Terms of Service

Acceptance of terms

These Terms of Service ("Terms") form a binding agreement between you and Lakeside Priority Group ("Lakeside Priority Group," "we," "us," or "our") governing your access to and use of our website, consultation request form, and related services (collectively, the "Services").

By accessing the Services, submitting a consultation request, or communicating with us, you agree to these Terms and to our Privacy Policy, which is incorporated by reference. If you do not agree, do not use the Services.

If you are using the Services on behalf of a business entity, you represent that you are authorized to bind that entity, and "you" refers to both you and that entity.

Our role & the scope of our advice

Our work consists of analysis, recommendations, facilitation, and implementation support relating to business strategy, operations, financial management practices, sales, marketing, and organizational matters. We advise; you decide. All decisions about your business — including whether to act on any recommendation we make — remain yours alone, and you are solely responsible for the results of those decisions.

Where a matter requires a licensed professional, we will say so and recommend that you engage one. We may suggest attorneys, accountants, bookkeepers, software vendors, or other providers as a convenience. Unless we disclose otherwise in writing at the time, we receive no compensation for these referrals, and we do not supervise, control, or take responsibility for the work of any third-party provider you engage.

We are not responsible for your compliance with any law, regulation, licensing requirement, tax obligation, or contractual duty applicable to your business.

Eligibility

To use the Services you must be at least 18 years old and be an owner, officer, or authorized representative of a business seeking consulting or advisory services. Our Services are intended for business and commercial purposes only, not for personal, family, or household purposes.

You agree that our Services will be used only for lawful business purposes.

Engagements, scope & fees

Scope. Each engagement's deliverables, timeline, and fee are set out in the applicable statement of work. Work outside that scope is not included and, if requested, will be quoted and agreed in writing before it begins.

Fees and invoicing. Fees are as stated in the applicable statement of work. Unless it says otherwise, invoices are due within the period stated on the invoice, fees are exclusive of applicable taxes and pre-approved expenses, and paid fees are non-refundable except as expressly provided in that agreement. We may suspend work on past-due accounts after reasonable notice.

Your cooperation. Our work depends on timely access to your people, records, and systems, and on decisions being made when the plan calls for them. Delays or inaccurate information on your side may affect timelines, deliverables, and cost, and we are not responsible for outcomes attributable to them.

Termination. Either party may terminate an engagement as provided in the applicable statement of work. On termination you remain responsible for fees and approved expenses incurred through the effective date of termination.

Non-solicitation of personnel. During any engagement and for twelve months afterward, neither party will directly solicit for employment any employee or contractor of the other who was materially involved in the engagement, except through general public job postings not targeted at that person.

Independent contractor. We act as an independent contractor. Nothing in these Terms creates a partnership, joint venture, agency, or employment relationship, and we have no authority to enter into commitments on your behalf.

Information you provide

You agree to provide information that is true, accurate, current, and complete, and to promptly update it as needed. This includes contact details, business information, financial records, operational data, and any supporting documentation you share with us.

• Our analysis and recommendations rely on the information you provide. We do not audit, verify, or independently confirm it unless the statement of work expressly says otherwise.
• You represent that you have the right to share any information, records, or third-party data you give us, including any personal information about your employees or customers.
• Submitting false, misleading, or fraudulent information may result in suspension or termination of the Services and of any engagement.
• You are responsible for maintaining the confidentiality of any credentials used to access the Services or any systems you grant us access to.

Confidentiality

We treat non-public information you share with us in connection with an engagement as confidential. We use it only to perform the Services, and we do not sell it or disclose it to third parties for their own marketing purposes.

We may share your confidential information with employees, contractors, and subcontractors who need it to perform the work and who are bound by confidentiality obligations at least as protective as these, and with service providers that support our own operations, such as hosting, email, and document storage.

These obligations do not apply to information that is or becomes public through no fault of ours, that we already held without a duty of confidence, that we develop independently, or that we are required to disclose by law, regulation, or valid legal process. Where permitted, we will give you reasonable notice before making a required disclosure.

