Effective Date

1 January 2026

Part A – General Terms (Applied to All Services)

Engagement Type

Berg Consulting services are structured professional engagements designed to support business owners through coaching-led working sessions with consulting input where appropriate.

The purpose of the engagement is to improve decision-making, structure, and execution capability — not to provide operational delivery, management, or decision-making services.

By accepting a proposal, making payment, or commencing a program, the client confirms acceptance of these Terms and Conditions.

Scope of Services

In scope:

• Strategic guidance
• Operational clarity frameworks, tools & templates
• Accountability and decision support.

Out of scope:

• Done-for-you delivery
• Staff management or HR actions
• Financial, legal, or tax advice
• Project management or site attendance
• Emergency and after-hours support.

Client Responsibility

Clients remain responsible for:

All business decisions, implementation of agreed actions, compliance with legal, financial, and regulatory obligations.

Berg Consulting provides guidance and support but does not assume operational control of the client’s business.

Confidentiality

All information shared during the engagement is treated as confidential and will not be disclosed without consent, except where required by law.

Intellectual Property

All tools, frameworks, templates, and materials provided remain the intellectual property of Berg Consulting and are licensed for use by the client’s business only.

Non-Guarantee

While the programs are designed to improve performance and capability, specific business results cannot be guaranteed.

Limitation of Liability 

To the maximum extent permitted by law, Berg Consulting is not liable for indirect, consequential, or financial losses arising from business decisions made by the client.

Governing Law

These Terms and Conditions are governed by the laws of New South Wales, Australia.

Part B – Discovery Terms

Nature of Discovery

Discovery is a structured, paid diagnostic session designed to clarify the client’s current position, identify constraints, and determine an appropriate pathway forward.

Discovery does not include implementation or operational execution.

Payment

The Discovery fee is payable prior to the session.

Once delivered, the Discovery session is non-refundable.

Credit Toward Consulting and Coaching Program

If the client proceeds into a Consulting agreement or Coaching Program within 14 days of the proposal being issued, 50% of the Discovery fee will be credited toward the selected program investment.

Part C – Coaching Program Terms

Program Structure

Coaching Programs are structured engagements aligned to a defined session allocation and payment schedule.

• Momentum Programs are delivered across a three (3) month term 
• Stability Programs are delivered across a six (6) month term.
• Scale-Ready Programs are delivered across a twelve (12) month term. 

Programs are designed to be structured with 1x 1:1 coaching session (1.5 hours) and 4 hours consulting support per month.

Payment Options

Clients may choose between:

• Pay-in-full prior to commencement, or
• Monthly instalments aligned to the selected program term.

Monthly instalments are a payment option only and do not alter the total commitment.

Failure to meet payment obligations may result in suspension of sessions until payments are brought up to date. Continued failure may result in termination of the engagement, with outstanding fees remaining payable.

Early Exit Option

Clients may request early exit by providing a minimum of 30 days’ written notice.

Upon early exit, 50% of the remaining program fee balance will be payable in full prior to termination.

All sessions delivered and support provided up to the termination date will be honoured. Any unused sessions are forfeited upon exit and are not refundable.

Sessions & Scheduling

Sessions are scheduled by mutual agreement and delivered as structured working sessions. 

Session durations are 1.5 hours. 

Where scheduling constraints arise, sessions may extend slightly beyond the program term to ensure the full support is provided

Sessions cancelled with less than 24 hours’ notice may be forfeited at Berg Consulting’s discretion.

Support Between Sessions

Programs include up to 4 hours per month of consulting support during business hours only.

The 4 hours consulting support is scheduled by mutual agreement and can be planned in 1 – 4 hour slots and do not accrue month to month unless agreed in writing. 

Support is intended for clarification, direction, and decision support — not operational work.

Response times are typically within 72 business hours. 

Variations

Any variation to scope, session cadence, or engagement terms must be agreed in writing.

Part D – Consulting Terms

Nature of Consulting

Consulting services above the coaching program support are project-based, scoped engagements designed for deeper operational intervention, implementation-heavy matters, or complex business recalibration.

Consulting is distinct from Coaching Programs and does not create an ongoing advisory relationship unless separately agreed.

Scope Confirmation

All consulting engagements above the coaching programs are scoped and confirmed in writing prior to delivery.

Fees & Payment

Consulting services above the coaching program are delivered in half-day or full-day blocks.

Fees are charged in accordance with the published consulting rates at the time of engagement and are billed separately from Coaching Programs.

Where consulting services are booked in advance for five (5) consecutive business days, or delivered across five (5) consecutive business days, a five percent (5%) discount will be applied to the invoiced consulting effort for that booking.

For longer-term consulting engagements, the same discount structure applies to each qualifying five (5) consecutive business day block where booked and confirmed in advance.

Payment terms will be outlined in the agreed scope document.

Availability

Consulting services are available to active and former clients, subject to availability.