Engagement agreement

This agreement is between you (the business owner who subscribes) and [LEGAL ENTITY NAME], a Utah [entity type] (“Finnus”). It covers your Finnus Board subscription and sits alongside our Terms and Privacy policy.

What's included

Your first month: a kickoff session, a written baseline of where the business stands, your first value roadmap and your priorities for the next 90 days.

Every month after that:

• A monthly board meeting with your operating partner
• A 90-minute strategy session every quarter
• A board pack before every meeting
• Business Memory: every decision, commitment and outcome
• Your value roadmap, tracked every month
• Your partner between meetings, answers within two business days

Your operating partner is a real person on the Finnus team. Finn, our AI, prepares work for your partner; a person reviews everything before you see it, and you make every decision.

Fees and billing

Finnus Board is $999 a month, billed in advance by card through Stripe. There's a 3-month minimum, then it's month to month. After the minimum you can stop with 30 days' notice, and your subscription ends at the close of the paid period. You can update your card and see your invoices in your portal. We never take a commission or fee on the sale of your business.

What Finnus isn't

Finnus doesn't provide legal, tax, accounting or investment advice, bookkeeping, or representation in a sale. We work alongside your CPA and your other advisors. Value ranges and value roadmaps are estimates for planning, not formal appraisals or valuations.

Your record

You own your record. You decide who else, if anyone, can see it, and you can export it at any time. We record a meeting only with the consent of everyone on the call. How we handle your information is set out in our Privacy policy and Data terms.

Contact

Questions about this agreement: hello@finnus.ai.