BUSINESS ADVISORY AND SERVICE AGREEMENT
Version: November 2025

This agreement is binding for all of our business advisory and coaching services. If you have any questions regarding this agreement, contact inquiry@drdegnan.com.

You (the “Client”) acknowledge and agree that you have read, understood, and agree to be bound by all of the following terms and conditions in connection with the Services to be provided by Oliver Degnan LLC (the “Advisor”).

ADVISORY SERVICE PACKAGES

The advisory services offered by Advisor include leadership, business, and career advisory, specifically designed to help leaders and professionals aspiring to succeed in executive leadership. These services encompass:

(a) Leadership performance enhancement

(b) Productivity optimization without burnout

(d) Technology strategy consulting

(e) Career advancement guidance

Depending on the advisory and/or career advisory package purchased, additional terms may apply. The terms can be found here: https://www.drdegnan.com/package-terms.
The goal of these services is to enable clients to lead with strategic clarity and resilience, boost their productivity, and advance their careers and businesses effectively.

CANCELLATION & REFUND POLICY

(a) Each session during the subscription term can only be rescheduled once. A second attempt to reschedule a session will result in forfeiture of the session unless specifically agreed in writing by the Advisor.

(b) Cancellations made less than two (2) hours prior to the scheduled session will result in forfeiture of the session. No-shows to scheduled sessions will result in forfeiture of the session.

(c) Subscription packages require all sessions to be booked and used within the designated subscription cycle. Sessions will not carry over to the next subscription cycle.

(d) All subscription packages are non-refundable.

DATA PRIVACY

All services provided are subject to Advisor’s then-current data privacy policy, which is set forth here: https://www.drdegnan.com/privacy-policy.

CONFIDENTIALITY

(a) The Advisor’s coaching and advisory relationship with Client, as well as all information (documented or verbal) that is shared as part of the relationship, shall be regarded as confidential in the ordinary course.

(b) Advisor shall treat all confidential information of Client with at least the same level of care that it treats its own confidential information. However, the Advisor’s coaching and advisory relationship is not considered a legally confidential relationship, as is the case with a licensed therapist/client or doctor/patient relationship, and there may be circumstances where confidential information may be required to be disclosed by law.

(c) No coaching session notes or materials will be made available to Client, except in the Advisor’s sole discretion, and Client waives any right to request a copy of same.

(d) Clients may (in Advisor’s discretion) receive video recordings of their sessions. These recordings shall be treated as confidential by the Client and shall not be shared with others or posted on any social media platforms.

(e) All advisory methods and materials shared by Advisor during sessions are to be kept confidential by the Client, and not shared with others or posted on any social media platforms.

(f) By way of clarification, and not limitation, confidential information does not include information that: (i) was in the receiving party’s possession prior to its being furnished in the course of the relationship; (ii) is already publicly available information; (iii) is obtained by receiving party from a third party, without breach of any obligation hereunder; or (iv) is independently developed by the receiving party without use of or reference to the other party’s confidential information.

USE OF SESSION RECORDINGS AND NOTES FOR LLM ANALYSIS AND TRAINING PURPOSES

The Client acknowledges and consents that the Advisor may use all session recordings and session notes generated in the course of advisory services for the sole purpose of analysis and training within large language models (LLMs), including but not limited to Google NotebookLM, Perplexity, ClaudeAI, OpenAI, Gemini, and similar platforms. This use is strictly limited to referring to past session content to enhance advisory research and service quality. No private or confidential information will ever be shared or utilized outside of the confines of such advisory research or the Advisor's internal review. The Advisor will continue to protect the Client’s privacy in accordance with the existing Data Privacy and Confidentiality provisions of this Agreement.

WORK PRODUCT

The Client is and shall be the sole and exclusive owner of all right, title and interest throughout the world in and to all the results and proceeds of the services performed under this Agreement, including but not limited to any work product delivered by the Advisor to the Client in furtherance of the services (collectively, the “Deliverables”), including all patents, copyrights, trademarks, trade secrets and other intellectual property rights (“Intellectual Property Rights”) therein.
The Advisor agrees that the Deliverables are hereby deemed a “work made for hire” as defined in 17 U.S.C. § 101 for the Client. If, for any reason, any of the Deliverables do not constitute a “work made for hire,” the Advisor hereby irrevocably assigns to the Client, in each case without additional consideration, all right, title and interest throughout the world in and to the Deliverables, including all Intellectual Property Rights therein.

