Terms & Conditions
These terms govern your use of this website and the consulting and advisory services provided by Margin Max LLC.
Last updated: May 20, 2026
These Terms & Conditions (“Terms”) govern your access to and use of marginmaxllc.com (the “Site”) and any consulting or advisory services provided by Margin Max LLC (“Margin Max,” “we,” “us”). By using the Site or engaging our services, you agree to these Terms. Specific engagements are also governed by a separate written agreement, statement of work, or proposal (“Engagement Agreement”), which controls if it conflicts with these Terms.
1. Scope of services
Margin Max provides operational consulting and advisory services for founder-led roofing, construction, and home-service companies, including CRM and workflow architecture, KPI and financial visibility, AR and cashflow infrastructure, operational accountability systems, operational reviews, and fractional operational leadership. The specific scope, deliverables, timeline, and fees for any engagement are defined in the applicable Engagement Agreement. Services are advisory and implementation-focused; Margin Max does not provide legal, tax, audit, accounting, or investment advice, and is not acting as your attorney, CPA, or financial advisor.
2. No guaranteed financial outcomes
Margin Max does not guarantee any specific financial result, revenue increase, margin improvement, cost reduction, or other business outcome. Any examples, ranges, prior results, or projections are illustrative only and are not promises of future performance. Results depend on many factors outside our control, including your team's adoption of the systems, market conditions, and decisions made by your business. You are solely responsible for your business decisions and results.
3. Client responsibilities
You agree to provide timely, accurate, and complete information and reasonable access to the people, tools, and data needed to perform the services. Implementation success depends on your cooperation and the participation of your team. You are responsible for your own compliance with laws applicable to your business.
4. Payment terms
Fees, deposits, and the payment schedule are set out in the applicable Engagement Agreement. Unless otherwise stated: invoices are due upon receipt; engagements may require a deposit before work begins; and fees are non-refundable once work has been performed. Late balances may pause work and may accrue reasonable late charges. You are responsible for any taxes associated with the services other than taxes on our income.
5. Confidentiality
Each party may receive confidential information from the other. Margin Max treats your operational, financial, and business information as confidential and uses it only to deliver the services. We will not disclose your confidential information to third parties except to service providers under confidentiality obligations, or as required by law. Any references, case summaries, or engagement records we publish are redacted and do not disclose client identity or account-level figures without permission. This obligation survives termination of the engagement.
6. Intellectual property
The Site and its content — text, design, graphics, logos, and the Margin Max name and marks — are owned by Margin Max LLC and protected by applicable law. Frameworks, templates, methodologies, and tools that Margin Max develops or uses remain our property; upon full payment, you receive a non-exclusive license to use the specific deliverables produced for you within your business. Data and records you provide remain yours. You may not copy, resell, or redistribute our materials without permission.
7. Communications consent
By submitting a form or providing your contact information, you agree to receive communications from Margin Max LLC regarding your inquiry and engagement, including phone calls, emails, and text messages. Message and data rates may apply. You may reply STOP to opt out of text messages at any time. See our SMS Communications Policy and Privacy Policy for details.
8. Limitation of liability
To the maximum extent permitted by law, Margin Max and its principal will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for lost profits, lost revenue, or lost business, arising out of or related to the Site or the services. Our total aggregate liability for any claim arising out of an engagement will not exceed the fees actually paid to Margin Max for that engagement during the three (3) months preceding the event giving rise to the claim. Some jurisdictions do not allow certain limitations, so some of these limitations may not apply to you.
9. Disclaimer of warranties
The Site and services are provided “as is” and “as available.” To the extent permitted by law, Margin Max disclaims all warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement.
10. Term and termination
Either party may terminate an engagement as provided in the Engagement Agreement. Upon termination, you remain responsible for fees for work performed through the termination date. Sections that by their nature should survive — including confidentiality, intellectual property, limitation of liability, and payment obligations — survive termination.
11. Governing law
These Terms are governed by the laws of the State of Kansas, without regard to its conflict-of-laws rules. The exclusive venue for any dispute is the state or federal courts located in Sedgwick County, Kansas, and you consent to that jurisdiction.
12. Changes to these Terms
We may update these Terms from time to time. The “Last updated” date above reflects the most recent revision. Continued use of the Site after changes are posted constitutes acceptance of the updated Terms.