TERMS OF SERVICE

1. ACCEPTANCE OF TERMS

By accessing or using any service offered through thegreghead.com — including but not limited to consulting sessions, advisory programs, courses, bootcamps, webinars, roundtables, digital products, community access, or events — you agree to be legally bound by these Terms of Service ("Terms"). If you do not agree, do not access or use our services.

These Terms apply to all engagements with The Monarch Group, LLC dba The Greg Head ("Company," "we," "us," or "our"). By purchasing, booking, or accessing any service, you confirm that you are at least 18 years of age, have full legal capacity to enter into this agreement, and that your use will not violate any applicable law. Commencement of work, participation in any session, or use of any service following receipt of these Terms constitutes acceptance of this Agreement, whether or not a separately signed copy has been executed.

2. DEFINITIONS

For purposes of these Terms:

• "Services" means all offerings provided by the Company including consulting, advisory sessions, one-on-one coaching calls, group programs, courses, bootcamps, webinars, roundtables, digital products, community access, events, and PE introduction facilitation.
• "Client" or "You" means any individual or entity that purchases, accesses, or uses any Service.
• "Program" means any structured multi-session engagement including PE-Ready Executive Plus and PE-Ready Elite.
• "Advisory Session" means any time-based one-on-one engagement booked through the Company's scheduling platform.
• "Digital Product" means any course, recorded content, template, framework, guide, or downloadable material.
• "Community" means any private group, forum, or peer networking access included with a Program.
• "Event" means any live or virtual gathering including Investment Thesis Pitch Events and Direct PE Introduction Events.
• "PE Introduction" means a facilitated professional connection between a Client and a private equity partner, firm, or representative.
• "Content" means all materials, frameworks, methodologies, strategies, templates, recordings, and intellectual property created or owned by the Company.

3. SERVICES DESCRIPTION

3.1 What We Provide

The Company provides professional development, positioning, and access services designed to help experienced executives transition into private equity leadership roles. Services are educational and developmental in nature and include:

• One-on-one consulting and advisory sessions
• Executive positioning programs (PE-Ready Executive Plus, PE-Ready Elite)
• Investment thesis and personal branding development
• AI-assisted strategy and narrative development
• Facilitated PE partner introduction opportunities
• Online courses, bootcamps, webinars, and roundtables
• Digital products including templates, frameworks, and implementation guides
• Private community access and peer networking
• Live and virtual events including thesis pitch and PE introduction events

3.2 What We Do Not Provide

Our Services are not recruiting, staffing, headhunting, or job placement services. Specifically:

• We do not guarantee employment, placement, or hiring outcomes
• We do not act as a recruiter or agent on your behalf
• We do not guarantee that PE introductions will result in interviews, offers, roles, or placements
• We do not provide legal, financial, investment, or tax advice
• Our Services are not a substitute for independent legal, financial, or career counsel

Our programs are Preparation + Positioning + Packaging + Access. What you do with that preparation, and the results you achieve, are entirely your own responsibility. The Company does not manage, operate, or run your business or organization. Greg Head and The Monarch Group, LLC serve in an advisory capacity only.

3.3 No Implied Warranty of Fitness

The Company makes no representation that any Service is suitable for your specific situation, career goals, or intended purpose. All Services are provided as described at the time of purchase. It is your responsibility to evaluate whether a Service meets your needs before purchasing. No implied warranty of fitness for a particular purpose is made or intended.

3.4 Service Availability

We reserve the right to modify, suspend, or discontinue any service, feature, format, or delivery method at any time. For material changes to core program deliverables, we will provide reasonable advance notice and, where feasible, offer a comparable alternative. Modifications driven by third-party availability — including PE partner participation, platform changes, or technology updates — do not constitute a breach of these Terms.

4. ADVISORY SESSIONS & BOOKING POLICY

4.1 Session Types

The Company offers time-based advisory sessions in various formats and durations as described on the applicable booking page at the time of purchase. Current session offerings and their descriptions are maintained on the Company's website and scheduling platform and are subject to change.

