Legal Terms, Privacy Policy, and Engagement Disclosures
Last updated: August 4, 2026
Contents
1. Professional Services Disclaimer
2. Service-Specific Scope Boundaries
3. Privacy Policy
4. Website Terms of Use
5. Terms of Sale
6. IncTelligence Terms and AI Processing Disclosure
7. Work Product Terms
8. The Work Shop Terms
9. Registered Agent and Compliance Terms
10. Professional Handoff Terms
11. Refund, Cancellation, Auto-Renewal, and Chargeback Policy
12. Copyright Policy
13. Checkout, Intake, Upload, and Footer Disclosures
14. Product-Specific Engagement Disclosures
15. State-Specific Notices and Change-Monitoring Framework
1. Professional Services Disclaimer
Inc. Pros is operated by Incorporated Protections LLC.
References to Inc. Pros include Incorporated Protections LLC, Inc. Pros, IncPros.biz, IncTelligence, The Work Shop, related websites, shop pages, intake systems, questionnaires, assessments, service channels, workspaces, applications, deal rooms, data rooms, customer support channels, and related products or services.
Inc. Pros provides business organization, entity filing support, administrative support, document preparation support, workflow management, operational support, research organization, records management, AI-assisted work product, Work Shop resources, registered agent coordination, compliance support, and professional handoff materials.
Inc. Pros is not a law firm, CPA firm, accounting firm, tax adviser, financial adviser, investment adviser, broker, dealer, lender, loan broker, escrow agent, crowdfunding portal, transfer agent, insurance producer, valuation firm, fairness opinion provider, fiduciary, or other regulated professional service provider.
Inc. Pros does not provide legal, tax, accounting, investment, securities, lending, brokerage, fiduciary, valuation, fairness, insurance, or regulated financial advice.
No website content, questionnaire, intake form, assessment, template, checklist, workflow, report, model, summary, document, filing support, IncTelligence output, Work Shop material, or other work product should be treated as a substitute for professional advice.
You are responsible for obtaining appropriate legal, tax, accounting, financial, securities, lending, investment, valuation, transaction, insurance, employment, intellectual property, privacy, regulatory, and other professional review before signing, filing, submitting, issuing, publishing, relying on, or using any work product.
Inc. Pros may work with attorneys, CPA firms, accountants, tax advisers, financial advisers, brokers, dealers, investment advisers, lenders, portals, registered agents, software providers, consultants, and other professionals or service providers. Any engagement with those professionals or providers is separate from your engagement with Inc. Pros unless expressly stated in a signed written agreement.
2. Service-Specific Scope Boundaries
2.1 Incorporate
Inc. Pros may file entity formation documents, apply for Federal Tax ID numbers, coordinate registered agent services, draft initial governance work product, organize ownership records, set up business accounts, develop compliance calendars, prepare filing packages, and organize company records.
Inc. Pros does not determine the best legal entity, tax classification, ownership allocation, fiduciary duty position, licensing requirement, regulatory status, employment classification, securities status, or tax treatment.
2.2 Raise Capital
Inc. Pros may organize fundraising readiness, investor onboarding, deal rooms, subscription tracking, document drafts, funding agreement templates, cap tables, dilution models, filing checklists, closing checklists, and professional handoff packages.
Inc. Pros does not offer, sell, solicit, recommend, underwrite, broker, place, or advise on securities, loans, investments, or investor suitability.
Inc. Pros does not determine investor accreditation, investor eligibility, investor suitability, investment limits, financial capacity, risk tolerance, or source of funds.
Inc. Pros does not hold, transmit, custody, escrow, safeguard, or disburse investor funds, securities, loan proceeds, purchase proceeds, escrow funds, or transaction funds.
Inc. Pros does not receive compensation based on the success, size, or closing of any securities offering, loan, investment, capital raise, acquisition, sale, or transaction unless expressly permitted by applicable law and stated in a written agreement approved by counsel.
2.3 Regulation D
Inc. Pros may help organize Regulation D readiness materials, 506(b) or 506(c) workflows, investor onboarding, subscription tracking, offering checklists, closing checklists, cap table records, dilution models, and professional handoff packages.
Inc. Pros does not determine whether an offering qualifies for Regulation D, whether general solicitation is permitted, whether investors are accredited, whether verification is sufficient, whether securities laws have been satisfied, or whether any state or federal filing is legally adequate.
2.4 Regulation CF
Inc. Pros may help organize campaign readiness, Test the Waters materials, disclosure drafts, portal coordination tasks, investor onboarding records, funding agreement packages, cap table records, dilution models, closing records, and post-raise records.
Inc. Pros is not a registered broker-dealer or funding portal and does not operate the intermediary platform required for Regulation CF offerings.
Inc. Pros does not solicit investors, recommend investments, compensate solicitation activity, hold investor funds, custody securities, or provide investment advice.
2.5 Business Credit
Inc. Pros may develop borrower readiness work product, sources and uses schedules, lender-ready packages, debt-service analysis, financing comparison summaries, lender request trackers, application workflow materials, underwriting handoff packages, and financing closing checklists.
Inc. Pros is not a lender, loan broker, credit repair organization, consumer reporting agency, underwriter, guarantor, SBA lender, or fiduciary.
Inc. Pros does not pull consumer credit reports, make credit decisions, furnish credit information, repair credit, guarantee financing, approve loans, or determine creditworthiness.
2.6 Close Deals
Inc. Pros may set up deal rooms, organize diligence workflows, manage access, track requests and responses, coordinate signatures, prepare closing checklists, compile closing books, update company records, and develop transition or post-closing plans.
Inc. Pros does not act as a broker, dealer, finder, M&A broker, business broker, transfer agent, escrow agent, paying agent, valuation firm, fairness opinion provider, fiduciary, or legal negotiator.
Inc. Pros does not negotiate legal rights, determine transaction structure, provide tax consequences, value a business, issue fairness opinions, hold funds, custody securities, solicit buyers or sellers, or receive transaction-based compensation unless expressly permitted by applicable law and stated in a written agreement approved by counsel.
3. Privacy Policy
Last modified: August 4, 2026
3.1 Introduction
Incorporated Protections LLC, doing business as Inc. Pros, IncPros.biz, IncTelligence, and The Work Shop, respects your privacy and is committed to protecting the information you provide.
This Privacy Policy explains how we collect, use, maintain, protect, disclose, and otherwise process information when you visit our websites, purchase products or services, submit questionnaires, upload documents, participate in assessments, use IncTelligence-enabled services, access The Work Shop, communicate with us, or otherwise engage with Inc. Pros.
By using our website, creating an account, purchasing a product or service, submitting information, uploading documents, or engaging with Inc. Pros, you agree to this Privacy Policy.