For engagements involving sensitive financial or operational records, we will sign a mutual non-disclosure agreement on request. Where an NDA is in place, its terms govern in the event of a conflict with this section. We will not identify you as a client publicly, or use your name, logo, or a testimonial in our marketing, without your prior written permission.

Our handling of personal information is described in our Privacy Policy.

No guaranteed outcomes

We do not promise or guarantee any particular result — including increased revenue, improved margins, cost savings, funding, valuation, growth, or time saved. Business outcomes depend on execution, market conditions, and many factors outside our control.

Any projections, models, forecasts, benchmarks, or estimated impacts we prepare are illustrative planning tools based on assumptions and on information you provide. Actual results will differ, potentially materially, and these materials should not be relied on as predictions or presented to third parties as such.

Figures, timeframes, and engagement lengths referenced in our marketing are illustrative examples and are not commitments. Testimonials and client stories reflect individual experiences at a particular time and do not guarantee similar results.

Communications consent

By providing your phone number and email address, you consent to receive communications from Lakeside Priority Group regarding your inquiry, including calls, text messages, and emails.

• You consent to calls and texts at the number provided, including those placed using automated technology or a prerecorded voice.
• Consent is not a condition of any purchase or service.
• Message frequency varies. Message and data rates may apply.
• Reply STOP to opt out of texts or HELP for help. Unsubscribe from marketing emails using the link in any message.

Full details are described in our Privacy Policy. Calls may be monitored or recorded for quality and training purposes.

Acceptable use

You agree not to:

• Use the Services for any unlawful, fraudulent, or unauthorized purpose.
• Submit another person's or business's information without authorization.
• Attempt to gain unauthorized access to our systems, or interfere with or disrupt the Services.
• Use bots, scrapers, or automated means to access or collect data from the Services.
• Introduce malware or any code intended to damage or impair the Services.
• Reproduce, resell, or commercially exploit any portion of the Services without our written permission.

We may suspend or terminate your access to the Services at any time, with or without notice, for conduct we reasonably believe violates these Terms or applicable law.

Intellectual property & deliverables

Our website and content. The Services and all content on them — including text, graphics, logos, the Lakeside Priority Group name and mark, page design, and software — are owned by Lakeside Priority Group or its licensors and are protected by intellectual property laws. We grant you a limited, revocable, non-exclusive, non-transferable license to access and use the Services for their intended purpose. You may not copy, modify, distribute, publicly display, or create derivative works from our website content without prior written consent.

Engagement deliverables. Deliverables prepared specifically for you under a statement of work — reports, financial models, documented processes, org designs, dashboards, and similar work product — become your property on payment in full of the fees for that engagement. You may use, modify, and maintain them without further permission from us.

Our pre-existing materials. We retain ownership of the methodologies, frameworks, templates, tools, checklists, and know-how we bring to the engagement or develop generally, including anything embedded in a deliverable. We grant you a perpetual, non-exclusive, royalty-free license to use those embedded materials as part of your deliverables for your own internal business purposes. You may not repackage, license, or resell them as a standalone product or service.

Your materials. You retain ownership of everything you provide to us. You grant us a limited license to use it for the purpose of performing the Services. We may also use general knowledge, skills, and experience gained during an engagement in later work, provided we disclose no confidential information about you.

Third-party links, tools & providers

The Services may contain links to third-party websites and services. In the course of an engagement we may recommend or help you configure third-party software and tools. We provide these links and recommendations for convenience and do not endorse, control, or assume responsibility for their content, products, availability, pricing, security, privacy practices, or terms.

Your relationship with any third-party provider — including licensing, fees, data handling, and support — is solely between you and that provider and governed by their agreement with you. You are responsible for reviewing those terms before proceeding.

Disclaimer of warranties

THE SERVICES ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY. TO THE FULLEST EXTENT PERMITTED BY LAW, LAKESIDE PRIORITY GROUP DISCLAIMS ALL WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, THAT ANY INFORMATION OBTAINED THROUGH THE SERVICES WILL BE ACCURATE OR RELIABLE, OR THAT ANY RECOMMENDATION WILL PRODUCE A PARTICULAR BUSINESS RESULT.

