Value Growth Institute
Client Consultation Contract
Value Growth Institute | valuegrowthinstitute.com
By this contract, you engage Chien Associates LLC or Value Growth Institute (“Advisor”), to provide general business strategy, management or guidance including but not limited to:
After careful review of the materials relevant to the categories selected above, the Advisor will provide a consultation that will reflect your current business financial circumstances, your financial outlook, and your objectives.
LIMITATION OF SERVICES
You understand that the services provided by Advisor pursuant to this Contract are limited to the advice given and information discussed during the meeting.
The services of Advisor under this Contract do not include any legal, accounting or other professional services, and Advisor recommends that you consult with your attorney, accountant and other pertinent advisors before implementing any advice or strategy suggested by Advisor.
COMPENSATION TO ADVISOR FOR CONSULTATION SERVICES
For the consultation services described above, you agree to pay a fee per your monthly subscription agreement.
ASSUMPTIONS AND REQUIREMENTS
The client is to be available for all planning sessions as scheduled. Whenever the associates or employees are required to be at the meeting, the client is to coordinate their attendance. Any no-show will not be refunded for the time and labor of the consultant per agreement.
METHOD, DELIVERABLES, RESPONSIBLE PARTIES, STEPS AND TIMELINE
The entire consulting project has eight steps, see below. Each step may require client participation and availability for questions and answers. The steps here is a high level summary of the planning process. All dates are subject to availability of client and consultant’s further coordination
Step-1 Discovery meeting
Step-2 Business Model
- Best at
Step-3 Critical Success Factors (CSFs)
Key Performance Indicators (KPIs)
Step-4 Intellectual Capital
Step-5 Preliminary Draft review 1
Step-6 Preliminary Draft review 2
Step-7 Final Plan Delivery
Step-8 Monthly CSF & KPI progress review
The sample format of the deliverable is available on IBM/LotusLive secured file storage. The client will receive ID and Password to access this upon receipt of the payment.
DURATION AND TERMINATION
see Term of Service
All status and documentation is stored on-line via our IBM/LotusLive secured site. It is the client’s responsibility to activate the account to access any documentation about the project.
If any changes occur during the project regarding the scope, deliverables, cost or methods to be used, an update of the consultant Agreement or contract document will be sent or delivered to client. No work will be provided until client’s approval.
ENTIRE AGREEMENT; AMENDMENT; NOTICES
This Agreement constitutes the entire agreement between us. It may be amended only by a written Agreement signed by the client and by an officer of consultant. All notices and other communications hereunder shall be in writing.
If any part of this Agreement is found to be invalid or unenforceable, it will not affect the validity or enforceability of the remainder of this Agreement.
Consultant agrees that it will not release any personal, business or other information provided by you to any person, firm, corporation or other entity other than authorized employees and representatives of consultant or its affiliates, except upon written authority from you or upon direction of a court of law or other government authority. Consultant agrees to store information in such a way as to preclude access by unauthorized persons.
All intellectual property of the designs delivered belongs to the client. This may include copyright and patent.