Plan B Funding Options – 1.25% Success/Referral Fee Agreement
1. Consultation Services. At this moment, the “company” employs the “consultant” to perform the following services per the terms and conditions outlined in this agreement. The “company has read and understands the disclaimer statement located below and located on a dedicated page labeled (disclaimer) on the “consultants” website.
Disclaimer:* Plan B Funding Options provides a service through which Plan B Funding Options clients and Investors/Lenders may identify each other but makes no actual or implied representations concerning the availability of any potential funding or funding resource. Plan B Funding Options neither affect nor attempt to affect any funding or business relationship between Clients and any associated in any way, directly or indirectly, investor or lender, and nothing contained in these services offering material should be construed as an offer to sell or the solicitation of an offer to purchase a security. Clients and Investors/Lenders associated in any way, directly or indirectly, with Plan B Funding Options are solely responsible for compliance with such federal, state, or local laws that may apply between them in any funding transaction and(Clients) of Plan B Funding Options are solely responsible for verifying all funding contacts credentials by doing due diligence themselves, Plan B Funding Options is not responsible for any problems or conflicts between Clients of Plan B Funding Options and any Funding Contacts. Plan B Funding Options does not provide legal, financial, or tax advice. You should consult a professional adviser if you have any questions about legal, economic, or tax matters relevant to your interactions with our funding contacts/clients. Most early-stage businesses and many other growth-focused businesses fail. Suppose you invest in a business as a direct or indirect result of your business. In that case, it is significantly more likely that you will lose all of your invested capital than you will see any return of capital or a profit. You should only invest in businesses you can afford to lose without altering your standard of living. Plan B Funding Options is compensated by account setup and ongoing handling fees, and fees may be charged on funding that has been accepted and received by the clients. Plan B Funding Options has a NO refund policy. All fees paid via the website are final. All clients' information and funding transactions, positive or negative, are confidential. No information will ever be shared outside of our funding network or sold. No clients will ever be used as a reference or referral to any future potential funding seekers considering joining Plan B Funding Options.
The “consultant” will provide potential loans and funding via the “consultant’s” network of funding sources. It is agreed and understood by the “company” that any sources for financing presented by the “consultant” and or any referrals from the funding sources presented must be made aware of and include the “consultant.” Any referrals that are orientated from “consultants” sources of funding are considered coming from “consultant,” and funding accepted would entitle the agreed 1.25 % success fee amount in this contract to the “consultant.”
2. Terms of Agreement. This agreement will begin on the date of this agreement and will remain open. Either party may cancel this agreement on thirty (30) days' notice to the other party in writing, by certified mail or personal delivery, or by signed email. Any funding accepted as a result of the “consultant” would entitle the agreed 1.25% fee amount in this contract to the “consultant” from the “company” for three years after either party decides to cancel this agreement.
3. Time Devoted by “Consultant.” It is anticipated that the “consultant” will spend approximately (Ongoing participation) on fulfilling its obligations under this contract. The time may vary from day to day or week to week. However, the “consultant” shall devote approximately eight days per month to its duties by this agreement.
4. Place Where Services Will Be Rendered. The “consultant” will perform most services in this contract via email, Skype, I’m, chats, and telephone. In addition, the “consultant” might consider performing services at such other places as designated by the “company” (at the “company´s” expense) to perform these services by this agreement.
5. Payment to “Consultant”. A business funding consulting and success fee equal to 1.25% of the total approved and funded amount of each loan or line of credit, equity/debit, cash, or any other type of funding provided for any venture(s) accepted will be due to “Consultant.” (Example: A person seeking financing for $100,000 for a real estate project. If the project is accepted and funded in whole or any part, the “Consultant” is owed 1.25% of the amount financed. If invested in this example in the total amount of $100,000, the amount due “Consultant” would be $1,250)
This 1.25% Success Fee is separate from any other fee(s) (if any) determined by the “Consultant” for account setup fee(s) etc.
A consulting/success fee equal to 1.25% of the total approved and funded amount of each loan, line of credit, or another type of funding accepted by the “Company” will be due to the “Consultant.”
This Fee is separate from any other fees (If any) determined by each credit provider/investor (s) you choose to Accept to fund you.
As to the “Consultants” business consultant /success 1.25% fee, Payment is to be made within 3 business days after receiving funding (For Any) amount for all venture(s) provided by the “Consultants” network of funding sources and or their referral(s).
*Payment to “Consultant” will be made via bank wire or any other accepted payment method provided by “Consultant.”