3.2 Information We Collect
We may collect information directly from you, automatically through website technologies, from service providers, from public records, and from professionals or third parties you authorize.
Identifiers, such as name, company name, postal address, email address, telephone number, account credentials, and contact details.
Business information, such as entity formation, ownership, governance, capitalization, financing, acquisition, sale, compliance, operational, brand, account setup, and administrative information.
Commercial information, such as purchases, subscriptions, renewals, invoices, order history, payment status, service history, and support history.
Customer-provided materials, such as questionnaire responses, intake forms, assessment responses, uploaded files, instructions, emails, meeting notes, templates, agreements, financial statements, diligence materials, closing records, and business records.
Internet and device information, such as IP address, browser type, operating system, device identifiers, pages visited, referring pages, cookies, analytics data, log files, and website interaction information.
Professional and third-party information that you authorize us to receive from attorneys, accountants, lenders, portals, registered agents, filing providers, software platforms, transaction parties, or other service providers.
Public-record information from secretary of state databases, filing offices, government records, public websites, and other publicly available sources.
3.3 Regulated Data Limitations
Ordinary Inc. Pros workflows are not designed to collect or process consumer credit reports, consumer credit scores obtained from consumer reporting agencies, health information, medical information, children's information, student information, regulated employment records, background-check records, biometric information, or other regulated data unless a specific service expressly requires it and Inc. Pros approves the workflow in writing.
Do not upload consumer credit reports or consumer-reporting-agency files. Inc. Pros does not pull credit reports, make credit decisions, or provide credit repair services.
Do not upload medical records, health information, benefits files, disability records, or health-plan information.
Do not upload children's information or information relating to persons under 16.
Do not upload employee personnel files, I-9 records, payroll records, background checks, or regulated employment information unless specifically requested under a counsel-approved workflow.
Do not upload government identification, tax records, financial account credentials, investor information, trade secrets, confidential third-party information, or sensitive personal information unless necessary for the selected service and authorized by you.
3.4 Sources of Information
We may collect information:
Directly from you through forms, questionnaires, uploads, payments, messages, calls, meetings, workspaces, deal rooms, and service instructions.
From authorized users, representatives, owners, officers, employees, contractors, advisers, or transaction parties.
From professionals or service providers you authorize, including attorneys, accountants, lenders, portals, registered agents, software providers, filing providers, and deal participants.
From public records, filing offices, secretary of state databases, government databases, websites, and other publicly available sources.
Automatically through cookies, pixels, analytics tools, logs, and similar technologies.
3.5 IncTelligence and AI Processing
IncTelligence is an AI-enabled work system used by Inc. Pros to help organize information, draft work product, summarize records, develop assessments, prepare checklists, identify missing information, support workflow management, and coordinate professional handoffs.
IncTelligence may use large language models and AI services, including tools such as ChatGPT, Claude, custom GPTs, applications, skills, workspaces, APIs, model context protocols, connectors, automation tools, and related software systems.
Inc. Pros will use commercial, business, or enterprise AI plans for customer work.
Inc. Pros will not use consumer LLM workspaces for confidential customer work unless a future written exception is approved by counsel and disclosed to the customer.
IncTelligence may process information you provide through questionnaires, uploads, workspaces, deal rooms, emails, forms, calls, meetings, instructions, templates, documents, and service channels. This information may be used to assist with drafting, summarizing, organizing, classifying, reviewing, comparing, modeling, and preparing work product.
By using IncTelligence-enabled services, you authorize Inc. Pros to use AI systems, third-party AI providers, automation tools, APIs, connectors, MCPs, workspaces, and related software to process information for service delivery, work product preparation, internal review, quality control, record organization, workflow management, customer support, and professional handoff purposes.
3.6 How We Use Information
We may use information to:
Provide products and services you request.
Process purchases, subscriptions, renewals, payments, refunds, chargebacks, and invoices.
Create, manage, secure, and support your account.
Prepare assessments, reports, filings, documents, agreements, packages, models, checklists, calendars, record books, closing books, and other work products.
Set up or support accounts, records, workflows, deal rooms, data rooms, calendars, and administrative systems.
Coordinate with professionals and service providers you authorize.
Respond to questions, support requests, service instructions, revisions, and project communications.
Maintain company records, compliance calendars, filing records, service history, engagement history, and evidence files.
Use AI-enabled systems, including large language models, custom GPTs, apps, skills, workspaces, APIs, MCPs, connectors, and automation tools, for service delivery and work product preparation.
Improve our website, products, questionnaires, workflows, operations, quality control, security, and customer experience.
Send administrative notices, account notices, service updates, renewal reminders, compliance reminders, product communications, and support messages.
Detect fraud, protect security, enforce agreements, comply with law, and protect rights, property, customers, users, and service providers.
Fulfill any other purpose disclosed when you provide the information or for which you give consent.
3.7 No Sale, No Cross-Context Behavioral Sharing, No Targeted Advertising Processing
Inc. Pros does not sell personal data.
Inc. Pros does not share personal data for cross-context behavioral advertising.
Inc. Pros does not process personal data for targeted advertising as a service function.
If this business practice changes, Inc. Pros will update this Privacy Policy and provide any notices, rights, and opt-out mechanisms required by applicable law before engaging in the changed practice.
3.8 How We Share Information
We may share information with:
Service providers that support hosting, payments, data storage, document management, communications, analytics, security, automation, customer support, and operations.
AI model providers, cloud platforms, workspace providers, automation providers, API providers, connector providers, document management systems, and related technology providers that support IncTelligence and Inc. Pros operations.
Registered agents, filing providers, secretary of state offices, government agencies, tax authorities, compliance providers, and administrative service providers.
Attorneys, accountants, tax advisers, financial advisers, investment advisers, brokers, dealers, portals, lenders, consultants, transaction parties, or other professionals when you authorize or direct us to coordinate with them.
Payment processors, billing platforms, banks, fraud prevention providers, collections providers, and customer support providers.
Business successors in connection with a merger, sale, transfer, reorganization, dissolution, or similar transaction.
Other parties with your consent or at your direction.
We may also disclose information when necessary to comply with law, enforce agreements, protect rights, protect property, prevent fraud, reduce credit risk, respond to legal process, or protect the safety of Inc. Pros, customers, users, service providers, or others.
3.9 Professional Handoffs
Inc. Pros may prepare materials for review by attorneys, accountants, lenders, advisers, portals, brokers, dealers, investment advisers, financial professionals, or other qualified professionals.
When you ask us to coordinate with a professional or third party, you authorize us to share relevant information and work product with that party for the purpose of completing the requested service or handoff.
Professional handoff materials do not create a professional relationship between you and any third party unless that party separately accepts the engagement.
