Please read these Terms carefully before completing your booking. By booking an advisory call and making payment, you confirm that you have read, understood, and agreed to these Terms of Engagement. If you do not agree, please do not proceed with your booking.
In these Terms of Engagement:
| M&A Concierge | M&A Concierge (ABN: 20 697 970 004), the provider of the Service, referred to as "we", "us", or "our". |
| Client | The individual or entity that books an advisory call and agrees to these Terms, referred to as "you" or "your". |
| Advisory Call | The one-on-one consultation session booked through our website and provided by M&A Concierge. |
| Service | The advisory call and any follow-up agreed in writing, as described in clause 3. |
| Fee | The amount payable by the Client for the Service, as set out at the time of booking. |
| Confidential Information | Any non-public information disclosed by either party in connection with the Service, including business, financial, operational, and strategic information. |
| Advisor | An M&A advisor, business broker, legal, financial, or other professional to whom we may refer you, as described in clause 6. |
| Terms | These Terms of Engagement, as amended from time to time. |
An engagement with M&A Concierge may be initiated through any of the following pathways:
In either case, a binding contract is formed between M&A Concierge and the Client at the earlier of: (a) receipt of payment in full; or (b) the Client providing written confirmation, including by email reply, that they have read and agree to these Terms. No advisory call will be conducted until the contract has been formed and payment has been received.
Where an engagement is initiated by direct enquiry, M&A Concierge will send the Client a written confirmation email before any advisory call takes place. That email will set out the agreed scope, the Fee, and payment details, and will include a link to or copy of these Terms. By proceeding with payment following receipt of that email, the Client confirms that they have read, understood, and agreed to these Terms.
M&A Concierge recommends that the Client retain a copy of the confirmation email and these Terms for their records. These Terms are also available at all times at mandaconcierge.com.au/terms.html.
If you are engaging M&A Concierge on behalf of a company or other legal entity, you warrant that you have authority to bind that entity to these Terms, and references to "you" in these Terms include that entity.
The Service consists of a structured advisory call of the duration specified at the time of booking. The content of each call is tailored to the Client's circumstances. As relevant to your situation, the Service may include:
Where relevant to the Client's circumstances, the advisory call may include indicative guidance on typical transaction multiples and valuation ranges based on M&A Concierge's general market experience. Any such guidance does not constitute a formal valuation of the Client's business. Clients who wish to rely on valuation information specific to their business are advised to engage a qualified valuation professional or M&A advisor for that purpose. The Client acknowledges that they cannot rely on general market guidance provided by M&A Concierge as a substitute for formal, business-specific valuation advice.
Where M&A Concierge recommends a specific Advisor as a potential fit for the Client's circumstances, that recommendation is based on M&A Concierge's assessment of the Client's situation as understood from the advisory call, and its knowledge of the Advisor's experience and areas of specialisation at the time of the recommendation. It does not constitute a guarantee of the Advisor's suitability, capability, or performance. The Client should conduct their own assessment of any Advisor before entering into an engagement, including reviewing the Advisor's credentials, fee structure, and recent transaction experience.
The Service is advisory in nature and is explicitly limited. It does not include:
M&A Concierge is not a licensed financial services provider under the Corporations Act 2001 (Cth) and does not hold an Australian Financial Services Licence (AFSL). Nothing in the Service constitutes financial product advice and should not be treated as such.
An advisory call may be booked through our website or arranged directly with M&A Concierge by email or telephone. Regardless of the method of engagement, the call will not be conducted until M&A Concierge has issued written confirmation and payment of the Fee has been received in full.
Where an engagement is arranged directly, M&A Concierge will provide the Client with written confirmation of the agreed scope and Fee, together with payment details, prior to the call. Bank transfer is the standard payment method for directly arranged engagements. A tax invoice will be issued prior to payment and serves as both the payment request and the record of the transaction once payment is received. No separate receipt will be issued.
