Terms of Service

1. Legal Entity and Regulatory Status

Vestara Advisors operates as a sell-side M&A advisory firm providing strategic advisory, exit planning, business valuation, and transaction preparation services to business owners. Our services do not include the execution of securities transactions, which require registration as a broker-dealer under applicable federal and state securities laws.

2. Acceptance of Terms

By using this Site, you represent and warrant that:

• You are at least 18 years of age and have the legal capacity to enter into these Terms.
• You are accessing the Site for lawful purposes and in compliance with all applicable laws and regulations.
• If you are accessing the Site on behalf of a business entity, you have the authority to bind that entity to these Terms.
• You have read and understood these Terms and our Privacy Policy.

3. No Advisory Relationship Created

Use of this Site does not create an advisory, consulting, attorney-client, broker-dealer, investment advisory, or any other professional relationship between you and Vestara Advisors. No such relationship is established unless and until you execute a written engagement agreement with Vestara Advisors.

4. Informational Content — Not Professional Advice

All content on this Site, including blog posts, guides, PDF resources, valuation frameworks, deal tombstones, assessment tools, and other materials, is provided for general informational and educational purposes only. This content:

• Does not constitute financial, legal, tax, accounting, or investment advice.
• Is not tailored to your specific business, financial situation, or objectives.
• Should not be relied upon as the sole basis for any business, financial, or legal decision.
• May not reflect the most current legal, regulatory, or market developments.
• Is subject to change without notice.

Valuation multiples, market data, and transaction examples referenced on this Site are provided for illustrative purposes and reflect general market conditions. Actual transaction outcomes vary significantly based on company-specific factors, market timing, buyer dynamics, and negotiation. Past transaction results referenced on this Site do not guarantee or predict future outcomes.

5. Permitted and Prohibited Use

You may use this Site for lawful purposes consistent with these Terms. You agree that you will not:

• Use the Site in any manner that violates applicable federal, state, local, or international law or regulation.
• Transmit any unsolicited or unauthorized advertising or promotional material (spam).
• Impersonate any person or entity, or falsely state or misrepresent your affiliation with any person or entity.
• Attempt to gain unauthorized access to any part of the Site, its servers, or any database or system connected to the Site.
• Use automated tools (bots, scrapers, crawlers) to extract data from the Site without our express written permission.
• Reproduce, duplicate, copy, sell, resell, or exploit any portion of the Site without our express written permission.
• Use the Site to collect or harvest personal information about other users.
• Engage in any conduct that restricts or inhibits any other person's use or enjoyment of the Site.

6. Intellectual Property

The Site and all of its content, features, and functionality — including but not limited to text, graphics, logos, images, audio clips, digital downloads, data compilations, software, and the design, selection, and arrangement thereof — are owned by Interev, Inc. dba Vestara Advisors, its licensors, or other providers of such material, and are protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property laws.

Limited License: We grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Site and its content for your personal, non-commercial use in evaluating our services. This license does not include the right to:

• Modify or create derivative works based on the Site or its content.
• Use the content for commercial purposes without our express written consent.
• Remove any copyright, trademark, or other proprietary notices from any content.
• Transfer the content to any other person or "mirror" the content on any other server.

The Vestara Advisors name, logo, and all related names, logos, product and service names, designs, and slogans are trademarks of Interev, Inc. or its affiliates. You may not use such marks without our prior written permission.

7. Disclaimer of Warranties

To the fullest extent permitted by applicable law, Vestara Advisors disclaims all warranties, express or implied, including but not limited to:

• Implied warranties of merchantability, fitness for a particular purpose, and non-infringement.
• Warranties that the Site will be available, uninterrupted, timely, secure, or error-free.
• Warranties that the results that may be obtained from the use of the Site will be accurate or reliable.
• Warranties that the quality of any information, content, or other material obtained through the Site will meet your expectations.
• Warranties that any errors in the Site will be corrected.

No advice or information, whether oral or written, obtained by you from Vestara Advisors or through the Site shall create any warranty not expressly stated in these Terms.

