Client Service Agreement

This page presents the standard framework that LEVEILLE Business Consulting℠ ("LEVEILLE," "we," "us," or "our") uses as the basis for client engagements. It is provided for transparency and general reference.

Each engagement begins with a defined scope of services agreed upon between LEVEILLE and the client. The scope specifies:

• The specific service(s) to be provided (drawn from LEVEILLE's 41-service catalogue)
• The objectives and expected outcomes of the engagement
• The timeline and key milestones
• Any limitations or exclusions

Services not explicitly included in the agreed scope are out of scope and subject to a separate agreement or change order.

Deliverables vary by service and are specified in the engagement agreement. Common deliverables include:

• Completed government filings and confirmation documents (formation, EIN, SAM.gov, etc.)
• Drafted legal or business documents (operating agreements, capability statements, business plans)
• Strategic recommendations and advisory reports
• Completed tax returns or compliance filings
• Structured action plans and implementation roadmaps

Deliverables are provided in the format specified in the engagement agreement. LEVEILLE will notify the client if circumstances outside our control affect the agreed timeline.

The client agrees to:

• Provide accurate, complete, and timely information required for LEVEILLE to perform the agreed services
• Respond to requests for information, approvals, or signatures within a reasonable timeframe
• Notify LEVEILLE promptly of any changes to the client's business circumstances that may affect the engagement
• Pay all fees in accordance with the agreed payment schedule
• Review and approve deliverables within the timeframe specified in the engagement agreement

Delays caused by the client's failure to meet these responsibilities may affect timelines and are not grounds for a refund.

Fees for each engagement are specified in the Client Service Agreement. General payment terms are as follows:

⚠ Owner Review Required

[OWNER TO CONFIRM: e.g., "A deposit of [X]% is due upon execution of the agreement before work commences"]

⚠ Owner Review Required

[OWNER TO CONFIRM: e.g., "Remaining fees are due upon delivery of the final deliverable, or on a milestone schedule as specified in the agreement"]

⚠ Owner Review Required

[OWNER TO CONFIRM: e.g., "Accepted payment methods: [list methods]"]

⚠ Owner Review Required

[OWNER TO CONFIRM: e.g., "Late payments are subject to a [X]% monthly fee after [X] days"]

Third-party fees

Government filing fees, state registration fees, and other third-party costs are separate from LEVEILLE's consulting fees. These costs are the client's responsibility and are not included in LEVEILLE's quoted fees unless explicitly stated in the engagement agreement.

Any change to the agreed scope of services — including additions, removals, or modifications — must be agreed upon in writing by both parties before work on the changed scope begins. Changes may affect the timeline and fees.

LEVEILLE reserves the right to decline scope changes that are outside our service capabilities or that conflict with professional or ethical standards.

Both parties agree to maintain the confidentiality of proprietary or sensitive information shared during the engagement. LEVEILLE will not disclose client information to third parties except:

• As required to perform the agreed services (e.g., submitting filings on the client's behalf)
• As required by applicable law or a valid legal order
• With the client's prior written consent

This confidentiality obligation survives the termination of the engagement.

LEVEILLE's proprietary materials

LEVEILLE's methodologies, templates, frameworks, and proprietary tools remain the intellectual property of LEVEILLE Business Consulting. The client receives a licence to use deliverables produced for their specific engagement but does not acquire ownership of LEVEILLE's underlying intellectual property.

Client-specific deliverables

LEVEILLE provides professional consulting guidance and documentation support. We do not guarantee specific outcomes, including:

• Approval of any loan, credit line, or financing application
• Achievement of a specific business credit score
• Award of any government contract, grant, or certification
• Approval of any licence, permit, or registration by a government authority
• Specific tax outcomes, refunds, or savings
• Revenue growth or any other financial result

Outcomes depend on factors outside LEVEILLE's control, including client action, third-party decisions, and regulatory requirements. Our services are advisory in nature and do not constitute legal, accounting, or financial advice.

TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, LEVEILLE'S LIABILITY TO THE CLIENT FOR ANY CLAIM ARISING FROM AN ENGAGEMENT SHALL NOT EXCEED THE TOTAL FEES PAID BY THE CLIENT FOR THE SPECIFIC SERVICE GIVING RISE TO THE CLAIM.

LEVEILLE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS OR BUSINESS OPPORTUNITIES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Termination by either party

Either party may terminate an engagement by providing written notice. The terms governing fees owed upon termination — including any work completed to the date of termination — are specified in the individual Client Service Agreement.

Termination for cause

LEVEILLE reserves the right to terminate an engagement immediately and without refund if the client:

• Provides materially false or fraudulent information
• Requests services that would require LEVEILLE to violate applicable law or professional standards
• Fails to make payment as agreed after reasonable notice

For questions about client engagements or this agreement framework:

• Email: [email protected]
• Phone: +1 (800) 301-2393
• Location: Charlotte, NC, USA