Terms of Service

By accessing BankReadiness.com or engaging our services, you agree to these terms. If you do not agree, please do not use the site.

We provide bank-readiness consulting, document review, and educational resources. Our services help you prepare for funding conversations — we do not guarantee loan approval, funding, contract awards, or any specific financial outcome. No legitimate consultant can.

Information and recommendations provided are for educational and preparatory purposes only. They do not constitute legal, tax, accounting, or investment advice. Always consult a licensed professional for advice specific to your situation.

Flat-fee assessments are billed at the time of booking. Because each engagement involves immediate prep work, refunds are evaluated case-by-case. Contact sharee@bankreadiness.com within 7 days of purchase if you have concerns.

You agree to provide accurate information about your business. The quality of your readiness report depends on the accuracy of the materials you share.

We treat your business information as confidential and only share it with the team members required to deliver your engagement.

Site content, frameworks, checklists, and report templates are owned by BankReadiness.com. You may use materials we deliver for your own business purposes but may not resell or redistribute them.

To the maximum extent permitted by law, BankReadiness.com is not liable for any indirect, incidental, or consequential damages arising from your use of the site or services. Total liability is limited to the fees you paid for the specific engagement at issue.

We may suspend access to the site or services for abuse, non-payment, or violation of these terms.

These terms are governed by the laws of the State of Georgia, USA, without regard to conflict of law principles.

Questions about these terms? Email support@bankreadiness.com or call 770-549-7725.