3.10 Privacy Rights
Depending on where you live and which laws apply, you may have rights to request access, correction, deletion, portability, limitation, restriction, objection, appeal, or withdrawal of consent.
You may also have rights relating to sensitive personal information, targeted advertising, sale of personal data, profiling, or automated decision-making.
Because Inc. Pros does not sell personal data, share personal data for cross-context behavioral advertising, or process targeted advertising data, certain opt-out rights may not apply to our current practices.
You may submit privacy requests to info@incpros.biz.
We may verify your identity and authority before completing a request. Authorized agents may submit requests where permitted by law, subject to verification.
If we deny a request, you may appeal by replying to the decision notice or using the appeal method provided. We will not discriminate against you for exercising applicable privacy rights.
3.11 Sensitive Data and Consent
Inc. Pros does not intentionally collect or process sensitive personal information except where necessary for a selected service, authorized by you, and permitted by law.
Where applicable law requires consent for sensitive-data processing, Inc. Pros will obtain consent before processing the sensitive data for the applicable purpose.
3.12 International Users
Inc. Pros is based in the United States.
If you access our website or services from outside the United States, you understand that your information may be processed in the United States and in other locations where our service providers operate.
International users are responsible for ensuring that they are permitted to submit information to Inc. Pros.
Inc. Pros may provide additional notices, contractual protections, or data-transfer terms where required by applicable law.
3.13 Cookies and Analytics
We may use cookies, pixels, web beacons, analytics tools, security tools, and similar technologies to operate the website, improve functionality, measure usage, secure accounts, and understand customer interaction.
You may be able to disable cookies through your browser settings. Some website features may not function properly if cookies are disabled.
3.14 Data Security
We use commercially reasonable administrative, technical, and organizational measures designed to protect information from unauthorized access, loss, misuse, alteration, or disclosure.
No method of transmission over the internet or electronic storage is completely secure.
You are responsible for protecting account credentials, device access, uploaded files, and communication channels.
3.15 Data Retention
We may retain information for as long as reasonably necessary to provide services, maintain records, comply with legal and tax obligations, resolve disputes, enforce agreements, maintain business records, support compliance and audit needs, and improve services.
Retention periods may vary by information type, service, jurisdiction, legal duty, and customer instructions.
We may retain work product, transaction history, account records, service records, filing records, support communications, and professional handoff records where appropriate for business, legal, compliance, or operational reasons.
3.16 Children
Our website and services are not intended for children under 16.
We do not knowingly collect personal information from children under 16.
If you believe we have collected information from a child under 16, contact us so we may review and address the matter.
3.17 Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The updated version will be posted on our website with a revised date.
Your continued use of the website or services after updates are posted means you accept the updated policy.
3.18 Contact
Questions about this Privacy Policy may be sent to info@incpros.biz.
4. Website Terms of Use
Last modified: August 4, 2026
4.1 Acceptance of Terms
These Terms of Use are entered into by and between you and Incorporated Protections LLC, doing business as Inc. Pros, IncPros.biz, IncTelligence, and The Work Shop.
These Terms govern access to and use of the website, products, services, content, questionnaires, assessments, workflows, downloadable materials, account features, The Work Shop, IncTelligence, and related services.
By using the website, creating an account, submitting information, purchasing products or services, uploading documents, or engaging with Inc. Pros, you agree to these Terms of Use and our Privacy Policy.
If you do not agree, do not use the website or services.
4.2 Eligibility
The website and services are intended for users who are at least 18 years old and legally capable of entering into a binding agreement.
By using the website or services, you represent that you meet these requirements.
4.3 Services Provided
Inc. Pros may provide entity formation support, Federal Tax ID application support, registered agent coordination, governance document preparation support, corporate filing support, annual compliance support, company record organization, account setup support, business, financing, and transaction readiness assessments, IncTelligence-enabled work product, The Work Shop products, capital raising workflow support, business credit package support, subscription workflow support, acquisition and sale workflow support, deal room setup, document management, professional handoff packages, strategic support, closing book support, and registered agent and compliance service coordination.
Specific services are governed by the product description, order page, checkout terms, statement of work, service agreement, product-specific terms, or written engagement terms applicable to the purchase.
4.4 Customer Authorization and Representations
You authorize Inc. Pros to use the information, documents, instructions, and approvals you provide to prepare, organize, draft, file, submit, coordinate, or support the selected service.
You represent that information you provide is accurate, complete, current, authorized, and not misleading.
You represent that you have the right to submit all information and documents you provide and that doing so does not violate law, contract, confidentiality obligations, privacy rights, intellectual property rights, or third-party rights.
You are responsible for reviewing all drafts, filings, forms, records, reports, models, summaries, and work product before use.
4.5 Filing Authorization
For filing services, you authorize Inc. Pros to prepare and submit filings based on the information you provide.
You remain responsible for reviewing all filing information before submission and for maintaining compliance after filing.
Inc. Pros does not guarantee filing acceptance, government approval, processing speed, tax treatment, legal status, good standing, license approval, or regulatory outcome.
4.6 No Regulated Professional Advice
Inc. Pros does not provide legal, tax, accounting, investment, securities, lending, brokerage, insurance, fiduciary, valuation, fairness, or regulated financial advice.
No website content, questionnaire, assessment, template, checklist, workflow, report, model, document, filing support, or work product should be treated as a substitute for advice from a qualified professional.
You are responsible for obtaining professional review before signing, filing, submitting, publishing, issuing, relying on, or using any work product in a legal, tax, accounting, securities, lending, investment, employment, intellectual property, privacy, regulatory, or transaction context.
4.7 No Regulated Transaction Role
Inc. Pros does not solicit investors, lenders, buyers, sellers, borrowers, purchasers, subscribers, securities transactions, loans, investments, acquisitions, business sales, or transaction parties.
Inc. Pros does not recommend securities, investments, investment strategies, financing products, lenders, buyers, sellers, acquisition targets, sale processes, transaction structures, or tax treatments.
Inc. Pros does not determine investor accreditation, suitability, eligibility, investment limits, financial capacity, risk tolerance, or source of funds.
Inc. Pros does not hold, transmit, control, custody, escrow, safeguard, or disburse investor funds, lender funds, securities, loan proceeds, purchase proceeds, escrow funds, or transaction funds.
Inc. Pros does not act as an escrow agent, paying agent, transfer agent, funding portal, broker, dealer, investment adviser, loan broker, lender, M&A broker, business broker, finder, underwriter, placement agent, valuation firm, fairness opinion provider, or fiduciary.
Inc. Pros does not receive transaction-based compensation tied to the success, size, or closing of a securities offering, investment, loan, acquisition, sale, or transaction unless expressly permitted by applicable law and stated in a written agreement approved by counsel.
