Terms of Service

Last updated: August 19, 2025

  • Who we are
    Crestwell Partners (“Crestwell”, “we”, “our”, “us”) connects businesses with fractional, interim, and advisory executives and provides related matching and introduction services (the “Services”). We are based in Bloomington, Illinois.
  • Acceptance of these terms
    By accessing our website, submitting an inquiry or profile, or using the Services, you agree to these Terms of Use (the “Terms”) and to our Privacy Policy. If you use the Services for a company, you confirm you are authorized to accept these Terms for that company.
  • Click-through assent
    To avoid any doubt, when you create an account, submit a request, or book a meeting, you agree that clicking a button labeled “I agree”, “Accept”, “Submit”, or similar manifests assent to these Terms and our Privacy Policy.
  • Eligibility
    You must be at least 18 and able to form a binding contract. Clients must be legitimate businesses. Executives must be legally authorized to provide services where they operate.
  • Scope of the Services
    a) Matching and introductions. We intake your needs, curate potential executive matches, and arrange introductions.
    b) Advisory support. We may assist with scope definition and coordination.
    c) Platform access. We may provide tools to manage profiles and communications.
    Unless stated in a signed order form or statement of work (an “Order”), the Services do not include delivery management, payroll, legal, accounting, tax, immigration, or compliance services. Any engagement between a client and an executive is a separate contract to which we are not a party.
  • Relationship of the parties
    Executives are independent contractors. We do not supervise or control their work and are not an employer, joint employer, broker, or guarantor. Clients are responsible for compliance with employment, contractor, tax, and other applicable laws.
  • No professional advice
    Content on the site and any guidance we provide is for general information only, not legal, tax, financial, HR, or other professional advice.
  • Accounts, accuracy, and security
    You are responsible for the accuracy of information you provide and for safeguarding your account. We may remove profiles or content that violate these Terms or create legal risk.
  • Fees, billing, taxes, and refunds
    a) Fees and payment. Fees and payment terms are set out in your Order or presented before you commit to the Services.
    b) Invoicing. You agree to pay all invoices when due. Late amounts may accrue the lesser of 1.5 percent per month or the maximum rate permitted by law.
    c) Taxes. You are responsible for all applicable taxes, duties, and government charges on the Services, excluding taxes based on our net income.
    d) Refunds. Except as stated in an Order, fees are nonrefundable once we deliver introductions or begin a search.
  • Non-circumvention and referral protection
    For twelve months after our first introduction of an executive, you will not engage, refer, or introduce that executive in a way that would avoid applicable Crestwell fees without our prior written consent. If you breach this section, you will pay the fees that would have applied, plus reasonable costs of enforcement. Monetary and equitable remedies may be available.
  • Client responsibilities
    Clients are responsible for scoping, compensation negotiation, onboarding, access and security, workplace safety, legal compliance, and timely payment to executives. Conduct your own diligence and background checks as needed.
  • Executive responsibilities
    Executives represent that their information is truthful, that they have the experience claimed, and that they will perform services in a professional and workmanlike manner. Executives must maintain required licenses and avoid conflicts of interest.
  • Vetting and verification
    We may perform light vetting such as reference checks or credential verification, but we do not guarantee the accuracy, completeness, or suitability of any executive or client. You are responsible for selection decisions.
  • Confidentiality
    If you receive confidential information from us, a client, or an executive, you must protect it with at least reasonable care and use it only to evaluate or perform an engagement. These duties do not apply to information that is public, already known to you, independently developed, or rightfully received from another source without a duty of confidentiality.
  • Intellectual property
    a) Site content. The site and its content are owned by Crestwell or its licensors. You may not copy, modify, distribute, or create derivative works except as permitted by these Terms.
    b) User content. You retain ownership of content you provide. You grant Crestwell a nonexclusive worldwide license to use, reproduce, display, and distribute your content to operate and improve the Services, perform matches, and identify you as a client or executive unless you opt out in writing.
    c) Engagement deliverables. Intellectual property created during a client-executive engagement is governed by their separate contract. Crestwell claims no ownership.
  • Acceptable use
    You will not violate laws or third-party rights, post false or defamatory content, upload malicious code, interfere with the Services, scrape or access the Services using bots without consent, or reverse engineer except where permitted by law.
  • Third-party services
    The Services may link to or integrate third-party tools. We do not control and are not responsible for third-party services. Their terms and policies apply.
  • Privacy
    Our handling of personal information is described in our Privacy Policy. We may process information in the United States and other countries where we or our providers operate.
  • Warranties and disclaimers