LIMITATION ON LIABILITY

Advisor makes no guarantees or warranties, express or implied, in furnishing any services hereunder. Client shall use or rely on such services at their own risk.
ADVISOR SHALL NOT BE LIABLE TO CLIENT FOR ANY SPECIAL, INCIDENTAL, CONSEQUENTIAL, INDIRECT, PUNITIVE OR EXEMPLARY DAMAGES OF ANY KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION DAMAGES RESULTING FROM INTERRUPTION OF BUSINESS OR LOSS OF ANTICIPATED PROFITS, REVENUES, DATA OR BENEFITS, EVEN IF IT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND REGARDLESS OF THE FORM (E.G., CONTRACT, TORT, WARRANTY OR OTHERWISE) OF ANY LEGAL OR EQUITABLE ACTION BROUGHT AGAINST ADVISOR.
ADVISOR’S LIABILITY FOR ANY AND ALL CLAIMS, DAMAGES OR LOSSES ARISING OUT OF OR RELATED TO THIS AGREEMENT OR ANY DEFAULT HEREUNDER, REGARDLESS OF THE FORM OF THE ACTION, SHALL NOT EXCEED THE AGGREGATE AMOUNT OF FEES ACTUALLY PAID OR OWED TO ADVISOR HEREUNDER DURING THE TWELVE (12) CALENDAR MONTHS IMMEDIATELY PRECEDING SUCH CLAIM, DAMAGE OR LOSS.

PUBLIC SPEAKING ENGAGEMENTS

(a) Booking Fee. When the Client books Dr. Oliver Degnan for a public speaking engagement, a non-refundable holding fee equal to fifty percent (50%) of the total engagement fee is due upon confirmation of the booking. This secures the date and time (the “Holding Fee”).

(b) Balance Due. The remaining fifty percent (50%) of the total engagement fee is due no later than ten (10) days before the scheduled event. If full payment is not received by this deadline, the Advisor reserves the right to cancel the engagement, retain the Holding Fee, and recover any additional costs incurred by the cancellation.

(c) Travel and Related Expenses. Any agreed-upon travel, lodging, or other related expenses will be invoiced after the event. Payment is due within thirty (30) days of receipt of the invoice.

(d) Limitation of Liability. Dr. Oliver Degnan shall not be held liable for any outcome of the event, including attendance, audience satisfaction, or any financial result or loss incurred by the host, organizer, or attendees. This limitation covers direct, indirect, consequential, and special damages.

(e) Integration with Existing Payment Terms. In the event of any conflict with other payment or liability provisions in this Agreement, the terms in this Public Speaking Engagements section will control with respect to public speaking services.

REMEDIES

The parties acknowledge that a breach of Section 5 would result in irreparable harm and continuing damage to the non-breaching party, and that a remedy at law for such breach would be inadequate. Accordingly, in addition to other legal or equitable remedies, any court may issue both preliminary and permanent injunctions to prevent further breach, including restraining a party from using or disclosing any Confidential Information.

JURISDICTION

This Agreement shall be governed by, and construed and enforced in accordance with, the internal laws of the State of Wisconsin. Subject to arbitration below, any dispute arising under or in connection with this Agreement shall be brought in either the United States District Court for the Eastern District of Wisconsin or the Wisconsin Circuit Court for Milwaukee County.

ARBITRATION

Except with respect to Section 4 (Confidentiality), all disputes arising out of or relating to this Agreement shall be settled by arbitration in Milwaukee, Wisconsin, conducted in the English language and under procedures agreed by the parties or, if none are specified, the AAA Commercial Arbitration Rules.

DISCLAIMER

Dr. Oliver Degnan is not a medical provider or licensed psychologist and will not provide mental or physical assessments. The title “Dr.” reflects a Doctor of Business Administration degree earned in 2022 from the University of Wisconsin–Whitewater and does not establish a doctor-patient relationship. The advisory services provided under this Agreement are for general informational purposes only, are not a substitute for medical advice or treatment, and should not be used for diagnosis or self-treatment. Always consult a qualified health provider before making changes to your health regimen or seeking treatment.

MISCELLANEOUS

(a) If any provision of this Agreement is found to be illegal, invalid, or unenforceable, that provision will be severed without affecting the remaining terms.

(b) This Agreement may only be amended by a written instrument signed by both parties.

(c) This Agreement constitutes the entire agreement regarding its subject matter and supersedes all prior agreements, understandings, and representations.

(End of Agreement)