Every policy, in one place.
Serious firms publish their policies. These documents define how Liquid Partners operates, what we will and won’t do, and what you can expect from us as a client.
Engagement Terms
The master terms governing every Liquid Partners engagement. Incorporated by reference into every Engagement Letter.
Read →Terms of Service
Terms governing your use of the Liquid Partners website and any non-engagement services.
Read →Privacy Policy
How we collect, use, share, and protect your information. CCPA + GDPR coverage.
Read →Client Eligibility Policy
Who we work with, who we don’t, and the standards we apply to every engagement.
Read →Disclosures
Important disclosures about our services, our limitations, and your responsibilities.
Read →Cookie Policy
How we use cookies on the Liquid Partners website.
Read →Partner Terms
Terms governing our Referral Partnership and Co-Counsel Partnership programs.
Read →Fraud Awareness
Recognize, prevent, and respond to scams that impersonate professional service firms.
Read →Accessibility Statement
Our commitment to WCAG 2.1 AA accessibility.
Read →Electronic Signature Consent
Your consent to receive records and sign agreements electronically.
Read →A note on framing
Liquid Partners is a management consulting firm. We are not a bank, lender, money transmitter, registered investment advisor, law firm, or accounting firm, and we do not provide legal, tax, accounting, or investment advice.
Every engagement is governed by a written Engagement Letter that incorporates the Engagement Terms below. The retainer is a deposit held in a segregated client-funds account; earned fees are recognized only against documented work performed; the unearned balance is refundable.
Questions about any policy? compliance@liquidpartners.com