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Advisory Agreement Template

Find a ready-to-use advisory agreement template — inside Business in a Box, the AI-powered Business Operating System.

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Why This Matters

Engage Business Advisors with Professional Agreement Templates

An advisory agreement defines the terms of engagement between a company and a business advisor — covering compensation structure (equity or cash), scope of advisory services, confidentiality obligations, and term duration.

Without a clear agreement, advisory relationships can lead to equity disputes, unclear expectations, and confidentiality breaches that harm your business.

With Business in a Box, you get a proven advisory agreement template that addresses every critical aspect of advisor engagements.

Business Outcomes

What This Helps You Do

Define advisory scope and expected contributions
Structure fair equity or cash compensation
Protect company information with confidentiality terms
Set vesting schedules aligned with advisor performance
Establish clear term duration and termination rights
Build productive advisor relationships from the start

Ratings & Reviews

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Build Your System

Explore Related Business Areas

Advisory agreements are only one piece of running a business well. Build your system across these areas.

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Organize contracts, policies, and critical business information in one place.

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Assign follow-up tasks, approvals, reviews, and ownership.

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Keep questions, decisions, and coordination connected to the work.

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Trusted Globally

Trusted by Businesses Worldwide

More than 250,000 businesses worldwide have used Business in a Box to create professional documents, save time, reduce costs, and structure how their company operates.

250K+
Businesses Served
50M+
Templates Downloaded
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Countries
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Years of Expertise

“The advisory agreement template helped us bring on three industry experts with clear equity terms. No awkward conversations later about what was promised.”

Jason Park — Founder & CEO, Elevate Ventures

“We used the vesting schedule template to align advisor incentives with company milestones. Professional and fair for both sides.”

Natalie Brooks — COO, Brightpath Health

“The confidentiality and IP provisions protected our proprietary technology when working with external advisors. Essential for any startup.”

Amir Hassan — CTO, DeepLayer AI

Enterprise-Ready Security

Built for Trust, Security, and Compliance

Your data is protected by enterprise-grade infrastructure and compliance standards.

Hosted on AWS
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ISO 27001
PCI DSS Compliant

Questions

Frequently Asked Questions

An advisory agreement is a contract between a company and a business advisor that defines the scope of advisory services, compensation (equity, cash, or both), confidentiality obligations, intellectual property rights, term duration, and termination provisions.
The template covers advisory scope, compensation structure (equity and/or cash), vesting schedule, confidentiality, non-compete and non-solicitation, intellectual property assignment, term and termination, and liability limitations.
Typical advisor equity ranges from 0.25% to 1% depending on the company stage, advisor commitment level, and value they bring. The template allows you to customize the equity amount and vesting terms for your situation.
Yes. The template is fully editable. Customize compensation type, equity percentage, vesting schedule, advisory scope, meeting frequency, and confidentiality terms for your specific advisor engagement.
Yes. Business in a Box offers a Free Forever plan with no credit card required. Paid plans start at $20/month.
Yes. Business in a Box is hosted on AWS with enterprise-grade security. We are SOC 2 compliant, ISO 27001 certified, and PCI DSS compliant.

Start Building Your Business Box

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