4.8 User Information and Uploads
You may submit questionnaires, upload documents, provide records, and transmit information through the website or service channels.
You are responsible for ensuring uploaded materials are accurate, complete, authorized, relevant, and necessary for the requested service.
Inc. Pros may reject, delete, quarantine, or decline to process unnecessary, unsafe, unauthorized, unlawful, regulated, or irrelevant information.
You should not upload sensitive personal information, consumer credit reports, health information, children's information, regulated employment records, government identification, tax records, financial account credentials, investor information, trade secrets, or confidential third-party information unless necessary for the selected service and authorized by you.
4.9 Accounts and Security
You may be required to create an account or provide information to access certain services.
You agree to provide accurate, current, and complete information.
You are responsible for maintaining the confidentiality of your username, password, account access, uploaded documents, and communications.
You agree to notify Inc. Pros promptly of any unauthorized account access or security concern.
4.10 User Contributions
If the website allows public posting, comments, interactive content, profile content, forum activity, or other user contributions, you are responsible for what you post.
You may not post content that is unlawful, false, misleading, defamatory, obscene, abusive, infringing, invasive of privacy, harmful, threatening, discriminatory, fraudulent, or otherwise objectionable.
Inc. Pros may remove or restrict access to user contributions at its discretion.
4.11 Intellectual Property
The website, content, templates, designs, text, graphics, software, questionnaires, workflows, assessments, IncTelligence systems, The Work Shop materials, product descriptions, prompts, automations, service structures, and other materials are owned by Inc. Pros, its licensors, or other providers.
You may not copy, reproduce, distribute, modify, create derivative works from, publicly display, publicly perform, republish, download, store, transmit, sell, license, or exploit website content or materials except as expressly permitted.
Purchasing a product or service does not transfer ownership of Inc. Pros intellectual property.
4.12 Limited License to Purchased Materials
When you purchase downloadable materials, templates, tools, or Work Shop products, Inc. Pros grants you a limited, non-exclusive, non-transferable license to use those materials for your own internal business purposes.
You may not resell, redistribute, publish, sublicense, share, or commercialize those materials unless Inc. Pros gives written permission.
4.13 License to Information You Provide
You grant Inc. Pros a limited license to use information, records, documents, and materials you provide as reasonably necessary to deliver services, prepare work product, operate the website, coordinate with authorized professionals, maintain records, improve services, and comply with law.
You retain ownership of your underlying business records and materials, subject to any rights held by third parties.
4.14 Prohibited Uses
You may not use the website or services for unlawful, fraudulent, misleading, abusive, harmful, or unauthorized purposes; to violate law, contract, intellectual property rights, privacy rights, or third-party rights; to submit false, misleading, incomplete, unauthorized, infringing, confidential, or regulated information you are not authorized to provide; to impersonate another person or entity; to interfere with website operations or security; to upload malware or harmful code; to scrape, copy, monitor, extract, reverse engineer, or misuse website content, systems, prompts, workflows, automations, or materials; to resell, redistribute, or commercialize Inc. Pros materials without permission; to use IncTelligence, The Work Shop, or Work Products to provide competing services without written authorization; or to misuse Inc. Pros services for unlawful regulated activity.
4.15 Website Content
Website content is provided for general information only.
Inc. Pros may update, remove, revise, or change website content at any time.
Website content may not be complete, current, or applicable to your specific circumstances.
4.16 No Guarantee of Results
Inc. Pros does not guarantee formation acceptance, filing acceptance, good standing, EIN issuance timing, account approval, financing approval, investor participation, lender approval, portal approval, buyer interest, seller acceptance, transaction closing, tax treatment, legal result, valuation, business outcome, securities compliance outcome, loan approval, escrow approval, registered agent availability in every circumstance, third-party response time, or government processing time.
4.17 Third-Party Services
Inc. Pros may use or coordinate with third-party platforms, filing offices, payment processors, registered agents, software providers, portals, lenders, professionals, data rooms, e-signature tools, AI providers, API providers, MCPs, or other service providers.
Third-party services may be governed by their own terms, fees, timelines, security standards, and privacy policies.
Inc. Pros is not responsible for third-party delays, decisions, approvals, denials, errors, outages, acts, omissions, or terms.
4.18 Electronic Communications, Records, and Signatures
You consent to receive notices, disclosures, records, invoices, receipts, renewal notices, service communications, signature requests, and other communications electronically.
You agree that electronic records and signatures may have the same legal effect as paper records and manual signatures where permitted by law.
You are responsible for maintaining current email addresses, phone numbers, billing information, and contact information.
4.19 Communications
By providing contact information, you authorize Inc. Pros to contact you about your account, purchases, services, deadlines, updates, support, renewals, compliance reminders, and related offerings.
You may opt out of marketing communications where available.
Inc. Pros may still send transactional, service, legal, billing, compliance, and account communications.
4.20 Links and Third-Party Content
The website may contain links to third-party websites, tools, content, services, advertisements, or resources.
These are provided for convenience only.
Inc. Pros does not control and is not responsible for third-party websites, content, privacy practices, terms, services, or outcomes.
4.21 Disclaimer of Warranties
The website, content, products, services, IncTelligence, The Work Shop, Work Products, templates, tools, assessments, and materials are provided on an as-is and as-available basis.
To the fullest extent permitted by law, Inc. Pros disclaims all warranties, express or implied, including warranties of accuracy, completeness, reliability, merchantability, fitness for a particular purpose, title, non-infringement, availability, and error-free operation.
4.22 Limitation of Liability
To the fullest extent permitted by law, Inc. Pros and its owners, officers, employees, contractors, agents, affiliates, licensors, and service providers will not be liable for indirect, incidental, special, consequential, exemplary, punitive, or similar damages, including lost profits, lost revenue, loss of business, loss of data, loss of goodwill, lost opportunities, financing failures, failed transactions, delays, business interruption, or reputational harm.
To the fullest extent permitted by law, total liability for any claim relating to the website, services, products, Work Products, IncTelligence, The Work Shop, or these Terms will not exceed the amount you paid to Inc. Pros for the specific product or service giving rise to the claim.
4.23 Indemnification
You agree to defend, indemnify, and hold harmless Inc. Pros, Incorporated Protections LLC, and their owners, officers, employees, contractors, agents, affiliates, licensors, and service providers from claims, damages, losses, liabilities, costs, and expenses arising from your use of the website, services, products, Work Products, IncTelligence, or The Work Shop; information, records, or documents you provide; your violation of these Terms; your violation of law or third-party rights; your misuse of any work product, template, document, assessment, report, model, or material; or your business, financing, fundraising, acquisition, sale, filing, compliance, employment, intellectual property, privacy, or operational activity.
