L1 Engagement Terms

What is included

Duke Business Advisors, Inc., doing business as Lucensys Group, provides this L1 engagement. References to Lucensys in these L1 terms mean that provider.

The Lucensys L1 Stability & Owner Independence Review includes a private assessment, Steve Duke's review of your answers, a tailored written report, a consolidated 90-day action plan and one owner debrief of up to 60 minutes.

The assessment covers Financial Foundation, Growth Architecture, Leadership & People, and Transferability. Questions about AI use provide additional context and do not change your assessment scores.

Fee and payment

The fee is $297 USD, paid once for one business. There is no subscription or automatic renewal. Any applicable tax is shown before payment. Lucensys confirms engagement availability before providing a usable payment invitation.

After payment is verified and matched to your business, Lucensys provides an individual, expiring assessment invitation. Contact us if it expires before you can complete the assessment. Paying does not grant access to L2 or L3.

Assessment, report and delivery

Provide accurate information and answer clarification questions needed for the review. Delivery and debrief dates are agreed with you based on complete information and scheduling availability.

The report explains the original assessment scores, the implications of your answers, strengths to preserve and priorities to examine. Advisor review does not change the original scores. Reported information, interpretation and unresolved evidence are distinguished; records or observed work may be needed to establish actual performance.

Payment, internal report approval and client release are separate steps. An advisor reviews and approves the exact report version before separately releasing it to you. Payment alone does not approve or release a report. Private advisor notes are excluded from your report copy.

Your 90-day plan and owner debrief

The plan identifies priorities, accountable roles to confirm, first deliverables, checkpoints and measures. Targets depend on a usable baseline and your agreement. The 90-day horizon is an action plan, not a promise that implementation or a particular result will be completed in that period.

Your debrief addresses the findings, practical priorities and your questions. It lasts up to 60 minutes and is scheduled by agreement. Contact Lucensys if you need to reschedule or identify a factual correction.

Cancellation and refunds

You may request a full refund before you submit the assessment. Requests after assessment submission are reviewed individually; a later refund is not automatic.

Send cancellation or refund requests to steve@lucensys.io with your business name and purchase reference. Do not email card details, passwords or private access links.

Scope and limits

This engagement provides advisory interpretation based on the information available. It is not a business valuation, financial audit, legal or tax opinion, or certification of sale readiness. No growth, savings, increase in business value or transaction outcome is guaranteed.

L2 and L3 assessments, implementation services and ongoing coaching are separate engagements.

Privacy, applicable terms and contact

The L1 privacy notice describes information used for this engagement. The general Lucensys terms also apply; these L1 terms govern the L1 scope, fee, refunds and delivery where they address those matters specifically. The version presented when you purchase governs that purchase.

For engagement questions, scheduling, corrections or refund requests, email steve@lucensys.io.