The Advisor Contract is essential for formalizing professional advisory relationships in the United States. This document is typically used when engaging consultants, subject matter experts, or strategic advisors to provide guidance or services to a business. The contract ensures clarity in roles, responsibilities, and expectations while protecting both parties' interests through well-defined terms for confidentiality, intellectual property, compensation, and liability. It must comply with federal and state regulations, particularly regarding employment classification, securities laws (if applicable), and state-specific contract requirements.
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1. Parties: Identifies the advisor and the company/client, including full legal names and addresses
2. Background: Explains the context and purpose of the advisory relationship
3. Definitions: Defines key terms used throughout the agreement
4. Scope of Services: Details the specific advisory services to be provided
5. Term and Termination: Specifies duration of agreement and termination conditions
6. Compensation: Details fees, payment terms, and reimbursement provisions
7. Confidentiality: Protects sensitive information shared during the engagement
1. Non-Compete: Restricts advisor from competing activities. Include when protecting business interests is crucial and state laws permit
2. Intellectual Property: Addresses ownership of work product. Include when advisor will create IP during engagement
3. Insurance: Specifies required insurance coverage. Include when advisor's services involve significant risk
4. Compliance: Details regulatory compliance requirements. Include when services are in regulated industries
1. Schedule A - Services Description: Detailed breakdown of advisory services
2. Schedule B - Compensation Details: Detailed fee structure and payment terms
3. Schedule C - Compliance Requirements: Specific regulatory or industry compliance requirements
4. Appendix 1 - Key Performance Indicators: Metrics for evaluating advisor's performance
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