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Business Advisory Agreements for Entrepreneurs

Advisory, Confidentiality & Limited Liability Agreement

FIRME BUSINESS ADVISORS Firm Foundations. Sustainable Growth.


Entrepreneur Advisory Agreement
  FIRME Business Advisors

Client Name: __________________________ Date: _________________________________


SECTION 1 — INTRODUCTION

1. Parties

This Agreement is entered into between:

FIRME Business Advisors (“Advisor”) and ____________________________ (“Client”).


SECTION 2 — PURPOSE OF AGREEMENT

The Advisor provides business advisory, startup guidance, operational consulting, and strategic support to entrepreneurs and small businesses. This Agreement outlines confidentiality, responsibilities, limitations, and protections for both parties.


SECTION 3 — CONFIDENTIALITY

3.1 Definition of Confidential Information

Confidential Information includes all non‑public information shared by the Client, including:

  • Business ideas, concepts, strategies
  • Financial information
  • Intellectual property
  • Business plans and documents
  • Market research
  • Operational details
  • Digital files and communications


3.2 Advisor Obligations

The Advisor agrees to:

  • Maintain confidentiality
  • Protect all materials shared
  • Use Client information solely for advisory purposes
  • Not disclose information without written consent


3.3 Legal Exceptions

Disclosure may occur only when required by:

  • Law
  • Court order
  • Regulatory authority
  • Subpoena


SECTION 4 — NON‑EXCLUSIVE RELATIONSHIP

The Client acknowledges that FIRME serves multiple entrepreneurs and businesses, including competitors. This is not a conflict of interest and does not imply disclosure of confidential information.

The Advisor will never share the Client’s confidential information with competitors, nor share competitors’ confidential information with the Client.


SECTION 5 — OWNERSHIP OF IDEAS

All ideas, concepts, strategies, and intellectual property shared by the Client remain the Client’s exclusive property. The Advisor claims no ownership over the Client’s business concept, brand, or materials.


SECTION 6 — NATURE OF SERVICES

The Advisor provides:

  • Strategic guidance
  • Professional recommendations
  • Operational insights
  • Business planning support
  • Market analysis
  • Startup structure guidance

The Advisor does not provide:

  • Legal advice
  • Tax advice
  • Accounting services
  • Investment or financial advisory
  • Regulatory guarantees

The Client is responsible for seeking licensed professionals where required.


SECTION 7 — NO GUARANTEE OF OUTCOMES

The Advisor does not guarantee:

  • Business success or profitability
  • Funding approval
  • Grant awards
  • Investor interest
  • Market acceptance
  • Regulatory approval
  • Customer acquisition
  • Operational performance

All business outcomes depend on the Client’s decisions and execution.


SECTION 8 — LIMITED LIABILITY

To the fullest extent permitted by law:

  • The Advisor is not liable for direct, indirect, incidental, consequential, or special damages.
  • The Advisor is not responsible for losses related to revenue, profits, data, reputation, or business opportunities.
  • The Advisor’s total liability is strictly limited to the total fees paid by the Client.


SECTION 9 — INDEMNIFICATION

The Client agrees to indemnify, defend, and hold harmless:

Waterbury Management Group LLC d/b/a FIRME Business Advisors, including its owners, partners, members, officers, directors, employees, contractors, representatives, and investors

from any and all claims, disputes, damages, liabilities, losses, or expenses (including reasonable attorneys’ fees) arising from:

  • The Client’s business operations
  • The Client’s decisions or omissions
  • The Client’s filings or compliance activities
  • The Client’s financial commitments
  • Third‑party claims related to the Client’s business
  • Reliance on advisory guidance

This clause survives termination indefinitely.


SECTION 10 — TERM & TERMINATION

This Agreement becomes effective upon signature and remains in effect until terminated in writing. Confidentiality obligations survive termination indefinitely.


SECTION 11 — SIGNATURES

Client


Name: __________________________ Signature: ______________________ Date: ___________________________


Advisor

FIRME Business Advisors


Name: __________________________ Signature: ______________________ Date: ___________________________

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