Agreement to Terms
These Terms of Service constitute a legally binding agreement made between you and Marshall Strategies, LLC ("Company," "we," "us," or "our"), concerning your access to and use of our website and professional services.
By accessing our website or engaging our services, you agree to be bound by these Terms. If you do not agree with any part of these Terms, you may not access our website or use our services.
Description of Services
Marshall Strategies provides institutional-grade financial leadership services including, but not limited to:
CFO Services
Strategic financial planning and analysis
Capital structuring and investor relations
M&A advisory and due diligence
Financial modeling and forecasting
Board and investor reporting
Accounting Management
Full-cycle bookkeeping and ledger management
Account reconciliation and treasury oversight
Budget analysis and cash flow management
Audit preparation and readiness
CPA attestation and audit review services
Capital Compliance
SEC Regulation D 506(b) and 506(c) filings
Form D preparation and blue-sky compliance
Investor documentation and PPM review
SPV formation and structural advisory
Accredited investor verification
Bad actor checks and AML screening
Professional Services Agreement
Engagement for our professional services requires execution of a separate Professional Services Agreement ("PSA") that will outline:
Specific scope of work and deliverables
Project timelines and milestones
Fee structure and payment terms
Confidentiality provisions
Termination conditions
These Terms of Service apply generally to your use of our website and initial consultations. The PSA governs the specific professional engagement.
Client Responsibilities
When engaging our services, you agree to:
Provide accurate, complete, and timely information
Grant reasonable access to financial records and systems
Respond promptly to requests for documentation
Maintain confidentiality of our work product
Comply with all applicable laws and regulations
Pay fees in accordance with agreed terms
Confidentiality
We understand the sensitive nature of financial information. All client information shared with Marshall Strategies is treated as strictly confidential and will not be disclosed to third parties except:
As required by law or regulatory authorities
With your express written consent
To our professional advisors bound by confidentiality obligations
As necessary to provide the contracted services
Intellectual Property Rights
Our Content
The website and all content, including but not limited to text, graphics, images, logos, and software, are the property of Marshall Strategies and are protected by applicable copyright and trademark laws.
Work Product
Unless otherwise specified in your Professional Services Agreement, work product created specifically for your engagement belongs to you upon full payment of all fees. We retain the right to use general knowledge, skills, and experience gained during the engagement.
Limitation of Liability
To the fullest extent permitted by applicable law, Marshall Strategies shall not be liable for:
Any indirect, incidental, special, consequential, or punitive damages
Loss of profits, revenues, data, use, or goodwill
Any damages arising from your use of or inability to use our services
Any damages resulting from unauthorized access to your data
Our total liability for any claim arising from these Terms or our services shall not exceed the fees paid by you for the specific services giving rise to the claim.
Indemnification
You agree to defend, indemnify, and hold harmless Marshall Strategies and its officers, directors, employees, and agents from and against any claims, damages, obligations, losses, liabilities, costs, or debt arising from:
Your use of our services
Your violation of these Terms
Your violation of any third-party rights
Any misrepresentation made by you
Professional Standards
Our services are provided in accordance with applicable professional standards, including:
Generally Accepted Accounting Principles (GAAP)
Generally Accepted Auditing Standards (GAAS)
AICPA Professional Standards
SEC regulations and guidance
State CPA board requirements
Dispute Resolution
Any dispute arising from these Terms or our services shall be resolved as follows:
Negotiation
The parties shall first attempt to resolve any dispute through good faith negotiation.
Mediation
If negotiation is unsuccessful, the parties agree to submit the dispute to non-binding mediation before pursuing other remedies.
Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of Georgia, without regard to its conflict of law provisions.
Jurisdiction
Any legal action or proceeding arising under these Terms shall be brought exclusively in the federal or state courts located in Fulton County, Georgia.
Termination
We reserve the right to terminate or suspend your access to our services immediately, without prior notice or liability, for any reason, including breach of these Terms.
Upon termination, your right to use our services will immediately cease. All provisions of these Terms which by their nature should survive termination shall survive.
Changes to Terms
We reserve the right to modify these Terms at any time. We will notify you of material changes by posting the new Terms on this page and updating the "Last Updated" date.
Your continued use of our services after any such changes constitutes your acceptance of the new Terms.
Severability
If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that these Terms shall otherwise remain in full force and effect.
Contact Information
Questions about these Terms should be directed to:
Marshall Strategies, LLC
8735 Dunwoody Place, STE 11385
Atlanta, GA 30350
Phone: (404) 521-8146
Email: inquiries@marshallstrategies.com
Last Updated: January 2026