TERMS AND CONDITIONS

Version: 2025.08.25

You can view our previous Terms and Conditions here.

Terms and Conditions 

The following terms and conditions govern all use of the www.successionresource.com website and all content, services and products available at or through the website (taken together, the “Website”) as well as any and all services for which you engage Succession Resource Group, Inc., (“Succession Resource Group”), no matter if Succession Resource Group is engaged through the Website or otherwise. The Website is owned and operated by Succession Resource Group. The Website is offered subject to your acceptance without modification of all of the terms and conditions contained herein and all other operating rules, policies (including, without limitation, Succession Resource Group’s Privacy Policy) and procedures that may be published and updated from time to time on this Site by Succession Resource Group (collectively, the “Agreement”). Your continued use of the Website, and/or any service provided by Succession Resource Group, following any such updates constitutes acceptance of those updates. Succession Resource Group has the right to update this Agreement at any time and at its sole discretion. You agree to be bound by any then current versions of this Agreement and any updates hereto, with continued use of the Website and/or use or completion of any services constituting acceptance of such updates.

Please read this Agreement carefully before accessing or using the Website. By accessing or using any part of the website, or by engaging Succession Resource Group for any of its services, you agree to become bound by the terms and conditions of this Agreement. If you do not agree to all the terms and conditions of this Agreement, then you may not access the Website or use any services. If these terms and conditions are considered an offer by Succession Resource Group, acceptance is expressly limited to these terms. The Website is available only to individuals who are at least 18 years old.

1. Your www.successionresource.com Account and Site. If you create an account/profile on the Website, you are responsible for maintaining the security of your account, and you are fully responsible for all activities that occur under the account and any other actions taken in connection with the account. You must immediately notify Succession Resource Group of any unauthorized uses of your account, if you have uploaded any materials that are considered confidential, or any other breaches of security related to your account or use of the Website. Succession Resource Group will not be liable for any acts or omissions by you or any third parties accessing your account, including any damages of any kind incurred as a result of such acts or omissions. You agree to indemnify and hold Succession Resource Group harmless from any claims arising from unauthorized use of your account.
2. Responsibility of Contributors. If you comment on the Website, post material to the Website, post links on the Website, or otherwise make (or allow any third party to make) material available by means of the Website (any such material, “Content”), You are entirely responsible for the content of, and any harm resulting from, that Content. That is the case regardless of whether the Content in question constitutes text, graphics, an audio file, or computer software. By making Content available, you represent and warrant that:
   • the downloading, copying and use of the Content will not breach any regulatory compliance requirements or infringe the proprietary rights, including but not limited to the copyright, patent, trademark or trade secret rights, of any third party;
   • if your employer or other third-party has rights to intellectual property you create, you have either (i) received permission from your employer or other third-party to post or make available the Content, including but not limited to any software, or (ii) secured from your employer or other third-party a waiver as to all rights in or to the Content;
   • you have fully complied with any third-party licenses relating to the Content, and have done all things necessary to successfully pass through to end users any required terms;
   • the Content does not contain or install any viruses, worms, malware, Trojan horses or other harmful or destructive content;
   • the Content is not spam, is not machine- or randomly generated, and does not contain unethical or unwanted commercial content designed to drive traffic to third-party sites or boost the search engine rankings of third party sites, or to further unlawful acts (such as phishing) or mislead recipients as to the source of the material (such as spoofing); and
   • the Content is not pornographic, does not contain threats or incite violence towards individuals or entities, and does not violate the privacy or publicity rights of any third party.

