This Agreement is entered into as of the date of submission between Alinéate Group ("Advisor") and the Client named above ("Client"). By submitting this form, both parties agree to the following terms.

1. Scope of Services

Alinéate Group will provide the Built to Run Without You 90-Day Business Realignment Advisory, structured in three phases. The engagement includes the following advisory calls.

Advisory Calls Included

Kickoff Call: Conducted at the start of the engagement to orient the client to the program, confirm the 90-day schedule, and answer any initial questions.

Advisory Session 1 — Operating Reality Review (Phase 1): Review completed assessments, validate findings, identify true bottlenecks, and confirm the realignment plan.

Advisory Session 2 — Ownership and Decision Recalibration (Phase 2): Review ownership reassignments, address resistance or overcorrection, and validate delegation alignment.

Advisory Session 3 — Stability and Scale Readiness Review (Phase 3): Validate the operating model, identify remaining pressure points, and lock in final adjustments.

Complementary Bonus Call (Pay-in-Full clients only): One additional advisory call redeemable within 90 days of the engagement end date.

Phase 1 — Find the Leaks (Weeks 1–3)

Client completes the Owner Time and Energy Audit, Execution Dependency Assessment, and Leadership Strengths Alignment Worksheet.

Advisor conducts Advisory Session 1: Operating Reality Review.

Deliverable: Shared clarity on owner-dependency patterns and a defined realignment plan.

Phase 2 — Cut the Cord (Weeks 4–8)

Client completes the Decision Ownership Map, Escalation Criteria Guide, Delegation Alignment Worksheet, and Role Accountability Snapshot.

Advisor conducts Advisory Session 2: Ownership and Decision Recalibration.

Deliverable: Reassigned decision ownership and defined escalation structure operational within the business.

Phase 3 — Make It Hold (Weeks 9–12)

Client completes the Weekly Operating Rhythm Template, Communication Boundaries Guide, Owner Absence Stress Test, and Implementation Priority Map.

Advisor conducts Advisory Session 3: Stability and Scale Readiness Review.

Deliverable: A stable operating model with defined rhythm, communication structure, and a 90-day implementation roadmap.

All advisory sessions are conducted via video call unless otherwise agreed. Session length is approximately 60 minutes. Client is responsible for completing all assigned tools and worksheets prior to each advisory session. Work outside this scope requires a separate written agreement.

2. Engagement Term

This engagement begins on the date this Agreement is submitted and runs for ninety (90) days. The end date may be adjusted by mutual written agreement if a phase requires additional time to stabilize.

3. Client Responsibilities

The success of this engagement depends on full participation and honest effort by both parties. By signing this Agreement, Client acknowledges and agrees to the following responsibilities.

The Advisor will:

Come prepared for each advisory session with a clear agenda and relevant materials.

Devote full attention to the Client during all scheduled sessions.

Provide honest, direct feedback and guidance based on the Client's specific situation.

Deliver all tools, frameworks, and worksheets described in Section 1 on schedule.

Remain available by email between sessions for brief questions and follow-up.

The Client will:

Complete all assigned tools and worksheets prior to each advisory session.

Arrive on time and come fully prepared for each scheduled call.

Give full effort and commit to the implementation work between sessions.

Be open to feedback, willing to challenge existing assumptions, and ready to act on recommendations.

Ask questions as they arise rather than waiting until they become obstacles.

Make all payments on time as agreed in Section 4.

Communicate proactively if circumstances change that may affect participation.

The Advisor is not responsible for results that do not materialize due to the Client's failure to implement, incomplete participation, or lack of follow-through on agreed action steps.

4. Fees and Payment

The total investment for this engagement is confirmed in the invoice issued prior to signing. The total fee is the same regardless of payment option selected. Client selects one of the following payment structures at the time of signing:

Pay-in-Full clients are invoiced for the full program fee upon signing. Split Payment clients are invoiced for 50% upon signing and 50% prior to the start of Phase 2. All fees are in U.S. dollars and are not contingent on business outcomes.

Missed Payments. If a payment is not received by the agreed due date, the Client will be notified by email and will have a three (3) business day grace period to resolve the missed payment. If payment is not received within the grace period, the Advisor reserves the right to pause the engagement until the balance is paid in full. A late fee of 1.5% of the unpaid amount per month will apply to any balance outstanding beyond the grace period. The Client also agrees to pay any reasonable costs incurred by the Advisor in collecting past-due amounts, including reasonable attorney's fees.

