Terms and Conditions

Welcome to Fractional Partners LLC ("Fractional Partners," "we," "us," or "our").

These Terms & Conditions ("Terms") govern the use of our website, business tools, templates, resources, and consulting and advisory services, including individual meetings, workshops, and one-time engagements.

By accessing or using our resources, or by agreeing to these Terms when purchasing or booking services, you accept these Terms.

Certain services may be governed by separate written agreements. If a separate agreement conflicts with these Terms, that agreement takes precedence for the services it covers.

1. Scope of Services and Resources

Fractional Partners provides business advisory and consulting services, financial and strategic analysis, educational content, and proprietary tools designed to help businesses make better decisions.

These Terms apply to:

• Our website and published content.
• Downloadable spreadsheets, calculators, frameworks, assessments, templates, and other resources.
• Free and paid business tools, whether accessed online, downloaded, copied, or shared through authorized channels.
• Individual consulting meetings, advisory sessions, workshops, and one-time engagements.
• Materials, analyses, recommendations, and deliverables provided in connection with our services.

Use of our resources or services is subject to these Terms and any additional written conditions applicable to a particular offering.

2. Intellectual Property and Permitted Use

All original tools, frameworks, methodologies, templates, spreadsheets, models, presentations, and other materials developed by Fractional Partners remain the intellectual property of Fractional Partners LLC, unless otherwise agreed in writing.

This includes the Growth Decisions Canvas, Profit Map, Strategy Heat Map, and related materials.

We grant users a limited, nonexclusive, nontransferable license to use our materials for their own personal or internal business purposes.

Permitted uses include:

• Downloading and using our tools within your organization.
• Modifying spreadsheet inputs, assumptions, and working copies for your own business analysis.
• Sharing completed analyses and findings with employees, owners, and professional advisors for your organization's benefit.

Without prior written permission, you may not:

• Resell, sublicense, redistribute, or publicly publish our proprietary tools or templates.
• Use our materials to create or deliver competing consulting products, training programs, or commercial services.
• Provide blank or editable copies of our proprietary tools to unrelated businesses.
• Remove ownership notices or represent our frameworks and materials as your own.

Access to our materials does not transfer ownership or intellectual property rights.

You retain ownership of your own business data, documents, and other original information provided to us.

Unless otherwise agreed in writing, Fractional Partners retains ownership of its underlying methodologies, frameworks, tools, and reusable materials incorporated into consulting deliverables. Upon payment of applicable fees, clients may use deliverables provided specifically for their engagement for their internal business purposes.

3. Consulting and Advisory Services

Our consulting and advisory services are intended to help clients evaluate business performance, identify opportunities, develop strategies, and make informed decisions.

Services may include one-time meetings, strategy sessions, financial reviews, workshops, and ongoing advisory relationships.

The specific scope, duration, fees, and deliverables of a paid engagement will be established through the applicable booking confirmation, proposal, invoice, or written agreement.

Unless expressly agreed otherwise, a consulting meeting does not include ongoing advisory support, implementation, additional analyses, or unlimited follow-up services.

We provide independent business advice and recommendations. Clients remain responsible for their management decisions, implementation, operations, and business results.

We do not assume legal authority, management responsibility, or fiduciary duties solely by providing consulting services.

Long-term or recurring consulting relationships may be subject to separate written agreements, which take precedence over these Terms where applicable.

4. Fees, Payments, and Cancellations

Fees for paid consulting sessions, workshops, and other services are communicated before purchase or booking.

Payments are due according to the terms stated in the applicable booking confirmation, invoice, proposal, or separate agreement.

Unless otherwise agreed, additional services outside the confirmed scope require separate authorization and may incur additional fees.

Rescheduling, cancellation, refund eligibility, and any applicable cancellation charges are governed by the conditions disclosed at the time of booking or agreed in writing.

If no specific cancellation or refund conditions have been provided, requests will be reviewed individually, subject to applicable law. Fees for services already performed remain payable.

We reserve the right to decline or reschedule engagements when reasonably necessary and will address any prepaid, undelivered services in accordance with applicable law and agreed terms.

5. Business Advice and No Guarantee of Results

Our services, tools, and materials are intended to improve business understanding and support better decision-making.

However, business performance depends on many factors outside our control.

We do not guarantee specific improvements in profitability, revenue, EBITDA, business valuation, growth, operational performance, or any other business outcome.

Financial models, forecasts, calculations, projections, and recommendations are based on available information and assumptions, which may be incomplete or inaccurate.

Clients are responsible for verifying information, evaluating recommendations, and deciding whether and how to implement them.

Examples, testimonials, and case studies illustrate individual experiences and do not guarantee similar results.

Our services and resources do not constitute legal, tax, audit, investment, or other regulated professional advice. Clients should consult appropriately qualified professionals when needed.

6. Client Information and Responsibilities

Clients are responsible for providing accurate, complete, and timely information necessary for the agreed services.

Our analyses and recommendations may rely on financial statements, operating data, marketing information, forecasts, and other materials supplied by clients.

We are not responsible for inaccuracies or omissions resulting from incorrect, incomplete, or outdated information provided to us.

Clients represent that they have the authority to provide information submitted during engagements and to authorize its use for the agreed purposes.

Unless specifically agreed, our services do not include independently auditing or verifying client financial statements, legal compliance, or underlying business records.

