THE GREG HEAD 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, events, or PE introduction facilitation — you agree to be legally bound by these Terms of Service (“Terms”) and all Companion Policies listed below. 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 and TheGregHead.com (“Company,” “we,” “us,” or “our”). The Monarch Group, LLC is a Wyoming limited liability company with its principal place of operations in Arizona. The Greg Head and TheGregHead.com is a DBA (doing business as) name of The Monarch Group, LLC.

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, whether or not a separately signed copy has been executed.

Companion Policies: The following standalone policies are incorporated into these Terms by reference and together constitute the complete legal framework:

• Privacy Policy — https://thegreghead.com/privacy-policy
• Payment and Refund Policy — https://thegreghead.com/refund-policy
• Disclosures, Disclaimers, and Legal Notices — https://thegreghead.com/disclosure
• Cookie Policy — https://thegreghead.com/cookie-policy
• Acceptable Use Policy — https://thegreghead.com/acceptable-use
• Accessibility Statement — https://thegreghead.com/accessibility

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.
• “Companion Policies” means the six standalone policies listed in Section 1.1, each incorporated by reference.

3. SERVICE DESCRIPTION

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.

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 (see Disclosures document for full disclaimers).
• 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.

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.

Service Availability and Modifications

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 AND BOOKING POLICY

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 are maintained on the Company’s website and scheduling platform and are subject to change.

Booking and 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.

Cancellation and No-Show Policy

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

5. PROGRAM ENROLLMENT AND DELIVERY

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.

Enrollment and Access

Program access begins upon receipt of full payment or execution of an approved payment plan. 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.

Program Duration and Support

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 support in program descriptions apply during the active program period only.

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 reflect our good-faith best-efforts commitment and do not create a guaranteed or enforceable obligation.

Group Events

Investment Thesis Pitch Events and Direct PE Introduction Events may be offered in group or private formats. 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.

6. COURSES, BOOTCAMPS, WEBINARS, AND ROUNDTABLES

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

Bootcamps and Webinars: Live bootcamps and webinars are delivered on scheduled dates communicated at purchase. Recordings may be made available at the Company’s discretion. Failure to attend does not entitle you to a refund. Rescheduling due to circumstances outside the Company’s control does not constitute a breach.

Roundtables: Roundtable access is subject to scheduling, capacity, and eligibility. Roundtable discussions are confidential — participants agree not to share, record, or reproduce discussions or other participants’ contributions.

Conduct in Group Settings: Participants in any group setting 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 private community access:

• Access is limited to active program participants and is non-transferable.
• Access terminates upon program completion, expiration, or termination.
• You may not solicit, recruit, or market to other community members without prior written consent.
• The Company may moderate, remove content, or revoke access for violations.
• Community discussions and member information are confidential.

8. PAYMENT, PAYMENT PLANS, AND REFUNDS

All payment transactions, subscription billing, payment plans, and refund procedures are governed by these Terms and the standalone Payment and Refund Policy, which is incorporated by reference. Key provisions:

• Payment Terms: All fees are due as specified at purchase. One-time payments are processed immediately via third-party payment processors (e.g., Stripe). All prices are in U.S. dollars. The Company will clearly disclose the total price, including all mandatory fees, before purchase, in compliance with the FTC’s Rule on Unfair or Deceptive Fees (16 C.F.R. Part 464).
• Payment Plans: Where payment plans are offered, you agree to the full payment obligation regardless of continued participation. Missed or failed payments result in: immediate suspension of sessions and access; suspension of portal, course, or community access; and potential referral to collections. Materials already delivered remain yours subject to IP restrictions. Access resumes only upon full payment.
• 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.
• Subscriptions: Where services are offered on a recurring subscription basis, subscriptions renew automatically until cancelled. You may cancel at any time; access continues through the end of the current billing period. No prorated refunds. The Company may modify subscription pricing with 30 days’ notice. Automatic renewal disclosures comply with the California Automatic Renewal Law (Cal. Bus. & Prof. Code § 17600 et seq.).
• Billing Errors: If you believe you were charged in error, contact legal@thegreghead.com within 30 days with your account email, invoice date, and description. Confirmed errors will be corrected.
• Chargebacks: Contact legal@thegreghead.com before disputing any charge. Chargebacks filed without prior contact result in: immediate termination of all services without refund; legal action to recover the disputed amount plus fees and costs; and reporting to fraud prevention services.
• Consumer Protection Savings Clause: Nothing in this Section limits any rights under applicable federal or state consumer protection laws regarding refunds, cooling-off periods, or similar protections that cannot be waived by contract.

