Engagement terms in plain language

Terms & Conditions Last Updated: September 30, 2026 Welcome to the website of Potter Advisory Group LLC (“Potter Advisory Group,” “we,” “us,” or “our”). By accessing or using this website, you agree to these Terms & Conditions. If you do not agree with these terms, please do not use this website. 1. Website Purpose This website provides general information about Potter Advisory Group LLC and the financial advisory and fractional CFO services we offer to businesses. The information provided on this website is for general informational and educational purposes only. It is not intended to constitute accounting, tax, legal, investment, or other professional advice for your specific circumstances. 2. No Client Relationship Your use of this website, submission of a contact form, scheduling of a consultation, or communication with Potter Advisory Group does not by itself create a client, accountant-client, advisory, fiduciary, or other professional relationship. A client relationship is established only when Potter Advisory Group and the client agree to an engagement or services agreement. 3. No Guarantee of Results Potter Advisory Group helps businesses improve financial visibility, cash flow management, profitability, forecasting, decision-making, and related financial processes. Any examples, testimonials, case studies, financial improvements, cash-flow opportunities, or client results discussed on this website are provided for illustrative purposes. Individual results vary based on the circumstances of each business. We do not guarantee that you will achieve the same or similar financial results. 4. Financial and Tax Information Information provided through this website should not be relied upon as a substitute for advice based on the specific facts and circumstances of your business. Unless specifically included in a separate written engagement, Potter Advisory Group does not provide legal advice, investment advice, audits, reviews, or other attest services. You should consult the appropriate professional regarding legal, tax, investment, or other matters outside the scope of services provided by Potter Advisory Group. 5. Services and Fees Descriptions of services on this website are general in nature and may change from time to time. Specific services, fees, payment terms, cancellation provisions, responsibilities, deliverables, and other terms applicable to a client engagement will be established separately between Potter Advisory Group and the client. Information displayed on this website does not constitute a binding offer to provide services. 6. Intellectual Property Unless otherwise stated, the content on this website—including text, graphics, logos, frameworks, downloads, videos, educational materials, and other content—is owned by or licensed to Potter Advisory Group LLC and is protected by applicable intellectual property laws. You may view and use website content for your personal or internal business use. You may not reproduce, distribute, sell, modify, publish, or commercially exploit our content without our prior written permission. Any proprietary programs, frameworks, methodologies, or branded materials identified as belonging to Potter Advisory Group remain the property of Potter Advisory Group LLC. 7. Website Accuracy We make reasonable efforts to provide accurate and useful information. However, business, financial, tax, regulatory, and economic information can change. We do not warrant that all information on this website will always be complete, accurate, current, or error-free. 8. Third-Party Websites and Services Our website may contain links to third-party websites, applications, scheduling systems, payment providers, or other services. Potter Advisory Group does not control these third parties and is not responsible for their content, availability, privacy practices, security, or services. Your use of third-party services is subject to their own terms and policies. 9. Limitation of Liability To the fullest extent permitted by applicable law, Potter Advisory Group LLC and its owners, employees, contractors, and representatives will not be liable for indirect, incidental, consequential, special, or punitive damages arising from your use of, or reliance upon, this website or its content. Nothing in these Terms & Conditions is intended to exclude or limit liability that cannot legally be excluded or limited. 10. Indemnification You agree not to misuse this website or its content. To the extent permitted by law, you agree to indemnify and hold Potter Advisory Group LLC harmless from claims, damages, liabilities, and reasonable expenses arising from your unlawful use of this website or your violation of these Terms & Conditions. 11. Privacy Your use of this website is also subject to our Privacy Policy. Information you submit through forms, scheduling tools, email, or other website features will be handled in accordance with our Privacy Policy and applicable law. 12. Changes to These Terms We may update these Terms & Conditions periodically. Changes will be posted on this page with an updated “Last Updated” date. Your continued use of the website following an update constitutes acceptance of the revised Terms & Conditions. 13. Governing Law These Terms & Conditions are governed by the laws of the State of Wisconsin, without regard to conflict-of-law principles. 14. Contact If you have questions about these Terms & Conditions, please contact: Potter Advisory Group LLC Wisconsin, United States