Terms & Conditions

2. Definitions

• "Services" means any engagement work, deliverable, calculator, assessment, downloadable resource, Insights report, Playbook construction, or other engagement provided by Expansive EDGE.
• "Engagement Letter" means the written agreement (proposal, statement of work, or signed acceptance) that sets out the scope, deliverables, fees, and timing of a specific paid Service.
• "Deliverables" means the artifacts produced for a client under an Engagement Letter, including but not limited to Insights reports, Playbooks, process maps, SOPs, training materials, and AI-augmented analyses.
• "Codified Operational Intelligence™," "ControlShift™," "Chaos to Control™," and "Businesses Forget. We Codify.™" are proprietary marks, methodologies, and frameworks of Expansive EDGE. See Section 8 for treatment of intellectual property.
• "Client" means a business or individual that has entered into an Engagement Letter with Expansive EDGE.
• "Visitor" means a person who uses the website or free tools without entering a paid engagement.

3. Website use

You may browse the website, read content, use free calculators and resources, and submit forms in good faith. You may not:

• Scrape, copy, mirror, or reproduce substantial portions of the website content for republication without our written permission.
• Use automated tools to harvest data from the site or submit fraudulent inputs to free tools.
• Reverse engineer, decompile, or attempt to derive source code for any underlying systems.
• Use Expansive EDGE trademarks or branding to imply endorsement or partnership without written consent.
• Use the website for any unlawful purpose or in violation of Alberta or Canadian law.

Brief quotations of website content for editorial, educational, or non-commercial purposes are permitted with attribution to Expansive EDGE and a link to the source page.

4. Free tools, content, and Insights reports

Calculators, assessments, downloadable resources, blog content, and ControlShift Insights™ reports are provided free of charge for educational and informational purposes only.

The Business Valuation Estimate Calculator in particular produces an indicative range based on standard valuation methods and the inputs you supply. It is not a formal business appraisal, a fairness opinion, or a substitute for engagement with a chartered business valuator. Do not rely on it for transactional, tax, or litigation purposes.

The ControlShift Insights™ report is generated using AI tools reviewed by an Expansive EDGE consultant. It identifies operational opportunities at a strategic level. It is not a contractually binding scope, a quote, or a guarantee of outcomes. Specific engagement scope is established only in a signed Engagement Letter.

5. Paid Service engagements

5.1 Engagement Letter governs

Each paid engagement is governed by an Engagement Letter that sets out the specific scope, deliverables, fees, milestones, and timing. Where any term of the Engagement Letter conflicts with these Terms, the Engagement Letter prevails for that engagement.

5.2 Scope and change orders

Our work is limited to the scope set out in the Engagement Letter. Additional work outside that scope is performed only after both parties agree to a written Change of Service Request specifying the additional fees and timing.

5.3 Fees, invoicing, and payment

Fees and payment terms are set out in the Engagement Letter. Invoices are due net 30 days from invoice date unless otherwise specified. Overdue accounts may be charged interest at 1.5% per month (19.56% per annum) on outstanding balances. We reserve the right to suspend Services on accounts more than 30 days overdue and to terminate engagements on accounts more than 60 days overdue.

5.4 Term and termination

The engagement begins on the date stated in the Engagement Letter and continues until completion of the Deliverables, unless terminated earlier.

• Termination for convenience: Either party may terminate on 30 days' written notice. The Client pays for all Services rendered through the termination date plus any non-cancellable third-party costs incurred on the Client's behalf.
• Termination for cause: Either party may terminate immediately on written notice if the other party materially breaches these Terms or the Engagement Letter and fails to cure within 15 days of written notice of the breach.

5.5 Client responsibilities

Client agrees to provide timely, accurate, and complete information; to make decision-makers reasonably available; and to designate a single point of contact for the engagement. Delays caused by lack of Client input or response may extend timelines and may incur additional fees.

5.6 Our guarantees

Specific guarantees on Services (where offered) are set out on our Our Guarantees page and incorporated into Engagement Letters where applicable.

6. AI-augmented Services

Expansive EDGE uses generative AI tools (primarily Anthropic's Claude) to accelerate research, drafting, and analysis across most engagements. By engaging our Services you acknowledge that:

• AI may be used to process information you provide, including business data, transcripts, documents, and operational details, for the purpose of producing Deliverables.
• All AI-generated outputs are reviewed by an Expansive EDGE consultant before being delivered to you.
• We operate under API terms that prohibit AI providers from retaining your data for model training.
• If you require an engagement delivered without AI involvement, notify us before the Engagement Letter is signed. Timelines and pricing may be affected.

AI-generated content is a tool. The judgement and accountability for Deliverables remains with Expansive EDGE.

7. Confidentiality (mutual)

Each party agrees to keep the other's confidential information in strict confidence, to use it only for purposes related to the engagement, and not to disclose it to third parties without written consent, except:

• To employees, subcontractors, or processors bound by equivalent confidentiality obligations.
• As required by law or by a court of competent jurisdiction.
• Where the information is already public, becomes public through no fault of the receiving party, or is independently developed without reference to confidential information.

This obligation survives termination of the engagement.

8. Intellectual property

8.1 Expansive EDGE IP

The names, marks, methodologies, frameworks, and content of Expansive EDGE (including Codified Operational Intelligence™, ControlShift™, Chaos to Control™, Businesses Forget. We Codify.™, the EDGE Lens, training materials, templates, the ControlShift Insights™ approach, and all underlying methodology) are the intellectual property of Expansive EDGE. Nothing in these Terms or in any Engagement Letter transfers ownership of this intellectual property to the Client.