9. CONFIDENTIALITY

Client Information: The Company treats all information shared during consulting, advisory, and program engagements as confidential and will not disclose it except as required to deliver services, comply with legal obligations, or as described in our Privacy Policy.

Company Information: You agree to keep all proprietary frameworks, methodologies, strategies, pricing, and business information confidential and not to disclose, reproduce, or use it for any purpose other than your own implementation.

Mutual Confidentiality: Both parties agree to treat confidential information with reasonable care. This obligation survives termination.

10. TESTIMONIALS AND CASE STUDIES

By sharing your results, feedback, or success story, you grant The Monarch Group, LLC a non-exclusive, royalty-free, perpetual license to use, reproduce, and publish your testimonial in marketing materials, on our website, in social media, and in any 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.

In compliance with the FTC’s Endorsement Guides (16 C.F.R. Part 255), testimonials represent specific individual experiences and are not a guarantee of typical or similar results. Material connections between the Company and any endorser will be disclosed. See our Disclosures document for full testimonial and endorsement policies.

11. ARTIFICIAL INTELLIGENCE USE

How We Use AI: The Company uses AI tools to enhance service quality and efficiency, including: research and analysis, strategy development, content creation, investment thesis drafting, AI narrative development, document preparation, and internal operations.

Human Oversight: All AI-assisted outputs used in client deliverables are reviewed, validated, and approved before delivery. AI supplements but never replaces professional judgment. The Company does not warrant AI-assisted outputs are error-free. See our Disclosures document (Section 8) for full AI usage details, data protection commitments, and ethics principles.

Client Use of AI: Clients may use AI tools in implementing their own strategies. The Company is not responsible for outcomes from a client’s independent AI use.

12. INTELLECTUAL PROPERTY AND ANTI-PIRACY

All Content is the exclusive intellectual property of The Monarch Group, LLC, protected by U.S. and international copyright law (© 2026 The Monarch Group, LLC. All Rights Reserved).

Upon purchase, you receive a limited, non-exclusive, non-transferable, revocable license to use Content for 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.
• 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 and may result in immediate termination and legal action seeking statutory damages up to $150,000 per work infringed (17 U.S.C. § 504) plus recovery of attorneys’ fees (17 U.S.C. § 505).

DMCA Compliance: The Company complies with the DMCA (17 U.S.C. § 512). Report infringement to: legal@thegreghead.com. Your notice must include: (a) identification of the copyrighted work; (b) identification of infringing material and its location; (c) your contact information; (d) good faith statement; (e) statement under penalty of perjury; and (f) your signature.

13. FTC COMPLIANCE, DISCLAIMERS, AND LEGAL NOTICES

The Company’s comprehensive FTC compliance obligations, earnings disclaimers, investment/securities disclaimers, professional advice disclaimers, testimonial policies, affiliate disclosures, AI usage disclosures, risk disclosures, and all related legal notices are set forth in the standalone Disclosures, Disclaimers, and Legal Notices, incorporated by reference. Key provisions:

• No Outcome Guarantees: The Company does not guarantee specific career outcomes, PE placements, board appointments, business results, income levels, or financial returns. Results shown are not typical (15 U.S.C. § 41 et seq.; 16 C.F.R. Part 255).
• PE Introductions Disclaimer: Facilitated introductions do not guarantee meetings, interviews, offers, roles, or placements. Best-efforts professional service subject to third-party availability.
• Not Professional Advice: Services are not legal, financial, investment, tax, or mental health advice. The Company is not a registered investment adviser, broker-dealer, CFP, CPA, or licensed professional unless separately disclosed.
• Investment/Securities: Nothing constitutes an offer to sell or solicitation to buy any security. Past performance is not indicative of future results (Securities Act of 1933; Regulation D).
• Social Proof: References to executive counts and network figures reflect Greg’s professional network and community, not limited to paid program clients, and do not represent guaranteed outcomes.
• Business Opportunity Rule: Services do not constitute a “business opportunity” under 16 C.F.R. Part 437 unless expressly disclosed with a Disclosure Document.

