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OneClose Terms of Service

Effective Date: April 11, 2026

Last Updated: April 11, 2026

These Terms of Service (“Terms”) govern your access to and use of the website one-close.com and all products and services offered by OneClose LLC (“OneClose,” “we,” “us,” or “our”). By accessing our website or purchasing any product or service, you agree to be bound by these Terms. If you do not agree, do not use our website or services.

1. Products and Services

OneClose provides digital products including downloadable document templates, financial model templates, and related materials designed for use in business acquisition and sale transactions (“Templates”). OneClose may also provide document production services where we create customized deliverables based on information you provide (“Custom Services”). Together, Templates and Custom Services are referred to as “Products.”

2. No Professional Advice

OneClose is not an investment bank, broker-dealer, law firm, accounting firm, or financial advisor. Our Products are document production tools and templates only. Nothing provided by OneClose constitutes legal, financial, tax, investment, or professional advice.

You are solely responsible for the assumptions, inputs, and information you provide or include in any Product. You are solely responsible for evaluating the suitability of any Product for your specific situation. We strongly recommend that you consult qualified legal, financial, and tax professionals before making any business acquisition or sale decisions.

OneClose makes no representations or warranties regarding the outcome of any transaction in which our Products are used.

3. Purchases and Payment

All purchases are processed securely through Stripe. By making a purchase, you represent that you are authorized to use the payment method provided. Prices are listed in U.S. dollars and are exclusive of any applicable taxes unless otherwise stated.

You agree to provide current, complete, and accurate billing information for all purchases.

4. Digital Product Delivery

Upon successful payment, you will receive an email with download links for purchased Templates. Download links will remain active for 30 days and may be used up to 10 times. If you experience issues accessing your downloads, contact us at support@one-close.com.

For Custom Services, delivery timelines will be communicated at the time of purchase. Completed deliverables will be sent to the email address provided.

5. Refund Policy

All sales of digital Products are final. Due to the nature of digital goods, we do not offer refunds, returns, or exchanges once a Product has been purchased and download links have been delivered.

If you experience a technical issue that prevents you from accessing your purchased Product (such as a broken download link or corrupted file), contact us at support@one-close.com and we will resolve the issue promptly.

We reserve the right to make exceptions to this policy on a case-by-case basis at our sole discretion.

6. License and Permitted Use

Upon purchase, OneClose grants you a limited, non-exclusive, non-transferable license to use the purchased Product for your own personal or internal business purposes. This license permits you to:

• Use the Product for a single business transaction or purpose
• Modify the Product to suit your specific needs
• Share the completed, filled-in Product with relevant parties to your transaction (such as lenders, investors, or counterparties)

This license does not permit you to:

• Resell, redistribute, sublicense, or share the blank or unmodified Product with any third party
• Post the Product on any website or file-sharing platform
• Use the Product to create a competing product or service
• Remove any proprietary notices or branding from the Product

Violation of these terms may result in termination of your license without refund.

7. Intellectual Property

All Products, website content, branding, logos, and materials are the intellectual property of OneClose LLC and are protected by applicable copyright and intellectual property laws. Purchasing a Product does not transfer ownership of the underlying intellectual property. You receive only the limited license described in Section 6.

8. Data Rights and Anonymized Use

By submitting information through OneClose, including through intake forms, uploaded financial documents, and any other data provided in connection with your use of our services, you grant OneClose a perpetual, irrevocable, worldwide, royalty-free license to use, aggregate, anonymize, and commercialize such data for analytics, benchmarking, market research, and data product purposes.

All data used under this provision will be anonymized and aggregated such that it cannot be used to identify you, your business, or any specific transaction. Company names, personal names, and all personally identifiable information will be removed prior to any such use.

You acknowledge that this anonymized, aggregated data may be used to create and sell data products, publish market research, and provide benchmarking services to third parties. You will not be entitled to compensation for such use of anonymized data.

This license survives termination of your account or relationship with OneClose.

9. User Representations

By using our website and services, you represent and warrant that:

• You are at least 18 years of age
• You have the legal capacity to enter into these Terms
• You will use our Products only for lawful purposes
• The information you provide is accurate and complete
• You have the right to submit any financial or business data you provide to us

10. Limitation of Liability

To the maximum extent permitted by law, OneClose LLC, its owners, officers, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, business opportunities, or goodwill, arising out of or related to your use of our Products or services.

Our total aggregate liability for any claim arising from these Terms or your use of our Products shall not exceed the amount you paid to OneClose for the specific Product giving rise to the claim.

