[{"data":1,"prerenderedAt":502},["ShallowReactive",2],{"document-finder-s-fee-agreement-D12699":3},{"document":4,"label":22,"preview":11,"thumb":23,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":24,"breadcrumb":28,"related":34,"customDescModule":177,"customdescription":6,"mdFm":178,"mdProseHtml":501},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":16,"keywords":21},"FINDER'S FEE AGREEMENT This Finder's Fee Agreement (\"Agreement\") is made and effective this [DATE], BETWEEN: [FINDER NAME] (the \"Finder\"), an individual or a corporation with his main address at: [COMPLETE ADDRESS] AND: [COMPANY NAME] (the \"Company\"), a corporation organized and existing under the laws of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, A. Company is in the business of [SPECIFY], B. Company desires to obtain certain introductory services described hereunder from the Finder, C. Company agrees to engage the Finder as an independent contractor to perform such Services and the Finder hereby agrees to provide such services to the Company NOW THEREFORE, in consideration of the mutual covenants and agreements herein contained, the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree as follows: APPOINTMENT The Company hereby appoints the Finder to act as its sole and exclusive Finder, for the purpose of providing the following Services [SPECIFY] to the Company: The Finder shall provide the Services in accordance with the specifications and expectations established by the Company and the Finder shall at all times observe and comply with all applicable federal and state or other laws and regulations. Finder also undertakes to observe the highest professional standards in the performance of all services to be provided under this contract. INDEPENDENT CONTRACTOR The Finder fully understands and accepts that he or she will perform his or her work as an independent contractor at his or her own expense and risk in order to obtain information on [SPECIFY] and submit it to the Company as a sales opportunity. DUTIES OF FINDER Throughout the term of this Agreement, Finder shall make reasonable efforts to endorse and promote [COMPANY NAME] and its services. It may also refer and transmit potential customers (including, but not limited to, business acquaintances, customers and associates) for the [COMPANY NAME]'s Services. Finder will respect and comply with all current practices and procedures regarding the referral of clients to the Services. The Finder may only claim compensation hereunder for customers with whom Finder has had direct personal contact and to whom Finder has directly approved and recommended the Services. Throughout the term of this Agreement, Finder undertakes not to recommend potential customers to any person or entity that offers products and services that are in competition with those offered by [COMPANY NAME]. If applicable, throughout the term of this Agreement, Finder undertakes to display all promotional items and relevant documentation related to [COMPANY NAME] products or services. COMPENSATION Under the terms of this agreement, the Company will pay the Finder an intermediation fee for its services. This amount will be in the amount of [SPECIFY]. The above intermediation fees will be due in full by the Company, as from the moment of execution of the contract, i.e. the moment when the Company executes the terms of the contract with the Client introduced by the Finder. Payment of this commission will be made no later than [SPECIFY] the day of the month following receipt of the invoice for fees related to the Services. PAYMENT CONDITIONS The referred customer is not a current customer of [COMPANY NAME] or a customer whom [COMPANY NAME] contacted before the date of the recommendation and to whom [COMPANY NAME] has undertaken sales and marketing efforts. Referral customers will not be considered accepted by the Company, and the Company will have no obligation to pay hereunder, unless an accepted contract is signed, or the service has been provided by one of the referrals. CONFIDENTIALITY In the course of performing the Services below, Finder may have access to certain confidential or proprietary information of the Company. 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WHEREAS, the Lender has at such request of the Borrower agreed to grant all or some or any of the aforesaid Facilities subject inter alia to the terms and conditions contained in this Agreement and also in the other Transaction Documents including Security Documents or any of them and on such other terms and conditions as may be deemed necessary and notified from time to time by the Lender to the Borrower. NOW, THEREFORE, the Parties agree as follows: DEFINITIONS \"Agreement\" means this Facility Agreement and any amendment/modifications made thereto from time to time by the Parties hereto and shall include the Schedule hereto. \"Borrower\" means the personas defined above and includes any Co-Borrower/Joint Borrower. \"Borrower's Dues\" means and includes the outstanding principal amount of the Facility, Interest on the Facility, all other interest, all fees, costs, charges, expenses, stamp duty (including registration and filing charges and taxes of any description whatsoever as may be levied from time to time by the Government or other authority) and all other sums whatsoever payable by the Borrower to the Lender in accordance with the terms and conditions of the Facility and Transaction Documents, as well as all other monies whatsoever stipulated in or payable by the Borrower under the Facility. \"Due Date\" means the date(s) on which any amounts in respect of the Borrower's Dues, including the principal amounts of the Facility, Interest and/or any other monies, falls due, as specified in the Facility Application and/or the Sanction Letter and the other Transaction Documents. \"Interest\" shall mean the rate of Interest chargeable on the Facility at the rate and calculated in a manner specifically mentioned in the Schedule attached hereto and shall include any change of Interest on account of change in the Lender's internal policy or any directives/guidelines by the change in the Base rate or due to any other reasons. \"Parties\" means the Lender and the Borrower who are party to this Agreement. \"Prepayment\" means premature repayment of the Facility as per the terms and conditions laid down by the Lender in that behalf and as in force at the time of Prepayment. \"Schedule\" means and includes the Schedule attached hereto and forming an integral part of the Agreement. \"Security\" means the security interest created by the Security Provider in favor of the Lender as desired by the Lender on the Secured Property under each of the Security Documents in accordance with this Agreement. \"Security Documents\" means any documents, deeds, or agreements in relation to the creation of Security or the Additional Security in favor of the Lender. \"Security Provider\" means the Borrower or any third party who, on the request of the Borrower, has agreed to provide Security in favor of the Lender and shall include any guarantor providing the guarantee to secure the obligations under this Agreement. \"Transaction Documents\" means this Agreement, any Security Documents, Facility Application, or Sanction Letter and includes all writings and other documents executed or entered into or to be executed or entered into by the Borrower, or, as the case may be, by any other person, in relation to, or pertaining to the Facility and each such Transaction Document as amended from time to time. BASIS OF AGREEMENT The Borrower's Application and subsequent correspondence with the Lender and Lender's Sanction Letter referred to under Schedule I (d) of this Agreement shall be deemed to constitute the basis of this Agreement and of the credit facilities as hereinafter stated. The Borrower hereby agrees that the said advance shall be governed by the terms and conditions contained herein as well as those embodied in the Sanction Letter, and other loan and/or Security Documents except insofar as the loan/Security Documents may expressly or by necessary implication be modified by these presents. DISBURSAL OF FACILITY The loan will be disbursed to the Borrower in one or more installment(s) as may be required by the Borrower. The disbursement may be direct to the supplier or by credit to the Savings Lender or Current Account of the Borrower, depending upon the purpose for which the loan is sanctioned. The Borrower shall give at least three (3) clear days' prior notice of withdrawal of any installment of the loan, which advice may be waived by the Lender at its option. In the case of joint borrowing by more than one person, the person specified under Schedule I (f) of this Agreement shall draw the amount in stages as stipulated. SECURITY Security: The Security Provider agrees to create Security in such form and manner as may be required by the Lender to secure the principal amount of the Facility, together with Interest, Additional Interest, costs, charges, expenses etc. due and payable by the Borrower to the Lender. Additional Security: In the event the Security furnished by the Security Provider is found to be insufficient/incorrect in value to the Indebtedness, the