Terms of Service

Effective Date: January 1, 2025

These Terms of Service (“Terms”) govern your use of the services provided by Davidson Value Advisors LLC (“we,” “us,” or “our”), including any consulting, advisory, or digital services delivered through our website, email communications, or in person. By accessing our website or engaging our services, you agree to be bound by these Terms. If you do not agree, you should not use our services.

Davidson Value Advisors LLC offers strategic consulting and business advisory services to service-based small business owners. Our services include, but are not limited to, business turnaround planning, leadership system implementation, exit readiness preparation, and ongoing strategic advisory engagements. All services are customized based on the individual needs of each client and may be delivered virtually or in person, depending on scope and availability.

To use our services, you may be required to submit personal or business information through our website or other communications. You agree that all information you provide is accurate, current, and complete. We reserve the right to refuse service to any individual or business at our discretion, particularly if we determine the engagement does not align with our areas of expertise or business capacity.

All fees for our services will be clearly communicated in advance and agreed upon prior to beginning any engagement. Payment is typically due upfront or on a milestone schedule, as outlined in your engagement agreement or invoice. We use third-party payment processors, including Stripe, to securely handle all payments. By submitting payment, you authorize us and our processor to charge your preferred payment method. All sales are final unless otherwise stated in writing. Any refund or cancellation policy will be outlined on a per-engagement basis and must be requested in writing.

We retain the right to change our services, pricing, or terms at any time. Changes will be posted to our website or communicated via email, and your continued use of our services after such updates constitutes acceptance of the revised terms. We will not be liable for any delay or failure to perform resulting from causes outside our reasonable control.

You agree not to misuse our website or services, including engaging in unauthorized access, copying proprietary content, or using our materials for any purpose other than the one for which they are intended. All materials, processes, and frameworks used in our engagements remain the intellectual property of Davidson Value Advisors LLC, unless explicitly agreed otherwise in writing.

We are committed to protecting your privacy. Please refer to our Privacy Policy for information on how we collect, use, and protect your personal data. By using our services, you acknowledge that you have read and understood our Privacy Policy.

If you have questions about these Terms or wish to inquire about a service, please contact us at jeff@dvadvisor.com. Davidson Value Advisors LLC is based in Huntersville, North Carolina, and provides advisory services to clients across the United States.