3. By submitting Content to Succession Resource Group, you grant Succession Resource Group a perpetual, worldwide, royalty-free, and non-exclusive license to use, modify, reproduce, and distribute the Content for any purpose related to the Website and its services. For example, any information you share when completing a buyer profile can and will be shared with potential seller listings, as this is the express purpose of the buyer profile and your submission. If you submit information for the purposes of completing a project with Succession Resource Group, such information will be used exclusively by Succession Resource Group and such information will only be shared, if shared, in aggregate format. If you delete Content, Succession Resource Group will use reasonable efforts to remove it from the Website within thirty (30) days of receiving your written deletion request, but you acknowledge that caching or references to the Content may not be made immediately unavailable. You further acknowledge that Succession Resource Group may retain archived copies of your Content for legal, regulatory, or legitimate business purposes, and that complete deletion of all copies may not be technically feasible.
4. Without limiting any of those representations or warranties, Succession Resource Group has the right (though not the obligation) to, in Succession Resource Group’s sole discretion (i) refuse or remove any content that, in Succession Resource Group’s reasonable opinion, violates any Succession Resource Group policy or is in any way harmful or objectionable, or (ii) terminate or deny access to and use of the Website to any individual or entity for any reason, in Succession Resource Group’s sole discretion. Succession Resource Group will have no obligation to provide a refund of any amounts previously paid for Website use or any of its service for which it is engaged.
5. Payment and Renewal.
   • General Terms. By selecting a product or service, you agree to pay Succession Resource Group the one-time and/or recurring subscription fees indicated (additional payment terms may be included in other communications). Subscription or recurring payments will be charged on a pre-pay basis on the day you sign up for any such service and will cover the use of that service in exchange for such recurring fee for the period as indicated. All payments made to Succession Resource Group are non-refundable unless otherwise explicitly agreed to in writing by an authorized officer of Succession Resource Group.
   • Automatic Renewal. Unless you notify Succession Resource Group before the end of the applicable subscription period that you want to cancel a subscription, your subscription will automatically renew and you authorize us to collect the then-applicable recurring fee for such subscription (as well as any taxes) using any credit card or other payment mechanism we have on record for you. Upgrades can be canceled at any time by submitting your request to Succession Resource Group in writing.
6. Services
   • Fees; Payment. By signing up for a Services account you agree to pay Succession Resource Group the applicable setup fees, recurring fees and total engagement fees. Unless otherwise agreed to in writing, applicable fees will be invoiced starting from the day your services are established and in advance of using such services. Succession Resource Group reserves the right to change the payment terms and fees upon thirty (30) days prior written notice to you. Services can be canceled by you upon thirty (30) days written notice to Succession Resource Group, subject to full payment of all fees and charges through the effective termination date, plus a cancellation fee equal to three (3) months of any average monthly fees charged during the preceding six-month period. Any early termination prior to completion of the initial twelve-month term will require payment of all remaining fees through the end of such term.
   • Support. Your service may include access to priority email support. “Email support” means the ability to make requests for technical support assistance by email at any time (with commercially reasonable efforts by Succession Resource Group to respond within one business day, subject to normal business hours and excluding holidays) concerning the use of the priority support. “Priority” means that support takes priority over support for users of the standard or free www.successionresource.com or any other Succession Resource Group services. All support will be provided in accordance with Succession Resource Group standard services practices, procedures and policies.
7. Responsibility of Website Visitors. Succession Resource Group has not reviewed, and has no obligation to review, all of the material, including computer software, posted to the Website, and expressly disclaims any responsibility for that material’s content, use or effects. By operating the Website, and/or providing services, Succession Resource Group does not represent or imply that it endorses the material or its accuracy or completeness there posted, or that it believes such material to be accurate, useful or non-harmful. You are solely responsible for conducting due diligence, and when using the Website or any Succession Resource Group services, taking precautions as necessary to protect yourself and your computer systems from viruses, worms, Trojan horses, and other harmful or destructive content. Succession Resource Group makes no warranties regarding the security or safety of your computer systems when using the Website or services. The Website may contain content that has technical inaccuracies, typographical mistakes, and other errors. Succession Resource Group disclaims any responsibility for any harm resulting from the use by visitors of the Website, or from any downloading by those visitors of content there posted. This includes any materials or resources provided to you through myCompass, Succession Resource Group’s client portal.
8. Content Posted on Other Websites. We have not reviewed, and cannot review, all of the material made available through the websites and webpages to which www.successionresource.com links, and that link to www.successionresource.com. Succession Resource Group does not have any control over those non-Succession Resource Group websites and webpages and explicitly disclaims any and all liability or responsibility for their contents, accuracy, availability, security, or use, including any damages or losses that may result from accessing or relying on such external websites. By linking to a non-Succession Resource Group website or webpage, Succession Resource Group does not represent or imply that it endorses such website or webpage. You are responsible for taking precautions as necessary to protect yourself and your computer systems from viruses, worms, Trojan horses, and other harmful or destructive content. Succession Resource Group disclaims any responsibility for any harm resulting from your use of non-Succession Resource Group websites and webpages.
9. Copyright Infringement and DMCA Policy. As Succession Resource Group asks others to respect its intellectual property rights, it respects the intellectual property rights of others. If you believe that material located on or linked to by www.successionresource.com violates your copyright, you must notify Succession Resource Group in accordance with Succession Resource Group’s Digital Millennium Copyright Act (“DMCA”) Policy by emailing legal@successionresourcegroup.com and providing all information required under 17 U.S.C. § 512(c)(3). Succession Resource Group will respond to all such notices, including as required or appropriate by removing the infringing material or disabling all links to the infringing material. Succession Resource Group will terminate a visitor’s access to and use of the Website if, under appropriate circumstances, the visitor is determined to be a repeat infringer of the copyrights or other intellectual property rights of Succession Resource Group or others. In the case of such termination, Succession Resource Group will have no obligation to provide a refund of any amounts previously paid to Succession Resource Group.
10. Intellectual Property. This Agreement does not transfer from Succession Resource Group to you any Succession Resource Group or third-party intellectual property, and all right, title and interest in and to such property shall remain (as between the parties) solely with Succession Resource Group. Succession Resource Group, www.successionresource.com, the www.successionresource.com logo, and all other trademarks, service marks, graphics and logos used in connection with www.successionresource.com, or the Website are trademarks or registered trademarks of Succession Resource Group or Succession Resource Group’s licensors. Other trademarks, service marks, graphics and logos used in connection with the Website may be the trademarks of other third parties. Your use of the Website grants you no right or license to reproduce, modify, distribute, perform, display, prepare derivative works of, or otherwise use any Succession Resource Group or third-party trademarks, copyrights, patents, trade secrets or other intellectual property rights.
