Introduction

These Terms of Engagement outline the scope, expectations, and conditions under which advisory services will be provided. They are designed to ensure a clear understanding between the advisor and the clients, fostering a professional and productive relationship.

Scope of Services

Advisory services encompass strategic guidance, resource allocation, problem resolution, and support tailored to individual client needs. Each client will receive assistance to manage and navigate specific challenges within the agreed-upon framework.

Retained Advisory Model

• Retainer Structure: an option that allows clients to have confidence in the costs of engagement over a defined timeframe. This ensures that  you are given priority as needed during the six month period to complete the engagement. The retainer fee is a set cost paid at the start of the engagement and covers up to 40 hours of services.

• Time Allocation: Most clients will require approximately 40 hours to address and resolve their challenges. However, engagements are limited to six months to ensure recalibration and effectiveness in achieving client goals.

• Client Access: Retained clients will have priority access to advisory services, allowing them to utilize guidance as and when needed to address critical business matters.

Hourly and Additional Work

• Available Hours: Within a six-month period, a total of 960 workable hours are available. Of these, 400 hours will be reserved for retained clients, ensuring a solid foundation for advisory work.

• Flexible Allocation: The remaining 560 hours will be distributed among hourly engagements, governance responsibilities, farm business activities, and additional roles.

Terms and Limitations

Engagement Period

Hourly services will be offered as requested and engaged. This option allows for short term engagements to be completed

Retained advisory services will also be offered for a maximum of six months per client engagement. This timeframe allows for recalibration if a client consumes disproportionate time or attention.

Client Responsibilities

Clients are expected to:

• Provide clear communication regarding their needs, challenges, and expectations.

• Collaborate actively to ensure the effectiveness of advisory interventions.

• Respect the predefined engagement terms, including timeframes and fees.

• Be willing and prepared to act on advice and direction provided, and engage with an open mind

In the event that advisor and client deem the relationship to not be working then the relationship will be terminated with outstanding pre-paid fees (if any) will be refunded.

In the event the client terminates the relationship all pre-paid fees will be forfeited.

In the event the advisor terminates the relationship any outstanding pre-paid fees will be refunded

Advisor Commitments

The advisor will:

• Deliver professional, timely, and effective guidance to support client objectives.

• Maintain confidentiality and integrity in all client interactions.

• Prioritize retained clients while balancing additional commitments effectively.

• Be there when needed.

Fees and Payment

Retainer Fees

Retainer agreements require an upfront payment, securing 6 months of advisory services. Additional hours needed beyond the retainer will be billed separately at the standard daily rate if total hours worked are deemed excessive.

Hourly Engagements

Hourly work will be billed based on agreed-upon rates prior to the commencement of services. Hourly commitments will be scheduled around retained client priorities.

Payment Terms

• Invoices will be issued monthly or upon completion of the agreed-upon scope of work.

• Clients must remit payments within 14 days of receiving an invoice.

• Late payments may incur additional fees as outlined in the agreement.

Termination and Recalibration

Termination Policies

Either party may terminate the engagement with 30 days' written notice. Fees for services rendered up to the termination date will remain payable.

Recalibration of Engagements

If a client requires significantly more time than standard allocations, the advisor reserves the right to reassess the engagement terms to ensure fairness and resource balance.

Confidentiality

All information shared by clients will be treated with the utmost confidentiality. The advisor will not disclose, use, or share any client data without prior written consent, except as required by law.

Amendments to Terms

These Terms of Engagement may be amended periodically to reflect changes in business practices or client needs. Clients will be notified in advance of any modifications.

Conclusion

By entering into this agreement, clients acknowledge and accept these Terms of Engagement, fostering a mutual commitment to achieving success and resolving challenges effectively. This framework serves as a foundation for a respectful, professional, and impactful advisory relationship.

Agreement is deemed to be agreeing to these terms in writing by way of reply email, signing these Terms of Engagement or agreeing to the Terms of Engagement via the website