The Advisory Board Agreement Template is essential for companies seeking to formally engage external experts in an advisory capacity. This document, designed for use in the United States, provides a framework for defining the advisor-company relationship, including scope of services, compensation, confidentiality obligations, and intellectual property rights. It's particularly valuable for growing companies that need specialized expertise but aren't ready for full-time executive hires. The agreement helps prevent misunderstandings and protects both parties' interests while ensuring compliance with relevant state and federal regulations.
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1. Parties: Identifies the company and the advisor, including full legal names and addresses
2. Background: States the company's desire to establish an advisory board and the advisor's qualifications
3. Definitions: Defines key terms used throughout the agreement
4. Appointment and Term: Details of the advisor's appointment and duration of service
5. Services: Specific duties and responsibilities of the advisor
6. Compensation: Details of fees, equity, or other compensation
7. Confidentiality: Obligations regarding confidential information
8. Intellectual Property: Ownership and rights to IP created during advisory service
9. Termination: Conditions and process for ending the agreement
1. Non-Compete: Restrictions on competing activities - use when advisor has access to sensitive competitive information
2. Equity Compensation: Details of stock options or other equity arrangements - use when compensation includes equity components
3. Insurance: Requirements for liability insurance - use when advisor's role involves significant risk
4. Expense Reimbursement: Terms for reimbursing advisor expenses - use when travel or other expenses are expected
1. Schedule A - Services: Detailed list of advisory services and expectations
2. Schedule B - Compensation: Detailed compensation terms including payment schedule
3. Schedule C - Equity Terms: Details of any equity compensation arrangement
4. Appendix A - Confidentiality Agreement: Detailed confidentiality terms and requirements
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