Terms & Conditions

1. Use of Website

The content on this site is for general information and educational purposes only. We may update or modify this site and these Terms at any time by posting a revised version. Continued use after changes constitutes acceptance.

2. Electronic Communications and E-Sign Consent

By submitting your email address, scheduling a call, or contacting us through the site, you consent to receive electronic communications from ClearMark Advisory relating to your request. You may unsubscribe from marketing emails at any time using the link in those emails.

3. No Guarantee of Results

We strive to provide high-quality strategy, analysis, and advisory support, but we do not guarantee specific business, legal, financial, credit, AI performance, customer, regulatory, investor, buyer, or operational outcomes. Results vary.

4. Intellectual Property

All site content, downloads, templates, graphics, frameworks, diagnostics, briefs, and materials are the property of ClearMark Advisory or its licensors and are protected by applicable intellectual property laws. You may not reproduce, redistribute, or create derivative works without prior written permission.

5. Client Responsibility

By purchasing services or providing materials, you agree to provide accurate information, confirm that you are authorized to share submitted materials, and use all materials lawfully. Unless expressly licensed otherwise, deliverables are for your internal use only and may not be copied, shared, resold, or used as a public certification.

6. Limitation of Liability

To the maximum extent permitted by law, ClearMark Advisory will not be liable for indirect, incidental, special, consequential, or punitive damages, or any loss of profits, revenue, data, or goodwill, arising from or related to your use of the site, services, or products.

7. Dispute Resolution and Jurisdiction

Any dispute or claim arising out of or relating to these Terms, the site, or our services shall be brought exclusively in the state or federal courts located in Collin County, Texas, and the parties consent to the personal jurisdiction of those courts.

You and we agree to bring claims only in an individual capacity and not as a plaintiff or class member in any class, consolidated, or representative proceeding. Either party may bring an individual action in small-claims court with jurisdiction or seek injunctive relief for misuse of intellectual property.

8. Governing Law

These Terms are governed by the laws of the State of Texas, without regard to conflict of laws principles.

9. Legal Entity

"ClearMark Advisory" is a trade name of ClearMark Credit Advisory, LLC, a Texas limited liability company. All services, agreements, and transactions are legally entered into with ClearMark Credit Advisory, LLC.

10. Third-Party Services

We use trusted service providers to operate the site and business, including hosting, scheduling, payment, storage, analytics, communications, and email platforms. Use of these services is subject to their respective terms.

11. Related Policies

For additional details, please review our Privacy Policy, Cookie Policy, Disclaimer, and Refund Policy. These documents are incorporated by reference into these Terms and apply to services and products offered by ClearMark Advisory.

12. Changes to These Terms

We may update these Terms from time to time. When we do, we will revise the "Last updated" date above. Your continued use of the site after changes are posted constitutes acceptance of the revised Terms.

Contact

Questions? Email us at info@clearmarkadvisory.com.