4.2 Booking & Preparation

All advisory sessions are booked through the Company's scheduling platform. Sessions begin at the scheduled time regardless of client readiness. Clients are responsible for arriving prepared with a clear agenda or challenge. The Company reserves the right to end sessions that exceed scope or require services outside the booked engagement.

4.3 Cancellation & No-Show Policy

Cancellations made more than 24 hours before a scheduled session may be rescheduled at no additional charge. Cancellations made within 24 hours of a scheduled session are subject to forfeiture at the Company's discretion. No-shows are forfeited in full. The Company will make reasonable efforts to accommodate rescheduling requests where circumstances warrant, but is under no obligation to do so.

5. PROGRAM ENROLLMENT & DELIVERY

5.1 Program Overview

The Company offers structured executive positioning programs including PE-Ready Executive Plus and PE-Ready Elite. Each program includes a defined set of deliverables as described on the applicable offer page at the time of purchase. Program details, session counts, and included components are outlined in the purchase confirmation sent upon enrollment.

5.2 Enrollment & Access

Program access begins upon receipt of full payment or execution of an approved payment plan. The Company will contact you promptly upon enrollment to initiate onboarding. Client participation and timely response are required for program delivery. Delays caused by client unresponsiveness do not extend program duration or entitle the client to additional sessions.

5.3 Program Duration & Support

Ongoing support and coaching, where included in a program, is provided during the active program period only. Unless otherwise stated in writing at the time of purchase, ongoing support — including email and text access — is limited to twelve (12) months from the date of enrollment. Support does not continue indefinitely. References to email or text support in program descriptions apply during the active program period only and are subject to the service modification provisions of Section 3.4.

5.4 PE Introductions

Where a program includes facilitated PE partner introductions, such introductions are made on a best-efforts basis as a professional service — not as a guaranteed contractual deliverable. Introductions are subject to the availability, interest, timing, and discretion of third-party PE firms and individuals entirely outside the Company's control. The Company does not guarantee that introductions will result in meetings, interviews, offers, roles, or placements. References to a minimum number of introductions in program descriptions reflect our good-faith best-efforts commitment and do not create a guaranteed or enforceable obligation. The success of any introduction depends on factors outside our control including your profile, market conditions, and PE partner discretion.

5.5 Group Events

Investment Thesis Pitch Events and Direct PE Introduction Events may be offered in group or private formats as specified in your program. Event dates, formats, and attendance are subject to scheduling and availability. The Company reserves the right to reschedule events due to circumstances outside its control. Private event access is limited to eligible program tiers as described at the time of purchase.

6. COURSES, BOOTCAMPS, WEBINARS & ROUNDTABLES

6.1 Digital Course Access

Upon purchase of a digital course or program, you receive a limited, non-transferable license to access course materials for your personal professional development. Access is granted for the period specified at purchase. The Company reserves the right to update, modify, or retire course content at any time.

6.2 Bootcamps & Webinars

Live bootcamps and webinars are delivered on scheduled dates communicated at the time of purchase. Recordings may be made available to registered participants at the Company's discretion. Failure to attend a live session does not entitle the client to a refund. Rescheduling of live events due to circumstances outside the Company's control does not constitute a breach of these Terms.

6.3 Roundtables

Subscription-based or one-time roundtable access is subject to scheduling, capacity, and participant eligibility as determined by the Company. Roundtable discussions are confidential — participants agree not to share, record, or reproduce discussions, materials, or other participants' contributions outside the session.

6.4 Conduct in Group Settings

Participants in any group program, bootcamp, webinar, roundtable, or community are expected to conduct themselves professionally. The Company reserves the right to remove any participant for disruptive, disrespectful, or harmful behavior without refund.

