Ƶ

Success Fee Contract for the United States

Success Fee Contract Template for United States

A Success Fee Contract is a legally binding agreement under U.S. law that establishes a performance-based compensation structure where payment is contingent upon achieving specific, predetermined objectives or outcomes. This document outlines the success criteria, fee calculation methodology, payment terms, and conditions under which the fee becomes payable. It includes provisions compliant with federal and state regulations, particularly regarding fee structures, disclosure requirements, and payment triggers.

Your data doesn't train Genie's AI

You keep IP ownership of your information

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Download a Standard Template

4.6 / 5
4.8 / 5
Access for free
OR

Alternatively: Run an advanced review of an existing
Success Fee Contract

Let Ƶ's market-leading legal AI identify missing terms, unusual language, compliance issues and more - in just seconds.

What is a Success Fee Contract?

The Success Fee Contract is utilized when parties wish to align compensation with specific performance outcomes. This agreement type is commonly used in professional services, particularly in investment banking, consulting, and real estate sectors. The contract defines success metrics, payment triggers, and calculation methodologies while ensuring compliance with U.S. federal and state regulations. It provides security for both parties by clearly establishing expectations and obligations, making it particularly valuable for high-stakes transactions where results-based compensation is preferred over fixed fees.

What sections should be included in a Success Fee Contract?

1. Parties: Identification of contracting parties and their details

2. Background: Context and purpose of the success fee arrangement

3. Definitions: Key terms used in the agreement, including success criteria

4. Success Fee Structure: Detailed explanation of fee calculation and triggers

5. Payment Terms: Timing and method of payment upon success

6. Success Criteria: Clear definition of what constitutes success

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

What sections are optional to include in a Success Fee Contract?

1. Exclusivity: Terms of exclusive arrangement between parties

2. Milestone Payments: Intermediate payment structure for complex or long-term projects

3. Dispute Resolution: Specific procedures for handling disputes in high-value or complex arrangements

What schedules should be included in a Success Fee Contract?

1. Success Metrics Schedule: Detailed criteria and measurement methods for success

2. Fee Calculation Schedule: Detailed methodology for calculating success fees

3. Project Timeline: Key dates and milestones for the project

4. Service Scope: Detailed description of services covered under the agreement

Authors

Alex Denne

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

Jurisdiction

United States

Publisher

Ƶ

Document Type

Fee Agreement

Cost

Free to use
Clauses




















Industries

State-Specific Laws: Different states have varying regulations regarding success fees, contingency arrangements, fee-splitting, referral fees, and contract formation requirements that must be considered in the contract drafting process.

Federal Laws: Federal regulations including SEC rules for securities transactions, FTC regulations for fair business practices, and anti-kickback laws for federal programs must be incorporated into the contract structure.

Professional Ethics Rules: Consideration of ABA Model Rules for legal services, State Bar Association rules regarding fee arrangements, and industry-specific professional codes of conduct that govern success fee arrangements.

Tax Considerations: Internal Revenue Code provisions regarding success fee treatment, tax reporting requirements, and timing of income recognition must be addressed in the contract.

Consumer Protection Laws: State and federal consumer protection statutes that may apply to the success fee arrangement, particularly if the agreement involves consumer services.

Industry-Specific Regulations: Specific regulations pertaining to different sectors such as financial services, real estate, or healthcare that may impact the structure and enforceability of the success fee agreement.

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

Find the exact document you need

Fee Agreement Form

A U.S. legal document establishing terms of payment and services between attorneys and clients.

Download

Divorce Retainer Agreement

A U.S. legal contract establishing terms between divorce attorneys and their clients, governed by state-specific requirements.

Download

Retainer Agreement For Expert Witness

A U.S. legal document establishing the terms of engagement between an expert witness and a retaining party, typically a law firm or attorney.

Download

Trustee Compensation Agreement

A U.S.-governed agreement establishing compensation terms for trustees managing trust assets.

Download

Probate Fee Agreement

A legal contract between an attorney and estate representative outlining probate services and fees, governed by U.S. state laws.

Download

Pet Deposit Agreement Form

A U.S. legal document establishing terms for pet deposits and pet-keeping conditions in rental properties.

Download

Contingency Fee Engagement Letter

A U.S. legal document establishing attorney-client representation terms where payment is contingent on case success.

Download

Attorney And Client Mandate And Fee Agreement

A U.S.-compliant agreement establishing the terms and conditions of legal representation between an attorney and client, including scope of services and fee arrangements.

