What you can expect from us, what we need from you, and the honest limits of advisory work.
Effective August 28, 2026 · Last updated August 28, 2026
In one paragraph. We help owners get their financials and their business ready for a sale. Your data stays yours and stays in your environment, and what we build for you is yours to keep. We are not brokers, we do not perform your Quality of Earnings, and we are not your accountant, so nothing we produce is accounting, tax, legal or investment advice, and nobody can promise you a price or a buyer. Every engagement is priced in a written proposal, our fee never depends on what you sell for, and either of us can end an engagement on reasonable notice. Our liability is limited, as spelled out below.
These Terms are a binding agreement between you and Anchor Partners LLC, of Charlotte, North Carolina, trading as Anchor Earnings ("Anchor Earnings", "we", "us"), covering the anchorearnings.com website and any engagement we perform unless a separate signed agreement governs it. By using the site or engaging us, you accept these Terms. If you are dealing with us for a company, you confirm you are authorized to accept on its behalf, and "you" means both you and that company.
If a signed proposal, statement of work, master services agreement or non-disclosure agreement exists between us, that document controls where it conflicts with these Terms.
Anchor Earnings prepares owner-operated businesses for diligence and for sale: assessing readiness, cleaning up financials, standardizing reporting, building driver-based forecasts, and keeping all of it current between now and whenever you decide to sell. The specific scope, deliverables and timing of your engagement are whatever your proposal or statement of work says they are.
Three of these are on our About page because they matter commercially. They matter legally too, so they are repeated here.
Nothing we produce, no assessment, model, forecast, report or conversation, is accounting, audit, tax, legal or investment advice, and engaging us does not create an accountant-client, auditor-client, attorney-client or fiduciary relationship. Take tax, legal and valuation questions to the professionals who owe you that duty. We will happily work with them.
We do not audit or verify your underlying records. Our work is built from what you give us, so if that is wrong or incomplete, our output will be too.
Nobody can promise you a sale, a buyer, a price, a multiple or a valuation, and we do not. Readiness improves the odds and removes avoidable discounts. It does not determine what a market will pay, and a forecast is an estimate about the future, not a fact about it.
You own your data. Your files, your figures and your records remain yours. We claim no ownership of them.
Wherever we can, we work inside your own environment rather than taking copies into ours, and the reporting and processes we build are built there too, so they stay yours and keep running whether or not we are still engaged. How this works in practice, including who has access, how you revoke it, and when working material is deleted, is set out on our Security page.
We treat your information as confidential and we sign NDAs. If your counsel has a preferred form, we will work from yours. We do not sell your data, we do not use it for advertising, and we do not use it after the engagement ends.
You are responsible for the data you give us. By giving it to us you confirm you have the right to do so, and that doing so does not breach any law, contract or duty of confidentiality you owe someone else. Please do not send Social Security numbers, government identifiers, health information or payment card numbers.
An engagement like this only works if the information flows. You agree to give us reasonably complete and accurate records, timely access to the systems and people the work depends on, and a decision when we need one. Where a delay on your side moves the schedule, the schedule moves.
Engagements are priced in a written proposal or statement of work, agreed before work starts. That document governs the fee, the schedule and any expenses.
Our fees are never contingent on a transaction. There is no success fee, no percentage of sale proceeds and no other outcome-based component anywhere in our pricing. You pay for the work, whatever happens afterward.
Invoices are due on the terms stated on them. We may pause work on an account that is significantly overdue, after telling you first.
Either of us may end an engagement on reasonable written notice, and your proposal or statement of work may say what that notice is. You pay for work performed and expenses incurred up to that point; we hand over what has been completed and paid for.
Sections 4, 5, and 11 through 15 survive the end of an engagement.
The site is here to explain what we do and to let you reach us. Do not probe, scan or test its security without our written permission, do not attempt to interfere with it or with anyone else's use of it, and do not use the contact form to send anything unlawful. Good-faith security reports are welcome, see the Security page.
The content of this site is provided for information. It is general, it is not advice about your particular business, and you should not act on it without talking to someone about your specific facts.
The deliverables we build for you, and the reporting and processes we set up inside your environment, are yours to use however you like.
The methods, templates, know-how and general skill we bring with us remain ours, along with this site, its design and text, and the Anchor Earnings and Anchor Partners names and marks. Nothing here transfers those to you, and nothing here stops us from doing similar work for other clients.
If you send us suggestions or ideas, we may use them freely and without obligation to you. We will not identify you or your company publicly without your permission.
THE WEBSITE IS PROVIDED "AS IS" AND "AS AVAILABLE", WITHOUT WARRANTY OF ANY KIND. TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT.
WE PERFORM OUR SERVICES WITH REASONABLE PROFESSIONAL SKILL AND CARE. WE DO NOT WARRANT ANY PARTICULAR OUTCOME, INCLUDING THAT A BUSINESS WILL SELL, THAT IT WILL SELL AT ANY PARTICULAR PRICE OR MULTIPLE, OR THAT ANY FORECAST OR PROJECTION WILL BE REALIZED.
TO THE FULLEST EXTENT PERMITTED BY LAW, ANCHOR EARNINGS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, SALE PROCEEDS OR BUSINESS OPPORTUNITY, ARISING OUT OF OR RELATING TO THE SERVICES OR THIS WEBSITE, WHETHER IN CONTRACT, TORT OR ANY OTHER THEORY, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY.
OUR TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICES OR THIS WEBSITE WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID US IN THE TWELVE MONTHS BEFORE THE CLAIM AROSE, OR (B) ONE HUNDRED U.S. DOLLARS ($100).
SOME JURISDICTIONS DO NOT ALLOW CERTAIN EXCLUSIONS OR LIMITATIONS, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU. NOTHING HERE LIMITS LIABILITY THAT CANNOT LAWFULLY BE LIMITED, INCLUDING LIABILITY FOR FRAUD.
These limits reflect what the work is: advisory work that prepares and explains figures you supply, in a decision that is yours to make. Where a signed engagement agreement sets a different limit, that agreement governs.
You agree to indemnify and hold Anchor Earnings harmless from claims, losses and reasonable legal costs arising from data you gave us that you had no right to give us, from your breach of these Terms, or from your violation of law or of a third party's rights.
Before filing anything, please email us at [email protected]. Nearly everything is faster to fix by conversation, and we would rather hear about a problem than read about it. These Terms are governed by the laws of the State of North Carolina, without regard to its conflict of laws rules, and the state and federal courts located in Mecklenburg County, North Carolina have exclusive jurisdiction.
We may update these Terms as the business develops. The effective date above will change with them. An engagement already underway is governed by the Terms in force when it was agreed.
Anchor Partners LLC
Charlotte, North Carolina, USA