7. COMMUNITY ACCESS

Where a program includes access to a private group community, the following terms apply:

• Community access is limited to active program participants and is non-transferable
• Access terminates upon program completion, expiration, or termination of your agreement with the Company
• Participants may not solicit, recruit, or market to other community members without prior written consent from the Company
• The Company reserves the right to moderate, remove content, or revoke community access for any violation of these Terms or community conduct standards
• Community discussions and member information are confidential and may not be shared outside the community

8. PAYMENT & PAYMENT PLANS

8.1 Payment Terms

All fees are due as specified at the time of purchase. One-time payments are processed immediately via third-party payment processors. All prices are in U.S. dollars.

8.2 Payment Plans

Where payment plans are offered, you agree to the full payment obligation regardless of your continued participation in the program. Missed or failed payments result in:

• Immediate suspension of advisory sessions and support access
• Suspension of portal, course, or community access
• Potential referral to collections for outstanding balances

Materials already delivered remain yours subject to the intellectual property restrictions in Section 14. Access to future services resumes only upon full payment of any outstanding balance.

8.3 Billing Errors

If you believe you were charged in error, contact us at legal@thegreghead.com within 30 days of the charge with your account email, invoice date, and a description of the error. Confirmed billing errors will be corrected, which may include a refund to the original payment method.

9. REFUND POLICY

ALL SALES ARE FINAL. NO REFUNDS. NO EXCEPTIONS.

Due to the nature of our services — which involve immediate access to proprietary frameworks, live time with Greg, and preparation work that begins upon enrollment — refunds are not available once a purchase is made or a session has been booked.

This applies to all services including programs, advisory sessions, courses, bootcamps, webinars, roundtables, digital products, community access, and events.

9.1 Subscriptions (If Applicable)

Where services are offered on a recurring subscription basis, subscriptions renew automatically until cancelled. You may cancel at any time and access continues through the end of the current billing period. No prorated refunds are provided for partial periods. The Company may modify subscription pricing with 30 days' written notice.

9.2 Free Trials (If Applicable)

Where a free trial is offered, you must cancel before the trial ends to avoid being charged. Failure to cancel before the trial period expires results in automatic billing for the applicable subscription or program.

10. CHARGEBACKS & BILLING DISPUTES

Contact us at legal@thegreghead.com before disputing any charge with your payment provider. Chargebacks filed without prior contact result in:

• Immediate termination of all services and access without refund
• Legal action to recover the disputed amount plus applicable fees and costs
• Reporting to fraud prevention and chargeback monitoring services

We take unauthorized chargebacks seriously and will pursue all available legal remedies.

11. CONFIDENTIALITY

11.1 Client Information

The Company treats all information shared by clients during consulting, advisory, and program engagements as confidential. We will not disclose your personal, professional, or business information to third parties except as required to deliver services, comply with legal obligations, or as otherwise described in our Privacy Policy.

11.2 Company Information

In the course of engaging with our services, you may receive access to proprietary frameworks, methodologies, strategies, pricing, and business information belonging to the Company. You agree to keep all such information confidential and not to disclose, reproduce, or use it for any purpose other than your own implementation within your professional career or business.

11.3 Mutual Confidentiality

Both parties agree to treat the other's confidential information with reasonable care and to use it only for the purposes for which it was shared. This obligation survives termination of your engagement with the Company.

12. TESTIMONIALS & CASE STUDIES

By sharing your results, feedback, or success story with the Company — verbally, in writing, or through any other medium — you grant The Monarch Group, LLC a non-exclusive, royalty-free, perpetual license to use, reproduce, and publish your testimonial or case study in marketing materials, on our website, in social media, and in any other promotional context.

The Company will not use your full name or identifying employer information without your explicit written consent. Testimonials may be attributed by role only (e.g., "Corporate Executive, Now PE Portfolio Leader").

Testimonials and case studies represent specific individual experiences and are not a guarantee of typical or similar results for other clients.

13. ARTIFICIAL INTELLIGENCE USE

13.1 How We Use AI

The Company uses artificial intelligence tools to enhance the quality and efficiency of our services. AI may be used to assist with research and analysis, strategy development, content creation, investment thesis drafting, AI narrative development for clients, document preparation, and internal operations.