Download

Real Estate Commission Agreement Form

A U.S.-compliant agreement establishing the commission terms and representation rights between a real estate agent/broker and property owner.

Download

Attorney Fee Agreement

A U.S.-governed legal contract establishing terms and conditions for attorney fees and legal representation services.

Download

Flat Fee Engagement Letter

A U.S.-compliant document establishing a professional service relationship with a fixed fee structure.

Download

Contingency Retainer Agreement

A U.S. legal agreement establishing attorney representation terms where payment is contingent upon case success.

Download

Construction Finders Fee Agreement

A U.S. legal agreement establishing terms for compensating individuals who refer construction projects or clients to construction companies, subject to state and federal regulations.

Download

Finders Fee Agreement For Raising Capital

A U.S.-governed agreement establishing terms for finder's services in capital raising activities, including compensation and regulatory compliance.

Download

Personal Injury Fee Agreement

A U.S.-governed agreement between attorney and client establishing terms and fees for personal injury representation.

Download

No Attorney Fee Agreement

A U.S. legal document establishing terms for providing legal services without attorney fees.

Download

Design Fee Contract

A U.S.-governed agreement establishing terms and payment conditions between designers and clients for professional design services.

Download

General Contractor Agreement Cost Plus Fee

A U.S.-governed construction contract where the owner reimburses the contractor's costs plus an agreed fee, establishing terms for project execution and payment.

Download

Retainer Fee Contract

A U.S.-governed agreement establishing terms for ongoing professional services in exchange for regular retainer payments.

Download

Settlement Agreement Fixed Fee

A U.S. legal document that finalizes dispute resolution between parties for a fixed payment amount.

Download

Insurance Agent Commission Split Agreement

A U.S. legal agreement defining commission sharing terms between insurance agents, compliant with state insurance regulations.

Download

Agreement For Services And Fees

A U.S.-governed agreement establishing terms for professional services and associated fees between provider and client.

Download

Success Fee Engagement Letter

A U.S.-governed document establishing terms for outcome-based professional services compensation.

Download

Success Fee Contract

A U.S.-governed agreement establishing performance-based compensation terms where payment is contingent upon achieving specific objectives.

Download

Real Estate Consultant Fee Agreement

A U.S.-governed agreement establishing terms and compensation for real estate consulting services.

Download

Contingency Fee Contract

A U.S.-governed agreement defining attorney compensation based on case outcome, subject to state-specific regulations.

Download

Trustee Fee Agreement

A U.S.-governed agreement establishing trustee compensation terms and payment arrangements for trust management services.

Download

Travel Agent Service Fee Agreement

A U.S.-governed agreement establishing terms and fees for travel agent services.

Download

Transaction Fee Agreement

A U.S.-governed agreement establishing terms and conditions for transaction-related fees and services.

Download

Sales Commission Split Agreement

A U.S.-governed agreement that defines how sales commissions are divided between multiple parties involved in completing a sale.

Download

Non Refundable Fee Agreement

A U.S. legal agreement establishing terms for services provided under non-refundable payment conditions.

Download

Hybrid Contingency Fee Agreement

A U.S. legal fee agreement combining fixed fees and contingency payments for legal services.

Download

Commercial Loan Referral Fee Agreement

A U.S.-governed agreement establishing terms for commercial loan referrals and associated fee payments between referrers and lenders.

Download

Tuition Grant Agreement

A U.S. legal agreement establishing terms for educational financial assistance, including grant amount, requirements, and recipient obligations.

Download

Hourly Fee Agreement

A U.S.-compliant contract establishing terms for hourly-rate services, including payment terms and scope of work.

Download

Consultant Referral Agreement

A U.S.-governed agreement establishing terms for client referrals to consultants in exchange for compensation.

Download

Professional Fee Agreement

A U.S.-compliant contract defining terms and conditions for professional services, including scope of work and payment terms.

Download

Finder Fee Agreement For Sales Leads

A U.S.-governed agreement establishing compensation terms for providing qualified sales leads to a company.

Download

Contingency Fee Retainer Agreement

A U.S. legal agreement establishing attorney representation where fees are paid only upon successful recovery of damages.

Download

Cost Fixed Fee Contract

A U.S. government contract type that reimburses actual costs plus a predetermined fixed fee as profit, regulated under FAR.

Download
See more related templates

ұԾ’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; ұԾ’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it