Basic R&A Service

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Basic Service
Currently $499/mo
Annual Subscription
3-month Service Trial

PayPal

Subscribe via Stripe
Trial Service
Currently $799/mo
No tickets included
Full Service

PayPal

Subscribe via Stripe
Full Service Offering
Currently $1999/mo
12-month subscription
Specifics (email for more details):
  • Basic Research and Advisory Service Includes:
    • 1 Live Online Remote Analyst Sessions per month with Live Q&A
    • 1 Short analyst report / Decision template per month
    • Access to recordings of Webinars, Reports, and Templates for the duration of continuous subscription
    • 1 Enterprise Leadership Network event ticket per year
  • 3-Month Service Trial
    • 1 Live Online Remote Analyst Sessions per month with Live Q&A
    • 1 Short analyst report / Decision template per month
    • Upgradable at end of month 3 to Basic Service
  • Full Service
    • All basic service elements PLUS
    • Online access to our library of reports and analysis results
    • Online access to our automated decision analysis tools
    • Monthly one-on-one live online remote pathfinder/pathkeeper
    • Unlimited analyst 1-on-1 short consults (one scheduled at a time)
    • One additional ticket to an Enterprise Leadership Network event
    • Access to our Library and tools for the duration of continuous subscription

Your payment is non-refundable.

As part of our services you will be granted access to systems, content, people, and proprietary items. By completing this purchase, You agree as follows:

Other than content you provide to us, all of the content we provide or transmit to you is proprietary, and we retain all rights to it.

You agree not to disclose anything about our systems, methods, services, content, or any items we provide without our advanced express written consent as to each specific disclosure.

You bought it - you got it. No returns, refunds, or guarantees are provided. AS-IS. We are not liable for anything in regards to the performance of the services you pay for or that we offer. The detailed terms of our contract in this regard are available upon request.

You snooze you lose - until payment is made we don't guarantee slots at offered dates and times. If we make an appointment that you agree to and you miss it, you lose the opportunity. While we try to adapt and accomodate wherever possible, and we communicate in advance about and seek to confirm each appointment, you are responsible to make it.

Other terms and conditions may apply over time. Systems you have and will have access to include "Terms of use" or other similar terms and conditions, including this one. You agree to them and will follow them, both as they are today, and as they may change into the future. As/if you do not agree you will stop using those systems and/or services. Your continued use constitutes an agreement to and stipulation of your continued agreement under the new terms.

If and to the extent there are material differences between the text of this Web page and any other signed Agreement in place between the parties, the signed Agreement between the parties is considered the more definitive Agreement and takes precedence over this Agreement in the areas of inconsistencies between the Agreements. To the extent that this Agreement adds terms and conditions not otherwise covered in any such previous Agreement, this Agreement takes precedence.

Research and Advisory Packages

This Agreement is between our company (herein US, WE, or OUR) and you or Your Company (YOU, YOUR).

YOU are a human person or legal entity seeking advice from trusted and experienced professionals, interested in gaining access to systems, contacts, and advice.

In consideration of the mutual covenants contained herein, the opportunities resulting, and other considerations arising and/or resulting from this Agreement, and intending to be legally bound, WE and YOU agree as follows:

Services and Compensation

WE will provide services for YOU. This will consist of:

  • Scheduling and attending meetings as appropriate at specified times and places (including over the Internet as/if applicable).
  • Advising YOU on matters and situations discussed during such meetings within the bounds of OUR's expertise related to those subjects.
  • Providing content, online access to a SaaS-based suite of tools, and other content and information associated with this service offering, as it exists at the time of service and as may change over time.

YOU will provide compensation for such services as follows:

  • Compensation to be a payment of the amount specified for the specific offering at the time of offering or as may change thereafter at OUR sole discretion, said payment to be made via online payment to a financial provider of OUR choosing.

Other services: WE may offer additional services to YOU, either for additional fees or gratis, and YOU may, at YOUR sole option, participate in such services independent of this Agreement.

Independent contractor: YOU and WE agree that WE act as an independent contractor for YOU, and not as an employee. YOU will not withhold or pay employment-related taxes to US and WE will not receive any compensation from YOU under this Agreement other than the compensation identified herein.

