Terms of Service

Effective: March 23, 2026

These Terms of Service ("Terms") govern your use of the website parkridgeadvisory.com, the Pipeline Scorecard application at scorecard.parkridgeadvisory.com, and any advisory services provided by Parkridge Advisory ("we," "us," or "our"). By accessing our website or using our services, you agree to be bound by these Terms.

1. Services Overview

Parkridge Advisory provides pipeline growth consulting and advisory services to business owners and operators. Our services include, but are not limited to, the Pipeline Scorecard self-assessment tool, pipeline diagnostics, strategic roadmaps, and implementation advisory through our 90-Day Growth Program.

The specific scope, deliverables, timeline, and fees for any paid engagement will be outlined in a separate Statement of Work or engagement agreement signed by both parties prior to work commencing.

2. Pipeline Scorecard

The Pipeline Scorecard is a free self-assessment tool designed to help business owners identify areas of improvement in their sales pipeline. The scorecard provides general recommendations based on the information you submit.

Scorecard results are informational and do not constitute professional advice. They are based solely on the accuracy and completeness of the information you provide. We make no guarantees regarding the outcomes of implementing any scorecard recommendations without a formal advisory engagement.

3. Advisory Services and Guarantee

Paid advisory engagements are governed by individual engagement agreements between you and Parkridge Advisory. These agreements will specify the scope of work, fees, payment terms, and any applicable performance guarantees.

Our satisfaction guarantee, as described on our website, applies only to clients who have entered into a formal 90-Day Growth Program engagement, and is subject to the following conditions:

If these conditions are met and no measurable improvement in the agreed-upon metrics is achieved, we will continue advisory support at no additional cost for a reasonable period as determined in the engagement agreement. This guarantee does not constitute a refund policy.

4. Your Responsibilities

When using our website and services, you agree to:

5. Intellectual Property

All content on our website — including text, graphics, logos, design elements, and the Pipeline Scorecard tool — is the property of Parkridge Advisory and is protected by applicable intellectual property laws. You may not copy, modify, distribute, or create derivative works from our content without prior written consent.

During a paid engagement, deliverables created specifically for your business (such as your custom roadmap, audit reports, and KPI dashboards) become your property upon full payment. However, the underlying methodologies, frameworks, templates, and tools used to create those deliverables remain the intellectual property of Parkridge Advisory.

6. Confidentiality

We understand that advisory engagements involve the exchange of sensitive business information. We commit to treating all client data, financials, pipeline information, and business strategies as confidential. We will not disclose your confidential information to third parties without your consent, except as required by law.

This confidentiality obligation survives the termination of any engagement. Specific confidentiality terms may be detailed in your engagement agreement or a separate NDA if requested.

7. Limitation of Liability

Parkridge Advisory provides strategic guidance and recommendations based on our professional judgment and the information available to us. We do not guarantee specific financial outcomes, revenue increases, or business results. Business outcomes depend on many factors beyond our control, including market conditions, your team's execution, and the accuracy of the information you provide.

To the maximum extent permitted by law, Parkridge Advisory's total liability for any claims arising from or related to our services shall not exceed the total fees paid by you for the specific engagement giving rise to the claim. We shall not be liable for any indirect, incidental, consequential, or punitive damages, including lost profits or revenue.

8. Disclaimer of Warranties

Our website and free tools (including the Pipeline Scorecard) are provided on an "as is" and "as available" basis without warranties of any kind, either express or implied. We do not warrant that our website will be uninterrupted, error-free, or free of harmful components.

Nothing on our website or in the Pipeline Scorecard constitutes financial, legal, tax, or accounting advice. You should consult with qualified professionals for advice specific to your situation.

9. Payment Terms

Payment terms for advisory services will be specified in your engagement agreement. Unless otherwise agreed, invoices are due within 15 days of receipt. We reserve the right to pause or terminate services for overdue payments. All fees are non-refundable once work has commenced, except as explicitly stated in your engagement agreement or under the terms of our satisfaction guarantee.

10. Termination

Either party may terminate an advisory engagement by providing written notice as specified in the engagement agreement. Upon termination, you are responsible for payment of all fees for services rendered through the termination date. Sections regarding confidentiality, intellectual property, and limitation of liability survive termination.

We reserve the right to suspend or terminate your access to our website or free tools at any time, for any reason, without notice.

11. Governing Law

These Terms are governed by and construed in accordance with the laws of the State of Utah, without regard to conflict of law principles. Any disputes arising from these Terms or our services shall be resolved in the state or federal courts located in Salt Lake County, Utah.

12. Changes to These Terms

We may update these Terms from time to time. We will post the revised Terms on this page with an updated effective date. Your continued use of our website or services after any changes constitutes acceptance of the updated Terms. Material changes to terms governing an active engagement will be communicated directly to you.

13. Severability

If any provision of these Terms is found to be unenforceable or invalid by a court of competent jurisdiction, that provision will be limited or eliminated to the minimum extent necessary, and the remaining provisions will remain in full force and effect.

14. Contact Us

If you have any questions about these Terms, please contact us at:

Parkridge Advisory
tom@parkridgeadvisory.com