8. Limitation of Liability

This limitation applies regardless of the legal theory on which the claim is based (contract, tort, strict liability, or otherwise), even if Vestara Advisors has been advised of the possibility of such damages.

In jurisdictions that do not allow the exclusion or limitation of liability for consequential or incidental damages, our liability is limited to the maximum extent permitted by law.

Cap on Liability: In no event shall Vestara Advisors' total aggregate liability to you for all claims arising out of or relating to your use of the Site exceed one hundred U.S. dollars ($100.00). This limitation applies whether the liability arises in contract, tort, or otherwise.

9. Indemnification

You agree to defend, indemnify, and hold harmless Interev, Inc. dba Vestara Advisors, its affiliates, licensors, and service providers, and its and their respective officers, directors, employees, contractors, agents, licensors, suppliers, successors, and assigns from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys' fees) arising out of or relating to your violation of these Terms or your use of the Site, including, but not limited to, any use of the Site's content, services, and products other than as expressly authorized in these Terms.

10. Third-Party Links and Services

The Site may contain links to third-party websites, services, or resources (including Calendly for scheduling, Close.com for CRM, and Zapier for automation). These links are provided for your convenience only. Vestara Advisors has no control over the contents of those sites or resources and accepts no responsibility for them or for any loss or damage that may arise from your use of them.

If you decide to access any of the third-party websites linked to this Site, you do so entirely at your own risk and subject to the terms and conditions of use for such websites. We encourage you to review the privacy policies and terms of service of any third-party sites you visit.

11. Confidentiality of Your Submissions

We understand that business owners who contact us may share sensitive financial and operational information. While we treat all information you share with us as confidential and handle it with professional discretion, please be aware that:

• Submission of information through our website forms does not create a formal confidentiality agreement.
• A formal Non-Disclosure Agreement (NDA) or Mutual NDA is typically executed at the beginning of an engagement, prior to the exchange of detailed business information.
• We recommend not sharing highly sensitive financial details (e.g., customer lists, proprietary technology specifications) through our website forms prior to executing a formal NDA.

If you wish to discuss your situation under a formal confidentiality agreement before sharing detailed information, please contact us at [email protected] and we will arrange an NDA prior to your disclosure.

12. Governing Law and Dispute Resolution

These Terms and any dispute or claim arising out of or in connection with them or their subject matter or formation (including non-contractual disputes or claims) shall be governed by and construed in accordance with the laws of the State of Texas, without giving effect to any choice or conflict of law provision or rule.

Any legal suit, action, or proceeding arising out of, or related to, these Terms or the Site shall be instituted exclusively in the federal courts of the United States or the courts of the State of Texas. You waive any and all objections to the exercise of jurisdiction over you by such courts and to venue in such courts.

Waiver of Class Action: You agree that any dispute resolution proceedings will be conducted only on an individual basis and not in a class, consolidated, or representative action.

13. Changes to These Terms

We reserve the right to revise and update these Terms at any time in our sole discretion. All changes are effective immediately when we post them and apply to all access to and use of the Site thereafter. Your continued use of the Site following the posting of revised Terms means that you accept and agree to the changes. We encourage you to check this page periodically so you are aware of any changes, as they are binding on you.

14. Severability and Waiver

If any provision of these Terms is held by a court or other tribunal of competent jurisdiction to be invalid, illegal, or unenforceable for any reason, such provision shall be eliminated or limited to the minimum extent such that the remaining provisions of the Terms will continue in full force and effect.

No waiver by Vestara Advisors of any term or condition set out in these Terms shall be deemed a further or continuing waiver of such term or condition or a waiver of any other term or condition, and any failure of Vestara Advisors to assert a right or provision under these Terms shall not constitute a waiver of such right or provision.

15. Entire Agreement

These Terms, together with our Privacy Policy, constitute the sole and entire agreement between you and Vestara Advisors regarding the Site and supersede all prior and contemporaneous understandings, agreements, representations, and warranties, both written and oral, regarding the Site.

16. Contact Information

Questions or comments about these Terms or our legal practices may be directed to: