Terms of Service
These Terms of Service govern your access to and use of Quietfactsource's website and the provision of advisory services. By accessing the site or engaging our services you agree to be bound by these Terms and any additional agreement signed for a specific engagement. If you do not agree, please do not use the site or contact us for services. For engagements, an engagement letter or separate contract will define the scope, fees, timelines, and deliverables. Where a written engagement agreement exists, that agreement supersedes these website terms to the extent of any inconsistency.
Services, Engagements, and Deliverables
Quietfactsource provides advisory services in corporate finance including capital structuring, treasury optimization, financial planning and analysis, risk and compliance, and capital markets advisory. Engagements begin with a mutually agreed scope, documented in an engagement letter or contract that clarifies responsibilities, timelines, deliverables, fees, and any confidentiality obligations. Deliverables may include diagnostic reports, financial models, governance packages, KPI dashboards, and implementation plans. We commit to professional standards, and recommendations are advisory in nature. Clients retain responsibility for decisions and implementation. Where we assist with transaction execution or capital raising, roles and liabilities will be set out in the contractual engagement documents and may involve coordination with external counsel, capital providers, or other advisors at the client's instruction. For board-level advisory, we can operate under separate confidentiality arrangements and segregated communication channels as requested.
Fees, Payment, and Expenses
Fees for advisory and implementation services are set out in the engagement letter and may include fixed fees, time-based fees, and disbursements. Where third-party costs are incurred on behalf of the client such as data room hosting, specialist reports, or third-party analytics, those costs will be invoiced separately or reimbursed in accordance with the engagement terms. Payment terms are specified in the engagement agreement. Quietfactsource reserves the right to suspend work if agreed payment terms are not met. Taxes, where applicable, are the responsibility of the client. For clarity, fee arrangements for capital transactions may include success fees; these are negotiated and documented in advance. Refunds and credits are governed by the specific engagement agreement and applicable law. Any invoice disputes should be raised promptly with our client team so that they can be resolved in good faith.
Confidentiality, Data Protection, and Intellectual Property
Quietfactsource and clients will maintain confidentiality for information exchanged during an engagement. Client materials provided for analysis are handled under secure protocols and, where requested, under executed NDAs. We use secure transmission and storage tools and maintain access controls to limit data access to authorized personnel. Our Privacy Policy describes collection and handling of personal data. Clients retain ownership of their confidential information and underlying data. Quietfactsource retains ownership of any methodologies, templates, and intellectual property created prior to or independent of the engagement, but grants clients a license to use deliverables for internal purposes in accordance with the engagement terms. Where third-party data or software is used we comply with applicable licensing terms and will notify clients of any use restrictions. Clients must not disclose or republish materials that are marked proprietary without prior written consent.
Limitation of Liability and Indemnity
To the extent permitted by law, Quietfactsource's liability for claims arising from a relationship or engagement is limited to direct damages up to the total fees paid under the relevant engagement for the twelve months preceding the claim, unless a different limit is agreed in writing. We are not liable for indirect, special, consequential, or punitive damages, including lost profits or loss of business opportunity. Clients indemnify Quietfactsource against third-party claims arising from their use of deliverables, misuse of materials, or incomplete or inaccurate information provided to us. Where engagements involve capital markets activities or transaction execution, specific liability and indemnity provisions agreed in the engagement letter apply. Nothing in these Terms limits liability for fraud, wilful misconduct, or statutory obligations that cannot be excluded by law.
Governing Law, Dispute Resolution, and Changes
These Terms are governed by the laws of the State of New York, United States. Any dispute arising from or in connection with an engagement will be resolved through good-faith negotiations; if unresolved, parties may agree to mediation and, if necessary, submit to courts in New York. For clients located elsewhere, we will discuss alternative dispute resolution frameworks in the engagement agreement. Quietfactsource reserves the right to update these Terms; material changes will be posted on the website with an updated effective date and, where feasible, notified to existing clients. Continued use of the website or ongoing engagement after changes indicates acceptance of the updated Terms. If you have questions about these Terms or need specific contractual language for a board-level engagement, contact us at [email protected] or by mail at 450 Lexington Ave, 18th Floor, New York, NY 10017, USA.