Terms of Use

These Terms of Use ("Terms") govern your use of this website and any analytical support services provided by FirmLedge LLC ("FirmLedge," "we," "us," or "our").

1. Services

FirmLedge provides fixed-fee analytical support for small business and lower-middle-market transactions, including deal screening, model support, diligence support, financial spreading, working-capital analysis, lender-package support, and value-creation analytics. The specific scope, deliverables, timeline, and fees for any engagement are defined in a separate written proposal or statement of work agreed between FirmLedge and the client.

2. What we do not provide

FirmLedge does not provide legal, tax, audit, assurance, or formal Quality of Earnings (QoE) services; fairness or valuation opinions; investment advice or securities advisory; broker-dealer services; capital raising; buyer or investor solicitation; transaction negotiation; or success-fee-based transaction services. FirmLedge does not certify, attest to, or audit financial statements or underlying records, and does not guarantee any transaction or financial outcome.

3. Client responsibility for materials

You represent that you have the right to share any files, data, and materials submitted to us. You remain responsible for the completeness, accuracy, and legality of the materials you provide.

4. Reliance on client information

Our work is based on information provided by the client and on stated assumptions. We do not independently verify, audit, or attest to that information. Deliverables support the client's own analysis and decisions and do not constitute a recommendation, opinion, or attestation.

5. No third-party reliance

Deliverables are prepared for the requesting client's internal use only. They are not intended to create reliance by any third party, including buyers, sellers, lenders, investors, or counterparties, unless expressly agreed in writing.

6. Confidentiality and data handling

We treat materials submitted in connection with an engagement as confidential and use them only to evaluate, scope, prepare, and deliver the services, subject to our Privacy Policy and any separate non-disclosure or written agreement actually executed. Please do not send confidential, MNPI, or sensitive transaction materials through the initial email; a secure intake process is arranged for fit projects.

7. Fees and payment

Fees, deposits, and payment timing are communicated and agreed through a written proposal, statement of work, or invoice. Work may be scheduled, delayed, or withheld based on agreed payment terms.

8. Limitation of liability

To the maximum extent permitted by law, our total liability arising out of or relating to the website or services will not exceed the amount actually paid to us for the specific service giving rise to the claim. We are not liable for indirect, incidental, special, consequential, or punitive damages.

9. Changes

We may update these Terms from time to time by posting a revised version on this website.

10. Contact

FirmLedge LLC
[email protected]