The Fee for the Service is as displayed on our website at the time of booking. All fees are quoted and payable in Australian dollars (AUD) and are exclusive of GST unless otherwise stated. We reserve the right to change our Fee at any time, but the Fee applicable to your booking is fixed at the time your booking is confirmed.
M&A Concierge accepts payment by the following methods:
M&A Concierge will specify the available payment method or methods in the written confirmation issued to the Client.
Where the Service is a taxable supply for the purposes of the A New Tax System (Goods and Services Tax) Act 1999 (Cth), GST is payable in addition to the Fee at the rate of 10%. The Fee displayed on our website and in any invoice is exclusive of GST unless otherwise stated. The total amount payable, inclusive of GST, will be set out in the tax invoice issued prior to payment. Once payment is received, that invoice serves as the record of the completed transaction and no separate receipt will be issued. The Client should retain the tax invoice for their records.
The Fee is non-refundable once a booking is confirmed. If you are unable to attend your scheduled call, you may reschedule once, subject to the following conditions:
All rescheduling requests must be made in writing to M&A Concierge using the contact details provided in clause 14.
You may reschedule your call once at no additional cost, provided you give at least 24 hours' notice. Additional rescheduling requests may be subject to an administration fee at our discretion.
We reserve the right to cancel or reschedule an advisory call in exceptional circumstances, including illness, emergency, or circumstances beyond our control. If we cancel, you will receive a full refund or the option to reschedule at your choice. We will not be liable for any consequential loss arising from a cancellation by us.
Nothing in this clause limits any rights you may have under the Australian Consumer Law (Schedule 2 to the Competition and Consumer Act 2010 (Cth)) where those rights cannot be excluded by agreement.
At the conclusion of your advisory call, or following our assessment of your situation, M&A Concierge may introduce you to one or more Advisors from a network of professionals that M&A Concierge has assessed and considers appropriate for the purposes of the Service. Any such introduction is made at our discretion and does not constitute a guarantee, endorsement, or recommendation that the Advisor will achieve a particular outcome.
You are under no obligation to engage any Advisor we introduce. The terms of any engagement between you and an Advisor are entirely between you and that Advisor, and M&A Concierge is not a party to that engagement.
M&A Concierge may receive a referral fee from an Advisor if you subsequently engage that Advisor. This fee is calculated as a percentage of the fees charged by the Advisor to you, and is paid by the Advisor from their own fee income. It is not an additional charge to you, and M&A Concierge has no involvement in, or influence over, the fees the Advisor charges you for their services.
We disclose this arrangement so you are aware of the commercial relationship. We believe this model is aligned with your interests: because our fee is linked to the Advisor's success in transacting, we are incentivised to introduce you to Advisors who are the right fit for your deal and more likely to transact successfully, not simply to refer you to anyone on our panel. Our referral arrangement does not create any obligation on the Advisor to adjust, inflate, or otherwise alter the fees they charge you.
By engaging with our Service, you acknowledge this disclosure and confirm that it does not affect your decision to receive the Service.
M&A Concierge will not make a referral where it has a conflict of interest that would materially affect its ability to make an objective introduction. The existence of a referral fee arrangement, as disclosed in clause 6.2, does not of itself constitute a conflict of interest for these purposes.
Prior to making a formal introduction, M&A Concierge may approach Advisors in its network on a preliminary basis to assess their suitability and availability. At this stage, any information shared about the Client will be limited to a non-identifying summary of the engagement opportunity (for example, the general industry, approximate business size, and nature of the transaction being considered). No identifying information including the Client's name, trading name, or specific financial details will be shared with an Advisor without the Client's prior consent.
Once the Client has consented to a specific introduction, M&A Concierge may share relevant Confidential Information with the named Advisor to the extent necessary to facilitate that introduction, as described in clause 7.2. M&A Concierge recommends that Clients enter into a confidentiality or non-disclosure agreement with any Advisor before sharing detailed business information.
We acknowledge that in the course of providing the Service, you will share Confidential Information about your business. We will:
We may disclose your Confidential Information:
You agree to treat as confidential any information we share with you about our methodology, advisor network, proprietary processes, or other non-public aspects of our business. You must not disclose such information to any third party without our prior written consent.