4.24 Governing Law and Jurisdiction
These Terms and all matters relating to the website or services are governed by the laws of the State of Texas, without regard to conflict-of-law principles.
Any legal action or proceeding will be brought in the state or federal courts located in Texas unless otherwise required by law.
4.25 Arbitration
At Inc. Pros' discretion, disputes may be submitted to final and binding arbitration under the rules of the American Arbitration Association, applying Texas law, unless prohibited by applicable law.
4.26 Limitation on Time to Bring Claims
To the fullest extent permitted by law, any claim relating to the website, services, products, Work Products, IncTelligence, The Work Shop, or these Terms must be brought within one year after the claim accrues.
4.27 Order of Precedence
If there is a conflict among terms, the following order applies unless a signed written agreement states otherwise: signed service agreement or statement of work; checkout terms; product-specific terms; Terms of Sale; Website Terms of Use; Privacy Policy; and general website content.
4.28 Changes to Terms
Inc. Pros may update these Terms from time to time.
Updated Terms will be posted on the website with a revised date.
Your continued use of the website or services after updated Terms are posted means you accept the updated Terms.
4.29 Termination
Inc. Pros may suspend or terminate access to the website, account features, products, services, subscriptions, or materials at any time if Inc. Pros believes you violated these Terms, failed to pay, misused services, created risk, or engaged in conduct harmful to Inc. Pros or others.
4.30 Contact
Questions about these Terms may be sent to info@incpros.biz.
5. Terms of Sale
Last modified: August 4, 2026
5.1 Scope
These Terms of Sale apply to purchases of Inc. Pros products, services, subscriptions, digital products, Work Shop products, IncTelligence-enabled services, assessments, filings, work products, registered agent services, compliance services, and other offerings.
5.2 Product Descriptions
Product descriptions explain the general scope of each offering. Specific deliverables may depend on the selected product, jurisdiction, service level, documents provided, third-party requirements, professional review needs, and facts disclosed during intake. Inc. Pros may update product descriptions, prices, features, availability, and scope from time to time.
5.3 Fees
Fees may include Inc. Pros service fees, state fees, filing fees, registered agent fees, payment processing fees, software fees, portal fees, third-party fees, professional fees, and other costs. Unless stated otherwise, government fees, state fees, filing fees, registered agent fees, professional fees, third-party fees, and out-of-pocket costs are separate from Inc. Pros service fees.
5.4 Payment
Payment is due at checkout, by invoice, or as otherwise stated in writing. Inc. Pros may pause or decline work if payment is not received, payment information is invalid, or a payment dispute is pending.
5.5 State Fees and Third-Party Fees
State fees, filing fees, registered agent fees, payment processor fees, government fees, portal fees, software fees, professional fees, and third-party fees are controlled by third parties and may change. Inc. Pros is not responsible for third-party fee changes, delays, denials, rejections, outages, or processing times.
5.6 Scope Changes
Additional work, changes in jurisdiction, additional filings, additional entities, expedited service, expanded document drafting, professional coordination, revised instructions, or third-party requirements may require additional fees. Inc. Pros may provide a supplemental quote, invoice, statement of work, or written scope update before performing additional work.
5.7 Revisions
Revision rights, if any, are governed by the applicable product description, checkout terms, statement of work, or written service agreement. Revisions do not include new scope, legal advice, tax advice, regulated professional advice, new filings, new entities, new jurisdictions, new transaction structures, or changes caused by inaccurate or incomplete customer information.
5.8 Abandoned Projects
If you do not respond to requests for information, approvals, signatures, or payment, Inc. Pros may pause or close the project after reasonable notice. Reactivation may require an additional fee and updated information. Inc. Pros is not responsible for missed deadlines, expired filings, lost opportunities, failed transactions, or third-party consequences caused by customer nonresponse.
5.9 Filing and Processing Times
Government and third-party processing times are estimates only. Expedited services may be available depending on jurisdiction and third-party availability. Inc. Pros does not guarantee government approval, processing speed, account approval, lender approval, portal approval, investor participation, buyer participation, seller participation, or closing.
5.10 Service Completion
A service may be considered complete when Inc. Pros has delivered the applicable work product, submitted the applicable filing, provided the applicable package, completed the selected service scope, made the purchased material available, or reasonably closed the project due to customer nonresponse. Additional changes, revisions, filings, professional review, or third-party requirements may require additional fees.
5.11 Refunds
Refunds, if any, are determined by the product purchased, stage of work, third-party costs incurred, filing status, digital access, subscription period, and applicable written terms. Fees may be non-refundable once work begins, documents are drafted, files are prepared, digital products are accessed, subscriptions begin, filings are submitted, third-party fees are incurred, or work product is delivered. State fees, filing fees, registered agent fees, portal fees, government fees, third-party fees, payment processing fees, software fees, and professional fees may be non-refundable.
5.12 Subscriptions and Auto-Renewals
Some services may renew automatically, including registered agent services, compliance support, strategic support, Work Shop memberships, and other recurring services. Renewal terms, cancellation rules, renewal dates, fees, and billing intervals will be disclosed at checkout or in the applicable agreement. Where required by law, Inc. Pros will obtain express consent to auto-renewal terms and provide renewal notices, cancellation methods, and other required disclosures. Cancellation stops future renewal charges but does not automatically refund prior charges, third-party fees, filings, digital access, or work already performed unless required by law or stated in the applicable terms.
5.13 Chargebacks and Payment Disputes
You agree to contact Inc. Pros in good faith before initiating a chargeback or payment dispute. Improper chargebacks may delay or suspend services, filings, registered agent service, account access, subscriptions, or delivery of work product. Inc. Pros reserves all rights to contest chargebacks and recover unpaid fees, collection costs, and permitted expenses.
5.14 Customer Responsibilities
You are responsible for providing accurate, complete, current, and authorized information; reviewing all drafts, filings, applications, forms, and work product; obtaining professional advice where needed; responding to requests for information; providing signatures and approvals; paying applicable fees; meeting deadlines; maintaining current contact and billing information; maintaining your own records; and monitoring legal, tax, filing, compliance, licensing, ownership, financing, transaction, and regulatory obligations.
5.15 Digital Products and Templates
Digital products, templates, tools, and Work Shop materials may be available immediately after purchase. Because they are digital, they may be non-refundable once accessed, downloaded, delivered, or made available. Digital products are licensed for internal business use only and may not be resold, redistributed, published, sublicensed, or commercialized without written permission.
6. IncTelligence Terms and AI Processing Disclosure
6.1 IncTelligence Overview
IncTelligence is an AI-enabled work system used by Inc. Pros to help organize information, draft work product, summarize records, develop assessments, prepare checklists, identify missing information, support workflow management, and coordinate professional handoffs.