    The Services are provided on an “as is” and “as available” basis. To the maximum extent permitted by law, we disclaim all warranties, express or implied, including merchantability, fitness for a particular purpose, and noninfringement. We do not warrant uninterrupted or error-free operation, that matches will meet your expectations, or that any engagement will produce specific results.
  • Limitation of liability
    To the maximum extent permitted by law, Crestwell and its affiliates, directors, officers, employees, and agents are not liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, data, or goodwill, even if advised of the possibility. Our total liability for all claims arising from or related to the Services will not exceed the greater of the amount you paid us for the Services that gave rise to the claim during the twelve months before the event giving rise to liability or one thousand U.S. dollars. Nothing in these Terms limits liability for willful or intentional misconduct, and these Terms will be construed to comply with applicable law.
  • Indemnification
    You will defend, indemnify, and hold harmless Crestwell and its affiliates, directors, officers, employees, and agents from and against claims, damages, liabilities, losses, and expenses, including reasonable attorneys’ fees, arising out of or related to your use of the Services, your content, your engagement with an executive or client introduced through the Services, or your violation of these Terms or law. We may assume the defense of any matter, and you will cooperate with us.
  • Term, suspension, and termination
    These Terms apply while you use the Services. We may suspend or terminate access for violation of these Terms, legal risk, nonpayment, or legitimate business reasons. You may stop using the Services at any time. Sections that should survive termination will survive, including fees due, confidentiality, IP, disclaimers, limitations of liability, indemnification, and dispute resolution.
  • Dispute resolution, governing law, and venue
    a) Good faith resolution. Before filing any claim, the parties will try to resolve disputes in good faith within 30 days after written notice.
    b) Arbitration. Except for claims that qualify for small claims court or requests for injunctive relief for intellectual property or misuse of confidential information, any dispute arising out of or relating to these Terms or the Services will be resolved by binding individual arbitration administered by JAMS under its applicable Rules. The Federal Arbitration Act governs interpretation and enforcement of this section. Hearings will be conducted remotely by default unless the parties agree otherwise. The seat of arbitration is Illinois.
    c) Class action waiver. Disputes will be resolved only on an individual basis. No class, collective, or representative actions or proceedings.
    d) Opt out. You may opt out of arbitration within 30 days after you first accept these Terms by sending written notice to the address in section 27.
    e) Governing law and venue. These Terms are governed by the laws of the State of Illinois and the United States, without regard to conflict rules. For claims that proceed in court, the exclusive jurisdiction and venue are the state courts in McLean County, Illinois, or the federal courts located in Illinois.
  • Changes to the Services and to these Terms
    We may modify the Services or these Terms at any time. If we make material changes, we will post the updated Terms and update the effective date. Your continued use after changes take effect means you accept the new Terms.
  • Copyright and IP Complaints
    All site content, including text, graphics, and logos, is owned by Crestwell Partners
    Attn: Legal
    P.O. Box 214
    Hudson, Illinois 61748
    legal@crestwellpartners.com
    Please include sufficient detail for us to identify the material claimed to be infringing and information that allows us to contact you. We will review and respond as appropriate.
  • Export and sanctions compliance
    You agree to comply with all applicable export control and sanctions laws and not to use the Services in, or for the benefit of, embargoed countries or prohibited parties.
  • Notices and contact
    We may send notices by email, posting on the site, or other reasonable means. Keep your contact information current. Notices to Crestwell:
    Crestwell Partners
    Attn: Legal
    P.O. Box 214
    Hudson, Illinois 61748
    legal@crestwellpartners.com
  • International use
    We do not represent that the Services are appropriate or available in all locations. You are responsible for compliance with local laws.
  • Assignment
    You may not assign these Terms or your rights without our prior written consent. We may assign these Terms to an affiliate, or in connection with a merger, acquisition, or sale of assets.
  • Entire agreement, severability, and waiver
    These Terms, together with any Order and the Privacy Policy, are the entire agreement between you and Crestwell regarding the Services and supersede prior agreements. If any provision is found unenforceable, it will be modified to the minimum extent necessary and the remainder will remain in effect. Our failure to enforce a provision is not a waiver.
  • Electronic communications and signatures
    You consent to receive communications from us electronically. You agree that electronic signatures and records have the same legal effect as originals, consistent with the U.S. ESIGN Act and the Illinois Uniform Electronic Transactions Act.
  • Definitions
    Client: a business that seeks to engage an executive.
    Executive: a leader or expert who offers services to clients.
    Introduction: a curated presentation or meeting arranged by Crestwell.
    Order: a signed order form, statement of work, or similar document stating scope, pricing, and special terms.

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