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Business Advisory Agreement
"I need a Business Advisory Agreement for my tech consulting firm providing digital transformation services to a Swiss healthcare company, starting March 2025, with strong data protection clauses and specific provisions for protecting patient information."
1. Parties: Identification of the advisor and the client, including full legal names, registration details, and addresses
2. Background: Context of the advisory relationship, brief description of the client's business and advisory needs
3. Definitions: Key terms used throughout the agreement, including 'Services', 'Deliverables', 'Confidential Information', etc.
4. Scope of Services: Detailed description of the advisory services to be provided
5. Term and Termination: Duration of the agreement and conditions for termination
6. Fees and Payment Terms: Compensation structure, payment schedule, expenses, and invoicing procedures
7. Obligations of the Advisor: Key responsibilities and commitments of the advisor
8. Obligations of the Client: Client's responsibilities including providing information and cooperation
9. Confidentiality: Provisions for handling confidential information and trade secrets
10. Intellectual Property: Ownership and usage rights of materials and deliverables
11. Liability and Indemnification: Limitation of liability and indemnification provisions
12. General Provisions: Standard clauses including governing law, notices, amendments, etc.
1. Non-Competition: Restrictions on advisor's activities with competing businesses, used when advisor will have access to sensitive competitive information
2. Data Protection: Specific provisions for handling personal data, required when services involve processing personal data
3. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term advisory relationships
4. Insurance: Requirements for professional liability insurance, important for high-value or high-risk advisory services
5. Assignment: Rights to transfer the agreement, relevant when dealing with larger organizations
6. Compliance with Laws: Specific regulatory compliance obligations, important in regulated industries
7. Key Personnel: Identification of specific individuals responsible for service delivery, useful for complex advisory relationships
1. Schedule A - Scope of Services: Detailed breakdown of specific advisory services, deliverables, and timelines
2. Schedule B - Fee Schedule: Detailed fee structure, rates, payment terms, and expense policies
3. Schedule C - Key Personnel: List of key team members and their roles
4. Schedule D - Service Levels: Performance metrics and service level expectations
5. Appendix 1 - Confidentiality Agreement: Detailed confidentiality terms and procedures
6. Appendix 2 - Data Processing Agreement: Specific terms for handling personal data under Swiss law
Authors
Financial Services
Technology
Manufacturing
Healthcare
Professional Services
Real Estate
Retail
Energy
Telecommunications
Education
Non-Profit
Transportation & Logistics
Media & Entertainment
Construction
Hospitality
Legal
Finance
Procurement
Business Development
Operations
Risk Management
Compliance
Strategy
Corporate Development
Project Management
Executive Leadership
Chief Executive Officer
Chief Financial Officer
Legal Counsel
Business Development Manager
Procurement Manager
Strategy Director
Operations Manager
Risk Manager
Compliance Officer
Project Manager
Management Consultant
Business Advisor
Corporate Development Director
General Counsel
Contract Manager
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