Legal

Terms of Use

Last Updated: June 6, 2026. By accessing our site and resources, you agree to comply with and be bound by the following conditions.

1. Advisory Framework Scope

Blueprint Advisory is a transition planning and corporate exit advisory firm. We are not a registered broker-dealer, an M&A broker, an investment bank, a law firm, or a certified public accounting firm. The information and resource metrics provided on this site are for educational, scoping, and general roadmap planning purposes. Formal transaction execution, tax structuring, or legal documentation must be coordinated with your licensed legal and tax professionals.

2. Permitted Use & Intellectual Property

The educational articles, checklists, readiness templates, graphics, and proprietary terminology (such as Transition Readiness Score™, Business Value & Transition Assessment™, and Transition Blueprint™) are the exclusive property of Blueprint Advisory. You are granted a limited license to review and reference these materials for your personal or individual business evaluation. Redistribution, resale, or generic white-label re-use of these tools by third-party brokerages or advisory networks without written authorization is strictly prohibited.

3. Input Accuracy & Liability Limits

Any output generated by our online forms, questionnaires, or calculators depends entirely on user-provided inputs. We make no guarantees, warranties, or representations regarding the accuracy of general industry multiples, valuation calculators, or suitability checklists. Blueprint Advisory, its founders, and network partners will not be liable for business decisions, transaction exits, or valuation discrepancies resulting from information provided on this website.

4. Third-Party Connections

Our resources section, assessment flows, and scheduler pages connect to standard third-party tools (such as Web3Forms, Stripe, or Calendly). Your interactions with these applications are governed by their respective term sheets and security policies.

5. Term Modification

We reserve the right to modify these Terms of Use at any time. Changes take effect immediately upon their publication on this page.