Welcome to the terms and conditions ("Terms") for Practice Marketplace membership. These Terms are between you and Enterprise Financial Partners, LLC, a Missouri limited liability company sometimes doing business as adviserXchange ("Enterprise", "we", "us" or "our") and govern our respective rights and obligations. These Terms constitute the entire agreement between you and Enterprise with respect to the Practice Marketplace membership.

Please note that your use of the adviserXchange.com website and Practice Marketplace membership are also governed by our Terms of Use and Privacy Policy, as well as all other applicable terms, conditions, limitations and requirements on the adviserXchange.com website (collectively, the "Other Applicable Terms"), all of which (as changed over time) are incorporated into these Terms. If you sign up for a Practice Marketplace membership, you accept these terms, conditions, limitations and requirements. In the event of any conflict between the Terms of Use, Privacy Policy, Other Applicable Terms and these Terms, these Terms shall govern. Please read these Terms carefully.

Membership Benefits. As a member of the adviserXchange.com Practice Marketplace, you will be entitled to the following member benefits:
  • Access to profiles of the buy-side and sell-side practices we are working on
  • $100.00 discount on our Practice Valuation Consulting services
  • Periodic access to industry insights through our consultants
Fees and Renewals. The annual membership fee for Practice Marketplace is $199.00. From time to time, we may offer different membership terms, and the fees for such membership may vary. The Practice Marketplace membership fee is non-refundable, except as expressly set forth herein. Taxes may apply on either or both of the membership fee and the membership benefits associated with the membership.

UNLESS YOU NOTIFY US BEFORE A CHARGE THAT YOU WANT TO CANCEL OR DO NOT WANT TO AUTO RENEW (AS SET FORTH BELOW), YOU UNDERSTAND YOUR PRACTICE MARKETPLACE MEMBERSHIP WILL AUTOMATICALLY CONTINUE AND YOU AUTHORIZE US (WITHOUT NOTICE TO YOU, UNLESS REQUIRED BY APPLICABLE LAW) TO COLLECT THE THEN-APPLICABLE MEMBERSHIP FEE AND ANY TAXES, USING ANY CREDIT CARD WE (OR OUR PAYMENT VENDORS) HAVE ON RECORD FOR YOU.

Membership Cancellation. To cancel your Practice Marketplace membership and avoid being charged the renewal fee, you must login to PayPal or other applicable payment vendor (if payment was originally made using the PayPal system or other applicable payment vendor) prior to the renewal date and cancel your membership. You can also send a membership cancellation request directly to us at least thirty (30) days in advance of your renewal date. Any such request, along with your name, address and contact information (i.e., phone number and e-mail address), should be sent to: info@enterprise-advisors.com. Either way, you must get written confirmation of cancellation from PayPal, the other applicable payment vendor or us before such cancellation takes effect.

Termination By Us. We may terminate your Practice Marketplace membership at our discretion without notice. If we do so, we will give you a prorated refund based on the number of full months remaining in your membership. However, we will not give any refund for termination related to conduct that we determine, in our sole discretion, violates these Terms or any applicable law, involves fraud or misuse of the Practice Marketplace membership, or is harmful to our interests or another user. Additionally, if the credit card we, or our payment vendors, have on file for you is declined for payment of your membership, your membership will immediately terminate. Our failure to insist upon or enforce your strict compliance with these Terms will not constitute a waiver of any of our rights.

Membership Limitations.
  • We reserve the right to accept or refuse membership in our sole discretion.
  • You may not transfer or assign your Practice Marketplace membership or any Practice Marketplace benefits without our express written consent.
  • Practice Marketplace members may not share any data, information or documentation obtained as a result of their Practice Marketplace membership with any other party without our express written consent.
  • From time to time, Enterprise may choose, in its sole discretion, to add or remove Practice Marketplace benefits from paid or free promotional programs.
Membership Disclaimers.
  • We make no representations or warranties, express or implied, as to the exact quantity or quality of the advisory practices included in the Practice Marketplace database.
  • We make no representations or warranties of any kind as to the accuracy, completeness, timeliness or content of any information contained within the Practice Marketplace (including, without limitation, the practice database) and do not assume any responsibility for the accuracy, completeness, timeliness or content of such information.
  • We make no representations, warranties, assurances or guarantees, expressed or implied, that you will consummate any transaction or enter into any form of succession arrangement as a result of your Practice Marketplace membership.
Limitation of Liability. IN ADDITION TO OTHER LIMITATIONS AND EXCLUSIONS IN ADVISERXCHANGE.COM'S TERMS OF USE, IN NO EVENT WILL WE OR OUR DIRECTORS, OFFICERS, MEMBERS, MANAGERS, EMPLOYEES, AGENTS OR OTHER REPRESENTATIVES BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY OTHER DAMAGES OF ANY KIND, ARISING OUT OF OR RELATED TO PRACTICE MARKETPLACE. OUR TOTAL LIABILITY, WHETHER IN CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE) OR OTHERWISE, WILL NOT EXCEED THE LAST ANNUAL MEMBERSHIP FEE YOU PAID. THESE EXCLUSIONS AND LIMITATIONS OF LIABILITY WILL APPLY TO THE FULLEST EXTENT PERMITTED BY LAW AND WILL SURVIVE CANCELLATION OR TERMINATION OF YOUR PRACTICE MARKETPLACE MEMBERSHIP. CERTAIN STATE LAWS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES. IF THESE LAWS APPLY TO YOU, SOME OR ALL OF THE ABOVE EXCLUSIONS OR LIMITATIONS MAY NOT APPLY TO YOU, AND YOU MIGHT HAVE ADDITIONAL RIGHTS.

Modifications; Severability. We may at any time, in our discretion, change these Terms, adviserXchange.com's Terms of Use and Privacy Notice, or any aspect of Practice Marketplace membership, without notice to you. If any of these terms, or any change to these terms, is found invalid, void or for any reason unenforceable by a court of competent jurisdiction, the remaining portion thereof shall remain in full force and effect. YOUR CONTINUED MEMBERSHIP AFTER WE CHANGE THESE TERMS CONSTITUTES YOUR ACCEPTANCE OF THE CHANGES. IF YOU DO NOT AGREE TO ANY CHANGES, YOU MUST CANCEL YOUR MEMBERSHIP.

Governing Law. These Terms shall be governed by and construed in accordance with the laws of the State of Alabama (determined without reference to conflict of law principles). Although you acknowledge and agree that we will have the ability to enforce our rights in any court of competent jurisdiction, you hereby consent to the exclusive jurisdiction and venue of courts in Calhoun County, Alabama, U.S.A. (or such other county in which our principal place of business may be located), regarding any and all disputes relating to these Terms.

WAIVER OF JURY TRIAL. BOTH PARTIES AGREE TO IRREVOCABLY WAIVE, TO THE FULLEST EXTENT PERMITTED BY LAW, ALL RIGHTS TO TRIAL BY JURY IN ANY ACTION, PROCEEDING OR COUNTERCLAIM RELATING TO THIS SERVICE.