ENGAGEMENT TERMS — BUSINESS DIAGNOSTIC SERVICES

Provider: The Sure Foundation, a trade name of The Sure Foundation Group LLC, an Arizona limited liability company ("we," "us") Client: ______________________________ ("you") — a business, not a consumer Engagement (check one): ☐ Real-Books Readout — $750 flat ☐ Profit-Leak Session — $2,500 (your paid $750 Readout credits toward it) Date: ____________

By signing below, replying "Agreed" to the email delivering these terms, or paying the invoice, you accept these terms.

1. What you're buying (scope and deliverable)

• Real-Books Readout ($750): We run our diagnostic engine on the accounting exports you provide. You receive a written Profit-Leak Report (approx. 6–10 pages) with your pillar scores, dollarized estimates, and top-ranked flags, plus a recorded video walkthrough of your reddest numbers. Target turnaround: 5 business days from the date we receive complete, usable data.
• Profit-Leak Session ($2,500): A live working session (approx. 90–120 minutes) with you and the key people you invite, in which we walk your business's leaks and dollarize them together. You receive a one-page prioritized Leak Register with a named owner per leak, a break-even one-pager, and a suggested 90-day fix sequence.
• Anything not listed above is out of scope. In particular: implementation, bookkeeping, ongoing monitoring, staffing, and any work on your systems are not included (those are separate, later engagements if we both agree in writing).

2. Fee and payment

The fee is fixed as checked above — no hourly billing, no surprise add-ons. Invoiced via QuickBooks; due on receipt unless the invoice says otherwise. For the Readout, work begins when payment and complete data have both arrived. The $750 Readout fee credits toward a Profit-Leak Session purchased within 90 days of Readout delivery.

3. What you provide — and that we rely on it

You will provide accurate, complete, current exports from your actual accounting system (e.g., QuickBooks) and answer reasonable follow-up questions. Our analysis relies entirely on what you give us. We do not audit, verify, or independently confirm your data; if the inputs are wrong or incomplete, the output will be too, and that is not a defect in the service. You represent that you have the right to share the data you send us.

4. Confidentiality and data handling (our promise to you)

• Your financials are confidential. We will not disclose your books, reports, or business information to anyone outside the engagement, except service providers under § 4 of our Privacy Policy (e.g., email infrastructure) or where the law genuinely compels it.
• Who sees them: today, one person — RJ Patino. No offshore processors, no analysts, no data pooling. If that ever changes (e.g., an analyst is hired), any additional person will be bound in writing to the same confidentiality before touching your data, and we'll tell you on request who has access.
• Secure handling. Your files live on our own equipment and business email — they are not uploaded to the public website, and they are never used to train anything or benchmarked against other clients without your written consent.
• Return / deletion. At your written request at any time — and automatically within 60 days after the final deliverable — we delete your accounting files and working copies, except the deliverables themselves and records we must keep for tax/accounting compliance (e.g., the invoice). Ask and we'll confirm deletion in writing.
• No testimonials or case studies using your name or numbers without your prior written consent. (Anonymized, non-identifiable aggregate lessons are ours to learn.)

5. Not advice — you make the decisions

> The Sure Foundation Diagnostic is an automated, informational business-health diagnostic. It is not financial, accounting, legal, tax, or investment advice and creates no advisory relationship. Results are estimates based only on the data you provide. Consult a licensed professional before acting.

That disclaimer applies to every deliverable under this engagement, including everything said in a live Session. Additionally:

• We are not your CPA, auditor, attorney, or financial advisor, and this engagement creates no fiduciary or advisory relationship. The deliverables are not an audit, review, compilation, attestation, or assurance engagement, and must not be presented to any lender, investor, buyer, insurer, or other third party as one. Deliverables are for your internal use only; no third party may rely on them.
• Every dollar figure we give you is an estimate built from your own data and stated assumptions — a tool for prioritizing, not a measurement, a valuation, or a promise.
• Decisions are yours. You agree you will not treat the deliverables as a substitute for advice from your own licensed professionals, and that any action you take (or don't take) based on this engagement is your decision and responsibility.

6. No guarantee of savings or outcomes

We do not promise that you will save, recover, or earn any amount of money. Any dollar figures in our marketing, on our website, or in examples from other businesses are illustrations of what a diagnostic can surface — they are not typical results, not predictions, and not commitments about your business. Whether any identified leak turns into recovered dollars depends on your business, your execution, and factors outside our control. All implied warranties — including merchantability, fitness for a particular purpose, and any warranty arising from marketing materials, examples, or course of dealing — are disclaimed to the maximum extent the law allows.

7. Limitation of liability

To the maximum extent permitted by law: our total aggregate liability arising out of or relating to this engagement is capped at the fees you actually paid us for this engagement, and neither party is liable to the other for indirect, incidental, consequential, special, exemplary, or punitive damages, or for lost profits, lost savings, or business interruption — including losses from business decisions made in reliance on the deliverables. These limits do not apply to a party's fraud or willful misconduct, or to your payment obligations.

8. Whose work is whose

Your data stays yours. The deliverables we prepare for you are yours to use internally in your business. Our diagnostic engine, seven-pillar framework, scoring methodology, templates, and report formats remain ours, and no rights in them transfer. You won't use the deliverables to build or help build a competing diagnostic product.

9. Term, termination, and refunds

• Either party may terminate on written notice (email suffices).
• If you terminate a Readout before delivery: we refund the fee minus work already performed (if we haven't started, full refund).
• Sessions: rescheduling with 48+ hours' notice is free; a no-show or later cancellation forfeits up to half the fee at our discretion. If we cancel and can't reschedule within 30 days, full refund.
• Sections 4–8 and 10 survive termination.

10. Governing law, venue, fees

This agreement is governed by Arizona law. Exclusive venue: the state or federal courts in Maricopa County, Arizona (small-claims/justice court included where it qualifies). In any action arising out of this agreement, the prevailing party may recover reasonable attorneys' fees and costs as allowed by law, including A.R.S. § 12-341.01. `[VERIFY statute with counsel.]`

11. Entire agreement; changes

This document (plus the invoice and, where applicable, the website Terms of Use and Privacy Policy) is the entire agreement for this engagement and replaces all prior discussions and marketing statements. Changes are valid only in a writing agreed to by both parties (email confirmation counts). We are an independent contractor — nothing here creates a partnership, employment, or agency relationship.

Accepted:

Client: ___________________________ Name/Title: ___________________ Date: ________

The Sure Foundation: ___________________ (RJ Patino) Date: ________

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DRAFT — must-haves: § 3 (reliance on client data), § 4 (confidentiality — required before the FIRST paid engagement per OFFER-LADDER gate), § 5 (no-advice/no-audit/no-third-party-reliance), § 6 (no-guarantee/implied-warranty kill), § 7 (cap at fees). Nice-to-haves: § 8 no-compete-use sentence, § 9 no-show forfeiture. Extension path for $25k/$50k+ tiers: keep this base + add a one-page scope addendum per engagement (deliverables, milestones, phased fees) — do NOT sell those tiers on this document alone.

Last updated: July 1, 2026.

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