13.2 Human Oversight

All AI-assisted outputs used in client deliverables are reviewed, validated, and approved before delivery. AI tools supplement but never replace human professional judgment. The Company does not warrant that AI-assisted outputs are error-free and encourages clients to apply their own professional judgment to all recommendations.

13.3 Client Use of AI

Clients may use AI tools in implementing their own strategies developed through our programs. The Company is not responsible for outcomes resulting from a client's independent use of AI tools outside of our direct guidance.

14. INTELLECTUAL PROPERTY

All Content — including frameworks, methodologies, templates, scripts, strategies, case studies, recordings, and written materials — is the exclusive intellectual property of The Monarch Group, LLC and is protected by United States and international copyright law.

Upon purchase, you receive a limited, non-exclusive, non-transferable, revocable license to use Content for your own personal professional implementation. This license does not permit you to:

• Share, distribute, sell, sublicense, or transfer Content to any third party
• Record, screenshot, or reproduce Content for distribution
• Upload Content to any file-sharing, cloud storage, or public platform
• Create courses, coaching programs, training materials, or derivative works based on Content
• Use Content for any commercial purpose other than implementing strategies in your own career or business
• Remove or alter any copyright notices or proprietary markings

Violations constitute material breach of these Terms and may result in immediate termination of access and legal action seeking damages up to $150,000 per work infringed under applicable copyright law, plus recovery of all legal fees and costs.

15. NO GUARANTEES & FTC COMPLIANCE

15.1 No Outcome Guarantees

The Company provides expert strategic consulting, positioning resources, and professional development services. We do not guarantee specific career outcomes, job placements, PE role attainment, board appointments, business results, income levels, or financial returns. No representation made in our marketing materials, website, sessions, or communications constitutes a guarantee of results.

15.2 No Implied Warranties

All services are provided "as is" and "as available." The Company expressly disclaims all implied warranties including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement. No oral or written information provided by the Company creates any warranty not expressly stated in these Terms.

15.3 PE Introductions Disclaimer

Facilitating introductions to PE partners does not guarantee meetings, interviews, offers, roles, or placements. Introduction facilitation is a best-efforts professional service subject to third-party availability and mutual interest entirely outside the Company's control.

15.4 FTC Disclosure

Results shown in our marketing materials, website, and communications are not typical and reflect specific individual experiences. Client outcomes — including PE placements, board appointments, introductions, and career transitions — vary based on individual effort, background, experience, and market conditions. Testimonials represent specific client experiences and are not a guarantee of similar results. Services are provided for educational and professional development purposes and do not constitute financial or legal advice.

15.5 Social Proof

References to executive counts and network figures in our marketing materials reflect individuals in Greg's professional network and community who have made PE transitions, and are not limited to paid program clients. These references do not represent guaranteed or typical outcomes for program participants.

16. LIMITATION OF LIABILITY & INDEMNIFICATION

16.1 Limitation of Liability

To the maximum extent permitted by applicable law:

• The Company's total liability for any claim arising from or related to our services shall not exceed the total amount you paid for the specific service giving rise to the claim
• The Company is not liable for lost profits, lost opportunities, business interruption, career losses, or any indirect, incidental, special, punitive, or consequential damages of any kind
• The Company does not warrant uninterrupted, error-free, or continuous service delivery
• The Company is not liable for outcomes resulting from your independent decisions, actions, or use of materials following engagement with our services
• The Company is not liable for the acts, omissions, or conduct of any third party including PE partners, event participants, or platform providers

These limitations apply regardless of the form of action — whether in contract, tort, negligence, strict liability, or otherwise — and even if the Company has been advised of the possibility of such damages.

16.2 Indemnification

You agree to indemnify, defend, and hold harmless The Monarch Group, LLC, its members, managers, officers, employees, agents, and assigns from and against any and all claims, damages, losses, costs, and expenses (including reasonable legal fees) arising out of or relating to: (a) your use of our services; (b) your violation of these Terms; (c) your violation of any applicable law or third-party right; or (d) any content or information you provide to the Company.

