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Simple Advisor Agreement Template Generator for the USA

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Key Requirements PROMPT example:

Simple Advisor Agreement Template

"I need a Simple Advisor Agreement Template for engaging a technology consultant to provide strategic guidance for our AI development project, with specific focus on confidentiality and IP protection, starting March 2025."

Document background
The Simple Advisor Agreement Template is designed for use in the United States when engaging professional advisors across various industries. This document is essential when establishing formal advisory relationships, whether for business strategy, technical expertise, or industry-specific guidance. It covers critical elements including service scope, compensation, confidentiality, and term duration, while maintaining flexibility to accommodate different advisory scenarios. The agreement ensures compliance with relevant U.S. regulations while protecting both parties' interests through clear terms and conditions.
Suggested Sections

1. Parties: Identifies the contracting parties and their details

2. Background: Context and purpose of the advisory relationship

3. Definitions: Key terms used throughout the agreement

4. Services: Detailed description of advisory services to be provided

5. Term and Termination: Duration and conditions for ending the agreement

6. Compensation: Payment terms and fee structure

7. Confidentiality: Protection of sensitive information

Optional Sections

1. Parties: Identifies the contracting parties and their details

2. Background: Context and purpose of the advisory relationship

3. Definitions: Key terms used throughout the agreement

4. Services: Detailed description of advisory services to be provided

5. Term and Termination: Duration and conditions for ending the agreement

6. Compensation: Payment terms and fee structure

7. Confidentiality: Protection of sensitive information

Suggested Schedules

1. Schedule A - Services Description: Detailed scope of advisory services

2. Schedule B - Fee Schedule: Detailed breakdown of compensation structure

3. Schedule C - Compliance Requirements: Industry-specific compliance obligations and regulatory requirements

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

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Industries

Securities Exchange Act: Federal law governing securities trading and market regulation, relevant if the advisor's role involves securities-related activities

Investment Advisers Act of 1940: Federal legislation regulating investment advisors, particularly important if the advisor provides investment-related guidance

Internal Revenue Code: Federal tax regulations affecting advisor compensation, tax obligations, and contractor status implications

Federal Trade Commission Act: Legislation protecting against unfair business practices and deceptive conduct in business relationships

Federal Defend Trade Secrets Act: Federal law providing protection for trade secrets and confidential information

Fair Labor Standards Act: Federal law governing employment standards, crucial for proper worker classification and compensation

IRS Contractor Guidelines: IRS rules and tests for determining proper classification of independent contractors versus employees

Copyright Act: Federal law protecting original works of authorship, relevant for intellectual property created during advisory services

Patent Act: Federal legislation protecting inventions and innovations that may arise during advisory services

State Contract Laws: State-specific regulations governing contract formation, enforcement, and interpretation

State Non-Compete Laws: State-specific regulations governing the scope and enforceability of non-compete clauses

Privacy Regulations: Federal and state laws governing data protection and privacy requirements in business relationships

Contract Law Fundamentals: Basic elements required for valid contract formation including consideration, offer, acceptance, and capacity

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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