Terms of Service for Advisory Engagement

1. Acceptance of Terms

By accessing this website, purchasing a subscription, or checking the “I agree” box at checkout, you (“Client,” “you”) agree to be bound by these Terms & Conditions (“Terms”). If you purchase or enroll in a subscription advisory service, your engagement is also governed by the Advisory Services Subscription Master Agreement and the applicable Service Tier Addendum (together, the “Master Agreement”), which are incorporated into these Terms by reference and will be provided to you at or before onboarding. If any conflict arises between these Terms and the Master Agreement, the Master Agreement controls for matters relating to your specific advisory engagement, and these Terms control for all other matters relating to use of this website.

2. Description of Services

McGee Strategic Advisors LLC (“Advisor,” “we,” “us,” “our”) provides business consulting and advisory services on a subscription basis, which may include, without limitation, human resources consulting, labor and employee relations advisory, workplace investigations, operational risk assessment, security consulting, accounting advisory, forensic accounting review, business operations consulting, compliance advisory, partnership and business exit advisory, contract review, and general small business development consulting. Advisor has limited Spanish language capability and/or optional advisors that may be consulted to assist in certain investigative contexts; however, Advisor does not provide translation or interpretation services, and all formal communications, documents, and deliverables will be conducted in English.

3. Not Legal Advice; Licensing Disclaimer

Stephanie McGee is licensed to practice law in the State of California only. Legal advice and attorney-client services are available exclusively to clients with matters arising under California law. All services provided to clients in other states constitute business consulting and advisory services only and do not constitute legal advice, create an attorney-client relationship, or substitute for the advice of licensed legal counsel in your jurisdiction. You are encouraged to seek independent legal counsel for matters requiring legal representation outside of California. Advisor is also not a staffing or placement agency, and nothing in these Terms or the Master Agreement creates an employment relationship between Advisor and Client or between Advisor’s personnel and Client.

4. Subscription Plans, Fees, and Billing

4.1 Subscription tiers, monthly fees, included hours, and response-time commitments are described on this website and will be set forth in your Service Tier Addendum.

4.2 Monthly fees are due and payable on the first (1st) day of each month, beginning on your subscription’s effective date, and are billed automatically through our payment processor.

4.3 Advisory hours used in excess of your monthly allotment are billed at the overage rate stated in your Addendum. Up to fifty percent (50%) of unused hours in a given month may roll over to the following month only, after which they expire and have no cash value.

4.4 Invoices not paid within fifteen (15) days of the due date accrue interest at 1.5% per month (18% per annum), or the maximum rate permitted by law, whichever is less. We reserve the right to suspend services for accounts more than thirty (30) days past due.

4.5 You may elect to prepay twelve (12) months of services at a 10% discount as set forth in your Addendum. Annual prepayments are non-refundable except as described in Section 5 below.

4.6 We accept payment by credit card or ACH bank transfer. We reserve the right to change accepted payment methods or processors at any time.

4.7 We may adjust the Monthly Fee upon thirty (30) days’ written notice. If you do not agree to an adjusted fee, you may terminate your subscription as described in Section 5.

5. Term, Cancellation, and Refunds

5.1 Your subscription begins on the Effective Date and continues for a minimum of three (3) consecutive months (the “Minimum Commitment Period”), after which it automatically renews month-to-month until cancelled.

5.2 After the Minimum Commitment Period, you may cancel by providing thirty (30) days’ written notice. Notice given during the Minimum Commitment Period takes effect at the end of that period.

5.3 We may terminate your subscription upon thirty (30) days’ written notice, or immediately if you fail to pay any amount due within thirty (30) days of the due date, materially breach these Terms or the Master Agreement and fail to cure within ten (10) days of notice, or engage in conduct we reasonably determine to be unlawful, unethical, or harmful.

5.4 Upon termination, you remain responsible for all fees and overage charges accrued through the effective date of termination. Prepaid annual fees are refunded on a pro-rata basis for unused complete months, less any overage charges owed. Completed work product is delivered upon receipt of final payment.

6. Client Responsibilities

You agree to: provide accurate, complete, and timely information necessary for us to perform services; designate a primary point of contact authorized to communicate with us; notify us promptly of changes in your business, personnel, or circumstances that may affect services; cooperate fully in connection with workplace investigations or other time-sensitive engagements; maintain the confidentiality of advice, strategies, and work product we provide; and pay all fees in accordance with Section 4.

7. Confidentiality

Each party agrees to hold the other’s non-public information in strict confidence and not disclose it to third parties without prior written consent, except as required by law. This obligation survives termination of your subscription for three (3) years.

8. Intellectual Property and Work Product

Documents, policies, handbooks, reports, forms, assessments, and other work product we create specifically for you become your property upon full payment of all fees due. We retain the right to use general methodologies, frameworks, and know-how developed during the engagement for other clients, and we retain all rights in our pre-existing templates, tools, and methodologies incorporated into your work product, which we license to you on a non-exclusive, non-transferable basis for your internal business use.