Coaching & Consulting Terms

Applies to: Private Coaching Package (four 1-hour sessions), Deal Review, and any other one-on-one services.

Effective Date: October 23, 2026

By purchasing, booking, or attending, you ("Client") agree to these terms, in addition to DDC's Terms of Use, Privacy Policy, Refund & Cancellation Policy, and Disclaimers & Disclosures.

1. Nature of Services

DDC provides educational coaching and general business consulting to help Client think through business buying, selling, financing, and growth decisions. DDC does not provide legal, tax, accounting, investment, lending, appraisal, insurance, real estate, or business brokerage services, does not represent Client in any transaction, and does not negotiate on Client's behalf, unless a separate signed engagement says otherwise. A Deal Review is an educational review of materials Client provides; it is not a valuation, appraisal, audit, quality-of-earnings report, legal review, or due diligence, and it does not verify the accuracy of any information.

2. Client Responsibilities

Client is solely responsible for all decisions, actions, and outcomes; for independently verifying all figures, assumptions, and representations; and for retaining qualified professionals (attorney, CPA, lender, licensed broker) before relying on any information or signing any document. Client represents that Client has the right to share any materials provided to DDC, including materials subject to an NDA.

3. Scheduling

Package Term: all four sessions must be used within 12 months of purchase. Sessions may be split as Client prefers, subject to availability (minimum 30 minutes per booking).

Rescheduling: at least 24 hours' notice. Late changes and no-shows count as a used session.

Late arrival: sessions end at the scheduled time. Arrival more than 15 minutes late may be treated as a no-show.

Expiration: unused time expires at the end of the Package Term and is non-refundable.

Transfer: sessions are non-transferable without DDC's written consent.

4. Fees and Refunds

Fees are due at purchase. Refunds are governed by the Refund & Cancellation Policy (Sections 3–4).

5. Communication Between Sessions

Reasonable, brief email follow-up may be provided at DDC's discretion. Coaching is not emergency support. Do not rely on DDC for time-sensitive legal, financing, or contractual deadlines.

6. Confidentiality

DDC keeps Client's non-public information confidential and uses it only to provide services, except where disclosure is required by law, needed to prevent harm, or Client consents. Coaching is not protected by any legal privilege. Client agrees not to share DDC's proprietary materials without permission.

7. Recording

Sessions are not recorded unless both parties agree in writing (email is fine). If recorded, the recording is used only for Client's benefit and DDC's internal administration.

8. Intellectual Property

All DDC materials provided are licensed to Client for personal or internal business use only, as described in the Terms of Use.

9. Testimonials

DDC will use Client's testimonial, first name, or business description in marketing only with Client's written permission, which Client may revoke for future use at any time.

10. Conduct

DDC may end a session or terminate services for abusive, disruptive, or unlawful conduct, with a prorated refund of unused, prepaid sessions.

11. Release and Limitation of Liability

To the maximum extent permitted by law, Client releases DDC and its owners, members, employees, contractors, and affiliates from any claims arising from or related to the services, except to the extent caused by DDC's gross negligence or willful misconduct. If Client is a California resident, Client waives California Civil Code Section 1542, which provides: "A general release does not extend to claims that the creditor or releasing party does not know or suspect to exist in his or her favor at the time of executing the release and that, if known by him or her, would have materially affected his or her settlement with the debtor or released party." DDC's total liability for any claim will not exceed the fees Client actually paid for the specific service giving rise to the claim.

12. Indemnification

Client agrees to indemnify and hold harmless DDC and its owners, employees, contractors, and affiliates from claims, losses, and expenses (including reasonable attorneys' fees) arising from Client's breach of these terms, misuse of materials, or Client's business decisions and transactions.

13. Disputes

Disputes are resolved as stated in Section 17 of the Terms of Use (informal resolution, then individual arbitration in Oregon, under Oregon law.

14. Acknowledgment

By purchasing, scheduling, or attending any session, Client confirms that Client has read, understands, and agrees to these terms.