Terms of service

SuccessionSignal ranks CPA firms by public signals that a firm may sell in the next 24 months. We build each list from public records, mainly the California Department of Consumer Affairs licensee file, and from public deal announcements and our own review. Methodology explains how scores are calculated.

A score is an estimate from public information. It is not a statement that a firm is for sale, and it is not financial, legal, tax or investment advice. You are responsible for your own diligence and decisions.

• Each seat is for one named person in your organization. Don't share sign-ins.
• Your organization's owners manage members and seats and are responsible for activity under your account.
• Keep sign-in links and devices secure, and tell us promptly at [legal@yourdomain.com] if you suspect unauthorized access.

• Paddle is our reseller. Our order process is conducted by our online reseller Paddle.com. Paddle.com is the Merchant of Record for all our online orders: Paddle sells to you, collects payment and any sales tax or VAT, issues invoices and handles billing questions and refunds. Paddle's buyer terms also apply to your purchase.
• Free trials. A subscription may start with a free trial of the length shown before you buy, once per organization and per person. Paddle takes your card details at checkout and charges nothing during the trial. When it ends, the subscription starts and the first payment is charged automatically unless you cancel before then from Account → Billing. Exports begin when the paid plan starts; you can start it early from Billing.
• Subscriptions renew automatically each month at the price shown when you subscribe, plus any applicable tax, until you cancel. Paddle charges the payment method you give it at the start of each period.
• Cancel any time online from Account → Billing (Paddle's customer portal). Cancellation takes effect at the end of the current period; you keep access until then. Refunds follow our refund policy.
• One-off lists are a single payment for one state's list as of its data date, plus 30 days of app access to that release.
• Replacement promise: if a firm in a list you bought was already sold, closed or unlicensed as of the list's data date, tell us within 30 days of delivery and we'll replace it with the next eligible firm.
• We'll give at least 30 days' notice by email before a price change applies to your subscription.
• Invoiced plans follow the invoice's terms where they differ from this section.

While your plan is active, you may use the lists, scores and exports for your organization's internal business purposes, such as sourcing and evaluating acquisition targets. A one-off list may be used internally without a time limit.

You may not:

• resell, sublicense, publish or share the data outside your organization, or use it to build a competing product;
• remove or alter the watermark or export ID on any export;
• scrape the app or access it by automated means, except through an API we provide for your plan;
• use the data to decide anyone's eligibility for credit, insurance, employment, housing or any other purpose covered by the Fair Credit Reporting Act. SuccessionSignal is not a consumer reporting agency.

Data you exported while your plan was active may stay in your internal records after the plan ends, under these same limits.

If you contact firms or people you find through SuccessionSignal, follow the laws that apply to you, including anti-spam and telemarketing rules, and honor opt-out requests. Don't say or suggest that you are affiliated with SuccessionSignal or with any state agency.

Watchlists, notes, saved views and alert rules you create are yours. You let us store and process them only to run the service for you. Privacy notice explains how we handle personal information.

The service, our scoring methods, the compiled lists and the software belong to us or our licensors. The underlying public records remain public; these terms cover our compilation, scores and service. If you send us feedback, we may use it without obligation to you.

We check every monthly release before it goes out, but public records can be late or wrong and firms change. Except for the replacement promise in section 3, the service and data are provided "as is" and "as available", without warranties of any kind, including accuracy, completeness, merchantability or fitness for a particular purpose.

To the extent the law allows, neither party is liable for indirect, incidental, special, consequential or punitive damages, or for lost profits or lost deals. Our total liability for any claim relating to the service is limited to the amount you paid us in the 12 months before the claim. These limits don't apply to your payment obligations or to breaches of section 4.

You will defend and indemnify us against third-party claims arising from your use of the data in breach of these terms, including how you contact firms or people.

You can stop using the service and cancel at any time. We may suspend or end access if you breach these terms, don't pay, or use the service in a way that creates legal risk for us or others; where practical, we'll tell you first and give you a chance to fix it. Sections 4 (limits on use), 7 to 10 and 12 continue after termination.

• We may update these terms. For material changes we'll email account owners at least 30 days before they apply.
• California law governs these terms, without regard to conflict-of-law rules. Courts in [County] County, California have exclusive jurisdiction.
• These terms, plus any order form or invoice, are the whole agreement between us about the service.
• You may not assign these terms without our consent; we may assign them to a successor of our business.
• Neither party is responsible for delays caused by events beyond its reasonable control.

[Company legal name], [a Delaware / California limited liability company]. [Street address, City, State ZIP]. [legal@yourdomain.com]