7. Privacy and Confidentiality

We respect the confidentiality of information shared during consulting engagements.

We will use reasonable measures to protect nonpublic business, financial, and operational information provided in connection with our services.

We may share information with employees, contractors, and service providers as reasonably necessary to perform services, subject to appropriate confidentiality obligations.

Confidentiality obligations do not apply to information that is publicly available, independently developed, lawfully received without restrictions, or required to be disclosed by law.

We may use software and third-party technology providers to process, store, and analyze information in support of our services.

We will not publicly disclose identifiable confidential client information, private consulting materials, or individual business results for marketing purposes without appropriate authorization.

Additional confidentiality requirements may be established in separate written agreements.

Our collection and handling of personal information are described in our Privacy Policy:

https://www.fractional.partners/privacy-policy

8. Meetings, Recordings, and Communications

Consulting meetings and workshops may take place in person or through third-party communication platforms.

We may use meeting notes, transcription tools, or recordings to document discussions, maintain continuity, and support service delivery.

We will provide notice and obtain consent for recordings where required by applicable law.

Meeting recordings, transcripts, and related materials may be processed through third-party technology providers, subject to applicable privacy and confidentiality obligations.

Participation in a private consulting session does not authorize us to publish recordings, confidential discussions, or identifiable client information for promotional purposes without appropriate authorization.

Unless otherwise agreed, meeting notes, written recommendations, and follow-up materials are provided only when included in the engagement scope.

9. Tools, Templates, and Educational Resources

Our tools, calculators, spreadsheets, templates, and educational resources are provided for informational and business analysis purposes.

Users are responsible for entering accurate information, evaluating assumptions, and reviewing results.

We do not warrant that formulas, calculations, recommendations, or outputs will be error-free or suitable for every business.

Users should independently verify material calculations and conclusions before relying on them for significant decisions.

We may update, modify, replace, or discontinue resources without prior notice.

Unless expressly agreed otherwise, we are not obligated to provide ongoing technical support, maintenance, or updates for free resources.

10. Disclaimer of Warranties

To the fullest extent permitted by applicable law, our website and publicly available resources are provided "as is" and "as available," without warranties of any kind, whether express or implied.

For consulting and advisory services, we undertake to perform the specifically agreed services with reasonable professional care, but do not warrant or guarantee any particular commercial or financial outcome.

Nothing in these Terms excludes rights or warranties that cannot lawfully be excluded.

11. Limitation of Liability

To the fullest extent permitted by applicable law, Fractional Partners LLC and its owners, employees, contractors, and representatives shall not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages arising from the use of our resources or services, including lost profits, lost revenue, business interruption, or lost opportunities.

For claims relating to a paid consulting engagement, our total aggregate liability shall not exceed the fees paid to Fractional Partners for the specific engagement giving rise to the claim.

For claims arising solely from the use of free tools, website content, or publicly available resources, our total aggregate liability shall not exceed $100.

These limitations apply regardless of the legal theory asserted, to the extent permitted by law.

Nothing in these Terms limits liability that cannot lawfully be excluded or restricted.

Separate written consulting agreements may establish different liability provisions, which will take precedence where applicable.

12. Marketing Communications

We may send newsletters, educational materials, business insights, and information about our services in accordance with applicable law and your communication preferences.

You may unsubscribe from marketing emails at any time using the unsubscribe link provided or by contacting us.

Downloading a resource, submitting a form, or scheduling a meeting does not automatically constitute consent to receive automated marketing calls or text messages where separate consent is required.

13. Third-Party Services

Our services and resources may rely on third-party software, scheduling platforms, communication systems, analytics tools, cloud services, and payment processors.

These third parties may operate under their own terms and privacy policies.

We are not responsible for their independent practices, availability, or performance, except as required by applicable law or a controlling written agreement.

14. Governing Law and Disputes

These Terms are governed by the laws of the State of Texas, without regard to conflict-of-law principles, except where applicable law requires otherwise.

We encourage parties to first attempt to resolve disputes through good-faith communication.

Subject to applicable law and any controlling written agreement, disputes arising from these Terms or our services shall be brought before the appropriate state or federal courts located in Texas.

Nothing in this section limits any rights or remedies that cannot legally be waived.

15. Modifications and Termination

We may revise these Terms periodically to reflect changes in our services, resources, business practices, or legal requirements.

Updated Terms will be posted on our website with a revised effective date.

Changes will apply prospectively unless otherwise permitted by law and will not unilaterally modify an existing paid engagement where doing so would be legally impermissible.

We may restrict access to resources or discontinue services in cases of misuse, nonpayment, or material violations of these Terms, subject to applicable agreements and legal requirements.

16. General Provisions

If any provision of these Terms is found invalid or unenforceable, the remaining provisions will remain effective to the fullest extent permitted by law.

Failure to enforce a provision does not waive our right to enforce it later.

These Terms, together with applicable booking confirmations, proposals, and separate agreements, govern the services and resources to which they apply.

Nothing in these Terms creates an employment, partnership, joint venture, or agency relationship between Fractional Partners and a user or client solely by reason of using our resources or purchasing our services.

17. Contact Information

For questions about these Terms, our materials, or our services, please contact:

Fractional Partners LLC

Email: info@fractional.partners

Website: https://www.fractional.partners

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