Terms of Service
Effective Date: July 10, 2026
These Terms of Service (“Terms”) govern your use of dmwadvisory.com (the “Site”) and any services provided by DMW Advisory LLC (“we,” “us,” or “our”). By accessing the Site or engaging our services, you agree to these Terms.
Services
DMW Advisory provides fractional CFO services, financial planning and analysis (FP&A), accounting and bookkeeping, financial modeling and valuation, financial systems implementation, fundraising and capital advisory, pitch deck creation, and related financial advisory services. All engagements are governed by a separate engagement letter or statement of work that supersedes these Terms with respect to the specific services described therein.
Use of Website
You may use this Site for lawful purposes only. You agree not to:
- Reproduce, distribute, or create derivative works from our content without written permission.
- Attempt to gain unauthorized access to any portion of the Site, our systems, or data.
- Use the Site in any manner that could damage, disable, overload, or impair the Site or interfere with any other party’s use.
- Submit false, misleading, or fraudulent information through our forms, scorecards, or chat widget.
- Use automated tools (bots, scrapers, crawlers) to extract data from the Site without our express written consent.
Financial Health Scorecards
The scorecards available on our Site are self-assessment tools designed to provide general guidance. They are not financial advice, do not constitute an engagement, and should not be the sole basis for business decisions. Scorecard results are based solely on the information you provide and may not reflect your complete financial picture. By submitting a scorecard, you consent to receiving follow-up communications from DMW Advisory.
AI Chat Widget
The AI-powered chat widget on our Site is provided as a convenience for general inquiries. Chat responses are generated by automated systems and may not always be accurate or complete. Chat transcripts may be stored and reviewed for quality improvement. Do not share confidential, proprietary, or sensitive business information through the chat widget.
Intellectual Property
All content on this Site, including text, graphics, logos, design elements, the FinTel platform name, scorecard methodologies, and software, is the property of DMW Advisory LLC or its licensors and is protected by applicable intellectual property laws. You may not use, copy, or distribute our content without written permission, except for brief quotations with attribution.
Disclaimers
The information on this Site is provided for general informational purposes only and does not constitute financial, legal, tax, or investment advice. Nothing on this Site creates an advisory, fiduciary, or attorney-client relationship. Specific advisory services are governed exclusively by the terms of individual engagement agreements. You should consult qualified professionals before making financial decisions.
The Site and all content are provided “as is” without warranties of any kind, either express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or non-infringement.
Limitation of Liability
To the fullest extent permitted by law, DMW Advisory LLC and its officers, employees, contractors, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, arising from your use of the Site or reliance on any content. Our total liability for any claim arising from use of the Site shall not exceed the amount you paid us, if any, for access to the Site.
Confidentiality
We treat all client information as confidential. Specific confidentiality obligations are outlined in each engagement letter. Information you share through the Site’s forms, scorecards, or chat widget is handled in accordance with our Privacy Policy.
Third-Party Services and Links
The Site may contain links to third-party websites and integrate with third-party services (such as scheduling tools and analytics platforms). We do not control and are not responsible for the content, accuracy, or practices of any third-party sites or services. Your interactions with third-party services are solely between you and the third party.
Indemnification
You agree to indemnify and hold harmless DMW Advisory LLC and its affiliates from any claims, damages, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising from your use of the Site, your violation of these Terms, or your infringement of any third-party rights.
Governing Law and Dispute Resolution
These Terms are governed by the laws of the State of California, without regard to conflict of law principles. Any dispute arising from these Terms or your use of the Site shall be resolved exclusively in the state or federal courts located in Orange County, California.
Changes to These Terms
We reserve the right to update these Terms at any time. Material changes will be posted on this page with an updated effective date. Continued use of the Site after changes constitutes acceptance of the revised Terms.
Contact
Questions about these Terms? Contact us at:
DMW Advisory LLC
4695 MacArthur Court, 11th Floor
Newport Beach, CA 92660
Email: info@dmwadvisory.com
Phone: 949-244-5667