5. Intellectual Property

All tools, frameworks, worksheets, templates, and materials provided by Alinéate Group are the intellectual property of the Advisor. Client is granted a non-exclusive, non-transferable license to use these materials within their own business for the purposes of this engagement. Client may not reproduce, distribute, resell, or share these materials with third parties without prior written consent.

Work product created specifically for the Client — including completed assessments and customized operating models — is owned by the Client upon receipt of full payment.

6. Cancellation and Pause Policy

All fees paid under this Agreement are non-refundable. The investment secures the Advisor's time, preparation, and dedicated capacity for the full 90-day engagement.

Client may request a pause of up to thirty (30) days if unforeseen circumstances prevent participation. A pause request must be submitted in writing. The engagement timeline will be extended by the length of the approved pause. Only one pause is permitted per engagement.

The Advisor reserves the right to terminate this Agreement if the Client engages in conduct that is abusive, threatening, or materially harmful. In the event of Advisor-initiated termination for cause, fees paid for work not yet completed will be refunded on a pro-rated basis. If the Advisor is unable to complete the engagement due to illness or unforeseen circumstances, a pro-rated refund for undelivered services will be issued.

7. Scheduling, Rescheduling, and Call Recordings

Advisory sessions are scheduled through an online scheduling link provided by the Advisor. Clients will receive calendar links by email following the signing of this Agreement and at the start of each new phase.

Rescheduling and Cancellation. If the Client needs to reschedule or cancel a session, written notice must be provided to the Advisor at least 24 hours before the scheduled call time. Notice may be given by email. If the Client does not provide at least 24 hours notice, or does not attend a scheduled session without notice, that session will be forfeited. Forfeited sessions may not be rescheduled and are not eligible for a refund or credit.

All advisory sessions must be completed within the 90-day engagement period. Any sessions not completed by the engagement end date will be considered forfeited and cannot be rescheduled or refunded. Pay-in-Full clients who are eligible for the Complementary Bonus Call must redeem that call within 90 days following the engagement end date.

Call Recordings. Advisory sessions may be recorded by the Advisor for quality and reference purposes. By participating in this engagement and speaking during any session, Client consents to the recording of their voice and any information shared during the call. Recordings are kept confidential and are not shared with third parties without written consent from the Client, except as required by law.

8. Confidentiality

Both parties agree to maintain the confidentiality of any non-public, proprietary, or sensitive information shared during this engagement, including financial data, operational processes, personnel information, business strategies, and client relationships. Neither party will disclose the other's confidential information to any third party without prior written consent, except as required by law.

This confidentiality obligation survives the completion of this Agreement and remains in effect for two (2) years. The Advisor may reference the engagement in general terms for marketing purposes without disclosing identifying information, unless the Client provides written consent.

9. Limitation of Liability

Alinéate Group makes no guarantee of specific business outcomes, revenue results, or operational changes as a result of this engagement. Results depend on the Client's implementation, team cooperation, and business conditions outside the Advisor's control.

In no event shall the Advisor's total liability to the Client exceed the total fees paid under this Agreement. The Advisor shall not be liable for any indirect, incidental, consequential, or punitive damages. Advisory services provided under this Agreement are not legal, financial, accounting, or HR consulting services.

10. Independent Contractor

The Advisor operates as an independent contractor. Nothing in this Agreement creates an employment relationship, partnership, joint venture, or agency between the parties. The Advisor is responsible for all applicable taxes on fees received.

11. Governing Law

This Agreement is governed by the laws of the State of California. Any disputes that cannot be resolved between the parties will be submitted to binding arbitration in Ventura County, California, in accordance with the rules of the American Arbitration Association. The prevailing party shall be entitled to recover reasonable attorney's fees and costs.

12. Non-Disparagement

Client agrees not to make negative, critical, or disparaging comments about Alinéate Group, the Advisor, or the Built to Run Without You program — publicly or privately — including on social media, review platforms, or in communications with third parties — in a manner that could damage the reputation or business of the Advisor.

The Advisor agrees not to make negative or disparaging comments about the Client or their business in any public or professional context.

13. Force Majeure

Neither party shall be held in breach of this Agreement for any delay or failure to perform caused by circumstances beyond their reasonable control, including but not limited to acts of nature, illness, public health emergencies, government restrictions, natural disasters, or other events that make performance inadvisable or impossible.

14. Entire Agreement

This Agreement constitutes the entire agreement between the parties and supersedes all prior discussions and representations. Any modification must be made in writing and signed by both parties. If any provision is found to be unenforceable, the remaining provisions continue in full force and effect.