Borrower shall be directed to furnish Additional Security as may be required by the Lender. Notwithstanding the above, in the event the Additional Security furnished by the Security Provider is subsequently found to be of inferior value to that as declared by the Borrower in the Facility Application, the Facility may be recalled or repayment of the Facility may be accelerated by the Lender with immediate effect. The Lender shall have the absolute right to decide whether or not it will accept as security for the purpose of the Facility any goods, book-debts, movables and other assets offered from time to time to the Lender by the Borrower. The Lender shall be at liberty at its sole discretion at any time without previous notice and without assigning any reason whatsoever to cease to accept the Security from the Security Provider and/or to cease making advance there against. REPAYMENT OF LOAN The Borrower agrees to repay the loan as specified in Schedule II (a) of this Agreement. The Borrower further agrees to pay Interest for a full six (6) months, if the loan is closed before 6 months from the date of disbursement. DUE DATE OF INSTALLMENT The due date of installment shall correspond to the date of disbursement as per the periodicity (i.e. monthly/quarterly/half yearly/yearly, as the case may be). However, the Lender shall, at its sole discretion, have right to fix the due date of installment, if he so desires. LENDER'S RIGHT TO REFIX INSTALMENT AMOUNT The Borrower agrees that, on account of upward revision of Interest or for any other reason, without giving any reasons to the Borrower, the Lender will have absolute liberty and discretion to refix the amount of the installment, and, in that event, the Borrower shall be liable to repay the loan with revised Interest at such revised installment, or the Lender may, at its sole and absolute discretion, extend the period of repayment. In the event of any amendment/alteration to the amount of installment and/or the number of installments on account of the above reasons, then the same shall be deemed to have been substituted here in this Agreement. INTEREST PAYABLE","Facility Agreement","11","https://templates.business-in-a-box.com/imgs/1000px/facility-agreement-D13269.png","https://templates.business-in-a-box.com/imgs/250px/13269.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13269.xml",{"title":91,"description":6},"facility agreement",[93,95],{"label":18,"url":94},"business-legal-agreements",{"label":96,"url":97},"Consulting Agreements","consulting-agreement","referral agreement","/template/referral-agreement-D13269",{"description":101,"descriptionCustom":6,"label":102,"pages":103,"size":9,"extension":10,"preview":104,"thumb":105,"svgFrame":106,"seoMetadata":107,"parents":109,"keywords":108,"url":114},"NON-DISCLOSURE AGREEMENT (NDA) This Non-Disclosure Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Disclosing Party\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [RECEIVING PARTY NAME] (the \"Receiving Party\"), an individual with his main address located at OR a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, Receiving Party has been or will be engaged in the performance of work on [DESCRIBE]; and in connection therewith will be given access to certain confidential and proprietary information; and WHEREAS, Receiving Party and Disclosing Party wish to evidence by this Agreement the manner in which said confidential and proprietary material will be treated. NOW, THEREFORE, it is agreed as follows: NON-DISCLOSURE OF CONFIDENTIAL INFORMATION Both Parties understand and agree that each Party may have access to the confidential information of the other party. For the purposes of this Agreement, \"Confidential Information\" means proprietary and confidential information about the Disclosing Party's (or it's suppliers') business or activities. Such information includes all business, financial, technical, and other information marked or designated by such Party as \"confidential\" or \"proprietary.\" Confidential Information also includes information which, by the nature of the circumstances surrounding the disclosure, ought in good faith to be treated as confidential. For the purposes of this Agreement, Confidential Information does not include: Information that is currently in the public domain or that enters the public domain after the signing of this Agreement. Information a Party lawfully receives from a third Party without restriction on disclosure and without breach of a non-disclosure obligation. Information that the Receiving Party knew prior to receiving any Confidential Information from the Disclosing Party. Information that the Receiving Party independently develops without reliance on any Confidential Information from the Disclosing Party. Each Party agrees that it will not disclose to any third Party or use any Confidential Information disclosed to it by the other Party except when expressly permitted in writing by the other Party. Each Party also agrees that it will take all reasonable measures to maintain the confidentiality of all Confidential Information of the other Party in its possession or control. TERM The term of this Agreement is [number] of [years/months] from the date of execution by both Parties. TITLE The Receiving Party agrees that all Confidential Information furnished by the Disclosing Party shall remain the sole property of the Disclosing Party. DISCLAIMER","Non Disclosure Agreement Nda","3","https://templates.business-in-a-box.com/imgs/1000px/non-disclosure-agreement-nda-D12692.png","https://templates.business-in-a-box.com/imgs/250px/12692.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12692.xml",{"title":108,"description":6},"non disclosure agreement nda",[110,111],{"label":18,"url":94},{"label":112,"url":113},"Confidentiality Agreements","confidentiality-agreement","/template/non-disclosure-agreement-nda-D12692",{"description":116,"descriptionCustom":6,"label":117,"pages":118,"size":119,"extension":10,"preview":120,"thumb":121,"svgFrame":122,"seoMetadata":123,"parents":124,"keywords":131,"url":132},"EXCLUSIVE SOLICITATION/SALES COMMISSION AGREEMENT This Exclusive Solicitation/Sales Commission Agreement (the \"Agreement\") is effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [COMPANY NAME] (the \"Representative\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WITNESSETH THAT, in consideration of the mutual convenience and undertakings hereinafter set forth, the parties hereto agree as follows: 1. OBJECT The Company hereby grants to Representative the sole and exclusive right to solicit and collect orders for the purchase of such company products described in Schedule A attached hereto (hereinafter referred to as \"Products\") from the customers listed in Schedule B attached hereto (hereinafter referred to as \"Customers\") within the geographic area described in Schedule C attached hereto (hereinafter referred to as the \"Territory\"). 2. TERM This Agreement covers a period beginning [DATE], and terminating on [DATE]. Upon the expiry of this term, it shall be renewed automatically for an additional period of [NUMBER] years and thence similarly from year to year thereafter unless one party has given written notice to the other at least one month before the renewal date of its intention to terminate this Agreement. This Agreement may also be terminated in accordance with Section 12 hereof. 3. BEST EFFORTS Representative agrees that its employee(s) will use his (their) best efforts to actively promote and increase the sale of the Products in the Territory and more specifically to reach the forecast listed in Schedule D hereto attached. 4. PROMOTIONAL MATERIALS The Company shall supply Representative, on request, copies of all materials describing or advertising the Products. Representative shall not distribute any other promotional materials than those furnished by the Company. 5. PRICES The Products shall be sold by the Representative at prices shown on a price list to be furnished by the Company to the Representative, which price list may be amended from time to time by the Company. 6. PRODUCTS OF OTHER MANUFACTURERS It is understood by the parties that Representative may continue to solicit orders for, sell, or otherwise distribute the products of other manufacturers subject to the following terms and conditions: Attached hereto as Schedule E, is a list and a description of the products presently promoted, sold or otherwise distributed by Representative. Representative shall not, without the Company's prior written consent, which may be withheld at the Company's entire discretion, promote, solicit orders, sell or otherwise distribute, directly or indirectly, a product not specified in Schedule E. 7. PURCHASE ORDERS 7.1 All purchase orders received by Representative shall be submitted to the Company forthwith. Purchase orders shall specify the particular products, the quantity thereof required and the date of required delivery thereof. 7.2 Any purchase order received by the Company may be refused or accepted by the Company. Upon acceptance of such order, the Company shall deliver the products directly to the customer at the location specified in the said order. The Customer shall be invoiced directly by the Company. 