Confidentiality obligations survive termination of these Terms for a period of three (3) years. Information that is by its nature particularly sensitive, including financial information, business strategy, and transaction objectives shared during the advisory call, shall remain confidential for as long as it has not entered the public domain, regardless of the three-year period.
All intellectual property in the Service, including our advisor evaluation methodology, database, processes, frameworks, and any written materials provided to you, remains the property of M&A Concierge. Nothing in these Terms transfers any intellectual property rights to you.
You are granted a limited, non-exclusive, non-transferable licence to use any materials provided to you in connection with the Service for your own internal purposes only. You must not reproduce, distribute, or commercialise such materials without our prior written consent.
The Service provides advisory content and process guidance only. M&A Concierge makes no representation or warranty that the information provided will result in a successful transaction, achieve any particular valuation, or lead to any specific commercial outcome. Transaction outcomes depend on many factors outside our control.
To the maximum extent permitted by applicable law, M&A Concierge's total aggregate liability to you for any claim arising out of or in connection with the Service or these Terms (whether in contract, tort, negligence, or otherwise) is limited to the amount of the Fee actually paid by you for the relevant Service.
To the maximum extent permitted by applicable law, M&A Concierge is not liable to you for any indirect, consequential, incidental, special, or punitive loss or damage, including loss of profit, loss of revenue, loss of business opportunity, or any other loss or damage of any kind arising out of or in connection with the Service or these Terms, whether or not such loss was foreseeable or M&A Concierge had been advised of the possibility of it.
Nothing in this clause is intended to exclude, restrict, or modify any right or guarantee that cannot be excluded under the Australian Consumer Law. Where M&A Concierge is in breach of a guarantee that cannot be excluded, our liability is limited, to the extent permitted by law, to supplying the Service again or paying the cost of having the Service supplied again.
You agree to indemnify and hold harmless M&A Concierge, its officers, employees, and contractors from and against any claims, losses, damages, costs (including legal costs on a solicitor-client basis), and expenses arising from:
By engaging with our Service, you acknowledge that we will collect, use, and disclose your personal information in accordance with our Privacy Policy. Our Privacy Policy is incorporated into these Terms by reference.
You consent to us collecting and using your personal information for the purposes of providing the Service, including facilitating introductions to Advisors as described in clause 6.
We may amend these Terms from time to time. The Terms that apply to your engagement are those in force at the time your booking is confirmed. We will not apply amended Terms retrospectively to a booking that has already been confirmed.
If you make a new booking after an amendment to these Terms, the amended Terms will apply to that new booking.
These Terms are governed by the laws of New South Wales, Australia. Each party submits to the exclusive jurisdiction of the courts of New South Wales for any dispute arising from these Terms.
These Terms, together with our Privacy Policy and any written scope confirmation, constitute the entire agreement between the parties in relation to the Service and supersede all prior representations, agreements, and understandings.
If any provision of these Terms is found to be invalid, illegal, or unenforceable, that provision is severed to the minimum extent necessary and the remaining provisions continue in full force.
A failure by either party to enforce any provision of these Terms does not constitute a waiver of the right to enforce that provision in the future.
If a dispute arises in connection with these Terms, the parties agree to attempt to resolve it in good faith through direct negotiation before commencing legal proceedings. This clause does not prevent either party from seeking urgent interlocutory relief from a court where necessary.
Neither party is liable for any failure or delay in performing its obligations under these Terms where such failure or delay results from circumstances beyond that party's reasonable control, including natural disaster, pandemic, government action, failure of telecommunications or digital infrastructure, or failure of a third-party service provider.
For any questions about these Terms, or to provide a cancellation notice, please contact us:
Entity: M&A Concierge (ABN: 20 697 970 004)
Website: mandaconcierge.com.au
Effective 26 May 2026 · Document version 1.0 · Governing law: New South Wales, Australia