Entrepreneurship Plan · Referral Sign-Up

CONSULTATION SERVICE AGREEMENT

This Consultation Service Agreement (“Agreement”) is made and entered into as of the date of acceptance by both parties (“Effective Date”), by and between FirstOak Solutions LLC (“Consultant”) and Client (“Client”), whose contact information is provided upon acceptance of this Agreement. IN CONSIDERATION of the matters described above and of the mutual benefits and obligations set forth in this Agreement, the Client and Consultant (collectively the “Parties”) agree to the following terms and conditions:

1. SERVICES PROVIDED
Consultant agrees to provide the following consultation services to the Client:
1. Registration VIP Service: step-by-step guidance on setting up and legally registering the Client’s company (an LLC or a Corporation); estimated completion time of 3-7 business days, subject to processing times by regulatory authorities; collection of initial organizational documentation, including formation documents, Federal Employer Identification Number (FEIN) confirmation, Operating Agreement or Bylaws, and other required corporate records.
2. Entrepreneurship Guidance: brainstorming discussion to identify best industry practices; consultation services regarding business formation initiation and general guidance on customary market operations; consultation on business operations, payroll management, entity structuring, and regulatory best practices; general self-employed consultation.

2. PAYMENT TERMS
• The total service fee is USD.
• Full payment is due upon acceptance of this Agreement. Payment methods include ACH transfer, Wire Transfer or Zelle (details provided separately).
• Services will commence only after payment is received and confirmed.

3. CLIENT RESPONSIBILITIES
• Client agrees to provide all necessary documents and accurate information required for service completion.
• Client acknowledges that service completion timelines depend on government processing times and other external factors beyond Consultant’s control.
• Client understands that Consultant does not guarantee any specific outcomes related to business registration or compliance matters.

4. LIMITATION OF LIABILITY
• Consultant will provide services in good faith and to the best of its ability but does not warrant any particular outcome. Consultant is not responsible for delays caused by government agencies, third-party service providers, or incomplete information provided by Client.
• In signing this Agreement, Client expressly understands and agrees not to hold Consultant liable, in law or in equity, to Client, or to any third party, for any direct, indirect, special, consequential, or exemplary damages resulting from the use of Consultant’s services.
• Nothing in this Agreement, and in particular within this Limitation of Liability clause, shall attempt to exclude liability that cannot be excluded under applicable state or federal law.

5. TERMINATION & REFUND POLICY
• Either party may terminate this Agreement by written notice before service commencement.
• If Client cancels before services begin, a refund may be issued, minus any applicable administrative fees.
• Once services have commenced, no refunds will be provided.

6. CONFIDENTIALITY
• Consultant agrees to keep all Client-provided information confidential and use it solely for the purpose of delivering services under this Agreement.
• Client agrees not to disclose Consultant’s proprietary materials or methodologies to third parties.

7. ENTIRE AGREEMENT
This Agreement sets forth all the covenants, agreements, conditions, and understandings between the Parties, and there are no covenants, promises, agreements, conditions, or understandings, either oral or written, between the Parties other than those expressly set forth herein. No subsequent alteration, amendment, change, or addition to this Agreement shall be binding upon Client or Consultant unless reduced to writing and signed by both parties. The provisions of this Agreement are solely for the purpose of setting forth the obligations of Client and Consultant and shall not be deemed to imply or confer any right or benefit upon any third party.

8. ACCEPTANCE
By signing below or submitting payment, the Client acknowledges that they have read, understood, and agreed to the terms outlined in this Agreement.