Our Professional Services’ Terms and Conditions

Recharge Consultants LLC Terms and Conditions for Professional Services

These terms and conditions for Professional Services (these “Terms”) form part of the agreement under which we will provide professional services to you (the “Services”), as further described in the engagement letter, as applicable, referencing these Terms (the “Engagement Letter”) (together with these Terms, the “Agreement”). Unless otherwise defined in these Terms, all capitalized terms used herein will have the meaning assigned to them in the applicable engagement letter.

1. Your Information: Confidentiality.

(A) In connection with the Services, either party (in each such case, the “Recipient”) may access or come into possession of the other party’s (in each such case, the “Discloser”) confidential information. “Confidential information” means any information that is

(i) marked or identified as confidential information,

(ii) given the nature of the confidential information or the circumstances surrounding its disclosure, reasonably should be understood to be confidential or

(iii) relates to or includes the existence or terms of the Agreement.

Recipient will

(1) not disclose to any third party without Discloser’s Confidential Recipient uses to protect its own confidential or proprietary information, but in no event less than a reasonable degree of care. Confidential information does not include information that:

(i) is or becomes publicly available without breach of this Section;

(ii) is, at the time of disclosure by Discloser, already known to Recipient without any obligation restricting disclosure;

(iii) was received from a third party who did not acquire or disclose such information by a wrongful or tortious act, or

(iv) was independently developed by Recipient without reference to any of Discloser’s Confidential Information. Recipient agrees to use commercially reasonable efforts to protect any of Disclosure’s Confidential Information exchanged electronically or stored in Recipient’s systems.

However, the parties understand that such efforts are not failsafe and, as such, agree that, provided the Recipient has taken commercially reasonable efforts to protect such information, any unauthorized access to such information or attack on the Recipient’s systems shall not constitute a breach of this Section.

The recipient may share Disclosure’s Confidential Information: (w) with subcontractors, as applicable, that are providing services in connection with this Agreement and that have agreed to be bound by confidentiality obligations similar to those in this Section; or (x) as may be required by law, regulation, judicial or administrative process, or by applicable professional standards, or in connection with litigation about this Agreement; or (y) in any matter or dispute when Recipient needs to make disclosures to defend itself and the Services Recipient performed; or (z) on an anonymized basis in data aggregation benchmarking, tools or products for clients or prospective clients.

(B) We keep work papers relating to the Services for 7 years, after which they may be destroyed. We will return the documents you provided regarding the Services to you upon request. Suppose we receive a request from a third party (including a subpoena, summons, or discovery demand in litigation) requesting the production of any of your information. In that case, we can bill you for the time and expenses of responding to the request. Charges may apply for additional requests for us to provide copies of your records.

2. Management Responsibilities for Nonattest Services (Financial). If we provide both attest and non-attest services to you, then to maintain our independence, you assume all management responsibilities for any non-attest services we provide as part of the Services. You will designate a qualified individual with suitable skill, knowledge, or experience from your senior management to oversee the nonattest services, evaluate the adequacy and results of the nonattest services, and accept responsibility for them.

3. Management Responsibilities for Services (Technical). If we provide technical auditing services to you, then, with our reasonable assurance, we cannot be held liable for a security breach due to undiscovered vulnerabilities. It is not possible to achieve and/or guarantee absolute assurance.

A security audit (or any audit) cannot prove anything other than an audit was done. The main reason is that security controls are overseen and owned by management as a subset of a company’s internal controls. As external independent actors, auditors cannot attest to security controls not subscribed to by management. Therefore, auditors may only attest to the assertions of company management, and if necessary, security controls to achieve particular principles need to be included or improved. They should qualify their opinion issued to management. It is management who ultimately can decide to secure an organization, not the security auditor.

The same can be said for security controls, in that such controls only mitigate but not completely eliminate risks, otherwise defined as threats exploiting vulnerabilities.

4. Management Responsibilities for Services (Dental Support Organization Statement of Recognition). 

We are committed to supporting the success and autonomy of the dentists we partner with. We recognize that the dentist is the cornerstone of patient care and the leader of their practice. Our role is to provide administrative, operational, and business support, enabling dentists to focus on delivering exceptional clinical care.