You acknowledge that our Products are tools and templates and that any business decisions made using our Products are made at your own risk.

11. Indemnification

You agree to indemnify, defend, and hold harmless OneClose LLC and its owners, officers, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to your use of our Products, your violation of these Terms, or your violation of any rights of a third party.

12. Disclaimer of Warranties

Our Products and services are provided “as is” and “as available” without warranties of any kind, whether express or implied. OneClose disclaims all warranties, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

We do not warrant that our Products will meet your specific requirements, produce any particular result, or be error-free. We do not warrant the accuracy, completeness, or reliability of any content or data included in our Products.

13. Governing Law and Disputes

These Terms shall be governed by and construed in accordance with the laws of the State of Wyoming, without regard to conflict of law principles. Any dispute arising under these Terms shall be resolved exclusively in the state or federal courts located in Wyoming.

14. Modifications to Terms

We reserve the right to modify these Terms at any time. Changes will be posted on this page with an updated effective date. Your continued use of our website or services after any modification constitutes acceptance of the updated Terms.

15. Termination

We reserve the right to terminate or suspend your access to our website and services at any time, without notice, for conduct that we believe violates these Terms or is harmful to other users, us, or third parties.

16. Severability

If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall remain in full force and effect.

17. Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and OneClose regarding your use of our website and services and supersede all prior agreements and understandings.

18. Contact Us

If you have questions about these Terms, contact us at:

Email: support@one-close.com Website: one-close.com

Last updated: June 19, 2026

This Privacy Policy explains how OneClose LLC (“OneClose,” “we,” “us,” or “our”) collects, uses, and shares information when you visit one-close.com (the “Site”), purchase our document templates or custom document services, or otherwise interact with us.

By using the Site, you agree to the collection and use of information in accordance with this Policy. If you do not agree, please do not use the Site.

1. Information We Collect

Information you provide to us

• Purchase information. When you buy a template, bundle, or custom document service, we collect your name, email address, billing details, and the contents of any order. Payment card details are collected and processed directly by our payment processor (Stripe) and are not stored on our servers.
• Custom document intake. If you order a custom document, you may submit business and transaction details through our intake forms. This may include financial figures, deal terms, and other information about a business being bought or sold.
• Email subscriptions. When you join our list for checklists, guides, and templates, we collect your name and email address.
• Communications. When you contact us or submit a form, we collect the information you include in your message.
• Account and comments. If you register an account or leave a comment, we collect the information you provide, and for comments your IP address and browser user agent string to assist with spam detection.

Information collected automatically

• Usage and device data. We automatically collect your IP address, browser type, device information, pages viewed, referring URLs, and similar analytics data when you use the Site.
• Cookies and similar technologies. We and our service providers use cookies, pixels, tags, and similar technologies. See our Cookie Policy for details and your choices.

2. How We Use Information

We use information to:

• Process and deliver your template downloads, custom documents, and orders;
• Process payments and prevent fraud;
• Provide customer support and respond to your inquiries;
• Send you transactional emails and, where you have subscribed, marketing emails (you can unsubscribe at any time);
• Use and, unless you opt out, share a limited set of your information (name, postal address, phone number, email address, and purchase history) with our affiliates and marketing partners for targeted advertising and marketing, as described in Section 5;
• Operate, maintain, secure, and improve the Site;
• Measure and analyze traffic and the performance of our content and advertising; and
• Comply with legal obligations and enforce our terms.

Anonymized and aggregated data

We may anonymize and aggregate data submitted through our platform, including financial and transactional data from intake forms and uploaded documents, for the purposes of market research, benchmarking, analytics, and the creation of data products. This anonymized, aggregated data cannot be used to identify you, your business, or any specific transaction. All personally identifiable information and company-identifying details are stripped before any such use. By using our services, you consent to this use of anonymized, aggregated data as further described in our Terms of Service.

3. Analytics

We use Google Analytics 4 (provided by Google LLC) to understand how visitors use the Site. Google Analytics uses cookies and similar identifiers to collect information such as pages visited, time on site, and general location, and reports website trends to us. We have enabled Google Analytics Advertising Features (including Google signals and remarketing audiences), which allow Google to associate analytics data with advertising activity as described below.

You can prevent Google Analytics from using your data by installing the Google Analytics Opt-out Browser Add-on, and you can control Advertising Features through Google My Ad Center. Information about how Google uses data is available at policies.google.com/technologies/partner-sites.

4. Advertising and Remarketing

We use Google Ads (including conversion tracking and remarketing) to measure the effectiveness of our advertising and to show our ads to people who have previously visited the Site.