11. Succession Resource Group will use commercially reasonable efforts to adhere to the project timeline outlined. The timeline presented is based on an expectation of timely and consistent participation and feedback from Succession Resource Group and Client to ensure the goals are achieved within the timeline proposed. Succession Resource Group and Client agree to work together in good faith to accomplish tasks in a timely manner and mitigate the impact of any potential delays on the overall project timeline. Client’s failure to attend meetings or provide timely information will cause delays and necessitate alteration of the timelines. All payment deadlines and fee obligations shall remain unchanged and continue to accrue regardless of any such delays. Each party will promptly inform the other party if any delays are expected. Succession Resource Group will not be responsible for any direct, indirect, incidental, special, consequential, or exemplary damages that result from delays, regardless of the cause of such delays. All timelines provided are estimates only and do not constitute binding commitments. These delays include but are not limited delays related to Client’s review and approval of various documents, scheduling conflicts between Succession Resource Group and Client, including each party’s directors, officers, representatives, agents, employees, or other third-parties, and/or other third-parties delays such as attorneys, accountants, or lenders who may be required to review documents. 
12. Changes. Succession Resource Group reserves the right, at its sole discretion, to modify or replace any part of this Agreement. It is your responsibility to check this Agreement periodically for changes. Your use of any Succession Resource Group services or continued use of or access to the Website following the posting of any changes to this Agreement constitutes acceptance of those changes. You agree to the most recent version of this Agreement as posted on the Succession Resource Group Website. Succession Resource Group may also, in the future, offer new services and/or features through the Website (including the release of new tools and resources). Such new features and/or services shall be subject to the terms and conditions of this Agreement.
13. Termination. Succession Resource Group may terminate your access to all or any part of the Website at any time, with or without cause, with or without notice, effective immediately. If you wish to terminate this Agreement or your www.successionresource.com account (if you have one), you may simply discontinue using the Website. Notwithstanding the foregoing, if you have a paid services account, such account can be terminated by Succession Resource Group (i) immediately upon any material breach of this Agreement where such breach poses an immediate threat to Succession Resource Group’s systems, data, or business operations, (ii) if you fail to cure any other breach within forty-five (45) days from Succession Resource Group’s notice to you thereof, or (iii) if Succession Resource Group determines, in its sole discretion, that continued service would create an imminent and substantial legal or regulatory risk that cannot be reasonably mitigated; provided that in the case of (iii), Succession Resource Group shall provide you with written notice and a reasonable opportunity to transition your services; provided that, Succession Resource Group can terminate the Website immediately as part of a general shut down of our service. All provisions of this Agreement which by their nature shall survive termination shall survive termination, including, without limitation, dispute resolution, ownership provisions, warranty disclaimers, indemnity and limitations of liability.
14. Disclaimer of Warranties. The Website and services are provided “as is”. Succession Resource Group and its suppliers and licensors hereby disclaim all warranties of any kind, express or implied, including, without limitation, the warranties of merchantability, fitness for a particular purpose and non-infringement. Neither Succession Resource Group nor its suppliers and licensors make any warranty that the Website or its services will be error-free, secure, accurate, reliable, or that access thereto will be continuous or uninterrupted. You understand that you download from, or otherwise obtain content or services through, the Website, or by other means of access to Succession Resource Group services, at your own discretion and risk.
15. Limitation of Liability. In no event will Succession Resource Group, or its suppliers or licensors, be liable with respect to any subject matter of this Agreement under any contract, negligence, strict liability or other legal or equitable theory for: (i) any special, incidental or consequential damages; (ii) the cost of procurement for substitute products or services; (iii) for interruption of use or loss or corruption of data; or (iv) for any amounts that exceed the lesser of (i) the fees paid by you to Succession Resource Group under this agreement during the twelve (12) month period prior to the cause of action, or (ii) $10,000, regardless of the form of action or theory of liability. Succession Resource Group shall have no liability for any failure or delay due to matters beyond its reasonable control. The foregoing shall not apply to the extent prohibited by applicable law.
16. Artificial Intelligence Note Taker. Succession Resource Group uses artificial intelligence (“AI”) to take notes during the delivery of its consulting services, Teams or any other This benefit is meant to enhance the services it provides to you and provide both you and Succession Resource Group with accurate notes from these calls to assist you better. By joining any call or video call with Succession Resource Group, you expressly consent to the recording and note taking through an AI resource for Succession Resource Group to assist you in your engagement with Succession Resource Group. You acknowledge and agree that such recordings and AI-generated notes (i) may be retained and used by Succession Resource Group indefinitely for quality assurance, training, compliance purposes, product improvement, and any other legitimate business purposes in accordance with applicable law and Succession Resource Group’s privacy policy, and (ii) shall be deemed Succession Resource Group’s sole and exclusive property and confidential information.
17. General Representation and Warranty. You represent and warrant that (i) your use of the Website and services provided by Succession Resource Group will be in strict accordance with the Succession Resource Group Privacy Policy, with this Agreement and with all applicable laws and regulations (including without limitation any local laws or regulations in your country, state, city, or other governmental area, regarding online conduct and acceptable content, and including all applicable laws regarding the transmission of technical data exported from the United States or the country in which you reside), (ii) you are at least 18 years old and over the minimum age required by the laws of your country of residence to access and use all content, services and products available at or through the Website and (ii) your use of the Website will not infringe or misappropriate the intellectual property rights of any third-party.
18. Indemnification. Except to the extent prohibited by law, you agree to defend, indemnify and hold harmless Succession Resource Group, its contractors, and its licensors, and their respective directors, officers, employees and agents from and against any and all third-party claims, demands, damages, losses, expenses, and liabilities, including reasonable attorneys’ fees and costs, arising out of or related to your use of the Website, or any other services provided by Succession Resource Group, including but not limited to your violation of this Agreement. Succession Resource Group reserves the right, at its sole discretion, to control the defense and settlement of any matter for which you are required to indemnify us, and you agree to fully cooperate with our defense of these claims at your own expense. You agree not to settle any such claim without Succession Resource Group’s prior written consent.
19. Dispute Resolution. Except to the extent applicable law, if any, provides otherwise, this Agreement, any access to or use of the Website and/or any services provided by Succession Resource Group, shall be governed by the laws of the state of Oregon, U.S.A. Except for claims for injunctive or equitable relief or claims regarding intellectual property rights (which may be brought in any competent court without the posting of a bond), any dispute arising under this Agreement shall be finally settled in accordance with the Streamlined Arbitration Rules and Procedures of the Judicial Arbitration and Mediation Service, Inc. (“JAMS”) by one arbitrator appointed in accordance with such Rules. The arbitration shall take place in Multnomah County, Oregon, or virtually at Succession Resource Group’s sole discretion, with Oregon law applying regardless of venue or conflict of law principles, in the English language and the arbitral decision may be enforced in any court. In any action or proceeding to enforce this Agreement or collect any amounts due hereunder, Succession Resource Group shall be entitled to recover its arbitration/court costs, attorneys’ fees, and all other collection costs, including Succession Resource Group’s in-house legal counsel using the same then current fee Succession Resource Group charges its clients for hourly work performed by its in-house counsel, as stated below in paragraph 20.
20. Third-Party Disputes. In the event Succession Resource Group is required or requested to respond to a subpoena, court order, or otherwise provide information, advice, testimony, or documentation in any matter involving you, whether directly or indirectly, you agree to pay for Succession Resource Group’s time based on Succession Resource Group’s then current hourly rates at the time the services are performed, plus a 25% premium for expedited or urgent requests requiring response within less than 5 business days. Succession Resource Group may, at its sole discretion, require a retainer of its estimated costs prior to providing any assistance and stop any assistance at any time such retainer is depleted until such retainer is replenished. You also agree to reimburse Succession Resource Group for all out-of-pocket expenses incurred in that regard, including, but not limited to, legal fees, travel, printing, and postage.

