Legal
Effective 8 September 2026
These Terms govern your access to and use of the Beam Legacy Consulting website. Please read them carefully.
These Terms of Use (“Terms”) constitute a binding agreement between you and The Beam Legacy Group LLC, an Oregon limited liability company doing business as Beam Legacy Consulting (“Company”, “we”, “us”, or “our”), governing your access to and use of beamlegacy.com and any content or functionality offered through it (the “Site”).
By accessing or using the Site you accept these Terms and our Privacy Notice, which is incorporated by reference. If you do not accept these Terms you must not access or use the Site. You represent that you are at least eighteen years of age and, where you access the Site on behalf of an entity, that you have authority to bind that entity.
These Terms govern use of the Site only. Any provision of professional services by the Company is governed exclusively by a separate written engagement agreement executed by the parties. In the event of any conflict between these Terms and an executed engagement agreement, the engagement agreement controls with respect to the subject matter addressed therein.
Content on the Site is provided for general informational purposes only. Without limitation, no content on the Site constitutes:
You should not act or refrain from acting on the basis of Site content without obtaining professional advice appropriate to your circumstances. Scheduling or attending a consultation does not create an engagement, a professional relationship, a fiduciary duty, or any obligation on the part of either party.
No confidential relationship. No confidential or privileged relationship arises from your use of the Site or from preliminary communications. Information transmitted prior to execution of a written agreement addressing confidentiality is not subject to any duty of confidentiality except as required by applicable law, and you should not transmit sensitive or proprietary information before such an agreement is in place.
The Site includes an interactive calculator and other illustrative materials. Any figure, estimate, projection, statistic, or output generated by or displayed on the Site is illustrative only. Such output is derived entirely from inputs and assumptions selected by the user or by the Company for illustrative purposes, is not based on any examination of your business, and does not constitute a valuation, audit, forecast, appraisal, or professional estimate.
You must not rely on any such output in making any business, financial, accounting, investment, or other decision. The Company disclaims all liability arising from reliance on any figure or estimate presented on the Site.
Third-party research referenced on the Site is attributed to its source, remains the property of its publisher, is presented as reported by that source, and has not been independently verified by the Company.
Any fees, rates, or pricing displayed on the Site are indicative only, are current as of the date of publication, are subject to change without notice, and do not constitute an offer. Applicable fees, scope, and commercial terms are established solely in an executed engagement agreement.
The Site and all content, features, design elements, text, graphics, layouts, code, and compilations contained therein are owned by the Company or its licensors and are protected by United States and international copyright, trademark, trade dress, and other intellectual property laws.
Subject to your compliance with these Terms, the Company grants you a limited, revocable, non-exclusive, non-transferable license to access and view the Site for your own internal informational purposes. You may print or download individual pages for personal reference and may link to the Site, provided the link does not imply endorsement or affiliation.
Except as expressly permitted above, you may not reproduce, distribute, publicly display, publish, modify, create derivative works from, sell, or otherwise exploit any portion of the Site. Without limiting the foregoing, you may not use any content of the Site to train, fine-tune, or evaluate any machine learning or artificial intelligence model without our prior written consent.
The Company’s name, marks, and logos may not be used without prior written consent. All rights not expressly granted are reserved.
You agree not to:
We reserve the right to restrict or terminate access to the Site by any person, at our discretion and without notice.
The Site incorporates and links to services operated by third parties, including scheduling, typeface, and membership-verification services. The Company does not control such services and assumes no responsibility for their content, availability, accuracy, security, or practices. Inclusion of a link or service does not constitute endorsement.
Your use of any third-party service is governed by that provider’s own terms and privacy policy, and any dealings you have with a third party are solely between you and that party.
The Company may modify, suspend, discontinue, or restrict access to the Site or any portion of it at any time, with or without notice, and shall have no liability for doing so. We do not undertake to keep the Site available at any particular time, to update its content, or to correct any error or omission.
THE SITE AND ALL CONTENT, MATERIALS, AND FUNCTIONALITY ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTY OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE COMPANY DISCLAIMS ALL WARRANTIES, INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT, AND ANY WARRANTY THAT THE SITE WILL BE UNINTERRUPTED, SECURE, TIMELY, OR ERROR-FREE, OR THAT ITS CONTENT IS ACCURATE, COMPLETE, CURRENT, OR RELIABLE.