8. RENUMERATION 8.1 Subject to paragraph 8.4 hereof, Representative shall be entitled to receive from the Company a commission equal to a percentage of the net amount invoiced by the Company for the sale of the Products to Customers in the Territory as per Schedule F attached hereto. The \"net amount invoice\" shall be the amount of the invoice less discounts, taxes, or any other charges (such as embroidery and printing). It is understood that a commission will be owing to Representative for such invoice meeting the conditions herein, whether or not orders were submitted by Representative to the Company or received directly by the Company from the customer. 8.2 The Company agrees to submit to Representative on a regular basis, copies of all order confirmations processed by the Company, to be later followed by a copy of the corresponding invoices. 8.3 Any commission payable by the Company to Representative pursuant to this Agreement will be paid on the [NUMBER] day of the month following the date of the invoice. 8.4 Should an invoice remain unpaid for a period of [NUMBER] days from the due date, Representative undertakes to repay the commission relating to such sale to the Company, in the event that it has already been paid by the Company to a representative. Such an amount is owing as of the [NUMBER] day following the date of the notice to this effect sent by the Company to Representative. No liability shall be incurred by the Company for any loss of commission resulting from cancellation of an order (either by the Company or the customer) or resulting from an order not shipped complete for any reason whatsoever. 8.6 In the event of termination of this Agreement for whatever reason, the Company will honor all commissions owed to Representative for orders submitted by Representative to the Company or received directly by the Company from the customer prior to the termination of this Agreement, as per the following: Commissions will be paid for all nylon and technical orders \"in-stock and/or booking\" shipped and invoiced during a period of three months following the effective date of termination. 8.6.2 Commissions will be paid for all other seasonal products after the goods will have been shipped and invoiced. 9. PRODUCT SAMPLES 9.1 Representative shall purchase from the Company samples of the products at a discount of [%] of the price corresponding to such products shown on the current price list. All payment owing by Representative to the Company for the purchase of such samples shall be paid to the Company within [NUMBER] days of the date of the invoice issued by the Company. 9.2 Product samples are the property of the Representative and are not to be returned to the Company. It is understood that Representative may sell such samples for his own profit as he determines and he must assume all risks involved with the sale. 10. PROPRIETARY INTEREST Representative agrees that it will, at any time upon request of the Company, and, in any event, promptly upon termination of this Agreement, return to the Company all price lists, quotation guides, outstanding quotations, books, records, manuals and sales literature and paraphernalia, customer record cards, correspondence, contracts, orders and other papers and documents in its possession which pertain or relate to the Company's business whether furnished to Representative by the Company or compiled by Representative in the course of its services hereunder, it being understood that all such property, books, papers and the like are and remain the property of the Company, and that the Company shall not be required to pay to Representative any sums of money then due to Representative until this provision has been complied with. Representative further agrees not to retain any copies or reproductions of the documents or such property of the Company. 11. 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Term of Service: The Advisor's appointment shall be for a term of [NUMBER OF YEARS] years, commencing on [START DATE] and ending on [END DATE], unless terminated earlier in accordance with this Agreement. Upon mutual agreement, the term may be extended or renewed. DUTIES AND RESPONSIBILITIES 2.1 Advisory Services: The Advisor agrees to provide strategic advice, industry insights, and guidance to the Company's management team as a member of the Advisory Board. The Advisor's role is consultative and non-binding and may include the following: Attending and participating in Advisory Board meetings. Offering counsel on business strategies, market trends, and growth opportunities. Providing advice on operational and management issues as requested by the Company. Assisting with the development of partnerships, investments, and other business relationships. 2.2 Time Commitment: The Advisor shall devote a reasonable amount of time to the Company, including attending Advisory Board meetings [NUMBER OF TIMES] per year and being available for consultations as needed. The specific meeting schedule shall be agreed upon in advance. 2.3 No Authority to Act: The Advisor acknowledges that their role is purely advisory, and they have no authority to bind the Company or act on its behalf unless specifically authorized by the Company in writing. COMPENSATION AND EXPENSES 3.1 Compensation: As compensation for serving as a member of the Advisory Board, the Advisor shall receive [DESCRIPTION OF COMPENSATION, e.g., an annual retainer of [AMOUNT], equity in the Company, stock options, or other forms of remuneration]. Specific details regarding equity compensation, if applicable, are outlined in Schedule A attached to this Agreement. 3.2 Reimbursement of Expenses: The Company agrees to reimburse the Advisor for any reasonable and necessary expenses incurred in connection with their role on the Advisory Board, including travel and lodging expenses for attending meetings, provided that such expenses are pre-approved by the Company. CONFIDENTIALITY AND NON-DISCLOSURE 4.1 Confidential Information: The Advisor acknowledges that during their service on the Advisory Board, they may have access to the Company's confidential or proprietary information, including but not limited to business plans, financial data, intellectual property, marketing strategies, and customer information (the \"Confidential Information\"). 4.2 Non-Disclosure: The Advisor agrees to maintain the confidentiality of all Confidential Information and not to disclose it to any third party without the Company's prior written consent. This obligation of confidentiality shall survive the termination or expiration of this Agreement. 4","Advisory Board Agreement","6","https://templates.business-in-a-box.com/imgs/1000px/advisory-board-agreement-D13898.png","https://templates.business-in-a-box.com/imgs/250px/13898.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13898.xml",{"title":141,"description":6},"advisory board agreement",[143,146],{"label":144,"url":145},"Business Plan Kit","business-plan-kit",{"label":147,"url":148},"Board of Directors","board-of-directors","/template/advisory-board-agreement-D13898",{"description":151,"descriptionCustom":6,"label":152,"pages":136,"size":153,"extension":10,"preview":154,"thumb":155,"svgFrame":156,"seoMetadata":157,"parents":158,"keywords":162,"url":163},"INDEPENDENT CONTRACTOR AGREEMENT This Independent Contractor Agreement (\"Agreement\") is made and effective [Date], BETWEEN: [INDEPENDENT CONTRACTOR NAME] (the \"Independent Contractor\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS Independent Contractor is engaged in providing [Describe] business services, its Employer Tax I.D. Number is [Insert], and its Business License Number is [insert]. Independent Contractor has complied with all Federal, State, and local laws regarding business permits, sales permits, licenses, reporting requirements, tax withholding requirements, and other legal requirements of any kind that may be required to carry out said business and the Scope of Work which is to be performed as an Independent Contractor pursuant to this Agreement. Independent Contractor is or remains open to conducting similar tasks or activities for clients other than the Company and holds themselves out to the public to be a separate business entity. Company desires to engage and contract for the services of the Independent Contractor to perform certain tasks as set forth below. Independent Contractor desires to enter into this Agreement and perform as an independent contractor for the company and is willing to do so on the terms and conditions set forth below. NOW, THEREFORE, in consideration of the above recitals and the mutual promises and conditions contained in this Agreement, the Parties agree as follows: TERMS This Agreement shall be effective commencing [Date], and shall continue until terminated at the completion of the Scope of Work which shall occur no later than [Date] or by either party as otherwise provided herein. STATUS OF INDEPENDENT CONTRACTOR This Agreement does not constitute a hiring by either party. It is the parties intentions that Independent Contractor shall have an independent contractor status and not be an employee for any purposes, including, but not limited to, [laws]. Independent Contractor