Disclosures
TODO: compliance review. This page is a placeholder. It has not been written or reviewed by counsel and must not be published as-is.
This is the page a compliance reviewer will look at first. It has deliberately been left unwritten rather than guessed at.
Sections this page needs to cover
- The regulatory status of the entity operating this tool, and any registrations held
- Whether producing a valuation estimate constitutes a recommendation or solicitation
- That tax figures shown in the retirement sale scenario are illustrative, federal-only, assume an asset sale, and are not tax advice
- That valuation multiples and adjustment weights are illustrative and pending methodology review
- Any conflicts of interest — for example, if the operator would also act as a buyer, intermediary, or referral source
- How disclosure-event ("marks on record") information supplied by a user is handled