We affirm that:

• Clinical Decisions Belong to the Dentist: The licensed dentist exclusively determines all clinical decisions, treatment plans, and patient interactions.
• Practice Leadership Resides with the Dentist: The dentist retains full authority over their practice’s vision, culture, and priorities.
• Support, Not Direction: Our purpose is to assist with non-clinical functions such as billing, marketing, HR, and compliance while leaving the dentist in complete control of their business operations.

By prioritizing the dentist’s leadership and autonomy, we strive to foster a partnership that enhances patient care, empowers clinicians, and sustains thriving practices.

5. Results of Services. You are responsible for all decisions relating to the use or implementation of the output of the Services and for determining whether the Services are appropriate for your purposes. We are not responsible for using or implementing the Services’ output. However, we may provide advice and recommendations to assist you in your management functions and decision-making. For clarity, we will not provide you with any investment or legal advice concerning the Services.

6. Reports; Reliance by Third Parties. Any information, advice, recommendations, or other content of any reports, opinions, presentations, or other communications we provide under this Agreement (“Reports”) are only intended for you and other users contemplated by the Agreement. You may not rely on any draft Report. Unless otherwise expressly agreed to in this Agreement, no third party is entitled to rely on, in any manner or for any purpose, the Reports, advice, opinions, work product, or other services of Recharge Consultants LLC. You will obtain our written consent before including a Report and the accompanying financial statements in any annual or periodic report, offering circular or memorandum, or any documents filed or provided to the U.S. Securities and Exchange Commission, any stock exchange, stock listing service, or any similar service, entity or governmental body. You will allow us to review the entire document before it is filed or disseminated. We are not required to update any final Report for circumstances we become aware of or events occurring after its delivery.

7. Tax Advice. Nothing in this Agreement will prohibit you from disclosing to anyone a Report (or a portion thereof) solely to the extent that it relates to tax matters, including tax advice, tax opinions, tax returns, or the tax treatment or tax structure of any transaction to which the Services relate (“Tax Advice”). Except for tax authorities, you will inform those to whom you disclose Tax Advice that they may not rely on it for any purpose without our prior written consent. Some tax-related discussions with our personnel who are Federally Authorized Tax Practitioners may be protected from disclosure in certain non-criminal matters before the U.S. Internal Revenue Service or in Federal court. You are solely responsible for managing the recognition, establishment, and maintenance of this protection and informing us if you wish to invoke this protection.

8. Representation of Affiliates. Unless specifically identified in the Agreement, our representation of you excludes or extends to any of your affiliates or other third parties.

9. Billing: Unless otherwise specified in this Agreement, the Services will be billed on a time and materials basis using our then-current hourly rates. If Services are part of retainer fees, the payment must be received before services are completed, performed, or conducted. If Services are regarded as part of the project, payment is due when the Services are rendered, expenses incurred, or in addition to or as a part of a monthly subscription service. Services will not be completed, performed, or conducted unless the account is in good standing.

Invoices may be turned in to you as the Services are performed and expenses are incurred. Invoices become delinquent if not paid within three business days of the invoice date. They will be subject to a 1% or the maximum permitted under the applicable laws, per monthly late charge, whichever is less. You will also be billed for administrative, travel, and out-of-pocket expenses, which typically range between 5% and 7% of the total fee for the Services. Our fees are exclusive of taxes or similar charges, as well as customs, duties, or tariffs imposed in respect of the Services, all of which you will pay (other than taxes imposed on our income generally) and will indemnify us against any claims costs or expenses related to amounts you fail to pay.

10. Termination: Withdrawal. We may immediately withdraw and terminate this Agreement and withdraw from providing any further Services if:

(a) any invoice becomes delinquent;

(b) we become aware of any criminal, fraudulent, or similar acts by you or your management, you or your management is accused or becomes the subject of any investigation by any government entity of criminal, fraudulent, or similar acts which causes us to have a reasonable doubt as to your or your management’ integrity;

(c) you fail to provide us with the information we request;

(d) you cause a substantial delay in the Services;

(e) we are unable to complete the engagement or form an opinion for reasons beyond our control or

(f) We can no longer satisfy our professional obligations regarding independence or conflicts of interest. Unless otherwise agreed in the Engagement Letter, we may terminate the Services with or without cause by giving 45 days written notice.