14. PRIVACY, DATA PROTECTION, AND COOKIES

Your use of the Service is governed by the standalone Privacy Policy and Cookie Policy, each incorporated by reference. Key provisions:

• No Sale of Personal Information: The Company does not sell your personal information (Cal. Civ. Code § 1798.140).
• PE Introduction Data Sharing: Where your program includes PE introductions, professional profile data may be shared with PE partners as part of that service.
• Electronic Communications: By using the Service, you consent to electronic communications in compliance with CAN-SPAM (15 U.S.C. § 7701) and TCPA (47 U.S.C. § 227). Opt-out available at any time.
• CCPA/CPRA: California residents have rights to know, delete, correct, and opt-out. See Privacy Policy for details.

15. MULTI-STATE CONSUMER PROTECTION

The Company commits to compliance with applicable consumer protection laws:

• Wyoming: Wyoming Consumer Protection Act (Wyo. Stat. § 40-12-101 et seq.).
• Arizona: Arizona Consumer Fraud Act (A.R.S. § 44-1521 et seq.).
• California: CLRA (Cal. Civ. Code § 1750 et seq.); UCL (Cal. Bus. & Prof. Code § 17200 et seq.); CCPA/CPRA; Automatic Renewal Law (Cal. Bus. & Prof. Code § 17600 et seq.).
• Federal: FTC Act Section 5; Endorsement Guides (16 C.F.R. Part 255); Business Opportunity Rule (16 C.F.R. Part 437); Rule on Unfair or Deceptive Fees (16 C.F.R. Part 464).

Nothing in these Terms limits mandatory consumer protection laws of your state of residence that cannot be waived by contract.

16. DISCLAIMERS OF WARRANTIES

ALL SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." THE COMPANY EXPRESSLY DISCLAIMS ALL WARRANTIES INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. NO ORAL OR WRITTEN INFORMATION CREATES ANY WARRANTY NOT STATED HEREIN.

17. LIMITATION OF LIABILITY AND INDEMNIFICATION

Limitation of Liability: THE COMPANY’S TOTAL LIABILITY SHALL NOT EXCEED THE GREATER OF: (A) THE AMOUNT YOU PAID FOR THE SPECIFIC SERVICE GIVING RISE TO THE CLAIM; OR (B) ONE HUNDRED DOLLARS ($100.00). THE COMPANY IS NOT LIABLE FOR LOST PROFITS, LOST OPPORTUNITIES, CAREER LOSSES, OR ANY INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES, REGARDLESS OF THE FORM OF ACTION, EVEN IF ADVISED OF THE POSSIBILITY.

The Company is not liable for outcomes from your independent decisions or actions, or for the acts or omissions of third parties including PE partners, event participants, or platform providers.

Indemnification: You agree to indemnify, defend, and hold harmless The Monarch Group, LLC, its members, managers, officers, employees, agents, and assigns from all claims, damages, losses, costs, and expenses (including attorneys’ fees) arising from: (a) your use of Services; (b) your violation of these Terms or any Companion Policy; (c) your violation of any law or third-party right; or (d) any content or information you provide.

Essential Basis: You acknowledge that these limitations are an essential element of the agreement and that the Company would not provide Services without these protections.

18. ACCEPTABLE USE

Your use of the Service is governed by this Section and the standalone Acceptable Use Policy, incorporated by reference. You agree not to: violate laws; harass or harm others; transmit harmful code; attempt unauthorized access; use automated tools to extract Content; solicit community members for competing services; misrepresent your identity or credentials; or use our Services to compete with our business. See the Acceptable Use Policy for complete prohibited activities, enforcement procedures, and appeal process.

