Terms and Conditions – Client/Counselor Expectations


I request business management counseling service from a Small Business Administration Resource Partner. I agree to cooperate should I be selected to participate in surveys designated to evaluate SBA assistance services. I authorize SBA to furnish relevant information to the assigned management counselor(s). I understand that any information disclosed will be held in strict confidence by him/her.

I further understand that any counselor has agreed not to: (1) recommend goods or services from sources in which he/she has an interest and (2) accept fees or commissions developing from this counseling relationship. In consideration for the counselor(s) furnishing management or technical assistance, I waive all claims against SBA personnel, SCORE and its host organizations, and other SBA Resource Counselors arising from this assistance. Counselor/Client Understanding of Expectations Financial Information Disclaimer.

Congratulations on your choice to call upon the Arizona Small Business Development Center (AZSBDC) Network. We are committed to helping you build a better business.

AZSBDC program funding is evaluated according to economic impact produced. Periodically, you will be contacted to obtain updated information regarding your business’s economic impact (jobs, increase in sales etc.). You, as a client are expected to respond with accurate feedback.

You can expect:

  • Guidance from an experienced business analyst
  • Help in developing a clear path toward accomplishing your goals
  • Objective and constructive feedback about your progress toward your goals
  • Courteous treatment from all Arizona Small Business Development Center personnel
  • Complete confidentiality regarding every aspect of the information we discuss with you
  • Prompt personal attention from SBDC Service Center management to resolve any problems or complaints about the service you receive
  • Follow up contact from SBDC personnel regarding your business’s economic impact

We expect you to:

  • Communicate honestly and directly about all aspects of your business
  • Follow through on the work you and your business analyst agree is necessary to accomplish your goals
  • Be open-minded about alternatives your business analyst suggests
  • Provide a minimum of 24-hours notice if you are unable to keep any appointment with SBDC personnel
  • Assist us in the future by providing frank feedback about the quality of service you received from us, and about the progress of your business, by responding to periodic surveys
  • Respond to requests for information from SBDC personnel regarding your business’s economic impact

Client Financial Information Disclaimer/Client Representation

In the event that the SBDC provides client with assistance in preparing financial plans, pro forma financial statement, or other types of reports or forecasts, it is understood that all source and input data and assumptions about such data will be provided by the owner/officers of the company not the SBDC. The SBDC will not be responsible for validating data.

Neither the SBDC nor its staff is permitted to represent, negotiate or advocate on behalf of the client or the client’s company under any circumstances.