Terms of Service

Terms of Service - Florida Business Planning Council, LLC

Effective Date: 07/01/2025

By accessing or using the website located at https://floridabpc.com or engaging our services, you agree to be bound by these Terms of Service. These Terms constitute a legally binding agreement between you and Florida Business Planning Council, LLC. If you do not agree to these Terms, you must not access or use our Site or services.

Florida Business Planning Council, LLC, provides comprehensive business planning and consulting services, including business valuation reports, exit planning strategies, financial advisory services, asset management, insurance, employee benefits consulting, and general business consulting. Our services are designed to help business owners maximize value, plan strategic exits, and achieve their financial objectives. We provide all services under these Terms and any separate service agreements that we may enter into with you.

You can use our Site for lawful purposes only, as outlined in these Terms, if you don't mind. You agree that you are not to use the Site in any way that violates any applicable federal, state, local, or international law or regulation, transmits any advertising or promotional material without our prior written consent, or attempts to gain unauthorized access to our systems or networks. I want you to know that you are responsible for maintaining the confidentiality of any login credentials and for all activities that happen under your account.

Our professional services are provided based on information you provide to us, and the accuracy and completeness of our advice depend on the accuracy and completeness of such information. You agree to provide us with timely, accurate, and complete information as requested and to notify us promptly of any changes in circumstances that may affect our services. While we strive to provide high-quality professional advice, you acknowledge that business decisions involve inherent risks and that past performance does not guarantee future results.

Our business valuation reports and related services are estimates based on available information and accepted valuation methodologies, but they are not formal appraisals suitable for all purposes. These reports are valuable strategic planning tools, but are not substitutes for certified business appraisals conducted by certified valuation experts for legal, tax, or official purposes. You should not rely solely on our valuations for making significant business decisions without consulting appropriate legal, tax, and financial professionals.

Fees for our services will be agreed upon in separate service agreements or proposals. Unless otherwise specified, fees are due within thirty days of the invoice date. We reserve the right to suspend or terminate services for accounts that become past due. You are responsible for all costs of collection, including reasonable attorney fees, for any amounts not paid when due. All fees are non-refundable except as specifically provided in a separate written agreement.

All content on our Site, including text, graphics, logos, images, software, and other materials, is owned by or licensed to Florida Business Planning Council, LLC, and is protected by copyright, trademark, and other intellectual property laws. Our methodologies, processes, reports, and recommendations constitute our proprietary intellectual property. You may not be able to reproduce, distribute, modify, or create derivative works from any content without our express written permission.

We understand the sensitive nature of business and financial information and are committed to maintaining strict confidentiality. We will not disclose your confidential information to third parties except as necessary to provide our services, as required by law, or with your written consent. Our collection and use of personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference.

To the fullest extent permitted by law, Florida Business Planning Council, LLC shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or business opportunities, arising from or relating to our services or these Terms, regardless of the theory of liability. Our total liability for any claims arising from our services shall not exceed the fees paid by you for the specific services giving rise to the claim.

Our services do not constitute legal, tax, or accounting advice. We recommend that you consult with qualified professionals in these areas as needed. We are not responsible for the performance of any investments, business decisions, or strategies that may be discussed or recommended. Market conditions, economic factors, and other variables beyond our control may affect the outcomes of business strategies and valuations.

You agree to indemnify, defend, and hold harmless Florida Business Planning Council, LLC, its officers, directors, employees, and agents from and against any claims, damages, losses, costs, and expenses including reasonable attorney fees arising from your use of our services, your breach of these Terms, or your violation of any law or the rights of any third party.

Either party may terminate the service relationship at any time by providing written notice. After termination, you will be liable for all fees incurred for services rendered prior to termination. The provisions of these Terms regarding intellectual property, confidentiality, limitation of liability, and indemnification shall survive the termination of our relationship.

These Terms shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law principles. Any disputes arising from these Terms or our services shall be resolved through binding arbitration conducted in accordance with the rules of the American Arbitration Association, and any arbitration proceedings shall take place in the state of Florida. You waive any right to a trial by jury for any disputes related to these Terms or our services.

We reserve the right to modify these Terms at any time by posting updated Terms on our Site. We want you to know that your continued use of our Site or services after any modifications is deemed acceptance of the modified Terms. We will notify you of any material changes to these Terms by email or by posting a prominent notice on our Website. By using our Site or services, you consent to receive communications from us electronically, including via email or by posting notices on our Site.

If any provision of these Terms is held to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. The invalid provision shall be reformed to the minimum extent necessary to render it enforceable while preserving the original provision's intent. These Terms, together with our Privacy Policy and any separate service agreements, constitute the entire agreement between you and Florida Business Planning Council, LLC regarding your use of our Site and services.

If you have any questions about these Terms or our services, please get in touch with us at clientservice@floridabpc.com or visit our website at https://floridabpc.com. Qualified legal counsel should review these Terms of Service before implementation, as laws and regulations vary by jurisdiction and may require specific provisions not included in this document. Florida Business Planning Council, LLC recommends consulting with an attorney experienced in business law and professional services to ensure compliance with all applicable legal requirements.

Last Updated: 07/01/2025