In addition to anything to the contrary under the Agreement, our engagement ends upon delivery of the Services for which we have been engaged (in the case of applicable Services, upon completing the Services for which we have been committed). If we withdraw or terminate for any reason, you will pay all of our fees for work performed and expenses incurred through the effective date of such withdrawal or termination. We may withhold any work product until all past-due invoices have been paid. The Terms will survive termination or expiration of the Agreement, provided that Sections 1 (A) will survive only for 1 year following the expiration or termination of the Agreement.

11. Work Product. We may use data, software, designs, utilities, tools, models, systems, and other methodologies and know-how (“Materials”) that we own or license in performing the Services. Notwithstanding the delivery of any Reports, we retain all intellectual property rights in the following:

(a) the Materials (including any improvements or knowledge developed while performing the Services), and

(b) any work papers compiled in connection with the Services (but not your Confidential Information reflected in them).

12. Warranties Disclaimer. RECHARGE CONSULTANTS LLC MAKES NO WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, AND SPECIFICALLY DISCLAIMS ALL IMPLIED WARRANTIES.

13. Limitation of Liability: TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW AND PROFESSIONAL REGULATIONS, IN NO EVENT WILL WE, OUR AFFILIATES, OR OUR CONTRACTORS BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY OF THE FOLLOWING, ARISING OUT OF OR RELATED TO THIS AGREEMENT OR THE SERVICES, WHETHER BASED IN CONTRACT, TORT (INCLUDING ACTIVE AND PASSIVE NEGLIGENCE) STRICT LIABILITY, OR OTHERWISE: (A) SPECIAL, INDIRECT, INCIDENTAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES OF ANY NATURE, INCLUDING BUSINESS INTERRUPTION OR LOSS OF PROFITS, CONTRACTS, OPPORTUNITIES, GOODWILL, REPUTATION, PRODUCTIVITY, FACILITIES OR EQUIPMENT, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBLTIY OF SUCH DAMAGES OR DAMAGE WAS FORESEEABLE, AND NOTWITHSTANDING THE FAILURE OF ANY REMEDY OF ITS ESSENTIAL PURPOSE; OR (B) DIRECT DAMAGES IN AN AMOUNT GREATER THAN THE AMOUNT PAID TO US BY YOU IN THE TWELVE MONTHS PRIOR TO THE DATE THE CLAIM AROSE FOR THE INDIVIDUAL SERVICES THAT GAVE RISE TO THE CLAIM. IN ADDITION, WE WILL ONLY BE LIABLE FOR OUR PROPPORATIE AMOUNT OF DAMAGES (BOTH ECONOMIC AND NON-ECONOMIC) AS SET FORTH IN A SEPARATE JUDGMENT RENDERED AGAINST US.

14. Indemnification. To the maximum extent permitted by applicable law and professional regulations, you will defend, indemnify, and hold harmless Recharge Consultants LLC and its partners, employees, contractors, and agents from and against all claims by third parties (including your affiliates, employees, and attorneys) and resulting liabilities, losses, damages, costs and expenses (including reasonable external and internal legal fees) in any way arising out of, connected with, of or related to:

(a) the reliance on any representations (including financial statements, tax advice, or other advice by Recharge Consultants LLC) by anyone not explicitly identified in writing, signed, or issued by Recharge Consultants LLC as someone to rely upon such representations;

(b) any misrepresentation of or omission from information provided by you to Recharge Consultants LLC relating to the Services;

(c) any misappropriation, fraudulent acts, illegal acts, or any breach of this Agreement by you, your officers, directors, employees, contractors, agents, or anyone acting on your behalf; or

(d) the Services.

We will notify you of any claim for which we seek indemnification. Your duty to defend, indemnify, and hold harmless, as set forth above, shall apply even if:

(a) the damages are alleged or proven to be caused partially or solely by Recharge Consultants LLC’s negligence or other actionable conduct and/or

(b) it is not proven or alleged that you were negligent or otherwise liable for the damages.