8.2 Client materials

The Client retains ownership of all materials, data, and information it provides to Expansive EDGE for the purpose of the engagement. Expansive EDGE may make copies as needed to deliver the Services and to retain working files.

8.3 Deliverables and license

Upon full payment of fees, the Client receives a perpetual, non-exclusive, non-transferable license to use the Deliverables for the Client's own internal business purposes. The underlying methodology, frameworks, and templates remain the property of Expansive EDGE and may be reused on other engagements.

The Client may not resell, sublicense, or distribute the Deliverables to third parties, or use them to provide consulting services to others, without our written consent.

8.4 Anonymised case use

Unless the Engagement Letter says otherwise, Expansive EDGE may reference the existence of the engagement and use anonymised, aggregated results for marketing, case studies, and educational content. Named case studies require the Client's written approval.

9. Warranties and disclaimers

Expansive EDGE warrants that Services will be performed with the reasonable skill and care expected of a professional consultancy operating in our field.

Except for the warranty above, the website, free tools, content, and Services are provided "as is" and "as available" without warranties of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, or non-infringement.

We do not warrant that operating results, financial outcomes, valuation estimates, or productivity gains will match any specific figure, projection, or example referenced in our content. Business outcomes depend on factors outside our control, including the Client's market, team, execution, and commitment to applying the work.

10. Limitation of liability

To the maximum extent permitted by law:

• Expansive EDGE's total aggregate liability arising out of or related to an engagement is limited to the total fees paid by the Client to Expansive EDGE under the relevant Engagement Letter in the twelve (12) months preceding the event giving rise to the claim.
• For Visitors using free tools or content without a paid engagement, our aggregate liability is limited to one hundred Canadian dollars (CAD $100).
• In no event is Expansive EDGE liable for indirect, incidental, special, consequential, exemplary, or punitive damages, including lost profits, lost revenue, loss of business opportunity, or loss of data, even if advised of the possibility.
• No claim may be brought more than one year after the event giving rise to it.

Nothing in this Section excludes or limits liability that cannot lawfully be excluded or limited under applicable law (for example, liability for fraud or gross negligence).

11. Indemnification

Each party (the "Indemnifying Party") agrees to indemnify, defend, and hold harmless the other party from and against any third-party claims, damages, and reasonable costs (including legal fees) arising out of the Indemnifying Party's gross negligence, wilful misconduct, or material breach of these Terms, except to the extent the claim is caused by the other party's own gross negligence or wilful misconduct.

12. Non-solicitation

During an engagement and for a period of twelve (12) months after its conclusion, the Client agrees not to directly or indirectly solicit for employment, hire, or engage as a contractor any employee, contractor, or principal of Expansive EDGE who was involved in the engagement, without our prior written consent. General job advertisements not specifically targeted at our personnel are not a breach of this clause.

13. Marketing communications (CASL)

By submitting a contact form, signing up for our newsletter, or downloading a resource, you may be asked for express consent to receive electronic marketing communications. We comply with Canada's Anti-Spam Legislation (CASL):

• Marketing emails are sent only with your express opt-in consent (or under the limited "implied consent" categories permitted by CASL, such as an existing business relationship).
• Every email includes our identity, mailing address, and a clear one-click unsubscribe link.
• Unsubscribe requests are honoured within ten (10) business days.

14. Force majeure

Neither party is liable for failure to perform its obligations to the extent the failure is caused by events beyond its reasonable control, including natural disasters, pandemics, government actions, civil unrest, labour disputes affecting third parties, internet or infrastructure failures, or supply chain disruptions. The affected party will notify the other promptly and use reasonable efforts to resume performance.

15. Governing law and dispute resolution

These Terms and any Engagement Letter are governed by the laws of the Province of Alberta and the federal laws of Canada applicable in Alberta, without regard to conflict-of-laws principles.

The parties will first attempt to resolve any dispute through good-faith negotiation between senior representatives. If unresolved within 30 days, the parties will attempt mediation through a mutually agreed mediator in Calgary, Alberta, with mediation fees shared equally.

If mediation fails, the parties submit to the exclusive jurisdiction of the Court of King's Bench of Alberta, Calgary judicial district.

16. General

• Entire agreement. These Terms together with the applicable Engagement Letter and the Privacy Policy constitute the entire agreement between the parties on the subjects covered and supersede prior discussions and writings.
• Assignment. Neither party may assign these Terms or an Engagement Letter without the other party's written consent, except that Expansive EDGE may assign to a successor entity in connection with a merger, acquisition, or sale of substantially all assets.
• Subcontracting. Expansive EDGE may use subcontractors or processors to deliver Services. We remain responsible for the work of our subcontractors.
• Notices. Notices under these Terms must be in writing and sent by email to [email protected] (for notices to Expansive EDGE) or to the contact email on file (for notices to the Client).
• Severability. If any provision is held unenforceable, the remaining provisions remain in full effect, and the unenforceable provision is to be modified to the minimum extent needed to make it enforceable.
• No waiver. Failure to enforce a provision is not a waiver of the right to enforce it later.
• Independent contractor. Expansive EDGE is an independent contractor. Nothing in these Terms creates an employment, partnership, agency, or joint venture relationship.
• Changes to these Terms. We may update these Terms from time to time. For material changes affecting paid Services, we will notify Clients with active Engagement Letters in writing at least 30 days before the change takes effect. Continued use of the website or Services after the effective date constitutes acceptance.

17. Contact