shall retain sole and absolute discretion in the manner and means of carrying out their activities and responsibilities under this Agreement. This Agreement shall not be considered or construed to be a partnership or joint venture, and the Company shall not be liable for any obligations incurred by Independent Contractor unless specifically authorized in writing. Independent Contractor shall not act as an agent of the Company, ostensibly or otherwise, nor bind the Company in any manner, unless specifically authorized to do so in writing. TASKS, DUTIES, AND SCOPE OF WORK Independent Contractor agrees to devote as much time, attention, and energy as necessary to complete or achieve the following: [Describe]. The above to be referred to in this Agreement as the \"Scope of Work\". It is expected that the Scope of Work will completed by [Date]. Independent Contractor shall additionally perform any and all tasks and duties associated with the Scope of Work set forth above, including but not limited to, work being performed already or related change orders. Independent Contractor shall not be entitled to engage in any activities which are not expressly set forth by this Agreement. The books and records related to the Scope of Work set forth in this Agreement shall be maintained by the Independent Contractor at the Independent Contractor's principal place of business and open to inspection by Company during regular working hours. Documents to which Company will be entitled to inspect include, but are not limited to, any and all contract documents, change orders/purchase orders and work authorized by Independent Contractor or Company on existing or potential projects related to this Agreement. Independent Contractor shall be responsible to the management and directors of Company, but Independent Contractor will not be required to follow or establish a regular or daily work schedule. Supply all necessary equipment, materials and supplies. Independent Contractor will not rely on the equipment or offices of Company for completion of tasks and duties set forth pursuant to this Agreement. Any advice given Independent Contractors regarding the scope of work shall be considered a suggestion only, not an instruction. Company retains the right to inspect, stop, or alter the work of Independent Contractor to assure its conformity with this Agreement. ASSURANCE OF SERVICES Independent Contractor will assure that the following individuals (the \"Key Employees\") will be available to perform, and will perform, the Services hereunder until they are completed (identify by title and name as applicable): [Name of Key Employee, Title] [Name of Key Employee, Title] The Key Employees may be changed only with the prior written approval of the Company, which approval shall not be unreasonably withheld. COMPENSATION Independent Contractor shall be entitled to compensation for performing those tasks and duties related to the Scope of Work as follows: [Describe] Such compensation shall become due and payable to Independent Contractor in the following time, place, and manner: [Describe] NOTICE CONCERNING WITHHOLDING OF TAXES Independent Contractor recognizes and understands that it will receive a [specify tax] statement and related tax statements, and will be required to file corporate and/or individual tax returns and to pay taxes in accordance with all provisions of applicable Federal and State law. Independent Contractor hereby promises and agrees to indemnify the Company for any damages or expenses, including attorney's fees, and legal expenses, incurred by the Company as a result of independent contractor's failure to make such required payments. AGREEMENT TO WAIVE RIGHTS TO BENEFITS Independent Contractor hereby waives and foregoes the right to receive any benefits given by Company to its regular employees, including, but not limited to, health benefits, vacation and sick leave benefits, profit sharing plans, etc. This waiver is applicable to all non-salary benefits which might otherwise be found to accrue to the Independent Contractor by virtue of their services to Company, and is effective for the entire duration of Independent Contractor's agreement with Company. This waiver is effective independently of Independent Contractor's employment status as adjudged for taxation purposes or for any other purpose. Neither this Agreement, nor any duties or obligations under this Agreement may be assigned by either party without the consent of the other. TERMINATION This Agreement may be terminated prior to the completion or achievement of the Scope of Work by either party giving [number] days written notice. Such termination shall not prejudice any other remedy to which the terminating party may be entitled, either by law, in equity, or under this Agreement. NON-DISCLOSURE OF TRADE SECRETS, CUSTOMER LISTS AND OTHER PROPRIETARY INFORMATION Independent Contractor agrees not to disclose or communicate, in any manner, either during or after Independent Contractor's agreement with Company, information about Company, its operations, clientele, or any other information, that relate to the business of Company including, but not limited to, the names of its customers, its marketing strategies, operations, or any other information of any kind which would be deemed confidential, a trade secret, a customer list, or other form of proprietary information of Company. Independent Contractor acknowledges that the above information is material and confidential and that it affects the profitability of Company. ","Independent Contractor Agreement",62,"https://templates.business-in-a-box.com/imgs/1000px/independent-contractor-agreement-D160.png","https://templates.business-in-a-box.com/imgs/250px/160.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#160.xml",{"title":6,"description":6},[159],{"label":160,"url":161},"Consultant & Contractors","consulting-contractor-business","independent contractor agreement","/template/independent-contractor-agreement-D160",{"description":165,"descriptionCustom":6,"label":166,"pages":103,"size":9,"extension":10,"preview":167,"thumb":168,"svgFrame":169,"seoMetadata":170,"parents":172,"keywords":175,"url":176},"[DATE] [CONTACT NAME] [ADDRESS] [ADDRESS 2] [CITY, STATE/PROVINCE] [ZIP/POSTAL CODE] SUBJECT: LETTER OF INTENT-ACQUISITION OF BUSINESS Dear [CONTACT NAME]: This letter (\"Letter of Intent\") sets forth the basic preliminary terms between the Buyer or his nominee and yourselves regarding the purchase of the [SPECIFY] business (the \"Business\") carried on by yourselves. Except as specifically set forth herein, this Letter of Intent shall not constitute an agreement between the parties and no agreement shall be deemed to exist until execution of a definitive purchase agreement. It is proposed that Buyer will acquire certain assets of the Business which Buyer believes to be necessary to the future of the Business, including the warehouse in [CITY/STATE] in which [COMPANY NAME] the Company has invested [AMOUNT] in cash and which has been financed by a mortgage loan of approximately [AMOUNT] granted by the [SPECIFY COMPANY] [CITY/STATE]. Buyer understands that the said warehouse has no other charges or liabilities affecting it other than the said mortgage loan. Buyer may either purchase the warehouse outright or enter into a lease-purchase or instalment transfer of ownership which is satisfactory to both parties. The gross purchase price for the said warehouse will be [AMOUNT]. Buyer may purchase or lease barrels and other equipment currently owned by the Company which are necessary to operate the Business, on a cash or instalment basis agreeable to both parties. The specific assets to be purchased and the amounts to be paid by Buyer in connection with this transaction remain to be negotiated by the parties. This Letter of Intent also evidences the intentions of the parties with respect to the following agreements: Buyer will enter into a [NUMBER]-year employment agreement with [COMPANY NAME], providing for the Company will be responsible for the purchase of [SPECIFY] for Buyer. The agreement will contain the customary terms and conditions found in employment agreements in similar transactions and will provide for the usual non-competition and non-solicitation covenants to be entered into by the Company in favour of Buyer. It is expressly understood that if the contemplated transaction is consummated, the aggregate amount of commission paid or payable to yourselves (net of reasonable expenses acceptable to Buyer) in respect of all purchases of [SPECIFY] made through you from the date of this Letter of Intent to the date of closing, with the exception of commissions earned on the [NUMBER] truckloads of [SPECIFY] to be delivered to Buyer during the week of [DATE] to [DATE], will be applied against remuneration payable to the Company in the first year of his employment agreement. If the contemplated transaction is not consummated, all such commissions paid or payable will be treated as commissions. Buyer will enter into a [NUMBER]-year employment agreement with [EMPLOYEE NAME], providing for the payment of a gross base salary of [ANNUAL SALARY] per year, to be paid weekly, subject to annual review. [EMPLOYEE NAME] will be President of the Business and the employment agreement will provide for health benefits, automobile, expenses and bonus arrangements","Letter of Intent_Acquisition of Business","https://templates.business-in-a-box.com/imgs/1000px/letter-of-intent_acquisition-of-business-D5197.png","https://templates.business-in-a-box.com/imgs/250px/5197.