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Terms of Use

Last updated: January 16, 2026​

 Note: We request you to review this policy periodically since it can change without prior notification.

  1. Agreement to terms

By accessing or using thecfostrategist.com (the “Website”) and any content, resources or forms available on it, you agree to be bound by these Terms of Use (“Terms”). If you do not agree, please do not use the Website.​

“TheCFOStrategist”, “we”, “us” or “our” refers to the business operating this Website from Gurugram, Haryana, India (insert final legal entity name and address). “You” refers to the individual or entity accessing or using the Website.​

  1. Website purpose and no professional relationship
  • The Website provides general information about our fractional CFO, financial advisory and related professional services.
  • Content on the Website (including articles, checklists, tools, downloads and illustrations) is for general informational purposes only and does not constitute financial, tax, legal or investment advice.​
  • Viewing the Website or contacting us through it does not by itself create a client–advisor relationship; such a relationship arises only when we sign a formal engagement letter or agreement with you.​
  1. Use of the website

You agree to use the Website only for lawful purposes and in accordance with these Terms. In particular, you agree not to:​

  • Use the Website in any way that violates applicable law or regulation.
  • Attempt to gain unauthorized access to the Website, servers or networks.
  • Introduce any virus, malware or harmful code.
  • Scrape, copy or harvest Website content or data in an automated way, except as enabled by standard browser functions or search engines.
  • Use the Website to send unsolicited commercial communications or spam.

We may, at our sole discretion and without prior notice, restrict or terminate your access to the Website if we believe you have violated these Terms or applicable law.​

  1. Intellectual property
  • Unless otherwise stated, all content on the Website—including text, graphics, logos, icons, images, tools, templates, financial frameworks, and layouts—is owned by or licensed to TheCFOStrategist and is protected by applicable intellectual property laws.​
  • You are granted a limited, non‑exclusive, non‑transferable license to view and print content for your own internal use only (for example, to evaluate whether to work with us).
  • You may not reproduce, redistribute, modify, adapt, publish, sell, license, or create derivative works from any Website content without our prior written consent.​
  • TheCFOStrategist retains all rights, title, and interest in its pre-existing intellectual property, methodologies, financial models, and templates (‘Background IP’). The Client is granted a non-exclusive license to use the Background IP solely as incorporated into the Deliverables.
  1. Third‑party tools, links and services
  • The Website may reference or link to third‑party websites, tools, platforms or services (for example, Google products, accounting systems, CRMs or legal resources). These are provided as a convenience only.​
  • We do not control and are not responsible for the content, security, performance or privacy practices of any third‑party site or service, and your use of them is subject to their own terms and policies.
  • Any mention or recommendation of a third‑party tool does not constitute an endorsement or guarantee of its suitability or availability.​
  1. Payments, retainers and refunds

Where you engage us for professional services (typically under a separate proposal, engagement letter or statement of work), the fees, payment terms, scope, deliverables, intellectual property, limitations of liability and any other commercial terms for that engagement will be as set out in the relevant signed document.​

The general principles below apply unless your specific contract states otherwise:

  • Work will generally commence after written acceptance of our proposal/engagement letter and payment of any agreed advance or retainer.
  • Once advisory work has commenced or our intellectual property (including financial models, analyses, templates, pitch materials, reports or strategy documents) has been shared, fees are typically non‑refundable, except where mandatory law requires otherwise or we expressly agree in writing.​

If there is any conflict between these Terms and the specific terms of your signed engagement letter or statement of work, the engagement letter/statement of work shall prevail for that engagement.

  1. Disclaimers

To the fullest extent permitted by law:​

  • The Website and its content are provided on an “as is” and “as available” basis, without warranties of any kind, whether express or implied.
  • We do not warrant that the Website will be uninterrupted, error‑free, secure, or free from viruses or other harmful components.
  • We do not guarantee any specific business, funding, valuation, profitability, tax or regulatory outcome from using our Website or services; such outcomes depend on factors beyond our control, including market conditions and your own decisions and implementation.​

If you require professional advice specific to your situation, you should engage us formally or consult your own advisors.​

  1. Limitation of liability

To the maximum extent permitted by applicable law, TheCFOStrategist and its partners, employees, consultants and advisors shall not be liable for any indirect, incidental, consequential, special or punitive damages, or for any loss of profits, revenue, data, goodwill or business opportunities, arising out of or in connection with your use of or inability to use the Website or reliance on any Website content or third‑party links.​

Any allocation or limitation of liability in connection with professional services (including any caps, exclusions or specific remedies) will be governed solely by the terms of the relevant engagement letter, proposal or statement of work executed with you, which shall override this Section 8 for that engagement.

  1. Indemnification

You agree to indemnify, defend, and hold harmless TheCFOStrategist, its affiliates, and their respective officers, directors, and employees from and against any and all claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys’ fees) arising out of or in any way connected with: (i) your access to or use of the Website; (ii) your violation of these Terms; (iii) any data or content submitted by you; or (iv) your violation of any third-party rights.

  1. Privacy

Your use of the Website is also governed by our Privacy Policy, which explains how we collect, use and protect personal data. The Privacy Policy is available separately on the Website and is incorporated by reference into these Terms. Please review it carefully.​

  1. Changes to these terms

We may update or modify these Terms from time to time.​

  • Changes become effective when posted on this page with an updated “Last updated” date.
  • Your continued use of the Website after changes are posted will constitute your acceptance of the revised Terms.

You are encouraged to review these Terms periodically.​

  1. Governing law and dispute resolution
  • These Terms and any disputes arising out of or relating to your use of the Website are governed by the laws of India, without regard to conflict of law principles.​
  • You agree that any dispute, controversy or claim shall first be attempted to be resolved amicably. If not resolved within a reasonable time, such dispute shall be referred to confidential and binding arbitration in Gurugram, Haryana, India, in accordance with the Arbitration and Conciliation Act, 1996, by a sole arbitrator appointed in accordance with that Act.
  • Subject to arbitration, the courts at Gurugram, Haryana, India shall have exclusive jurisdiction.​
  1. Contact information

If you have any questions about these Terms or the Website, you may contact us at:​

Email: info@thecfostrategist.com