Last updated May 13, 2026
These Terms of Use govern your access to and use of the benchmarkCFO™ website, forms, content, and related online materials. benchmarkCFO is operated by BenchmarkCFO Group, Inc. (“benchmarkCFO,” “we,” “us,” or “our”).
By accessing or using this website, you agree to these Terms of Use. If you do not agree, do not use the website.
1. Website Use Only
These Terms apply to our website, public content, forms, and online materials.
Paid consulting services, CFO advisory services, financial modeling work, readiness sprints, subscriptions, retainers, and other client work are governed by the applicable proposal, engagement letter, statement of work, invoice terms, platform terms, nondisclosure agreement, or other written agreement between you and benchmarkCFO.
If these Terms conflict with a signed written agreement between you and benchmarkCFO, the signed written agreement controls for that engagement.
2. No Client Relationship From Website Use
Using this website, submitting a form, downloading content, or contacting us does not create a client relationship, advisory relationship, fiduciary relationship, or confidential engagement by itself.
A client relationship begins only when benchmarkCFO and the client agree in writing to the applicable scope, terms, and payment arrangement.
3. Informational Content Only
The content on this website is provided for general informational and educational purposes only.
benchmarkCFO provides CFO-level strategic finance, financial modeling, readiness, and related consulting services. Unless expressly agreed in a separate written agreement, website content is not accounting, audit, review, compilation, tax, legal, investment, securities, broker-dealer, valuation, fairness, or assurance advice.
You should consult your CPA, attorney, tax advisor, investment advisor, lender, broker, or other qualified professional before making decisions that require licensed advice.
References to QSBS, tax-efficient planning, financing, fundraising, investor-readiness, lender-readiness, buyer-readiness, exits, valuations, or transactions are for planning and discussion purposes only and are not legal, tax, investment, securities, or transaction advice.
4. No Guarantee of Results
benchmarkCFO may describe services, examples, case studies, readiness frameworks, financial models, or potential business outcomes. These materials are not guarantees.
Actual results may vary based on many factors, including market conditions, business performance, data quality, execution, financing availability, buyer or investor interest, lender requirements, tax treatment, legal structure, and other circumstances outside benchmarkCFO’s control.
5. User Responsibilities
You agree to use the website lawfully and professionally. You agree not to:
- Use the website for any unlawful, fraudulent, misleading, abusive, or harmful purpose.
- Attempt to gain unauthorized access to the website, systems, data, or accounts.
- Interfere with the operation, security, or availability of the website.
- Upload or transmit malware, viruses, harmful code, or disruptive materials.
- Scrape, crawl, copy, harvest, or extract website content or data using automated tools without our written permission.
- Misrepresent your identity, company, authority, or relationship with benchmarkCFO.
- Submit information that you do not have the right to submit.
- Violate the intellectual property, privacy, confidentiality, or other rights of benchmarkCFO or any third party.
6. Information You Submit
You are responsible for the accuracy, completeness, and lawfulness of information you submit through the website, forms, email, or other communications.
Do not submit confidential, proprietary, sensitive, regulated, or personal information unless you are authorized to do so and unless the submission is appropriate for the communication method being used.
Information you submit is also governed by our Privacy Policy.
7. Intellectual Property
The website, content, text, graphics, logos, service names, frameworks, methods, downloads, and other materials are owned by benchmarkCFO or its licensors and are protected by copyright, trademark, and other laws.
benchmarkCFO™, CFO Reviewed Financials™, CFO Reviewed Financial Model™, Comprehensive Financial Model™, Decision-Grade Modeling™, Built to Sell℠, Achieve intently.℠, and related marks, names, and materials may not be copied, modified, distributed, sold, republished, or used commercially without our prior written permission.
You may view and use the website for your own internal business evaluation purposes only.
8. Third-Party Links and Tools
The website may link to or use third-party websites, forms, scheduling tools, payment processors, analytics tools, social media platforms, or other services. We do not control third-party services and are not responsible for their content, availability, security, terms, or privacy practices.
Your use of third-party services is governed by their own terms and policies.
9. Payments and Refunds
Any payment obligations, refund rights, cancellation rights, subscription terms, milestone terms, retainer terms, or platform-specific payment terms will be stated in the applicable proposal, statement of work, invoice, checkout page, platform agreement, or written client agreement.
Unless a separate written agreement states otherwise, fees for consulting services, advisory services, models, diagnostics, reports, and other professional work are earned as work is performed and may be non-refundable to the extent permitted by law.
10. Disclaimers
To the fullest extent permitted by law, the website and website content are provided “as is” and “as available,” without warranties of any kind, whether express, implied, or statutory.
benchmarkCFO disclaims all warranties of merchantability, fitness for a particular purpose, accuracy, completeness, non-infringement, availability, security, and error-free operation.
We do not warrant that the website will be uninterrupted, secure, error-free, or free of viruses or harmful components.
11. Limitation of Liability
To the fullest extent permitted by law, benchmarkCFO Group, Inc., its owners, officers, employees, contractors, affiliates, and service providers will not be liable for indirect, incidental, consequential, special, exemplary, punitive, or similar damages, including lost profits, lost revenue, lost data, lost opportunities, business interruption, reputational harm, or financing, investment, lender, buyer, or transaction outcomes arising from or related to your use of the website or website content.
To the fullest extent permitted by law, benchmarkCFO’s total liability for claims arising from or related to website use will not exceed $100.
This limitation does not limit any rights or remedies that cannot be limited under applicable law, and it does not override any separate written agreement that expressly provides different liability terms.
12. Indemnification
You agree to indemnify and hold harmless benchmarkCFO Group, Inc., its owners, officers, employees, contractors, affiliates, and service providers from and against claims, liabilities, damages, losses, costs, and expenses arising from your misuse of the website, violation of these Terms, violation of law, or violation of third-party rights.
13. Changes to the Website or Terms
We may update the website, content, services, and these Terms from time to time. The updated Terms will be posted on this page with a new “Last updated” date. Your continued use of the website after updates are posted means you accept the updated Terms.
14. Governing Law and Venue
These Terms are governed by the laws of the State of California, without regard to conflict-of-law rules.
To the fullest extent permitted by law, any dispute arising from or related to these Terms or your use of the website will be brought exclusively in the state or federal courts located in Los Angeles County, California, and you consent to personal jurisdiction and venue in those courts.
15. Severability
If any provision of these Terms is found unenforceable, the remaining provisions will remain in effect. The unenforceable provision will be modified to the minimum extent necessary to make it enforceable, or removed if modification is not permitted.
16. Contact Us
If you have questions about these Terms, contact us at:
BenchmarkCFO Group, Inc.
Attn: Legal
333 S. Grand Ave. #3310
Los Angeles, CA 90071
support@benchmarkCFO.com