The Advisory Services Agreement is essential for formalizing professional advisory relationships in the United States. This document is commonly used when engaging external expertise for business consulting, financial advisory, strategic planning, or other professional services. The agreement protects both parties by clearly defining the scope of services, deliverables, payment terms, and confidentiality obligations. It addresses key aspects such as intellectual property rights, liability limitations, and compliance with relevant federal and state regulations. The Advisory Services Agreement is particularly important in regulated industries where specific compliance requirements must be met.
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1. Parties: Identifies and defines the contracting parties
2. Background: Provides context and purpose of the agreement
3. Definitions: Defines key terms used throughout the agreement
4. Scope of Services: Details the advisory services to be provided
5. Term and Termination: Duration of agreement and termination conditions
6. Fees and Payment: Compensation structure and payment terms
7. Confidentiality: Protection of confidential information
8. Representations and Warranties: Statements of fact and promises by both parties
1. Non-Compete: Restrictions on competitive activities - include when protecting business interests from competition
2. Intellectual Property Rights: Ownership and usage of IP created during services - include when services may result in IP creation
3. Insurance Requirements: Required insurance coverage - include when services involve significant risks
4. Data Protection: Handling of personal or sensitive data - include when services involve data processing
1. Schedule of Services: Detailed description of specific services to be provided
2. Fee Schedule: Detailed breakdown of fees and payment terms
3. Key Personnel Schedule: List of key individuals providing services
4. Service Level Agreement: Performance metrics and standards for service delivery
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