You expressly authorize Succession Resource Group to charge any payment method you have provided (including but not limited to credit card, ACH, wire transfer, or other form of payment) and agree that Succession Resource Group will invoice you for these expenses. You hereby represent and warrant that you have the legal right to use any payment method(s) you provide. You acknowledge that Succession Resource Group may pursue all available legal and equitable remedies for any unauthorized or fraudulent use of payment methods, including but not limited to recovery of all costs, fees, damages, and reasonable attorneys’ fees. Any disputes regarding payment methods shall be governed by Oregon law. You further agree to keep your payment information current and valid at all times, and to promptly update such information within 3 business days of any change. You acknowledge that payment(s) of all fees and/or amounts related to this paragraph shall be subject to paragraph 20 of this Agreement. If Succession Resource Group is specifically hired as an expert witness, then the fees associated with that engagement shall be governed by that specific engagement agreement or scope of services as agreed to in writing between you and Succession Resource Group. Any dispute resolution, including legal action to collect such fees shall be governed by the Dispute Resolution (paragraph 19) in this Agreement and any other applicable portions of this Agreement.

YOU ACKNOWLEDGE AND AGREE THAT ANY DISPUTE OR CONTROVERSY WHICH MAY ARISE UNDER THIS AGREEMENT AND IS SUBJECT TO THE ARBITRATION PROVISION, ABOVE, IS LIKELY TO INVOLVE COMPLICATED AND DIFFICULT ISSUES, AND THEREFORE YOU IRREVOCABLY AND UNCONDITIONALLY WAIVE ANY RIGHT YOU MAY HAVE TO A TRIAL BY JURY IN RESPECT OF ANY ACTION DIRECTLY OR INDIRECTLY ARISING OUT OF OR RELATING TO THIS AGREEMENT, EXCEPT FOR CLAIMS FOR INJUNCTIVE OR EQUITABLE RELIEF OR CLAIMS REGARDING INTELLECTUAL PROPERTY RIGHTS (WHICH MAY BE BROUGHT EXCLUSIVELY IN STATE OR FEDERAL COURTS LOCATED IN MULTNOMAH COUNTY, OREGON). YOU CERTIFY AND ACKNOWLEDGE THAT (I) NO REPRESENTATIVE, AGENT OR ATTORNEY OF ANY OTHER PARTY HAS REPRESENTED, EXPRESSLY OR OTHERWISE, THAT SUCH OTHER PARTY WOULD NOT SEEK TO ENFORCE THE FOREGOING WAIVERS, (II) YOU UNDERSTAND AND HAVE CONSIDERED THE IMPLICATIONS OF SUCH WAIVERS AND (III) YOU MAKE SUCH WAIVERS VOLUNTARILY.