If any or all venture(s) of any type, personal loan, equity/debit, cash terms, etc., are NOT accepted or funded, then no fee is due. Beyond the initial upfront non-refundable account setup fee and the optional specialized service fee.
The “Company” understands they would be responsible for any late, legal, and collection fees if the “Company” does not honor this agreement.
Florida Law governs this contract, and any claim or dispute arising from this agreement shall be heard exclusively in a court of competent jurisdiction in Miami, Florida.
6. Independent Contractor. Both the “company” and the “consultant” agree that the “consultant” will act as an independent contractor in the performance of its duties under this contract. Accordingly, the “consultant” shall be responsible for payment of all taxes, including Federal, State, and local taxes arising out of the “consultant's” activities by this contract, including by way of illustration but not limited, Federal and State income tax, Social Security tax, Unemployment Insurance taxes, and any other taxes or business license fee as required.
7. Confidential Information. The “consultant” agrees that any information received from the “Company” during any furtherance of the “consultant's” obligations by this contract, which concerns the personal, financial, or other affairs of the “company” will be treated by the “consultant” in complete confidence and will not be revealed to any other persons, firms or organizations outside of our funding contacts. All Plan B Funding Options Clients’ information and funding transactions, positive or negative, are confidential. No information will ever be shared outside of our funding contacts or sold. No clients will ever be used as a reference or referral to any future potential funding seekers considering becoming clients of Plan B Funding Options. It is also agreed and understood by the “company” that all sources for funding presented by the “consultant” and or any referrals from the funding sources presented must be made aware of and include “Consultant.” Any funding contacts and all referrals that are orientated from “consultants” sources of funding are considered confidential and cannot be shared with anyone other than the “Company “coming from “consultant,” and any funding accepted would entitle the agreed 1.25 % fee amount in this contract to the “consultant.”
8. Signatures. The “company” and the “consultant” agree to the above contract.
This agreement dated: ( /2022) is made by and between (Your name& Business, & contact info: Phone 555-555-5555 email [email protected]) whose address of record is ( ) Referred to as "Company."
___________________________ _______________________________________________________________
"Company" (your name and title) Print Sign Date Above.
Who referred you to Plan B Funding Options: ______________
And (Plan B Funding Options LLC, 949-682-9235, Office 4800 SW 102 Ave., Miami, FL 33165, email: [email protected] skype: plan-b-funding,) referred to as "Consultant."
Date: 1/1/2024
1. Consultation Services. At this moment, the “company” employs the “consultant” to perform the following services per the terms and conditions outlined in this agreement. The “company has read and understands the disclaimer statement located below and located on a dedicated page labeled (disclaimer) on the “consultants” website.
Disclaimer:* Plan B Funding Options provides a service through which Plan B Funding Options clients and Investors/Lenders may identify each other but makes no actual or implied representations concerning the availability of any potential funding or funding resource. Plan B Funding Options neither affect nor attempt to affect any funding or business relationship between Clients and any associated in any way, directly or indirectly, investor or lender, and nothing contained in these services offering material should be construed as an offer to sell or the solicitation of an offer to purchase a security. Clients and Investors/Lenders associated in any way, directly or indirectly, with Plan B Funding Options are solely responsible for compliance with such federal, state, or local laws that may apply between them in any funding transaction and(Clients) of Plan B Funding Options are solely responsible for verifying all funding contacts credentials by doing due diligence themselves, Plan B Funding Options is not responsible for any problems or conflicts between Clients of Plan B Funding Options and any Funding Contacts. Plan B Funding Options does not provide legal, financial, or tax advice. You should consult a professional adviser if you have any questions about legal, economic, or tax matters relevant to your interactions with our funding contacts/clients. Most early-stage businesses and many other growth-focused businesses fail. Suppose you invest in a business as a direct or indirect result of your business. In that case, it is significantly more likely that you will lose all of your invested capital than you will see any return of capital or a profit. You should only invest in businesses you can afford to lose without altering your standard of living. Plan B Funding Options is compensated by account setup and ongoing handling fees, and fees may be charged on funding that has been accepted and received by the clients. Plan B Funding Options has a NO refund policy. All fees paid via the website are final. All clients' information and funding transactions, positive or negative, are confidential. No information will ever be shared outside of our funding network or sold. No clients will ever be used as a reference or referral to any future potential funding seekers considering joining Plan B Funding Options.
The “consultant” will provide potential loans and funding via the “consultant’s” network of funding sources. It is agreed and understood by the “company” that any sources for financing presented by the “consultant” and or any referrals from the funding sources presented must be made aware of and include the “consultant.” Any referrals that are orientated from “consultants” sources of funding are considered coming from “consultant,” and funding accepted would entitle the agreed 1.25 % success fee amount in this contract to the “consultant.”