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#5197.xml",{"title":171,"description":6},"letter of intent_acquisition of business",[173,174],{"label":18,"url":94},{"label":18,"url":94},"letter intent_acquisition business","/template/letter-of-intent_acquisition-of-business-D5197",false,{"seo":179,"reviewer":190,"legal_disclaimer":194,"quick_facts":195,"at_a_glance":197,"personas":201,"variants":226,"glossary":254,"clauses":285,"how_to_fill":331,"common_mistakes":372,"faqs":389,"industries":417,"comparisons":434,"diy_vs_lawyer":445,"jurisdictions":458,"related_template_ids_curated":479,"schema":488,"classification":489},{"meta_title":180,"meta_description":181,"primary_keyword":182,"secondary_keywords":183},"Finder's Fee Agreement Template | BIB","Free finder's fee agreement template covering fee structure, qualifying introductions, payment trigger, and term.","finder's fee agreement template",[15,184,185,186,187,188,189],"finder fee agreement template word","finder's fee contract template free","introduction fee agreement template","business referral fee agreement","finder fee contract pdf","broker referral agreement template",{"name":191,"credential":192,"reviewed_date":193},"Bruno Goulet","CEO, Business in a Box","2026-05-02",true,{"difficulty":196,"legal_review_recommended":194,"signature_required":194,"notarization_required":177},"advanced",{"what_it_is":198,"when_you_need_it":199,"whats_inside":200},"A Finder's Fee Agreement is a legally binding contract between a company and an individual or entity (the \"finder\") that compensates the finder for introducing a qualifying counterparty — such as an investor, acquirer, strategic partner, or customer — who goes on to complete a defined transaction. This free Word download covers fee structure, qualifying introduction criteria, payment trigger, exclusivity, term, and governing law in a concise document you can edit online and export as PDF.\n","Use it before a finder makes any introduction on your behalf — once a deal closes without a signed agreement in place, fee disputes are difficult and expensive to resolve. It is equally essential when you are acting as the finder to ensure your compensation is contractually protected.\n","Parties and recitals, scope of engagement and exclusivity, definition of a qualifying introduction, fee structure and calculation method, payment trigger and timing, representations on broker-dealer status, term and termination, confidentiality, and governing law and dispute resolution.\n",[202,206,210,214,218,222],{"title":203,"use_case":204,"icon_asset_id":205},"Startup founders","Compensating an individual who introduces a seed or Series A investor","persona-startup-founder",{"title":207,"use_case":208,"icon_asset_id":209},"M&A intermediaries","Formalizing an introduction fee for connecting a buyer and a target company","persona-ma-advisor",{"title":211,"use_case":212,"icon_asset_id":213},"Small business owners","Rewarding a contact who refers a high-value enterprise customer","persona-small-business-owner",{"title":215,"use_case":216,"icon_asset_id":217},"Real estate developers","Documenting a fee for introductions to joint-venture equity partners","persona-real-estate-developer",{"title":219,"use_case":220,"icon_asset_id":221},"Corporate development teams","Engaging outside finders to source acquisition targets in new markets","persona-corporate-development",{"title":223,"use_case":224,"icon_asset_id":225},"Independent consultants","Protecting their right to a referral fee when facilitating a deal introduction","persona-consultant",[227,231,235,239,243,246,250],{"situation":228,"recommended_template":229,"slug":230},"Finder introduces an equity investor to a startup","Finder's Fee Agreement (Capital Raise)","finder-s-fee-agreement-D12699",{"situation":232,"recommended_template":233,"slug":234},"Finder introduces a buyer to a business for sale","Business Broker Agreement","broker-carrier-agreement-D13251",{"situation":236,"recommended_template":237,"slug":238},"Ongoing referral arrangement with a sales partner","Referral Agreement","referral-agreement-D13269",{"situation":240,"recommended_template":241,"slug":242},"Finder introduces customers rather than capital or acquirers","Sales Commission Agreement","exclusive-sollicitation-sales-commission-agreement-D1242",{"situation":244,"recommended_template":135,"slug":245},"Finder is also providing advisory services beyond introductions","advisory-board-agreement-D13898",{"situation":247,"recommended_template":248,"slug":249},"Finder introduces a strategic licensing or distribution partner","Strategic Partnership Agreement","strategic-partnership-agreement-D14070",{"situation":251,"recommended_template":252,"slug":253},"Company wants a mutual NDA in place before sharing deal details","Non-Disclosure Agreement","non-disclosure-agreement-nda-D12692",[255,258,261,264,267,270,273,276,279,282],{"term":256,"definition":257},"Finder","The individual or entity that makes an introduction between the company and a potential counterparty and is entitled to a fee if the introduction results in a completed transaction.",{"term":259,"definition":260},"Qualifying Introduction","An introduction that meets specific criteria defined in the agreement — typically a first written introduction of a counterparty not previously known to the company — that triggers fee eligibility if a deal closes.",{"term":262,"definition":263},"Transaction","The specific event — closing of an investment round, signing of an acquisition agreement, or execution of a customer contract — that triggers the fee payment obligation.",{"term":265,"definition":266},"Finder's Fee","The compensation paid to the finder, expressed as a fixed amount or a percentage of the transaction value, upon completion of a qualifying transaction.",{"term":268,"definition":269},"Tail Period","A defined period after the agreement's expiration during which the finder remains entitled to a fee if a qualifying transaction closes with a party they introduced while the agreement was active.",{"term":271,"definition":272},"Broker-Dealer Registration","A regulatory requirement under US federal securities law (Section 15 of the Exchange Act) to register with the SEC before soliciting investors or facilitating securities transactions for compensation.",{"term":274,"definition":275},"Payment Trigger","The specific contractual milestone — such as the closing of a funding round or receipt of proceeds — at which the fee becomes due and payable.",{"term":277,"definition":278},"Exclusivity","A clause granting the finder the sole right to make introductions in a defined category or territory, preventing the company from engaging other finders for the same purpose simultaneously.",{"term":280,"definition":281},"Transaction Value","The aggregate consideration exchanged in a transaction — total equity raised, deal enterprise value, or contract value — used as the base for calculating a percentage-based finder's fee.",{"term":283,"definition":284},"Indemnification","A contractual obligation by one party to compensate the other for losses arising from a breach of representations — commonly used to protect the company if the finder is found to require broker-dealer registration.",[286,291,296,301,306,311,316,321,326],{"name":287,"plain_english":288,"sample_language":289,"common_mistake":290},"Parties and recitals","Identifies the company and the finder as legal entities, states the date of the agreement, and sets out the commercial purpose — the finder will make introductions in exchange for a fee on qualifying transactions.","This Finder's Fee Agreement ('Agreement') is entered into as of [DATE] between [COMPANY LEGAL NAME], a [STATE] [ENTITY TYPE] ('Company'), and [FINDER LEGAL NAME / INDIVIDUAL NAME] ('Finder'). The parties agree as follows.","Using a trade name instead of the registered legal entity name for either party. If the entity name on the agreement doesn't match the contracting party in the underlying transaction, enforcing the fee becomes complicated.",{"name":292,"plain_english":293,"sample_language":294,"common_mistake":295},"Scope of engagement and exclusivity","Defines the type of introductions the finder is authorized to make — investor introductions, customer referrals, or acquisition targets — and whether the finder has exclusive rights in that category or geography.","Finder is authorized to introduce potential [investors / acquirers / customers] to Company on a [non-exclusive / exclusive] basis during the Term. Exclusivity, if granted, is limited to [GEOGRAPHY / SECTOR] and does not restrict Company from pursuing opportunities sourced through its own efforts.","Granting broad exclusivity without geographic or category limits. An exclusive agreement with no boundaries can prevent the company from pursuing any deal without owing a fee, even for relationships it developed independently.",{"name":297,"plain_english":298,"sample_language":299,"common_mistake":300},"Definition