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Introduction Fee Agreement
"I need an Introduction Fee Agreement for my real estate consultancy business based in Sydney, where I'll be introducing potential buyers to commercial property developers and want to charge 2% of the final purchase price for successful introductions completed before December 2025."
1. Parties: Identifies and defines the parties to the agreement - typically the Introducer and the Client
2. Background: Sets out the context of the agreement, including the Client's business and desire for introductions
3. Definitions: Defines key terms used throughout the agreement, including 'Introduction', 'Success Fee', 'Target Business', etc.
4. Appointment: Formally establishes the Introducer's role and the non-exclusive nature of the arrangement
5. Introduction Services: Details the specific services the Introducer will provide and the target criteria for introductions
6. Fee Structure: Specifies how the introduction fee is calculated and when it becomes payable
7. Payment Terms: Outlines the payment process, timing, and any conditions precedent to payment
8. Term and Termination: Specifies the duration of the agreement and circumstances for termination
9. Confidentiality: Establishes obligations regarding confidential information shared during the introduction process
10. Warranties and Representations: Sets out the promises made by each party regarding their capacity and authority
11. Limitation of Liability: Defines the extent of each party's liability under the agreement
12. General Provisions: Standard boilerplate clauses including governing law, notices, and entire agreement
1. Non-Circumvention: Used when there's a risk of the Client bypassing the Introducer to deal directly with introduced parties
2. Exclusivity Provisions: Include when the Introducer has exclusive rights for certain territories or target businesses
3. Success Metrics: When fee payment is tied to specific success criteria or outcomes
4. Regulatory Compliance: Include when the introduction services may fall under financial services regulations
5. Intellectual Property: When the introduction process involves sharing of IP or proprietary information
6. Data Protection: Include when personal data will be shared as part of the introduction process
7. Post-Termination Obligations: When certain obligations need to survive the end of the agreement
8. Force Majeure: Include when needed to address potential disruptions to the introduction services
1. Fee Calculator: Detailed breakdown of fee calculations, including any sliding scales or success-based components
2. Target Business Criteria: Specific criteria for acceptable introductions, including industry, size, location etc.
3. Reporting Template: Standard format for reporting introductions and tracking progress
4. Excluded Parties: List of businesses or individuals excluded from the introduction fee arrangement
5. Introduction Protocol: Step-by-step process for making and documenting introductions
6. Service Level Agreement: Specific performance metrics and service standards if applicable
Authors
Financial Services
Professional Services
Management Consulting
Real Estate
Investment Banking
Private Equity
Venture Capital
Business Broking
Commercial Property
Recruitment
Mergers & Acquisitions
Corporate Advisory
Legal
Business Development
Corporate Development
Finance
Commercial
Mergers & Acquisitions
Advisory
Executive Leadership
Procurement
Strategy
Business Development Manager
Managing Director
Chief Executive Officer
Business Broker
Corporate Development Manager
Chief Financial Officer
Investment Manager
Legal Counsel
Commercial Director
Partner (Professional Services)
Business Consultant
Relationship Manager
Head of Mergers & Acquisitions
Chief Commercial Officer
Business Advisory Manager
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