Start the Right Conversations—With Trust and Protection

Before you talk numbers, share documents, or explore an exit strategy, make sure everyone is aligned—with clarity, confidentiality, and professionalism.

The EPI Prospect Nondisclosure Agreement (NDA) is a customizable template for use between business owners and advisors at the very beginning of their relationship. It protects both parties and encourages transparency by defining what’s confidential and how it’s handled.

This document ensures your discovery conversations and early assessments happen in a safe, secure, and legally respectful environment.

What’s Included:

This professionally structured NDA template covers:

• Definition and scope of proprietary and confidential information
  
• Clear terms for information handling, destruction, and retention
  
• Protection against unauthorized sharing or use
  
• Legal remedies and consequences in case of breach
  
• Validity period (12 months) for confidentiality protection
  
  

Who It’s For:

Perfect for:

• Exit planning advisors and CEPA-certified professionals
  
• Business owners entering early-stage value or readiness discussions
  
• Attorneys, consultants, and M&A teams facilitating first meetings
  
• Anyone seeking to create a trust-based foundation before due diligence
  
  

Why It Matters:

Without an NDA, you risk miscommunication, mistrust, or exposure of sensitive information before a formal relationship begins.

This EPI-endorsed document helps you focus on value—not legal risk—by setting expectations from the very first conversation.