IncTelligence may use large language models and AI services, including tools such as ChatGPT, Claude, custom GPTs, applications, skills, workspaces, APIs, model context protocols, connectors, automation tools, and related software systems.
These tools may be operated by Inc. Pros or by third-party technology providers.
6.2 Commercial, Business, and Enterprise AI Plans
Inc. Pros will use commercial, business, or enterprise AI plans for customer work.
Inc. Pros will not use consumer LLM workspaces for confidential customer work unless a future written exception is approved by counsel and disclosed to the customer.
6.3 AI Processing Authorization
By using IncTelligence-enabled services, you authorize Inc. Pros to use AI systems, third-party AI providers, automation tools, APIs, connectors, workspaces, MCPs, and related software to process the information and documents you provide for service delivery, work product preparation, record organization, workflow management, internal review, quality control, customer support, and professional handoff purposes.
6.4 AI Output Limitations
IncTelligence-assisted work product may include errors, omissions, outdated information, incomplete analysis, incorrect classifications, unsupported conclusions, formatting defects, or inaccurate summaries.
You are responsible for reviewing all IncTelligence-assisted work product before using it.
Work product that relates to legal rights, tax consequences, securities offerings, lending, accounting, ownership, employment, intellectual property, acquisitions, sales, regulated activities, transaction documents, or professional filings should be reviewed by qualified professionals before use.
6.5 No Professional Advice from IncTelligence
IncTelligence does not replace legal, tax, accounting, securities, lending, investment, valuation, brokerage, fiduciary, or other regulated professional judgment.
IncTelligence does not provide legal advice, tax advice, accounting advice, investment advice, securities advice, lending advice, valuation opinions, fairness opinions, brokerage advice, fiduciary advice, or professional opinions.
Human review by Inc. Pros does not convert IncTelligence-assisted work product into legal, tax, accounting, securities, lending, investment, valuation, brokerage, fiduciary, or other regulated professional advice.
6.6 Sensitive Information Warning
Do not upload sensitive personal information, government identification, tax records, financial account information, investor information, confidential third-party information, trade secrets, medical information, children's information, consumer credit reports, or regulated employment information unless it is necessary for the selected service and you are authorized to provide it.
6.7 Third-Party AI Systems
Third-party AI systems may process prompts, inputs, uploaded materials, outputs, metadata, and related information as part of providing the requested services.
Inc. Pros does not control all third-party AI systems, model behavior, processing rules, retention settings, training settings, outages, security practices, or output accuracy.
Inc. Pros will use commercially reasonable efforts to configure and use AI systems in a manner appropriate for the selected service, but you remain responsible for reviewing outputs and obtaining professional review where required.
7. Work Product Terms
7.1 Work Product Definition
Work Products may include drafts, templates, checklists, assessments, reports, calendars, packages, models, trackers, summaries, filing materials, document indexes, record books, closing books, professional handoff packages, and other materials prepared or organized by Inc. Pros.
7.2 Work Product Basis
Unless expressly stated otherwise in a signed agreement:
Work Products are prepared using information you provide or authorize us to use. You are responsible for the accuracy and completeness of information provided. Work Products may require professional review before use. Work Products are not legal opinions, tax opinions, audit reports, valuation opinions, fairness opinions, investment recommendations, lending commitments, securities recommendations, or regulated advice. Final use of any Work Product is your responsibility.
7.3 Draft Documents and Agreements
Inc. Pros may draft or organize documents, agreements, templates, forms, schedules, checklists, and other materials as business, administrative, operational, or professional handoff work product.
Draft documents and agreements should be reviewed by qualified professionals before signature, filing, issuance, publication, or use.
Inc. Pros does not guarantee that any draft document or agreement is legally sufficient, tax-efficient, enforceable, complete, suitable, compliant, or appropriate for your specific circumstances.
7.4 Assessments
Assessments may include Opportunity Assessments, Fundraising Readiness Assessments, Campaign Readiness Assessments, Borrower Readiness Assessments, Issuer Readiness Assessments, Acquisition Readiness Assessments, Exit Readiness Assessments, Sale Readiness Assessments, and other evaluation work product.
Assessments are informational and operational. They are designed to organize facts, identify missing items, clarify decisions, develop next steps, and prepare professional handoff materials.
Assessments are not legal opinions, investment advice, tax opinions, audit reports, underwriting decisions, fairness opinions, valuations, or guarantees of outcome.
7.5 Models and Financial Materials
Models, cap tables, dilution models, debt-service analyses, sources and uses schedules, financing comparisons, projections, working capital models, and other financial materials are prepared for planning and organizational purposes only.
They are based on assumptions, estimates, inputs, and information provided by you or authorized sources.
They should be reviewed by qualified accountants, financial professionals, tax advisers, lenders, attorneys, or other professionals before use.
8. The Work Shop Terms
8.1 Scope
The Work Shop may include digital products, templates, workshops, tools, guides, checklists, assessments, educational materials, downloadable files, workbooks, operating resources, and other business resources.
8.2 General Purpose
The Work Shop materials are provided for general business, organizational, educational, and operational purposes. They are not customized professional advice unless a separate written engagement states otherwise.
8.3 Customer Responsibility
You are responsible for adapting Work Shop materials to your specific facts, jurisdiction, entity type, industry, transaction, customer base, regulatory status, and business objectives. You are responsible for obtaining professional review where needed.
8.4 License
Unless otherwise stated in writing, Work Shop materials are licensed for your internal business use only. You may not resell, redistribute, publish, sublicense, share, commercialize, or use Work Shop materials to provide competing services without written permission from Inc. Pros.
9. Registered Agent and Compliance Terms
9.1 Registered Agent Coverage
Inc. Pros offers or coordinates registered agent service across all 50 states, the District of Columbia, and U.S. jurisdictions where service is available through Inc. Pros or approved providers.
9.2 Registered Agent Scope
Registered agent service is limited to receiving and forwarding service of process and official notices unless additional services are expressly purchased. Registered agent service does not include legal advice, litigation representation, tax advice, accounting advice, filing completion, license monitoring, beneficial ownership reporting, mail scanning beyond purchased services, or general business correspondence unless expressly stated in the applicable service terms.
9.3 Customer Responsibilities
You must maintain accurate company, contact, owner, officer, manager, billing, and forwarding information. You are responsible for monitoring and responding to notices forwarded to you. You are responsible for maintaining active service, paying renewal fees, and ensuring that your registered agent information remains current.
9.4 Limitations
Inc. Pros is not responsible for missed deadlines caused by inaccurate information, customer nonresponse, inactive service, nonpayment, third-party delay, mail carrier failure, filing office delay, or failure to maintain active registered agent service.
