Last updated at launch
Terms.
These cover the website. The work itself is covered by a signed engagement letter, and if the two ever disagree, the engagement letter wins.
Draft, pending attorney review
This page is written and in force as of launch, but it has not yet been reviewed by a Texas attorney. That review is scheduled. If anything here conflicts with your signed agreement, the agreement governs.
What this site is
Information about a consulting practice, plus a free self-assessment. Nothing on it is advice about your specific business. Reading a page or scoring the Baseline does not make me your consultant, and it doesn't create any professional relationship. That starts when we both sign something.
What this site is not
Not legal advice. Not tax advice. Not a valuation. Not an offer to buy, sell or list a business. Not a financial product or a recommendation about one. Every number used as an example is an example — including the ones labelled illustrative, which are the ones I made up to show you what a finding looks like.
The Baseline
It's a rough instrument, on purpose. Twenty questions answerable from memory will tell you roughly where you stand and nothing more. A score is not a diagnosis and it isn't a promise about what your business is worth or what it could be worth.
Your own use of the site
Read it, print it, quote it, send it to your CPA — all fine. Don't scrape it wholesale, republish it as your own, or use it to train a commercial model. The writing and the mark are mine.
Links out
Where I point you at somebody else — a lender, an appraiser, a free local program — I'm not responsible for what they do and I'm not paid for the introduction. Ever. That's the whole point of it.
No guarantees
I don't guarantee results, and I'd be suspicious of anyone in this line of work who does. What I do is measure, recommend and show you what moved.
If we disagree
Call me first. Most things get sorted in one conversation, and I'd rather have it than not. If something can't be resolved that way, send it to me in writing. I get thirty days to fix it. After that, either of us can take it to the state or federal courts sitting in Midland County, Texas, under Texas law.
There is no forced arbitration clause here and there won't be. Plenty of firms use one. I'd rather you keep the right to be heard in a real court, because I don't plan to need protecting from you.
Changes
If these change, the date at the top changes. Continuing to use the site means the current version applies.
If any of this needs explaining, ask me directly.
Talk to me