Provide truthful and complete financial and personal information.
b. Consult Broker before visiting or contacting sellers or other brokers.
c. Cooperate with Broker throughout the process.
d. Authorize Broker to share necessary financial or related data with relevant parties during negotiations.

DISCLAIMERS AND LIMITATIONS

a. Sellers and their agents may not be required to keep offers confidential unless separately agreed.
b. Business properties may have monitoring and recording devices—conversations at such locations may not be private.
c. Broker may not be aware of all businesses for sale, or of in-house or MLS-excluded listings.

COMPENSATION

Client understands that commission rates are not standardized and are fully negotiable.

A. Compensation Structure
Client shall pay Broker as follows (select one):

☐ 5% of the gross purchase or lease amount
☐ Other: _____________________________________________

Client may request that the seller pay all or part of Broker’s compensation, subject to acceptance in the purchase agreement.

B. Settlement Authorization
Client authorizes settlement attorney to disburse the agreed compensation directly to Broker at closing.

C. Failed Transactions
If a transaction fails through no fault of Client, compensation will be waived.
If failure is due to Client’s fault or non-performance, compensation is immediately due.

D. Minimum Compensation
A non-refundable $10,000 retainer is due upon signing. This amount will be credited toward the final earned commission, which has a minimum total of $10,000.

Alternative compensation models may be detailed in Section 19 or an addendum.

DEPOSITS

Deposits related to any purchase agreement will be handled and refunded per the terms of that agreement or a separate written understanding.

THIRD-PARTY COSTS

Client agrees to pay for any outside services procured on their behalf, provided authorization was given to Broker.

ASSIGNMENT

Client’s rights under this Agreement cannot be assigned or transferred in a way that affects Broker’s rights.

EQUAL OPPORTUNITY

Businesses will be shown without regard to race, color, national origin, religion, creed, sex, marital status, familial status, age, sexual orientation, gender identity, source of income, handicap/disability, or other protected classes as defined by law.

ARBITRATION AGREEMENT

This Agreement is governed by the laws of the State of Delaware.

All disputes shall be resolved exclusively and confidentially through two-party arbitration under the Delaware Uniform Arbitration Act (Title 10, Delaware Code, Chapter 57).

Each party waives the right to court litigation or class action.
Arbitrator rulings will be final and enforceable under Delaware law.
(Reference: https://delcode.delaware.gov/title10/c057/)

MODIFICATIONS

Any modification must be in writing and signed by all parties.

INDEMNIFICATION AND LEGAL FEES

Client indemnifies and holds Broker harmless from all costs, damages, or claims arising out of this Agreement, except in cases where Broker is at fault.
Broker may recover reasonable attorney’s fees and expenses.

ENTIRE AGREEMENT

This Agreement contains the entire understanding between the parties and supersedes any prior oral or written agreements.
If any provision conflicts with applicable law, the remaining provisions remain enforceable.

ADDITIONAL TERMS AND CONDITIONS

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Business Credit Building Program Terms and Conditions

Introduction

These Terms and Conditions ("Agreement") govern your participation in the Business Credit Building Program (the "Program") provided by Angle Business Services ("we," "us," or "our"). By enrolling in or accessing the Program, you agree to comply with and be bound by these Terms and Conditions. If you do not agree with any of the terms, please do not participate in the Program.

Program Overview

The Business Credit Building Program is designed to help businesses build credit without using personal funds or credit. The Program provides a step-by-step system for building business credit, along with certified business credit coaching and real-time monitoring of your business credit reports.

Eligibility

To participate in the Program, you must meet the following eligibility requirements:

  • Be a business owner or authorized representative of a business.
  • Provide accurate, up-to-date business information as required.
  • Have access to capital for use in various stages of the credit-building process.
  • Meet other requirements as outlined in the Program materials.

Program Participation

By enrolling in the Program, you will:

  • Receive access to the step-by-step system for building business credit.
  • Be assigned a certified business credit coach to guide you through the credit-building process.
  • Gain access to tools to monitor your business credit in real time.

Fees and Payment Terms

You agree to pay any fees associated with your enrollment in the Program, as specified at the time of sign-up. All payments are non-refundable, except as provided in the Refund Policy.

Program Duration

The Program is designed to last up to 12 months, with ongoing support from your credit coach. You may choose to extend the Program by entering into a new agreement, subject to availability and updated terms.

Refund Policy

We understand that circumstances may arise that require a refund. The following outlines our refund policy:

  • No Refunds: Due to access to the proprietary system, no refunds can be given due to the possibility of video recording or screen shots of the information. You agree to proceed with the Program under the terms agreed upon at the time of sign-up.
  • Non-Refundable Fees: Fees for additional services (e.g., coaching, reporting tools, and resources) may not be refundable once they have been utilized.

Program Modifications

We reserve the right to modify or discontinue the Program at any time without prior notice. Any changes will be communicated to you, and you will have the option to accept or decline the new terms.

   Limitations of Liability

To the fullest extent permitted by applicable law, we are not liable for:

  • Any damages arising from your participation in the Program, including but not limited to direct, indirect, incidental, or consequential damages.
  • Any failure or delay in providing services due to technical difficulties, third-party failures, or events beyond our reasonable control.
  • Any loss of business opportunity, data, or profits.

Indemnification

You agree to indemnify and hold harmless Angle Business Services, its affiliates, agents, and employees from any and all claims, losses, liabilities, expenses, or damages arising from your participation in the Program or your breach of these Terms and Conditions.

Confidentiality

Both parties agree to keep all sensitive information confidential. We will not sell, share, or use your personal or business information for marketing purposes, except as needed to deliver the services outlined in this Agreement.

Governing Law

This Agreement is governed by the laws of the state of Delaware, without regard to its conflict of law principles. Any disputes arising under this Agreement will be resolved in the appropriate courts of DE.

Contact Information

For any questions or concerns regarding these Terms and Conditions, please contact us at:

Angle Business Services
846 Walker Road, Suite 31-2, Dover, DE 19904
info@AngleBusinessServices.com