Terms of Business

1. Scope of services

We provide advisory and support services to the care sector, including start-up and registration support, CQC and Ofsted compliance, turnaround and enforcement help, business growth, and the buying and selling of care businesses. The specific services, deliverables and timescales for your engagement are defined in the proposal or engagement letter agreed between us. Anything outside that agreed scope is treated as additional work and quoted separately before it begins.

2. Fees and payment

Fees are set out in your proposal and may be quoted as a fixed fee, a day rate, a retainer, or a success fee on a completed transaction. Unless stated otherwise, invoices are payable within 14 days of the invoice date. Fixed-fee services are payable in line with the milestones in your proposal. We reserve the right to pause work where invoices remain unpaid beyond their due date. All fees are exclusive of VAT and disbursements unless expressly stated.

3. Confidentiality

Both parties agree to keep confidential any non-public information shared during an engagement, including business performance, commercial terms and personal data, and to use it only for the purpose of the engagement. This obligation continues after the engagement ends. We handle personal data in line with our Privacy Policy and applicable data protection law. Where we act between a buyer and a seller, we will not disclose either party's identity or confidential details without consent.

4. Introductions and matching

When we introduce a buyer to a seller, or a seller to a buyer, that introduction is made in confidence and for that transaction only. You agree not to circumvent us by dealing directly with an introduced party, or passing their details to a third party, in order to avoid a fee. Where a transaction completes with a party we introduced, our success fee remains payable even if the deal completes after the engagement period, for a period of 24 months from the date of introduction. Introductions are made on a no-obligation basis and we give no warranty as to the suitability or solvency of any party.

5. Intellectual property

All templates, policy packs, frameworks, reports and other materials we create or supply remain our intellectual property. On full payment you receive a non-exclusive licence to use them within your own care business. You may adapt documents for your own use but may not resell, sublicense or distribute them to third parties without our written permission.

6. Cancellation

Either party may end an engagement by giving written notice as set out in the proposal, or 14 days' notice where none is stated. If you cancel part-way through, you remain liable for work carried out and costs committed up to the date of cancellation. Where you are a consumer with a statutory right to cancel, we will tell you about it before you commit and honour that right in full.

7. Liability

We provide our services with reasonable care and skill. We do not guarantee any particular regulatory outcome, sale price or commercial result, as these depend on factors outside our control, including decisions made by regulators and third parties. To the extent permitted by law, our total liability arising from an engagement is limited to the fees paid for that engagement. We are not liable for indirect or consequential losses. Nothing in these terms excludes liability for death or personal injury caused by negligence, for fraud, or for anything that cannot lawfully be excluded.

8. General

These terms are governed by the law of England and Wales, and the courts of England and Wales have exclusive jurisdiction. If any provision is found to be unenforceable, the rest remain in force. We may update these terms from time to time; the version in force at the start of your engagement applies to that engagement. Questions about these terms can be sent to [email protected].