Rise Advisory

1. Scope of Engagement

These Terms & Conditions govern the use of the Rise Advisory website and outline the principles governing professional advisory relationships. Formal consulting engagements are governed by a mutually executed Master Services Agreement (MSA) and project-specific Statements of Work (SOW).

2. Nature of Advisory Services

Rise Advisory provides strategic business consulting, executive mentoring, fractional leadership management, and operational process design. Rise Advisory is not an investment bank, statutory auditing firm, or legal counsel. Services requiring statutory registration (such as audits, tax opinions, and legal filings) are coordinated through appropriately licensed external professional partners.

3. Commercial Terms & Retainers

Diagnostic fees are payable upon booking confirmation. Retainers and 90-day sprints are invoiced in advance according to the payment schedule defined in the applicable Statement of Work. Third-party software subscriptions, media ad spend, and statutory filing fees are the sole responsibility of the client.

4. The Rise Execution Guarantee

Where contractually specified, Rise Advisory guarantees completion of agreed governance deliverables and milestone reviews. If an agreed milestone within our operational control is missed, Rise Advisory will complete that item without additional professional fees or extend the delivery timeline, subject to client dependencies defined in the SOW. No guarantees of revenue, valuation, funding, or profitability are made.

5. Intellectual Property & Confidentiality

All client data, trade secrets, and bespoke workflows developed during an engagement remain the exclusive intellectual property of the client upon full payment of agreed professional fees. Both parties operate under mutual non-disclosure obligations.

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