Terms of Service

Last updated: March 2026

These terms govern your use of the Open Equity website, tools, and services. By using our website or engaging our services, you agree to these terms.

About Open Equity

Open Equity is operated by Open Equity Ltd, registered in England and Wales. We provide M&A advisory services, intelligence tools, and related services to founders and business owners.

Use of our website and tools

Our website and intelligence tools (Exit Intelligence, Acquisition Strategy, Pipeline Intelligence) are provided for informational purposes. You may use them to generate reports about your business. By using our tools, you agree to:

• Provide accurate information about your business
• Use the tools for legitimate business purposes only
• Not attempt to reverse-engineer, scrape, or extract data from our platform
• Not use our tools to generate reports on businesses you do not own or have authority over

Intelligence reports

Our intelligence reports are generated using proprietary algorithms and data from our deal comparables database. Reports are provided as general market intelligence and should not be treated as:

• A formal business valuation (which requires detailed financial analysis and due diligence)
• Financial advice
• A guarantee of achievable sale price
• An offer to buy or sell any business

Valuation ranges, buyer matches, and readiness scores are indicative estimates based on comparable market data. Actual transaction values depend on many factors not captured in an automated report.

Strategy calls

Strategy calls are provided free of charge with no obligation. The content discussed on calls is general strategic guidance based on the information you provide. It does not constitute formal financial, legal, or tax advice. We recommend consulting qualified professionals for specific financial, legal, or tax matters.

Advisory services

Paid advisory services (Strategic Deep Dive, Retained Advisory, Partner Programme) are governed by separate engagement letters agreed between you and Open Equity. Key terms include:

• Fees, payment terms, and success fee structures as set out in your engagement letter
• Scope of services specific to your engagement
• Confidentiality obligations (mutual)
• Termination provisions

In the event of any conflict between these terms and your engagement letter, the engagement letter prevails.

Fee structure

Our standard fee structures are:

• Strategic Deep Dive: One-time fee as quoted in your proposal
• Retained Advisory: Monthly retainer plus success fee on completion, as quoted in your proposal
• Partner Programme: Onboarding fee, monthly retainer, and success fee on completion, as quoted in your proposal

All retainer fees are credited against the success fee on completion of a transaction, as specified in your engagement letter. Success fees are payable on completion of a qualifying transaction.

Confidentiality

We treat all information you share with us as strictly confidential. We will not:

• Disclose your identity or the fact that you are exploring a sale to any third party without your written consent
• Contact your clients, employees, competitors, or suppliers without your written consent
• Share your business data with potential buyers or any third party without your written consent

This confidentiality obligation survives termination of any engagement.

Intellectual property

All content on our website, including text, design, tools, algorithms, and branding, is owned by Open Equity Ltd. Reports generated for you are provided for your use only and may not be shared publicly or used for marketing purposes without our written consent.

Our deal comparables database, buyer matching algorithms, and readiness scoring methodology are proprietary to Open Equity.

Limitation of liability

To the maximum extent permitted by law:

• Our intelligence tools and reports are provided "as is" without warranty
• We are not liable for business decisions made based on our reports or general guidance
• Our total liability for any claim relating to our website or free tools is limited to zero
• Our total liability for paid advisory services is limited to the fees paid under your engagement letter

Nothing in these terms excludes liability for fraud, gross negligence, or any liability that cannot be excluded by law.

Data protection

We process your personal data in accordance with our Privacy Policy and applicable UK data protection legislation including the UK GDPR.

Governing law

These terms are governed by the laws of England and Wales. Any disputes will be subject to the exclusive jurisdiction of the courts of England and Wales.

Changes to these terms

We may update these terms from time to time. We'll post changes on this page with an updated date. Continued use of our website after changes constitutes acceptance.

Contact

For any questions about these terms, email hello@openequity.co.uk.