9.5 Resignation and Termination
Inc. Pros may resign as registered agent, decline renewal, or terminate service where permitted by law and applicable terms, including for nonpayment, inability to contact you, unlawful activity, inaccurate information, risk concerns, or service discontinuation. Inc. Pros may provide notices required by applicable law before resignation or termination.
9.6 Compliance Support
Compliance support may include deadline tracking, filing preparation, annual reports, franchise tax filings, governance work product, status reports, and record organization. Compliance support does not include legal advice, tax advice, accounting advice, or guarantee of good standing.
9.7 State-Specific Requirements
State-specific filing requirements, franchise taxes, beneficial ownership rules, license requirements, tax obligations, registered agent rules, resignation procedures, and annual reporting requirements may change. You remain responsible for confirming current obligations with qualified professionals.
9.8 Beneficial Ownership and Filing-Law Change Notice
Beneficial ownership reporting rules and filing obligations may change. Inc. Pros may provide administrative support and status monitoring but does not provide legal conclusions about beneficial ownership reporting obligations. Customers remain responsible for confirming current beneficial ownership, ownership, licensing, tax, filing, and reporting requirements with counsel or qualified professionals.
10. Professional Handoff Terms
Inc. Pros may prepare materials for review by attorneys, accountants, lenders, advisers, portals, brokers, dealers, investment advisers, financial professionals, or other qualified professionals.
When you ask Inc. Pros to coordinate with a professional or third party, you authorize Inc. Pros to share relevant information and work product with that party for the purpose of completing the requested service or handoff.
Professional handoff materials do not create a professional relationship between you and any third party unless that party separately accepts the engagement.
Inc. Pros does not guarantee that any professional will accept an engagement, provide a particular result, meet a deadline, approve a transaction, make a filing, issue an opinion, provide financing, or complete any action.
11. Refund, Cancellation, Auto-Renewal, and Chargeback Policy
11.1 General Rule
This policy should be read together with the Terms of Sale and applicable checkout terms.
11.2 Refunds
Fixed-fee services may be non-refundable once work begins. Digital products may be non-refundable once accessed, downloaded, delivered, or made available. Third-party fees, state fees, filing fees, registered agent fees, government fees, payment processing fees, portal fees, software fees, and professional fees may be non-refundable.
11.3 Cancellations
Cancellation rights depend on the product, service, subscription, checkout terms, written agreement, work stage, and applicable law. Cancellation does not automatically refund prior charges, work already performed, third-party fees, filings, digital access, or completed services unless required by law or stated in the applicable terms.
11.4 Auto-Renewals
Subscription services may renew automatically. Where required by law, Inc. Pros will obtain express consent to auto-renewal terms and provide renewal notices, cancellation methods, and other required disclosures. You are responsible for maintaining current billing information and monitoring renewal deadlines.
11.5 Chargebacks
Customers must act in good faith to resolve billing concerns before initiating chargebacks. Improper chargebacks may delay or suspend services, filings, registered agent service, account access, subscriptions, or delivery of work product. Inc. Pros reserves all rights to contest chargebacks and recover unpaid fees, collection costs, and permitted expenses.
12. Copyright Policy
12.1 Copyright Protection
Inc. Pros respects intellectual property rights and expects users to do the same.
If you believe material on the website infringes your copyright, send a written notice to info@incpros.biz.
12.2 Copyright Notice Requirements
Your notice should include:
Your physical or electronic signature; identification of the copyrighted work claimed to be infringed; identification of the material claimed to be infringing and enough information for us to locate it; your name, address, telephone number, and email address; a statement that you have a good faith belief the disputed use is not authorized by the copyright owner, its agent, or the law; a statement that the information in the notice is accurate; and a statement, under penalty of perjury, that you are authorized to act on behalf of the copyright owner.
12.3 Counter Notice
If you believe material you posted was removed or disabled by mistake or misidentification, you may send a counter notice to info@incpros.biz. Your counter notice should include the information required by applicable copyright law.
12.4 Repeat Infringers
Inc. Pros may disable or terminate accounts of users who repeatedly infringe intellectual property rights.
13. Checkout, Intake, Upload, and Footer Disclosures
13.1 Checkout Acknowledgment
I understand that Inc. Pros is not a law firm, CPA firm, tax adviser, financial adviser, investment adviser, broker, dealer, lender, escrow agent, funding portal, transfer agent, valuation firm, fairness opinion provider, or other regulated professional service provider.
I authorize Inc. Pros to use the information and documents I provide to perform the selected service.
I understand that Inc. Pros may use IncTelligence, including commercial, business, or enterprise AI systems and third-party AI tools, to process information for service delivery and work product preparation.
I understand that Work Products may require professional review before use.
I understand that state fees, third-party fees, filing fees, registered agent fees, digital products, subscriptions, and work already performed may be non-refundable as stated in the applicable terms.
I agree to the Terms of Use, Terms of Sale, Privacy Policy, IncTelligence Terms, and applicable product terms.
13.2 IncTelligence Consent
I authorize Inc. Pros to use IncTelligence, including third-party AI tools, large language models, custom GPTs, apps, skills, workspaces, APIs, MCPs, connectors, and automation systems, to process the information and documents I provide for service delivery, work product preparation, record organization, workflow management, quality control, and professional handoff purposes.
I understand that IncTelligence-assisted work product may contain errors, omissions, incomplete analysis, or outdated assumptions and that I am responsible for reviewing all work product before use.
I understand that IncTelligence does not provide legal, tax, accounting, securities, lending, investment, valuation, brokerage, fiduciary, or other regulated professional advice.
I understand that Inc. Pros uses commercial, business, or enterprise AI plans for customer work and does not use consumer LLM workspaces for confidential customer work unless a future written exception is approved by counsel and disclosed to the customer.
13.3 Upload Acknowledgment
Do not upload sensitive personal information, consumer credit reports, health information, children's information, regulated employment records, government identification, tax records, financial account credentials, investor information, trade secrets, or confidential third-party information unless necessary for the selected service and authorized by you.
Uploading a document confirms that you are authorized to provide it and that Inc. Pros may use it for the requested service.
13.4 Raise Capital Acknowledgment
I understand that Inc. Pros does not offer, sell, solicit, recommend, underwrite, broker, place, or advise on securities, loans, investments, or investor suitability.
I understand that Inc. Pros does not determine investor accreditation, suitability, eligibility, investment limits, financial capacity, risk tolerance, or source of funds.
I understand that Inc. Pros does not hold, transmit, custody, escrow, safeguard, or disburse investor funds, securities, loan proceeds, purchase proceeds, escrow funds, or transaction funds.
I understand that securities, lending, tax, accounting, and investment matters should be reviewed by qualified professionals.