2. Terms of Agreement. This agreement will begin on the date of this agreement and will remain open. Either party may cancel this agreement on thirty (30) days' notice to the other party in writing, by certified mail or personal delivery, or by signed email. Any funding accepted as a result of the “consultant” would entitle the agreed 1.25% fee amount in this contract to the “consultant” from the “company” for three years after either party decides to cancel this agreement.
3. Time Devoted by “Consultant.” It is anticipated that the “consultant” will spend approximately (Ongoing participation) on fulfilling its obligations under this contract. The time may vary from day to day or week to week. However, the “consultant” shall devote approximately eight days per month to its duties by this agreement.
4. Place Where Services Will Be Rendered. The “consultant” will perform most services in this contract via email, Skype, I’m, chats, and telephone. In addition, the “consultant” might consider performing services at such other places as designated by the “company” (at the “company´s” expense) to perform these services by this agreement.
5. Payment to “Consultant”. A business funding consulting and success fee equal to 1.25% of the total approved and funded amount of each loan or line of credit, equity/debit, cash, or any other type of funding provided for any venture(s) accepted will be due to “Consultant.” (Example: A person seeking financing for $100,000 for a real estate project. If the project is accepted and funded in whole or any part, the “Consultant” is owed 1.25% of the amount financed. If invested in this example in the total amount of $100,000, the amount due “Consultant” would be $1,250)
This 1.25% Success Fee is separate from any other fee(s) (if any) determined by the “Consultant” for account setup fee(s) etc.
A consulting/success fee equal to 1.25% of the total approved and funded amount of each loan, line of credit, or another type of funding accepted by the “Company” will be due to the “Consultant.”
This Fee is separate from any other fees (If any) determined by each credit provider/investor (s) you choose to Accept to fund you.
As to the “Consultants” business consultant /success 1.25% fee, Payment is to be made within 3 business days after receiving funding (For Any) amount for all venture(s) provided by the “Consultants” network of funding sources and or their referral(s).
*Payment to “Consultant” will be made via bank wire or any other accepted payment method provided by “Consultant.”
If any or all venture(s) of any type, personal loan, equity/debit, cash terms, etc., are NOT accepted or funded, then no fee is due. Beyond the initial upfront non-refundable account setup fee and the optional specialized service fee.
The “Company” understands they would be responsible for any late, legal, and collection fees if the “Company” does not honor this agreement.
Florida Law governs this contract, and any claim or dispute arising from this agreement shall be heard exclusively in a court of competent jurisdiction in Miami, Florida.
6. Independent Contractor. Both the “company” and the “consultant” agree that the “consultant” will act as an independent contractor in the performance of its duties under this contract. Accordingly, the “consultant” shall be responsible for payment of all taxes, including Federal, State, and local taxes arising out of the “consultant's” activities by this contract, including by way of illustration but not limited, Federal and State income tax, Social Security tax, Unemployment Insurance taxes, and any other taxes or business license fee as required.
7. Confidential Information. The “consultant” agrees that any information received from the “Company” during any furtherance of the “consultant's” obligations by this contract, which concerns the personal, financial, or other affairs of the “company” will be treated by the “consultant” in complete confidence and will not be revealed to any other persons, firms or organizations outside of our funding contacts. All Plan B Funding Options Clients’ information and funding transactions, positive or negative, are confidential. No information will ever be shared outside of our funding contacts or sold. No clients will ever be used as a reference or referral to any future potential funding seekers considering becoming clients of Plan B Funding Options. It is also agreed and understood by the “company” that all sources for funding presented by the “consultant” and or any referrals from the funding sources presented must be made aware of and include “Consultant.” Any funding contacts and all referrals that are orientated from “consultants” sources of funding are considered confidential and cannot be shared with anyone other than the “Company “coming from “consultant,” and any funding accepted would entitle the agreed 1.25 % fee amount in this contract to the “consultant.”
8. Signatures. The “company” and the “consultant” agree to the above contract.
This agreement dated: ( /2022) is made by and between (Your name& Business, & contact info: Phone 555-555-5555 email [email protected]) whose address of record is ( ) Referred to as "Company."
___________________________ _______________________________________________________________
"Company" (your name and title) Print Sign Date Above.
Who referred you to Plan B Funding Options: ______________
And (Plan B Funding Options LLC, 949-682-9235, Office 4800 SW 102 Ave., Miami, FL 33165, email: [email protected] skype: plan-b-funding,) referred to as "Consultant."
Date: 1/1/2024