The Consulting Referral Fee Agreement is essential for businesses and individuals who wish to formalize referral relationships in the consulting industry. This document is commonly used in the United States when one party wants to compensate another for bringing in new business opportunities. The agreement specifies the scope of referral services, compensation structure, payment terms, and compliance requirements while ensuring adherence to applicable state and federal laws. It's particularly important for protecting both parties' interests and establishing clear expectations regarding the referral relationship.
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1. Parties: Identifies all parties to the agreement, including legal names and addresses
2. Background/Recitals: Explains the context and purpose of the agreement
3. Definitions: Defines key terms used throughout the agreement
4. Referral Services: Describes the nature of referrals and how they will be made
5. Fee Structure: Details the referral fees, calculation methods, and payment terms
6. Payment Terms: Specifies when and how payments will be made
7. Term and Termination: Duration of agreement and conditions for termination
8. Representations and Warranties: Basic guarantees made by each party
9. General Provisions: Standard legal clauses including governing law, notices, etc.
1. Exclusivity: Defines whether the referral arrangement is exclusive - use when parties want to establish exclusive referral rights
2. Compliance Requirements: Industry-specific compliance obligations - use when operating in regulated industries (healthcare, finance, etc.)
3. Reporting Requirements: Details of required reporting between parties - use when tracking and reporting of referrals is needed
4. Non-Solicitation: Prevents parties from directly soliciting referred clients - use when protecting against client poaching is important
5. Marketing Guidelines: Rules for marketing and promoting the referral relationship - use when public promotion of the relationship is planned
1. Fee Schedule: Detailed breakdown of fee calculations and examples
2. Referral Process: Step-by-step process for making and tracking referrals
3. Compliance Checklist: Industry-specific compliance requirements and procedures
4. Reporting Ƶ: Standard forms for tracking and reporting referrals
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