13.5 Close Deals Acknowledgment
I understand that Inc. Pros does not act as a broker, dealer, finder, M&A broker, business broker, escrow agent, paying agent, transfer agent, valuation firm, fairness opinion provider, or fiduciary.
I understand that Inc. Pros does not negotiate legal rights, determine transaction structure, provide tax consequences, value a business, issue fairness opinions, hold funds, custody securities, solicit buyers or sellers, or guarantee transaction closing.
I understand that acquisition, sale, securities, tax, accounting, lending, escrow, employment, and regulatory matters should be reviewed by qualified professionals.
13.6 Registered Agent Acknowledgment
I understand that registered agent service is limited to receipt and forwarding of service of process and official notices unless additional services are expressly purchased.
I am responsible for maintaining accurate company, contact, owner, officer, manager, billing, and forwarding information.
I understand that Inc. Pros may resign, decline renewal, or terminate registered agent service where permitted by law and applicable terms, including for nonpayment, inability to contact me, inaccurate information, unlawful activity, or risk concerns.
13.7 Footer Disclosure
Inc. Pros is operated by Incorporated Protections LLC. Inc. Pros provides business formation support, filing support, document preparation support, administrative support, workflow management, records management, IncTelligence-enabled work product, Work Shop resources, registered agent coordination, compliance support, and professional handoff materials.
Inc. Pros is not a law firm, CPA firm, accounting firm, tax adviser, financial adviser, investment adviser, broker, dealer, lender, escrow agent, funding portal, transfer agent, valuation firm, fairness opinion provider, or other regulated professional service provider.
Legal, tax, accounting, securities, lending, investment, transaction, and regulatory matters should be reviewed by qualified professionals.
Contact: info@incpros.biz
14. Product-Specific Engagement Disclosures
14.1 Incorporate Disclosure
Inc. Pros may file entity formation documents, apply for a Federal Tax ID, coordinate registered agent service, draft initial governance work product, document ownership information, set up account requirements, develop compliance calendars, and organize company records. Inc. Pros does not provide legal advice, tax advice, accounting advice, ownership advice, securities advice, licensing advice, or regulatory advice. You are responsible for confirming entity structure, tax treatment, ownership rights, licenses, compliance obligations, and business operations with qualified professionals.
14.2 Annual Compliance Disclosure
Inc. Pros may track compliance deadlines, prepare annual report and franchise tax filings, manage service-of-process administration, draft governance and official action work product, prepare corporate filings, maintain proof-of-status records, and organize company records. Inc. Pros does not guarantee good standing, tax compliance, licensing compliance, franchise tax treatment, legal sufficiency, or regulatory compliance. You remain responsible for timely review, approval, payment, filing, and professional confirmation.
14.3 Regulation D Disclosure
Inc. Pros may organize fundraising readiness, 506(b) or 506(c) workflows, funding agreement packages, investor onboarding, subscription documents, subscription tracking, outreach records, commitment tracking, cap table models, dilution models, compliance checklists, closing checklists, and professional handoff materials. Inc. Pros does not provide securities advice, investment advice, broker-dealer services, placement agent services, finder services, underwriting services, accredited investor verification, suitability review, or legal opinions. All securities offering materials, investor communications, subscription documents, filings, exemptions, solicitation practices, and closing procedures should be reviewed by qualified securities counsel.
14.4 Regulation CF Disclosure
Inc. Pros may organize campaign readiness, Test the Waters preparation, portal coordination tasks, campaign drafts, disclosure drafts, funding agreement packages, investor onboarding records, off-platform commitment tracking, cap table models, dilution models, and post-raise records. Inc. Pros is not a funding portal, broker-dealer, investment adviser, escrow agent, transfer agent, or intermediary. All Regulation CF offerings must be conducted through a qualified intermediary where required by law. All campaign materials, portal submissions, investor communications, disclosures, filings, and closing procedures should be reviewed by qualified professionals.
14.5 Business Credit Disclosure
Inc. Pros may develop borrower readiness assessments, sources and uses schedules, lender-ready financial packages, lender request trackers, financing comparison models, debt-service analyses, underwriting handoff packages, and financing closing checklists. Inc. Pros is not a lender, loan broker, SBA lender, guarantor, underwriter, credit repair organization, or consumer reporting agency. Inc. Pros does not pull credit reports, make credit decisions, guarantee financing, or determine creditworthiness. All lending, tax, accounting, guarantee, collateral, underwriting, and financing matters should be reviewed by qualified professionals.
14.6 Subscriptions Disclosure
Inc. Pros may organize issuer readiness, shareholder or investor deal rooms, subscription packages, investor onboarding, subscription tracking, cap table records, issuance records, access controls, signature collection, funding status tracking, and closing books. Inc. Pros does not provide securities advice, legal advice, tax advice, investor suitability review, accredited investor verification, escrow services, transfer agent services, or broker-dealer services. All subscription documents, issuance authority, investor communications, securities exemptions, closings, filings, and ownership updates should be reviewed by qualified professionals.
14.7 Purchases Disclosure
Inc. Pros may organize acquisition readiness, buy-side deal rooms, diligence workflows, request tracking, response tracking, fundraising and financing records, debt-service models, working capital models, signature collection, closing books, account updates, and transition plans. Inc. Pros does not provide legal advice, tax advice, investment advice, valuation opinions, fairness opinions, broker services, escrow services, negotiation services, or transaction recommendations. All acquisition documents, diligence findings, financing arrangements, tax consequences, employment matters, regulatory matters, and closing procedures should be reviewed by qualified professionals.
14.8 Sales Disclosure
Inc. Pros may organize exit readiness, seller-side deal rooms, stakeholder access, diligence response workflows, request tracking, response tracking, company documents, approvals, closing books, wind-down planning, and reorganization planning. Inc. Pros does not provide legal advice, tax advice, investment advice, valuation opinions, fairness opinions, broker services, escrow services, negotiation services, or transaction recommendations. All sale documents, disclosure schedules, buyer communications, tax consequences, employment matters, regulatory matters, wind-down actions, and closing procedures should be reviewed by qualified professionals.
15. State-Specific Notices and Change-Monitoring Framework
Inc. Pros may provide services across multiple states and U.S. jurisdictions.
State-specific notices, filing requirements, registered agent rules, annual reports, franchise taxes, corporate governance requirements, professional licensing rules, securities notice filings, lending rules, broker or finder rules, privacy requirements, auto-renewal requirements, and transaction regulations may apply.
Inc. Pros may update product-specific terms, checkout terms, forms, questionnaires, and notices to account for applicable state-specific requirements.
Customers remain responsible for confirming applicable legal, tax, licensing, filing, securities, lending, transaction, privacy, and regulatory obligations with qualified professionals.