of a qualifying introduction","Specifies exactly what counts as an introduction that triggers fee eligibility — typically a first written introduction of a counterparty not already known to or in active discussions with the company.","An introduction qualifies for a fee if: (a) Finder provides Company with the counterparty's name and contact details in writing; (b) the counterparty was not previously known to Company or in active discussions with Company as of the date of introduction; and (c) the introduction is the direct and proximate cause of the Transaction.","Omitting a 'previously known' carve-out. Without it, a finder can claim a fee on a deal the company was already pursuing independently, creating a dispute over causation that is expensive to litigate.",{"name":302,"plain_english":303,"sample_language":304,"common_mistake":305},"Fee structure and calculation","States the fee as a fixed dollar amount or a percentage of transaction value, defines what constitutes the calculation base, and addresses tiered or capped structures where applicable.","Company shall pay Finder a fee equal to [X]% of the Transaction Value, where Transaction Value means the aggregate [equity proceeds received / enterprise value / contract value] at closing. The fee is capped at $[AMOUNT] in any single transaction.","Using 'transaction value' without defining it. Whether deferred consideration, earnouts, or escrowed amounts are included in the base dramatically affects the fee — courts will not fill this gap favorably.",{"name":307,"plain_english":308,"sample_language":309,"common_mistake":310},"Payment trigger and timing","Sets the specific event that makes the fee due and payable — typically the closing date of the transaction — and the number of days within which payment must be made after that trigger.","The fee is due and payable within [10] business days of the closing of the Transaction. If Transaction Value is received in installments, Finder's fee shall be payable pro rata as each installment is received by Company.","Tying the payment trigger to 'receipt of funds' when the deal includes non-cash consideration such as stock or earnouts. Specify how non-cash components are valued and when the fee portion attributable to them is due.",{"name":312,"plain_english":313,"sample_language":314,"common_mistake":315},"Representations on broker-dealer status","Requires the finder to represent that they are not required to be registered as a broker-dealer under applicable securities law, and shifts indemnification liability to the finder if that representation is false.","Finder represents and warrants that Finder is not required to be registered as a broker-dealer under the Securities Exchange Act of 1934 or any applicable state or foreign securities law in connection with the activities contemplated by this Agreement. Finder shall indemnify Company for any losses arising from a breach of this representation.","Omitting this clause entirely in capital-raise agreements. US federal and state securities regulators have pursued enforcement actions against both finders and companies when unregistered finders solicited investors for compensation.",{"name":317,"plain_english":318,"sample_language":319,"common_mistake":320},"Term and termination","Sets the duration of the agreement, the conditions under which either party may terminate early, and the tail period during which the finder retains fee rights after termination for previously made introductions.","This Agreement commences on the Effective Date and continues for [12] months unless terminated earlier by either party on [30] days' written notice. Notwithstanding termination, Finder shall be entitled to a fee on any Transaction that closes within [12] months after termination with a counterparty introduced by Finder during the Term.","No tail period at all. Without one, a company can terminate the agreement the day before a deal closes with a finder-introduced party and owe nothing — courts have awarded damages in such cases, but only after costly litigation.",{"name":322,"plain_english":323,"sample_language":324,"common_mistake":325},"Confidentiality","Obligates both parties to keep the terms of the agreement and any confidential information exchanged in the course of making introductions strictly private.","Each party shall hold in strict confidence all Confidential Information received from the other party and shall not disclose it to any third party without prior written consent. 'Confidential Information' includes the existence and terms of this Agreement, financial data, and the identities of introduced counterparties.","Omitting the counterparty's identity from the definition of confidential information. Finders who disclose the names of introduced parties to competitors can undermine the deal and expose the company to liability.",{"name":327,"plain_english":328,"sample_language":329,"common_mistake":330},"Governing law and dispute resolution","Specifies which jurisdiction's law governs the agreement and whether disputes are resolved by litigation, mediation, or binding arbitration.","This Agreement is governed by the laws of [STATE / PROVINCE / COUNTRY], without regard to conflict of law principles. Any dispute shall be resolved by binding arbitration administered by [AAA / JAMS] in [CITY], except that either party may seek injunctive relief in any court of competent jurisdiction.","Choosing a governing law with no connection to where either party operates. Several jurisdictions apply local securities law to finder arrangements regardless of the contractual choice — a mismatch creates regulatory ambiguity.",[332,337,342,347,352,357,362,367],{"step":333,"title":334,"description":335,"tip":336},1,"Identify the parties with their legal entity names","Enter the company's full registered name, entity type (LLC, Corp, Ltd.), and state or country of formation. Do the same for the finder — if an individual, use their full legal name; if a firm, use the registered entity name.","Check the finder's business registration before signing. Paying a fee to an unregistered entity the finder uses to avoid tax or regulatory obligations can create liability for the company.",{"step":338,"title":339,"description":340,"tip":341},2,"Define the scope and exclusivity clearly","Specify exactly what type of introduction the finder is authorized to make — investor introductions for a specific funding round, acquisition targets in a defined sector, or customer referrals in a named territory. State whether the arrangement is exclusive or non-exclusive.","Non-exclusive is almost always preferable for the company. Reserve exclusivity only if the finder is making a substantial upfront investment of time or resources.",{"step":343,"title":344,"description":345,"tip":346},3,"Draft the qualifying introduction criteria","List the precise conditions that must be met for an introduction to trigger fee eligibility: first written introduction, counterparty not previously known, and the introduction being the direct cause of the transaction. Include a process for the finder to register introductions in writing.","Require the finder to submit a brief written notice naming the counterparty within 48 hours of each introduction. This creates a timestamped record that resolves causation disputes.",{"step":348,"title":349,"description":350,"tip":351},4,"Set the fee percentage and calculation base","Enter the fee percentage and define the exact base — total equity raised, enterprise value at closing, or contract value — being explicit about whether escrowed amounts, earnouts, and non-cash consideration are included.","For capital raises, 3–5% of proceeds is a common market range for finders without broker-dealer registration. Fees above 5% attract heightened regulatory scrutiny in most jurisdictions.",{"step":353,"title":354,"description":355,"tip":356},5,"Specify the payment trigger and mechanics","State the precise closing event that makes the fee due and the number of business days within which payment must follow. For installment or earnout deals, define the pro-rata payment schedule.","Add a clause requiring the company to give the finder advance written notice of a closing date — at least 3 business days — so the finder can verify the calculation before funds are disbursed.",{"step":358,"title":359,"description":360,"tip":361},6,"Include the broker-dealer representation and indemnity","Insert the finder's representation that they are not required to register as a broker-dealer and the indemnification clause that shifts regulatory liability to the finder if the representation turns out to be false.","If there is any doubt about the finder's regulatory status — particularly for capital-raise arrangements involving securities — consult a securities attorney before signing.",{"step":363,"title":364,"description":365,"tip":366},7,"Set the term and tail period","Enter the agreement's duration (typically 6–18 months for a specific transaction process) and the tail period (typically 12 months post-termination). Confirm the termination notice requirement — 30 days is standard.","Match the tail period to the realistic deal timeline for your industry. M&A processes often run 12–18 