• Third-party vendors, including Google, show our ads on sites across the internet.
• Google and third-party vendors use first-party cookies (such as the Google Analytics cookie) and third-party cookies (such as the Google advertising or DoubleClick cookie) together to inform, optimize, and serve ads based on your past visits to the Site.
• We do not collect sensitive categories of personal information for advertising, and we do not use remarketing in a way that reveals sensitive information about you.

You can opt out of personalized advertising as follows:

• Google’s ad personalization: adssettings.google.com
• Network Advertising Initiative opt-out: optout.networkadvertising.org
• Digital Advertising Alliance opt-out: optout.aboutads.info
• For EU/UK/EEA users: youronlinechoices.eu

Where required by law, we obtain your consent before setting advertising and analytics cookies. You can manage your preferences at any time through the cookie banner or the “Cookie Settings” link on the Site.

5. How We Share Information

We share information as described below.

• Service providers and processors who help us operate the Site and our business, including:
  • Stripe, payment processing (stripe.com/privacy)
  • Google LLC, analytics and advertising (policies.google.com/privacy)
  • Kit (formerly ConvertKit), email marketing (kit.com/privacy)
  • Our hosting and content-delivery providers, which store and serve the Site;
  • Gravatar (Automattic), avatar display for comments (automattic.com/privacy).
• Legal and safety. We may disclose information to comply with law, respond to lawful requests, protect our rights, or prevent fraud or harm.
• Business transfers. If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

Marketing use and sharing with affiliates and partners (opt-out)

Unless you opt out, OneClose and our affiliates and marketing partners may use and share a limited set of your information, your name, postal address, phone number, email address, and purchase history, to deliver targeted advertising and marketing to you, including offers from OneClose affiliates and partners. This may involve disclosing those categories to affiliates and marketing partners for their own marketing, which may be considered a “sale” or “sharing” of personal information under certain U.S. state privacy laws.

We limit this to the five categories listed above. We do not share the contents of your custom-document intake submissions, payment card numbers, account passwords, or any sensitive personal information for these purposes.

You can opt out at any time by using the “Do Not Sell or Share My Personal Information” link in the Site footer, by emailing privacy@one-close.com, or by enabling a recognized opt-out preference signal such as Global Privacy Control (GPC) in your browser. Opting out does not affect our ability to send you service and transactional messages, or, where you have subscribed, our own email newsletter (which you can unsubscribe from separately).

For visitors in the EEA and UK, we rely on your consent rather than an opt-out for this kind of marketing use and sharing, and we will not use or share your information for these purposes without that consent.

Some of these providers and partners may process data outside your country of residence, including in the United States. Where required, we rely on appropriate safeguards for such transfers.

6. Your Privacy Rights

Depending on where you live, you may have rights to access, correct, delete, or port your personal information, to opt out of certain sharing or targeted advertising, and to withdraw consent. To exercise these rights, contact us at privacy@one-close.com.

California residents (CCPA/CPRA)

California residents may request access to and deletion of their personal information, and may opt out of the “sale” and “sharing” of personal information. We “sell” and/or “share” the limited categories described in “Marketing use and sharing with affiliates and partners” above (name, postal address, phone number, email address, and purchase history), and we use Google Ads remarketing, which may also be considered “sharing.” You can opt out using the “Do Not Sell or Share My Personal Information” link in the Site footer, the cookie banner, by emailing privacy@one-close.com, or by enabling a recognized opt-out preference signal such as Global Privacy Control, which we honor. We do not sell or share the personal information of consumers we know to be under 16 years of age.

EEA/UK residents (GDPR)

If you are in the EEA or UK, our legal bases for processing are: performance of a contract (to deliver your purchases), legitimate interests (to secure and improve the Site), consent (for advertising/analytics cookies and marketing emails), and legal obligation. You may lodge a complaint with your local supervisory authority.

7. Data Retention

We retain personal information for as long as needed to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Order and tax records are retained as required by law. Comment data and registered-user profile data are retained until you request deletion, subject to records we must keep.

8. Children’s Privacy

The Site is intended for business users and is not directed to children under 16. We do not knowingly collect personal information from children.

9. Security

We use reasonable administrative, technical, and physical safeguards to protect personal information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

10. Changes to This Policy

We may update this Policy from time to time. We will post the revised version here and update the “Last updated” date above.

11. Contact Us

Questions about this Policy or our privacy practices? Contact us at:

OneClose LLC
Email: privacy@one-close.com