However, you shall have no duty to defend, indemnify, or hold harmless if Recharge Consultants LLC is proven (as shown by a final judgment of a court or arbitrator) to have acted with fraud or otherwise worked with intent to harm or damage anyone; in that event, Recharge Consultants LLC shall promptly refund you any amounts you paid to defend Recharge Consultants LLC against such allegations. You must use counsel reasonably acceptable to us to defend or settle any such claim at your sole expense. We must approve the settlement of any claim.

15. Third-Party Tools: You agree that we may utilize specific third-party software tools (“Third Party Tools”) to exchange information or process data in connection with the Services. You acknowledge and process data in connection with the Services. You acknowledge and agree that we do not own or control the Third Party Tools. Consequently, we will have no liability or responsibility to you or any third party for any loss, disclosure, or corruption of any of your Confidential Information uploaded, stored, or processed by the Third Party Tools.

16. Dispute Resolution. Both parties agree that, for any dispute arising under this Agreement (other than a claim for nonpayment of fees) or any claim relating to the Services, the parties will try in good faith to settle the dispute by mediation administered by the American Arbitration Association or JAMS before filing a complaint or otherwise restoring to litigation. The mediation will be held in Wichita County, Texas, and all parties will equally share the costs of any mediation proceeding. You may not initiate any action relating to the Services more than 1 year after the work product is delivered.

17. Governing Law: Venue. This Agreement is governed by Texas law, excluding its conflicts of law rules. You and we agree that any claims or other actions arising from this Agreement will be litigated in the federal or state courts of Wichita County, Texas, and each of us consents to the exclusive jurisdiction of those courts.

18. Hiring Our Personnel. If, during the term of this Agreement or within one year thereafter, you hire one of our current employees or contractors, you agree to pay us 100% of the employee’s or contractor’s first-year salary as a placement fee.

19. Subcontractors. We may subcontract portions of the Services but will remain responsible to you for their performance and our other obligations under this Agreement.

20. Independent Contractor. We will provide the Services to you as an independent contractor and not as your employee, agent, partner, or joint venturer. Neither you nor we have any right, power, or authority to bind the other. You agree that nothing in this Agreement nor any Engagement Letter is intended to create duties to you beyond those expressly provided for in each Engagement Letter, and the parties expressly disclaim the creation of any fiduciary relationship between or the imposition of any fiduciary duties on, either party. You agree that our partners do not have individual civil liability, directly or indirectly, including by way of indemnification, contribution, assessment, or otherwise, for any debts, obligations, or liabilities of or chargeable to Recharge Consultants LLC or each other, whether arising in tort, contract or otherwise.

21. Force Majeure. Neither of us shall be liable for breach of this Agreement (other than payment obligations) caused by circumstances beyond your or our reasonable control.

22. Assignment. Neither of us may assign this Agreement, or our rights or obligations under this Agreement, without the other party’s written consent; provided, however, that we may assign this Agreement without your consent to a successor in connection with a merger, acquisition, or sale of all or substantially all of our assets.

23. Severability. This Agreement will be enforced to the fullest extent permitted by applicable law. If any provision of this Agreement is held to be invalid or unenforceable to any extent, then the remainder of this Agreement will have full force and effect, and such provision will be interpreted, construed, or reformed to the extent reasonably required to render the same valid, enforceable and consistent with the original intent underlying such provision.

24. Electronic Signatures; Counterparts. This Agreement may be executed by facsimile, electronic transmission (e.g., PDF), or electronic signature and in identical counterparts, each of which (including signature pages) will be deemed an original, but all of which together will constitute the same instrument. A facsimile, scanned, or photocopied signature (and any signature duplicated in another similar manner) identical to the original will be considered an original signature.

25. Complete Agreement. This Agreement contains the entire agreement between us concerning this Services and supersedes all oral understandings, representations, prior discussions, and preliminary agreements. Any additional or conflicting terms you submit in any order, receipt, acceptance, confirmation, correspondence, or other document are expressly rejected. Any conflict between these Terms and an Engagement Letter will be resolved in favor of these Terms unless the Engagement Letter explicitly states that it is intended to modify the Agreement.