Terms of Service

These terms govern your use of our website and services. Please read them carefully before engaging our services.

Last updated: April 6, 2026

1. Acceptance of Terms

By accessing or using the Bridgeland Advisors website and services, you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree to these terms, please do not use our services.

Important Notice

These terms constitute a legally binding agreement between you and Bridgeland Advisors. Professional services are governed by separate engagement letters.

2. Services Overview

Bridgeland Advisors provides professional financial advisory services including:

  • 409A Valuations: Independent equity valuations for tax compliance
  • Company Valuations: Business valuation for various purposes
  • Capital Raising Advisory: Strategic fundraising guidance
  • Waterfall Analysis: Exit scenario modeling and analysis
  • Financial Consulting: Strategic advisory and planning services

Service Limitations:

  • Services are provided subject to professional standards and regulatory requirements
  • Specific service terms are detailed in individual engagement letters
  • We reserve the right to decline engagements outside our expertise
  • Services are provided to qualified businesses and individuals only

3. Professional Standards

Our services are provided in accordance with:

Professional Guidelines:

  • AICPA valuation standards
  • IRS Section 409A requirements
  • IPEV valuation guidelines
  • ASC 820 fair value standards

Ethical Standards:

  • Independence and objectivity
  • Professional competence
  • Confidentiality obligations
  • Due professional care

Professional Disclaimer:

Our valuations and advice are professional opinions based on information provided and market conditions at the time of analysis. Results may vary, and past performance does not guarantee future outcomes.

4. Client Responsibilities

As our client, you agree to:

Information Accuracy

  • Provide complete and accurate information
  • Disclose all material facts and circumstances
  • Update us on significant changes during engagements
  • Maintain confidentiality of proprietary methodologies

Payment Obligations

  • Pay fees according to agreed terms
  • Provide payment information accurately
  • Notify us of billing disputes promptly
  • Cover reasonable collection costs if applicable

Compliance Requirements

  • Use services for lawful purposes only
  • Comply with applicable laws and regulations
  • Respect intellectual property rights
  • Follow engagement letter terms

5. Intellectual Property

All intellectual property rights in our services, methodologies, and deliverables remain with Bridgeland Advisors, except as specifically licensed to you.

Our Rights:

  • Proprietary valuation methodologies
  • Financial models and templates
  • Research and market data
  • Website content and design
  • Trade secrets and know-how

Your License:

  • Use deliverables for intended purposes
  • Share reports with authorized parties
  • Rely on our work per engagement scope
  • Reference our work appropriately
  • Archive reports for your records

Copyright Notice

All content on this website is protected by copyright and other intellectual property laws. Unauthorized reproduction or distribution is prohibited.

6. Limitation of Liability

To the maximum extent permitted by law, our liability is limited as follows:

Financial Limits

Our total liability for any claim shall not exceed the fees paid for the specific service giving rise to the claim.

Excluded Damages

We shall not be liable for:

  • Indirect, consequential, or punitive damages
  • Lost profits or business opportunities
  • Market fluctuations or business risks
  • Third-party actions or decisions

Time Limitations

Claims must be brought within one (1) year of the completion of services or when the claim should reasonably have been discovered.

Important Legal Notice

These limitations apply to the fullest extent permitted by applicable law. Some jurisdictions may not allow certain limitations, in which case they may not apply to you.

7. Confidentiality

We maintain strict confidentiality regarding all client information and business details:

Information Protection

  • Treat all client information as confidential
  • Use information solely for service delivery
  • Implement appropriate security measures
  • Limit access to authorized personnel only

Non-Disclosure

  • Will not disclose client information to third parties
  • Exception for legal requirements or client consent
  • Professional advisors bound by similar obligations
  • Confidentiality survives engagement termination

Mutual confidentiality obligations are detailed in our engagement letters and non-disclosure agreements.

8. Termination

Either party may terminate our professional relationship:

By Mutual Agreement

Services may be terminated by mutual consent at any time, subject to completion of work in progress and payment of fees earned.

For Cause

Either party may terminate immediately for:

  • Material breach of terms
  • Non-payment of fees
  • Unethical or illegal conduct
  • Circumstances affecting independence

Notice Period

Either party may terminate without cause with 30 days written notice, subject to completion of work in progress.

Post-Termination:

  • Confidentiality obligations continue
  • Payment due for services rendered
  • Return of confidential materials
  • Survival of applicable terms

9. Governing Law and Disputes

These terms and any disputes arising from them shall be governed by applicable law:

Governing Law

These terms are governed by the laws of Israel, without regard to conflict of law principles.

Dispute Resolution

Disputes shall be resolved through:

  1. Good faith negotiations
  2. Mediation if negotiations fail
  3. Binding arbitration if mediation unsuccessful
  4. Court proceedings as last resort

Jurisdiction

Any legal proceedings shall be conducted in the courts of Israel, and you consent to the exclusive jurisdiction of such courts.

10. General Provisions

Modifications

We may update these terms from time to time. Continued use of our services constitutes acceptance of updated terms.

Severability

If any provision is found unenforceable, the remaining provisions shall remain in full force and effect.

Entire Agreement

These terms, together with our Privacy Policy and any engagement letters, constitute the entire agreement between the parties.

No Waiver

Failure to enforce any provision does not constitute a waiver of our right to enforce such provision in the future.

Assignment

You may not assign these terms without our written consent. We may assign our rights and obligations with reasonable notice.

11. Contact Information

For questions about these terms or our services, please contact us:

Bridgeland Advisors

19 Ner Halayla St.
Even Yehuda, Israel

+972-50-6842937

legal@bridgeland-advisors.com

eran@bridgeland-advisors.com

We'll respond to legal inquiries within 30 days

Acknowledgment

By using our website or engaging our services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.