No advice or information, whether oral or written, obtained from the Company or through the Site creates any warranty not expressly stated in these Terms. Some jurisdictions do not permit the exclusion of implied warranties, in which case the foregoing exclusions apply to the fullest extent permitted.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL THE COMPANY OR ITS MEMBERS, MANAGERS, OFFICERS, EMPLOYEES, CONTRACTORS, OR AGENTS BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, USE, GOODWILL, OR BUSINESS OPPORTUNITY, ARISING OUT OF OR RELATING TO YOUR ACCESS TO OR USE OF, OR INABILITY TO ACCESS OR USE, THE SITE OR ANY CONTENT THEREON, WHETHER BASED IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR ANY OTHER THEORY, AND WHETHER OR NOT THE COMPANY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
THE COMPANY’S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SITE SHALL NOT EXCEED ONE HUNDRED UNITED STATES DOLLARS (US$100).
Nothing in these Terms excludes or limits liability for fraud, fraudulent misrepresentation, gross negligence, willful misconduct, death or personal injury caused by negligence, or any other liability that may not lawfully be excluded or limited. Some jurisdictions do not permit certain limitations of liability, in which case the foregoing applies to the fullest extent permitted.
Liability arising out of professional services is governed exclusively by the applicable engagement agreement and not by this Section.
You agree to indemnify, defend, and hold harmless the Company and its members, managers, officers, employees, contractors, and agents from and against any claim, demand, action, liability, loss, damage, cost, or expense, including reasonable attorneys’ fees, arising out of or relating to your breach of these Terms, your misuse of the Site, or your violation of any applicable law or any right of a third party in connection with your use of the Site.
These Terms and any dispute, claim, or controversy arising out of or relating to them or to your use of the Site, whether in contract, tort, or otherwise, shall be governed by and construed in accordance with the laws of the State of Oregon, United States, without regard to its conflict of laws provisions.
You irrevocably consent to the exclusive jurisdiction and venue of the state and federal courts located in the State of Oregon for the resolution of any such dispute, and waive any objection to such venue on the grounds of inconvenient forum.
Prior to initiating any formal proceeding, the party asserting a dispute shall provide written notice to the other party describing the nature of the dispute and the relief sought. The parties shall attempt in good faith to resolve the dispute informally for a period of thirty (30) days following such notice. This Section does not limit either party’s right to seek injunctive or equitable relief at any time.
Any cause of action arising out of or relating to the Site must be commenced within one (1) year after the cause of action accrues, failing which it shall be permanently barred, except where a longer period is required by applicable law.
Severability. If any provision of these Terms is held invalid, illegal, or unenforceable, such provision shall be modified to the minimum extent necessary to render it enforceable or, if modification is not possible, severed, and the remaining provisions shall continue in full force and effect.
No waiver. No failure or delay by the Company in exercising any right under these Terms shall operate as a waiver of that right, and no single or partial exercise shall preclude any further exercise.
Assignment. You may not assign or transfer these Terms or any rights hereunder without our prior written consent. We may assign these Terms without restriction, including in connection with a merger, acquisition, reorganization, or sale of assets.
Force majeure. The Company shall not be liable for any failure or delay in performance resulting from causes beyond its reasonable control.
Entire agreement. These Terms, together with the Privacy Notice, constitute the entire agreement between you and the Company concerning the Site and supersede all prior or contemporaneous understandings concerning its subject matter.
Survival. Sections 3, 4, 6, 10, 11, 12, 13, 14, and 15 survive any termination of these Terms.
Interpretation. Headings are for convenience only and do not affect construction. “Including” means “including without limitation”. These Terms shall not be construed against the drafting party.
No third-party beneficiaries. These Terms confer no rights upon any person other than the parties.
The Company may revise these Terms at any time by posting an amended version to the Site. The effective date appears at the top of this page. Continued use of the Site following the posting of amended Terms constitutes acceptance of those Terms. If you do not agree to the amended Terms you must discontinue use of the Site.
The Beam Legacy Group LLC, doing business as Beam Legacy Consulting
Willamette Valley, Oregon, United States
james@beamlegacy.com