months; a 6-month tail may leave the finder unprotected if the deal closes slowly.",{"step":368,"title":369,"description":370,"tip":371},8,"Execute before any introduction is made","Both parties must sign the agreement before the finder makes any introduction. A finder who introduces a counterparty before the agreement is signed has no written contract to enforce, regardless of the outcome.","Use a timestamped e-signature tool to create an unambiguous record that execution preceded the first introduction. Store the fully executed copy immediately.",[373,377,381,385],{"mistake":374,"why_it_matters":375,"fix":376},"No qualifying introduction definition","Without a clear definition, any contact the finder has ever mentioned — however tangentially — becomes grounds for a fee claim if a deal closes. This can result in multiple finders claiming fees on the same transaction.","Define a qualifying introduction as a first written introduction of a specific named counterparty, submitted by the finder to the company in writing on a specified date, where that counterparty was not previously known to the company.",{"mistake":378,"why_it_matters":379,"fix":380},"Omitting the broker-dealer representation","In the US, paying a fee to an unregistered finder for soliciting investors in securities transactions violates Section 15(a) of the Securities Exchange Act — exposing both parties to SEC enforcement, deal rescission rights for investors, and potential disgorgement of fees paid.","Include an explicit representation from the finder that they are not required to register as a broker-dealer, paired with an indemnification obligation that shifts regulatory liability to the finder if the representation is breached.",{"mistake":382,"why_it_matters":383,"fix":384},"No tail period after termination","A company can terminate the agreement one day before a deal closes with a party the finder introduced months earlier and owe nothing under the contract — leaving the finder with only an expensive and uncertain unjust enrichment claim.","Include a tail period of at least 12 months post-termination during which the finder is entitled to a fee on any transaction that closes with a counterparty they introduced during the active term.",{"mistake":386,"why_it_matters":387,"fix":388},"Undefined transaction value calculation base","When the agreement says the fee is X% of 'transaction value' without defining that term, disputes arise over whether to include escrowed funds, earnouts, rolled equity, or assumed liabilities — each of which can represent millions of dollars.","Define transaction value explicitly in the agreement, listing every component included and excluded. For acquisitions, state whether the base is equity value, enterprise value, or total consideration including assumed debt.",[390,393,396,399,402,405,408,411,414],{"question":391,"answer":392},"What is a finder's fee agreement?","A finder's fee agreement is a contract between a company and an individual or firm (the finder) that compensates the finder for introducing a qualifying counterparty — such as an investor, acquirer, or customer — who goes on to complete a defined transaction. It specifies what counts as a qualifying introduction, the fee percentage or amount, the event that triggers payment, and how long the finder's rights last after the agreement ends. Without a signed agreement, fee disputes are resolved by courts interpreting implied contracts — an expensive and uncertain process for both sides.\n",{"question":394,"answer":395},"What is a typical finder's fee percentage?","For capital raises involving equity investments, market practice in the US typically runs 3–5% of gross proceeds for finders without broker-dealer registration. For M&A transactions, the Lehman formula (5% on the first $1M, 4% on the second, 3% on the third, 2% on the fourth, and 1% thereafter) or a modified version is commonly referenced. Customer referral fees vary widely by industry — 5–15% of the first year's contract value is a common range for B2B software deals. All percentages are negotiable and should reflect the finder's contribution relative to the deal complexity.\n",{"question":397,"answer":398},"Do finders need to be registered as broker-dealers in the US?","This is one of the most significant legal risks in finder arrangements involving securities. Under Section 15(a) of the Securities Exchange Act of 1934, any person who effects transactions in securities for compensation — including soliciting investors — must be registered as a broker-dealer with the SEC. Finders who do more than make a passive introduction and receive transaction-based compensation may trigger this requirement. The SEC has not created a formal exemption for finders, though there is a long history of no-action letters for narrowly scoped arrangements. Legal advice specific to the transaction is strongly recommended before engaging a finder for a capital raise involving securities.\n",{"question":400,"answer":401},"What is a tail period and how long should it be?","A tail period is the time after the agreement's expiration or termination during which the finder retains the right to receive a fee if a transaction closes with a counterparty they introduced while the agreement was active. Without a tail, a company can terminate the agreement immediately before a deal closes and owe nothing. Tail periods of 12 months are standard for most transactions; M&A processes that routinely take 12–18 months to close may warrant an 18-month tail. The tail should be tied specifically to named counterparties introduced in writing during the active term.\n",{"question":403,"answer":404},"What is the difference between a finder's fee agreement and a referral agreement?","The terms are often used interchangeably, but in practice a finder's fee agreement typically covers a one-time or limited-scope arrangement tied to a specific transaction — a funding round, an acquisition, or a large contract. A referral agreement is more commonly used for an ongoing commercial arrangement where one party continuously refers customers to another in exchange for a recurring commission or fee. The regulatory considerations also differ: finder arrangements involving securities transactions carry broker-dealer registration risk, while straightforward customer referral programs generally do not.\n",{"question":406,"answer":407},"Can a finder's fee agreement be enforced if it isn't in writing?","In many jurisdictions, an oral agreement for a finder's fee may be enforceable as an implied or quasi-contract if the finder can prove the parties reached an agreement and the company was unjustly enriched. However, these claims are difficult and expensive to litigate, and courts apply varying standards of proof. Several US states require certain finder or brokerage agreements to be in writing to be enforceable. A signed written agreement is the only reliable protection for both the finder and the company.\n",{"question":409,"answer":410},"Should a finder's fee agreement include a confidentiality clause?","Yes. The agreement itself and the identities of introduced counterparties are commercially sensitive — a finder who discloses the target's name to a competitor or a rival bidder can materially damage the transaction. A confidentiality clause should cover the existence and terms of the agreement, the identities of all counterparties introduced, and any financial or strategic information shared in the course of making introductions. If deeper information-sharing is anticipated, a separate mutual NDA signed before substantive discussions is advisable.\n",{"question":412,"answer":413},"What happens if two finders both claim credit for the same introduction?","Competing finder claims arise when the company has multiple active finder agreements and two finders independently introduce the same counterparty, or when one finder argues their earlier contact causally led to the transaction. The best protection is a written registration process: require each finder to submit a written notice naming the counterparty immediately upon making an introduction, and maintain a dated log. The first registered written introduction for a given counterparty takes priority. Without this process, the company may face simultaneous fee claims from multiple finders on a single transaction.\n",{"question":415,"answer":416},"Does a finder's fee agreement need to be notarized?","Notarization is not required for a finder's fee agreement to be enforceable in most jurisdictions. A signed agreement with dated signatures from both parties — including via qualified electronic signature — is generally sufficient. Some parties include a witness signature block as an additional authentication measure, particularly for high-value transactions, but this is a matter of preference rather than legal requirement in most cases.