Legal

Service Agreement

Effective Date: October 25, 2024

This Service Agreement ("Agreement") is made and entered into as of the date of booking by and between:

Capitol Vision Small Business Consulting
3909 Midlands Rd, Suite C, Williamsburg, VA 23188 ("Service Provider")

and

Client’s Name [as provided by client during self-booking on Capitol-Vision.com]
Client’s Address [as provided by client during self-booking on Capitol-Vision.com]
City, State, Zip Code [as provided by client during self-booking on Capitol-Vision.com] ("Client")

1. Services Provided

The Service Provider agrees to provide the following services to the Client:

Small business strategy consulting, marketing and marketing analysis education, small business financial education (e.g., entity structure guidance and credit establishment), business plan creation training, and general coaching for business formation and operational improvement.

2. Term of Agreement

This Agreement will commence on the appointment booking date and continue until the date services are rendered (generally the date of appointment completion) or until terminated by either party in accordance with Section 7 of this Agreement.

3. Compensation

The Client agrees to pay the Service Provider as follows:

The payment rate is generally $149 per hour for online or in-person consulting sessions. This fee includes industry-specific research and material preparation based on the Client’s operating location (e.g., zip code).

Payment is due at the time of booking or upon receipt of an invoice.

4. Expenses

The Client agrees to reimburse the Service Provider for any pre-approved expenses incurred while providing services under this Agreement. All expenses must be documented with receipts.

5. Confidentiality

Both parties agree to maintain the confidentiality of any proprietary information disclosed during the course of this Agreement. This obligation will survive the termination of this Agreement.

6. Ownership of Work Product

All educational materials and documents provided by the Service Provider during consulting services remain the intellectual property of the Service Provider. Clients may not reproduce, distribute, or use these materials outside the scope of their intended purpose without express written consent from the Service Provider.

Materials, reports, and work products created by the Service Provider in connection with the services shall remain the property of the Service Provider until payment in full is received, at which point ownership will transfer to the Client.

7. Termination

Either party may terminate this Agreement with seven days' written notice to the other party for a full refund.

Termination requests made fewer than seven days before the scheduled appointment will incur a research and preparation fee equal to 50% of the agreed-upon service charge. Upon termination, the Client will pay for all services rendered (including research and material preparation) up to the date of termination.

If a refund is due to the Client upon termination, the Service Provider will process the refund within seven days of the originally scheduled appointment.

8. Limitation of Liability

To the fullest extent permitted by law, the Service Provider shall not be liable for any indirect, incidental, special, or consequential damages arising out of or related to this Agreement.

9. Notice of Meeting Recordings

Please be advised that all client sessions, whether conducted in-office or remotely, are recorded and transcribed. These recordings and transcripts are the property of the Service Provider and may be used for lawful purposes, such as session preparation, staff training, advertising, or marketing.

If you prefer to opt out of the use of your voice or image for such purposes, you may submit a written request to:

Manager
Capitol Vision Small Business Consulting
3909 Midlands Rd, Suite C
Williamsburg, VA 23188

10. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the Commonwealth of Virginia. Any disputes arising under or related to this Agreement shall be resolved in the courts located in James City County, Virginia.

11. Amendments

This Agreement may only be amended or modified in writing, signed by both parties.

12. Entire Agreement

This Agreement constitutes the entire understanding between the parties and supersedes all prior agreements, understandings, and representations, whether oral or written.

IN WITNESS WHEREOF, the parties hereto have executed this Service Agreement as electronically agreed upon by the Client at the time of booking through Capitol-Vision.com.

Brian M. O’Leary
Title: Manager
Capitol Vision Small Business Consulting (Service Provider)

[Client’s Name]
[as provided by client during self-booking on Capitol-Vision.com] (Client)

Service Agreement

This Service Agreement ("Agreement") is made and entered into as of Date of Booking by and between:

Capitol-Vision Small Business Consulting
3909 Midlands Rd, Suite C.
Williamsburg, VA, 23188
(“Service Provider”)

and

Client’s Name [as provided by client during self-booking on Capitol-Vision.com]
Client’s Address [as provided by client during self-booking on Capitol-Vision.com]
City, State, Zip Code [as provided by client during self-booking on Capitol-Vision.com]
(“Client”)

1. Services Provided

The Service Provider agrees to provide the following services to the Client:

• Small Business strategy consulting, marketing and marketing analysis education, small business financial education including structure and credit establishment, business plan creation education and general business formation and improvement coaching.

2. Term of Agreement

This Agreement will commence on Appointment Booking Date and continue until Date Services are Rendered (generally date of appointment completion), or until terminated by either party in accordance with Section 7 of this Agreement.

3. Compensation

The Client agrees to pay the Service Provider as follows:

• Payment terms are as specified on website and are generally $149 per hour of online or face-to-face consulting sessions. The fee includes research conducted and material preparation based on client’s industry and operating zip-codes.   

• Payment is due at booking or upon receipt of invoice.

4. Expenses

The Client agrees to reimburse the Service Provider for any pre-approved expenses incurred while providing services under this Agreement. All expenses must be documented with receipts.

5. Confidentiality

Both parties agree to maintain the confidentiality of any proprietary information disclosed during the course of this Agreement. This obligation will survive the termination of this Agreement.

6. Ownership of Work Product

All materials, reports, and work products created by the Service Provider in connection with the services shall remain the property of the Service Provider until payment in full is received, at which point ownership will transfer to the Client. Educational materials provided by the Service Provided to the client are the Intellectual Property of the service provider. All and intellectual property including educational materials and educational documents provided by the Company during the course of consulting services remain the property of the Company. Clients may not reproduce or distribute any materials without express written consent.

7. Termination

Either party may terminate this Agreement with seven day written notice to the other party for a full refund. Requests for termination received less than seven days from the scheduled appointment are subject to research and preparation fee equal to one half of the agreed-upon service charge. Upon termination, the Client will pay for all services rendered (including research and material preparation) up to the date of termination. If a refund is due to the client upon termination, the Service Provider will process refund within seven days of the original scheduled appointment.

8. Limitation of Liability

To the fulles