Terms of Service

Who we are

This website is operated by 41 Legacy LLC, a Connecticut limited liability company (41 Legacy, we, us). 41 Legacy provides enterprise value focused fractional CFO, value growth advisory and finance department services to owner-operated companies.

Information only, not professional advice

Everything on this site, including articles, the owner check, the advisor check and any scores or results, is general information for educational purposes. It is not legal, tax, accounting, investment or business brokerage advice, and it does not account for your specific circumstances. 41 Legacy is not a CPA firm and does not provide audit, attest or tax preparation services. We are not a registered investment adviser, broker-dealer or business broker. Consult your own licensed professionals before acting on anything you read here.

No client relationship from using the site

Using this site, completing a check, submitting a form or booking a conversation does not create a client, advisory or fiduciary relationship. That relationship begins only when you and 41 Legacy sign a written engagement agreement, and it is governed by that agreement.

The owner check and advisor check

The checks are self-assessments. Scores reflect only the answers you give and are not a valuation, appraisal, audit or opinion on your business. Do not rely on them for lending, investment, sale or tax decisions.

Your submissions

You agree that information you submit is accurate and that you are authorized to share it. We handle what you submit as described in our Privacy Policy. Text message and email consent are separate and optional, as described in our SMS Terms.

Scheduling

Appointments are booked through a calendar provided by a third-party scheduling service. Its availability and operation are outside our control, and its own terms may apply to your use of it.

Intellectual property

The content, design, text, graphics and tools on this site belong to 41 Legacy or its licensors and are protected by copyright and trademark law. You may view and share pages for personal, non-commercial use with attribution. You may not copy, republish, scrape or create derivative works without written permission. Third party names and marks, including Growth Drive, Strategic Capacity, CEPA and Certified Exit Planning Advisor, belong to their owners and are used with attribution.

Acceptable use

Do not misuse the site, interfere with its operation, attempt unauthorized access, submit false information, or use automated means to collect content or data.

Links to other sites

The site links to third-party sites, including The Owners Council and sources cited in articles. We are not responsible for their content or practices.

Disclaimer of warranties

The site and its content are provided as is and as available, without warranties of any kind, express or implied, including accuracy, completeness, fitness for a particular purpose and non-infringement. Past results and examples do not guarantee future outcomes.

Limitation of liability

To the fullest extent permitted by law, 41 Legacy and its members, employees and contractors are not liable for any indirect, incidental, special, consequential or punitive damages, or any loss of profits, revenue, data or business value, arising from your use of the site or reliance on its content. Our total liability for any claim relating to the site will not exceed one hundred dollars.

Indemnity

You agree to indemnify and hold harmless 41 Legacy from claims arising out of your misuse of the site or your violation of these terms.

Governing law

These terms are governed by the laws of the State of Connecticut, without regard to conflict of law rules. Any dispute will be brought in the state or federal courts located in Connecticut.

Changes

We may update these terms. The date at the top shows the latest version, and continued use of the site means you accept the update.

Contact

Questions about these terms can be sent through the request form on our conversation page, or by replying to any email you receive from us.