Conflicts of interest: YOU and WE recognize that WE have inherent conflicts of interest with YOU in that WE work for a wide range of entities and parties whose interests may align or conflict with YOU. YOU agree that such conflicts are adequately mitigated by this disclosure of the existence of such conflicts to YOU. YOU also understand and agree that no fiduciary duties exist by US to YOU. YOU Agrees that at YOUR sole discretion, YOU may follow or ignore any of OUR advice, and that it is up to YOU to interpret, evaluate, act on, not act on, or otherwise treat any and all such advice.

Confidentiality: WE will retain confidentiality of information disclosed by YOU in private meetings and identified as confidential, except to the extent such information is ultimately released other than by US or by US on behalf of YOU. Providing information to OUR online portals is considered public disclosure by YOU for the purposes of thie Agreement.

Liability and indemnity: YOU indemnify US and holds US harmless for all costs and consequences, whether direct or indirect, arising out of the work performed under this Agreement, in all jurisdictions, in all forms, and in all cases. IN NO EVENT SHALL WE HAVE ANY LIABILITY FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, HOWEVER CAUSED, AND ON ANY THEORY OF LIABILITY, WHETHER FOR BREACH OF CONTRACT, TORT (INCLUDING WITHOUT LIMITATION NEGLIGENCE) OR OTHERWISE ARISING OUT OF OR RELATED TO THIS AGREEMENT, INCLUDING WITHOUT LIMITATION LOSS OF ANTICIPATED PROFITS, EVEN IF WE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. NOTWITHSTANDING THIS, THE MAXIMUM LIABILITY OF US UNDER THIS AGREEMENT IS LIMITED TO THE ACTUAL MONIES PAID TO US FOR SERVICES RENDERED HEREUNDER.

Failure to participate: YOU may, at YOUR sole discretion, refuse or fail to participate in any or all services of follow any and all advice offered under this Agreement at any time, and for any period. However, refusal or failure to participate or use services does not diminish or negate any of YOUR responsibilities under this Agreement.

Term and Termination: The term of this Agreement is for the period between payment and completion of the identified services.

Mergers, acquisitions, and other transformations: In case of merger, acquisition, or transformation of either party, including changes of form (e.g., from LLC to C-corporation), both parties shall continue this agreement until terminated per the provisions herein.

Authorized representative: The representative approving this Agreement stipulates that they are authorized to agree and approve on behalf of YOU, that the facts stated herein with regard to YOU and YOUR obligations hereunder are true and accurate, that all necessary internal actions YOU required to agree to the terms herein have been taken and that this Agreement is legally binding on the YOU.

General: If any part of this Agreement shall be found unenforceable under the applicable laws, the remaining parts of this Agreement shall remain in force. Time is of the essence in this matter and all activities must take place in a timely fashion. Payments due hereunder will be made monthly, starting at the first availability of funds meeting the requirement to make payments, and on the anniversary of that date in every month thereafter. The proper law and venue for this Agreement shall be that of the primary business address of US at the time of action, and the parties submit to the jurisdiction of the courts of this venue in all matters related to this Agreement. Parties agree to use binding arbitration through the American Arbitration Association or another similar entity in lieu of any legal action and to be bound by its results except and unless they exceed the limits imposed by this Agreement. WE wrote this Agreement and YOU agree that you have read it, had adequate time to reflect on it, have had the opportunity to seek advice from counsel of yor choice on this matter, and have thereafter chosen freely to agree to the terms herein. Any typographic errors, inconsistencies, failures of completeness, lack of clarity, or other imperfections or disputes associated with or resulting from this Agreement or any of its terms, in whole or in part, shall be interpreted to the benefit of US in the most favorable way within the bounds of the laws of the competent jurisdiction established by this Agreement.

This Agreement, including everything on this page and everything it refers to, constitutes the entire agreement between YOU and US on this subject matter, and supersedes any previous agreements in this regard that may have existed between the parties before the signing of this Agreement, whether written or oral or in any other form.