The Advisory Services Agreement Template is designed for use in the United States when establishing professional advisory relationships across various sectors. This document is essential when an individual or organization (the advisor) agrees to provide specialized guidance, recommendations, or consulting services to another party (the client). The agreement covers crucial elements including service scope, compensation, confidentiality, intellectual property rights, and liability limitations. It's particularly important for ensuring compliance with federal and state regulations governing professional services, while protecting both parties' interests. The template can be customized based on specific industry requirements, state jurisdictions, and the nature of advisory services being provided.
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1. Parties: Identification of advisor and client with full legal names and addresses
2. Background: Context of the agreement and general purpose of the advisory relationship
3. Definitions: Key terms used throughout the agreement
4. Scope of Services: Detailed description of advisory services to be provided
5. Term and Termination: Duration of agreement and conditions for termination
6. Fees and Payment: Compensation structure and payment terms
7. Confidentiality: Protection of confidential information and non-disclosure obligations
8. Representations and Warranties: Statements of fact and promises made by both parties
9. Limitation of Liability: Limits on liability and indemnification provisions
10. General Provisions: Miscellaneous legal provisions including governing law, notices, and amendments
1. Non-Compete: Restrictions on competitive activities during and after the agreement term
2. Insurance Requirements: Professional liability insurance obligations and coverage requirements
3. Intellectual Property Rights: Ownership and protection of intellectual property created during the engagement
4. Data Protection: Specific provisions for handling and protecting personal and sensitive data
5. Force Majeure: Provisions for unforeseen circumstances preventing performance
1. Schedule A - Scope of Services: Detailed breakdown of specific services to be provided
2. Schedule B - Fee Schedule: Detailed breakdown of fees, payment structure, and billing procedures
3. Schedule C - Key Personnel: List of key individuals providing services and their qualifications
4. Appendix 1 - Service Level Agreement: Performance metrics, service standards, and reporting requirements
5. Appendix 2 - Compliance Requirements: Specific regulatory and compliance obligations applicable to the services
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