Nothing on the Services or in our deliverables constitutes legal, tax, accounting, audit, securities, or investment advice. You should consult your own qualified professionals before acting on any recommendation, and before entering into any contract, financing arrangement, or transaction.

Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW, LAKESIDE PRIORITY GROUP AND ITS OFFICERS, DIRECTORS, EMPLOYEES, CONTRACTORS, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, BUSINESS, OR GOODWILL, ARISING OUT OF OR RELATING TO YOUR USE OF THE SERVICES, ANY ENGAGEMENT, ANY RECOMMENDATION OR DELIVERABLE, OR YOUR DECISION TO ACT OR NOT ACT ON OUR ADVICE, WHETHER BASED IN CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE GREATER OF (A) THE TOTAL FEES YOU PAID TO US IN THE TWELVE MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE THOUSAND U.S. DOLLARS ($1,000.00). WHERE YOU HAVE PAID US NO FEES, OUR AGGREGATE LIABILITY SHALL NOT EXCEED ONE HUNDRED U.S. DOLLARS ($100.00).

Some jurisdictions do not allow the exclusion or limitation of certain damages, so portions of the above may not apply to you. In such cases, our liability is limited to the greatest extent permitted by applicable law. Nothing in these Terms limits liability for fraud, willful misconduct, or any liability that cannot be limited by law.

Indemnification

You agree to indemnify, defend, and hold harmless Lakeside Priority Group and its officers, directors, employees, contractors, and agents from and against any claims, liabilities, damages, losses, and expenses — including reasonable attorneys' fees — arising out of or related to your use of the Services, your violation of these Terms, your violation of any law or third-party right, the accuracy of information you submit, or claims brought by third parties (including your employees, customers, or investors) relating to your implementation of or reliance on our recommendations.

Dispute resolution & arbitration

Informal resolution first. Before starting arbitration, the party raising a dispute will send the other written notice describing it, and the parties will attempt in good faith to resolve it within thirty days.

If that fails, any dispute, claim, or controversy arising out of or relating to these Terms or the Services shall be resolved by binding arbitration administered by a recognized arbitration provider under its commercial rules. The arbitration shall take place in Orange County, California, or another mutually agreed location, and judgment on the award may be entered in any court of competent jurisdiction.

Class action waiver. You and Lakeside Priority Group agree that each may bring claims against the other only in an individual capacity, and not as a plaintiff or class member in any purported class, collective, or representative proceeding.

Exceptions. Either party may bring an individual claim in small claims court, and either party may seek injunctive or equitable relief in court to protect intellectual property rights, enforce confidentiality obligations, or address unauthorized access to the Services.

Where a signed services agreement contains its own dispute resolution provision, that provision governs disputes arising from the engagement it describes.

Governing law

These Terms are governed by the laws of the State of California, without regard to its conflict of laws principles. Subject to the arbitration provision above, you consent to the exclusive jurisdiction and venue of the state and federal courts located in Orange County, California for any matter not subject to arbitration.

General provisions

• Changes to these Terms — we may modify these Terms at any time. Updates take effect when posted, and the "Last updated" date will reflect the change. Continued use of the Services constitutes acceptance.
• Severability — if any provision is found unenforceable, the remaining provisions remain in full force.
• No waiver — our failure to enforce any provision is not a waiver of our right to do so later.
• Assignment — you may not assign these Terms without our written consent. We may assign them freely.
• Force majeure — neither party is liable for delays or failures caused by events beyond its reasonable control.
• Survival — the confidentiality, intellectual property, disclaimer, liability, indemnification, and dispute resolution sections survive termination.
• Entire agreement — these Terms, the Privacy Policy, and any signed services agreement constitute the entire agreement between you and Lakeside Priority Group regarding the Services.
• Electronic communications — you consent to receive agreements, notices, and disclosures from us electronically, and agree they satisfy any legal requirement that such communications be in writing.

Contact us

Questions about these Terms? Get in touch and we'll be glad to help.