Effective Date: October 1, 2024

PLEASE READ THESE BUILT TO SELL INC. (“BTS”) PARTNER FIRM SUPPLEMENTAL TERMS AND CONDITIONS (“PARTNER FIRM SUPPLEMENTAL TERMS”) CAREFULLY.

BY COMPLETING AND SUBMITTING AN ONLINE ORDER FORM AT THE LINK WE HAVE PROVIDED TO YOU  (“ORDER FORM”) FOR A PARTNER FIRM LICENSE SUBSCRIPTION, YOU CONFIRM THAT YOU HAVE READ, UNDERSTAND AND ACCEPT ALL OF THESE TERMS AS WELL AS THE VALUE BUILDER TERMS AND CONDITIONS (AVAILABLE ONLINE AT: http://advisor.valuebuilder.com/TERMS/) (“VALUE BUILDER TERMS”) WHICH ALSO APPLY TO YOUR PARTNER FIRM SUBSCRIPTION AND ARE HEREBY INCORPORATTED BY REFERENCE. IN CASE OF ANY CONFLICT BETWEEN THE VALUE BUILDER TERMS AND THESE PARTNER FIRM SUPPLEMENTAL TERMS, THESE PARTNER SUPPLEMENTAL TERMS SHALL GOVERN. ANY CAPITALIZED TERMS USED HEREIN AND NOT OTHERWISE DEFINED SHALL HAVE THE MEANING GIVEN TO THEM IN THE VALUE BUILDER TERMS

IF YOU ARE AGREEING TO THESE TERMS ON BEHALF OF AN ORGANIZATION OR OTHER LEGAL ENTITY, YOUR ACCEPTANCE REPRESENTS THAT YOU HAVE THE AUTHORITY TO BIND IT TO THESE TERMS. IF YOU DO NOT AGREE WITH THESE TERMS, OR IF YOU DO NOT HAVE THE AUTHORITY TO BIND YOUR ORGANIZATION OR ENTITY, THEN BTS IS UNWILLING TO GRANT YOU RIGHTS TO ESTABLISH AN ACCOUNT AND TO USE THE SERVICES. YOUR RIGHTS TO A SUBSCRIPTION AND TO USE THE SERVICES DESCRIBED BELOW ON THE CONDITION THAT YOU ACCEPT ALL OF THESE PARTNER FIRM SUPPLEMENTAL TERMS AND THE VALUE BUILDER TERMS.

1. Partner Firm Subscription

As an account holding a partner firm license with Value Builder (“Partner Firm”) , you will receive certain features and exclusive benefits during the Term (as defined below), including advanced training, priority access to new tools and features, premium marketing support, and additional opportunities to collaborate with the Value Builder team, such as those set out below. Please note, to be eligible for the Partner Firm benefits listed below,  your Partner Firm account must be in good standing. All Partner Firm benefits are subject to change from time to time in our discretion.

a. Authorized Users. Your use and the use by your Authorized Users of the Services is subject to these Partner Firm Supplemental Terms and the Value Builder Terms and Conditions (collectively, the “Terms”). By accessing and /or using the Services, you and your Authorized Users agree to the Terms.

b. Partner Firm Access. As a Partner Firm, you will receive licenses for your Partner Firm up to the number of Authorized Users set out in your Order Form. During the Term, you can add or remove Authorized Users at your Firm within your user allotment with no extra fees.

c. Nurture Cycle Access. We will provide you with access to The Nurture Cycle, which can be configured for one (1) email domain only.

d. Enhanced Branding. You will be offered enhanced branding within your Value Builder Portal. One firm name and one firm logo per Partner Account. The features that enhanced branding applies to, as well as the size and placement of firm name and logo, are at our discretion and may be modified by us from time to time.

e. Partner Firm Training and Events.

i. Training. For each 12-month period following the Order Form effective date (each, a “Contract Year”), you will receive Partner Firm Accredited Value Guide training seats. The number of training seats you will receive on an annual basis will reflect the then-current Partner Firm tier you are being billed for. Additional training for Authorized User charges in excess of your then-current tier may be subject to additional fees.

You will also receive one training seat per Contract Year for each of the following training programs: Funnel Builder, Certified Value Builder™ and The Self Closing Customer.

Please note: Training Seats have no cash value and cannot be banked or carried forward into any subsequent Contract Year. If not used in the Contract Year for which they are provided, training seats are forfeited.

ii. Events. We may from time to time provide you with access to select networking events, and the opportunity to be participate in joint marketing opportunities. The number of events and number of invitations to a given event are at our discretion. All marketing materials are subject to our final approval.

Please note: Events may be subject to cancellation without notice. Any event tickets and/or invitations have no cash value and cannot be banked or carried forward into any subsequent Contract Year. If not used in the Contract Year for which they are provided, tickets and invitations are forfeited.

f. Priority Access to Beta Testing and New Tools. From time to time we may make certain select features and/or beta testing available to you. While we will consider feedback provided as part of any beta testing, any changes and/or addition or removal of features are in our sole discretion.

g. Priority Access to Referrals from Built to Sell. As a Partner Firm, your Authorized Users who have received their Accredited Value Guide™ Certification and meet the eligibility requirements for referrals, are eligible to receive preferred access to referrals from Value Builder. Eligibility requirements are determined by us in our sole discretion and may be updated from time to time.

h. Built to Sell.com. As a Partner Firm, you are eligible to have a 100-word listing, logo, and direct link on BuiltToSell.com/partner. We reserve the right to final approval of all listings, logos and links, and to limit, pause, terminate and/or otherwise discontinue any listing and/or links in our sole discretion.

i. Built to Sell News. You will also have access to Built to Sell News. We may from time to time in our sole discretion, offer you the opportunity to contribute to Built to Sell News and/or participate in select marketing opportunities.

 2. Term and Termination

The initial term (“Initial Term”) of your Partner Firm subscription is set out on your Order Form. Following the end of the Initial Term, your Partner Firm subscription will automatically renew for additional one (1) year terms at your then-current tier at the time of renewal (each, a “Renewal Term” and together with the Initial Term, the “Term”), unless either party gives notice of non-renewal at least 30 days prior to the end of the then-current Term.