19. TERMINATION

The Company may suspend or terminate access immediately without notice for: breach of these Terms or any Companion Policy; suspected piracy or unauthorized sharing; fraudulent, abusive, or illegal activity; non-payment or chargeback filing; or behavior harmful to others or the Company’s reputation.

Upon termination, all access rights cease immediately. No refunds are issued for termination for cause. Materials already delivered remain yours subject to IP restrictions. Provisions that by nature should survive termination shall survive.

20. DISPUTE RESOLUTION

Good Faith Resolution: Before formal proceedings, contact legal@thegreghead.com with a written description. Both parties agree to attempt good-faith resolution within 30 days.

Binding Arbitration: THIS SECTION AFFECTS YOUR LEGAL RIGHTS. Unresolved disputes shall be determined by binding arbitration through the AAA under its Commercial Arbitration Rules. Arbitration in Maricopa County, Arizona, or Laramie County, Wyoming, at the Company’s election. The arbitrator’s decision is final and binding.

Class Action Waiver: YOU WAIVE ANY RIGHT TO BRING OR PARTICIPATE IN ANY CLASS, COLLECTIVE, OR REPRESENTATIVE ACTION. ALL DISPUTES MUST BE BROUGHT IN YOUR INDIVIDUAL CAPACITY ONLY.

Exceptions: Either party may seek injunctive relief for IP infringement or breach of confidentiality. Small claims court jurisdiction is preserved.

Statute of Limitations: Claims must be commenced within one (1) year, to the extent permitted by law.

21. GOVERNING LAW

These Terms are governed by the laws of the State of Wyoming, without regard to conflict of law principles. Legal proceedings not subject to arbitration shall be brought exclusively in courts of Wyoming. Mandatory consumer protection laws of your state are preserved.

22. FORCE MAJEURE

The Company is not liable for failure or delay caused by events beyond reasonable control, including acts of God, pandemics, war, terrorism, cyber-attacks, power outages, labor disputes, or governmental actions.

23. ACCESSIBILITY

The Company is committed to website accessibility in compliance with the ADA (42 U.S.C. § 12101 et seq.) and WCAG 2.1 Level AA. See our standalone Accessibility Statement for full details, features, and feedback procedures.

24. STATE SPECIFIC PROVISIONS

California Residents: Under Cal. Civ. Code § 1789.3, contact: Complaint Assistance Unit, Division of Consumer Services, 1625 N. Market Blvd., Suite N 112, Sacramento, CA 95834; (916) 445-1254 or (800) 952-5210.

Arizona Residents: Arizona Consumer Fraud Act protections (A.R.S. § 44-1521 et seq.) are preserved. Arizona AG: 2005 N. Central Ave., Phoenix, AZ 85004; (602) 542-5763.

25. ASSIGNMENT

You may not assign these Terms without written consent. The Company may freely assign without restriction or notice.

26. MODIFICATIONS

The Company may update these Terms at any time. Material changes will be communicated via email at least 30 days before taking effect. Continued use after the effective date constitutes acceptance.

27. ENTIRE AGREEMENT AND SEVERABILITY

These Terms, together with all Companion Policies and any purchase confirmation or program agreement, constitute the entire agreement and supersede all prior agreements, including Terms of Service dated February 18, 2026.

If any provision is invalid, the remaining provisions continue in full force. The invalid provision shall be modified to the minimum extent necessary to make it enforceable.

28. 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 (317) 344-9395. 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.

29. CONTACT INFORMATION

For questions, concerns, complaints, legal notices, privacy concerns, accessibility issues, or DMCA notifications:

Consumer complaints:

• Wyoming AG: 109 State Capitol, Cheyenne, WY 82002; (307) 777-7841.
• Arizona AG: 2005 N. Central Ave., Phoenix, AZ 85004; (602) 542-5763.
• FTC: https://reportfraud.ftc.gov/ or 1-877-FTC-HELP.

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 AND ALL COMPANION POLICIES.