16.3 Essential Basis

You acknowledge that the limitations of liability and indemnification provisions in this Section are an essential element of the agreement between you and the Company, and that the Company would not provide services without these protections.

17. ACCEPTABLE USE

You agree not to use our services or platforms to:

• Violate any applicable laws or regulations
• Harass, threaten, or harm other participants or team members
• Transmit harmful code, viruses, or malicious content
• Attempt unauthorized access to our systems or other users' accounts
• Use automated tools to scrape, copy, or extract our Content
• Solicit or recruit other clients or community members for competing services
• Misrepresent your identity, credentials, or professional background
• Use our services or brand to compete with our business

18. TERMINATION

The Company may suspend or terminate your access to any or all services immediately and without prior notice for:

• Breach of any provision of these Terms
• Suspected piracy, unauthorized sharing, or intellectual property violations
• Fraudulent, abusive, or illegal activity
• Non-payment or chargeback filing
• Behavior harmful to other participants, staff, or the Company's reputation

Upon termination, your right to access Content, community, and services ceases immediately. No refunds are issued upon termination for cause. Materials already delivered to you prior to termination remain yours subject to the intellectual property restrictions in Section 14.

19. DISPUTE RESOLUTION

19.1 Good Faith Resolution

Before initiating any formal dispute process, you agree to contact us at legal@thegreghead.com and provide a written description of the dispute. Both parties agree to attempt good-faith resolution within 30 days of notice.

19.2 Binding Arbitration

If the dispute is not resolved through good-faith negotiation, all disputes, claims, or controversies arising out of or relating to these Terms or our services shall be resolved by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. Arbitration shall take place in Wyoming. The arbitrator's decision shall be final and binding and may be entered as a judgment in any court of competent jurisdiction.

19.3 Class Action Waiver

You waive any right to bring or participate in any class action, collective action, or representative proceeding against the Company. All disputes must be brought in your individual capacity only.

19.4 Exceptions

Nothing in this section prevents either party from seeking emergency injunctive or equitable relief from a court of competent jurisdiction to prevent irreparable harm, including but not limited to unauthorized use or distribution of intellectual property or breach of confidentiality obligations.

20. GOVERNING LAW

These Terms are governed by and construed in accordance with the laws of the State of Wyoming, without regard to its conflict of law provisions. Any legal proceedings not subject to arbitration shall be brought exclusively in the courts of Wyoming.

21. MODIFICATIONS TO TERMS

The Company reserves the right to update or modify these Terms at any time. Material changes will be communicated via email to the address on file at least 30 days before taking effect. Continued use of our services after the effective date of any modification constitutes your acceptance of the updated Terms. It is your responsibility to review these Terms periodically.

22. ENTIRE AGREEMENT & SEVERABILITY

These Terms, together with our Privacy Policy and any purchase confirmation or program agreement, constitute the entire agreement between you and the Company with respect to your use of our services and supersede all prior agreements and understandings.

If any provision of these Terms is found to be invalid, illegal, or unenforceable under applicable law, the remaining provisions shall continue in full force and effect. The invalid provision shall be modified to the minimum extent necessary to make it enforceable.

23. SMS Program Terms

By providing your mobile number and checking the SMS consent box on our booking form, you agree to receive text messages from The Monarch Group, LLC dba The Greg Head. Messages may include appointment confirmations, reminders, scheduling updates, and promotional messages.

Message frequency varies. Message and data rates may apply.

To stop receiving messages, reply STOP at any time. For help, reply HELP or contact us at legal@thegreghead.com or +1 (414) 301-2579

Carriers are not liable for delayed or undelivered messages.

You must be at least 18 years old to participate in our SMS program.

Our Privacy Policy, which describes how we handle your information, is available at https://thegreghead.com/privacy-policy.

24. CONTACT INFORMATION

For all legal notices, disputes, billing inquiries, and privacy concerns:

ACCEPTANCE OF TERMS

By purchasing, booking, or using any service offered through thegreghead.com, you confirm that you have read, understood, and agree to be legally bound by these Terms of Service.