\n",[418,422,426,430],{"industry":419,"icon_asset_id":420,"specifics":421},"Technology / SaaS","industry-saas","Finder introductions most commonly target venture capital and angel investors during pre-seed through Series B; broker-dealer registration risk is highest when the finder is actively soliciting investors rather than making passive introductions.",{"industry":423,"icon_asset_id":424,"specifics":425},"Real Estate","industry-real-estate","Finder's fees for introducing joint-venture equity partners or lenders to real estate developers are common, but must be distinguished from broker commissions regulated under state real estate licensing laws.",{"industry":427,"icon_asset_id":428,"specifics":429},"Mergers and Acquisitions","industry-professional-services","M&A finder arrangements typically use a modified Lehman formula on deal enterprise value, with a 12–18 month tail period to account for the extended timeline from introduction to close.",{"industry":431,"icon_asset_id":432,"specifics":433},"Financial Services","industry-fintech","Finder arrangements in regulated financial services — banking, insurance, or investment management — face the most intense scrutiny; many jurisdictions require the finder to hold a financial intermediary or solicitor license, making legal review essential.",[435,437,440,443],{"vs":237,"vs_template_id":238,"summary":436},"A referral agreement is designed for ongoing, recurring customer referrals — one party continuously directs business to another in exchange for a commission on each resulting sale. A finder's fee agreement is typically scoped to a specific transaction type (a funding round, an acquisition, or a named contract), carries a defined term, and includes a tail period. Finder agreements also carry broker-dealer regulatory considerations that standard referral agreements do not.",{"vs":241,"vs_template_id":438,"summary":439},"sales-commission-agreement-D13280","A sales commission agreement compensates a salesperson or agent for generating customer revenue on an ongoing basis — typically as a percentage of each closed sale. A finder's fee agreement compensates a third party for a specific introduction that leads to a single defined transaction. The finder is not a salesperson and typically has no ongoing involvement in closing the deal after the introduction.",{"vs":135,"vs_template_id":441,"summary":442},"advisory-board-member-agreement-D13210","An advisory board agreement compensates an individual for providing ongoing strategic guidance, mentorship, and network access — often in exchange for equity. A finder's fee agreement is purely transactional: the finder is owed a fee only if a qualifying transaction closes, with no ongoing service obligation. If the finder is also expected to provide strategic advice, both agreements should be executed separately to avoid conflating the two obligations.",{"vs":252,"vs_template_id":253,"summary":444},"An NDA protects confidential information exchanged between parties but creates no obligation to pay a fee or complete a transaction. A finder's fee agreement creates a binding payment obligation contingent on a qualifying introduction and a closed transaction. The two documents serve different purposes and are frequently executed together — the NDA before substantive information is shared, and the finder's fee agreement to govern the commercial arrangement.",{"use_template":446,"template_plus_review":450,"custom_drafted":454},{"best_for":447,"cost":448,"time":449},"Customer referral arrangements and non-securities introductions with clear, straightforward fee structures","Free","30–60 minutes",{"best_for":451,"cost":452,"time":453},"Finder introductions for equity capital raises, M&A targets, or any arrangement where broker-dealer status is a consideration","$400–$900","2–5 days",{"best_for":455,"cost":456,"time":457},"Complex or high-value M&A finder arrangements, regulated industry introductions, or cross-border transactions with multiple jurisdictions","$2,000–$8,000+","1–3 weeks",[459,464,469,474],{"code":460,"name":461,"flag_asset_id":462,"note":463},"us","United States","flag-us","The most significant US risk is broker-dealer registration under Section 15(a) of the Securities Exchange Act of 1934. Finders who solicit investors for compensation in securities transactions without registration face SEC enforcement. The SEC has not adopted a formal finder exemption, though the SEC has issued no-action guidance for narrowly scoped arrangements. State blue-sky laws impose additional requirements that vary significantly — California, New York, and Texas each have active securities enforcement programs. Legal counsel is strongly recommended for any finder arrangement involving the sale of securities.",{"code":465,"name":466,"flag_asset_id":467,"note":468},"ca","Canada","flag-ca","In Canada, the registration requirement for finder activities involving securities is governed provincially. In Ontario, British Columbia, and most other provinces, a person who trades in securities or acts as an adviser for compensation must be registered under the applicable Securities Act. Narrow exemptions exist for isolated, non-recurring introductions, but the scope is fact-specific. Quebec applies civil law principles to fee agreements generally, requiring clear cause and object. Legal review is strongly recommended for capital-raise finders in any Canadian province.",{"code":470,"name":471,"flag_asset_id":472,"note":473},"uk","United Kingdom","flag-uk","In the UK, arranging deals in investments for compensation is a regulated activity under the Financial Services and Markets Act 2000 (FSMA). Finders who go beyond passive introductions and begin arranging or facilitating investment transactions may require FCA authorization. The distinction between a mere introducer (generally unregulated) and an arranger (regulated) turns on the degree of active participation in the transaction. Post-Brexit, UK rules operate independently of EU requirements. Legal advice from an FCA-regulated solicitor is advisable before structuring any finder arrangement involving UK-regulated investments.",{"code":475,"name":476,"flag_asset_id":477,"note":478},"eu","European Union","flag-eu","EU finder arrangements involving securities or investment products are subject to MiFID II, which requires firms providing investment services — including the reception and transmission of orders — to be authorized by the relevant national competent authority. The applicable rules vary by member state, with Germany (BaFin), France (AMF), and the Netherlands (AFM) among the most active regulators. For non-securities finder arrangements such as M&A introductions or commercial customer referrals, national contract law governs, and enforceability is generally straightforward. GDPR applies to any personal data exchanged in the introduction process.",[238,253,242,245,480,481,482,483,484,485,486,487],"independent-contractor-agreement-D160","letter-of-intent_acquisition-of-business-D5197","joint-venture-agreement-D889","term-sheet-D473","investment-agreement-D12831","partnership-agreement-D12551","consulting-agreement---long-D12543","confidentiality-agreement-D950",{"emit_how_to":194,"emit_defined_term":194},{"primary_folder":94,"secondary_folder":490,"document_type":491,"industry":492,"business_stage":493,"tags":494,"confidence":500},"partnerships-and-joint-ventures","agreement","general","growth",[495,496,497,498,499],"commission","partnership","m-and-a","finder-fee-agreement","investor-introduction",0.92,"\u003Ch2>What is a Finder's Fee Agreement?\u003C/h2>\n\u003Cp>A \u003Cstrong>Finder's Fee Agreement\u003C/strong> is a legally binding contract between a company and a finder — an individual or entity that introduces a qualifying counterparty such as an investor, acquirer, or high-value customer — entitling the finder to a defined fee if that introduction results in a completed transaction. The agreement specifies exactly which introductions qualify, how the fee is calculated (as a fixed amount or a percentage of transaction value), the event that triggers payment, how long the finder's rights survive after the agreement ends, and the representations each party makes about their regulatory status. It is distinct from a sales commission arrangement because the finder's obligation ends at the introduction — they have no ongoing role in negotiating or closing the deal.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Without a signed finder's fee agreement in place before any introduction is made, both sides are exposed. For the company, an undocumented arrangement creates open-ended fee liability — courts in multiple jurisdictions have awarded substantial damages on implied-contract and unjust-enrichment theories when a deal closes and no written agreement governs the fee. For the finder, the absence of a written contract means compensation depends entirely on the company's goodwill once the deal is done, at which point the company's incentive to pay is at its lowest. Beyond the basic fee dispute risk, capital-raise arrangements involving securities carry broker-dealer registration considerations that can expose both the company and the finder to regulatory enforcement if not addressed explicitly in the agreement. This template provides the structural protections both parties need — qualifying introduction criteria, a payment trigger tied to closing, a tail period that protects the finder through slow-moving deals, and a broker-dealer representation that allocates regulatory risk clearly — in a document you can customize and execute in under an hour.\u003C/p>\n",1778696263064]