21. If any part of this Agreement is held invalid or unenforceable, that part will be construed to reflect the parties’ original intent, and the remaining portions will remain in full force and effect. A waiver by either party of any term or condition of this Agreement or any breach thereof, in any one instance, will not waive such term or condition or any subsequent breach thereof. You may not assign, transfer, delegate or otherwise dispose of your rights or obligations under this Agreement without Succession Resource Group’s prior written consent, which may be withheld in its sole discretion. Any attempted assignment, transfer, delegation or disposal without such consent shall be void and of no effect. Succession Resource Group may assign, transfer, delegate or otherwise dispose of its rights and obligations under this Agreement to any person or entity at any time without notice or consent, including but not limited to any parent company, subsidiary, affiliate, successor entity, or as part of a merger, acquisition, corporate reorganization, sale of assets, or strategic business arrangement, and all rights and obligations under this Agreement shall remain in full force and effect following any such transfer. This Agreement will be binding upon and will inure to the benefit of the parties, their successors and permitted assigns.

This Agreement constitutes the entire agreement between Succession Resource Group and you concerning the subject matter hereof, and supersedes all prior or contemporaneous communications, understandings, and agreements, whether oral or written. This Agreement may only be modified by (i) a written amendment signed by an authorized executive of Succession Resource Group, or (ii) by the posting by Succession Resource Group of a revised version to its website, which shall be effective upon posting. Your continued use of the services following any such modification constitutes your acceptance of the modified terms. If you do not agree with any modifications, you must immediately cease using the services and terminate this Agreement in accordance with its terms.