1. Using not.a.broker
These Terms of Use govern your use of notabroker.io and the related membership, research, listing, and workspace services provided under the not.a.broker name (“we,” “us,” or “our”). By creating an account or using the service, you agree to these terms. If you do not agree, do not use the service. Our Privacy Policy describes how we handle information.
You must be at least 18 and legally able to enter an agreement. If you use the service for an organization, you represent that you have authority to act for it. A separate written agreement signed with us controls any conflicting provision for the services it specifically covers.
2. Our role and your decisions
not.a.broker supplies tools and information to help people research businesses and explore potential acquisitions. Availability and features depend on the membership you select. A listing, introduction, status label, financial range, or research entry is a starting point for your investigation, not an offer, certification, or promise that a business is available for sale.
Your membership does not itself appoint us as your broker, agent, fiduciary, investment adviser, attorney, accountant, lender, or escrow provider. Any separately agreed professional or transaction service requires its own agreement. Content, conversations, and educational materials are general information, not personalized legal, tax, investment, or financial advice.
You are responsible for verifying information, evaluating risks, obtaining qualified advice, arranging financing, performing due diligence, and negotiating and documenting any transaction. We do not guarantee a seller response, exclusive access, a transaction, financing, business performance, or any return on your membership or investment.
3. Accounts and authorized access
Provide accurate registration information, keep it current, and protect your sign-in credentials. Use only your own account and the access granted to you or your organization. Do not share credentials or permit others to bypass membership restrictions. Notify support promptly if you suspect unauthorized use.
Account creation does not automatically grant paid features or confidential seller information. Access depends on the applicable account permissions, membership, and subscription status. You are responsible for activity you authorize through your account, subject to applicable law.
4. Memberships, renewals, and cancellation
New membership costs US $1,400 once at signup plus US $300 each month. The first payment is US $1,700 before applicable taxes or an access-code discount; later monthly payments are US $300. Access-code discounts apply only to the US $1,400 signup fee. A full signup-fee waiver still requires the first US $300 monthly payment. Access-code applications normally last 24 hours from first acceptance for that email, ending sooner at the campaign expiry. Applying again or resending confirmation does not restart the window. Limited uses are permanently consumed only after successful payment; starting checkout temporarily holds a use for 35 minutes to complete payment, including when that finishing window extends beyond the application deadline. If a code is unavailable, the standard price requires your explicit agreement before payment. The current offer has no trial or minimum commitment. Review the offer and checkout before purchasing; the disclosed purchase terms form part of your agreement.
Membership includes Seller Leads access within the app, search and saved-search tools, private and community notes, monthly new-business updates, and member Q&A meetings every two weeks. Shared Seller Leads are for browsing and researching within the app; membership does not include a CSV export of the shared listings. The team coordinates update releases and meeting details. Database contents change over time; no fixed database size, exclusive opportunity or acquisition result is promised. Company owners may apply for the Targeted Search membership described below.
The current US $300 monthly company membership includes two named seats, including the company owner. Each additional purchased seat costs US $100 per month before applicable tax. Every person must use their own account; a seat is assigned to a person, not a shared login. The company owner manages invitations, company access and billing through Account → Team. An invitation reserves available capacity until accepted, revoked or expired. Additional capacity becomes available after successful payment is verified.
When an owner adds paid seats during a billing period, the seat-change preview shows the prorated charge for the remaining period before confirmation. Stripe attempts payment using the saved card after the owner confirms; a secure payment link is provided if further payment action is required. The company keeps its existing monthly renewal date. Removing a person stops their company access and frees a paid slot for reassignment; it does not automatically refund or reduce purchased capacity. A requested reduction in purchased seats takes effect at the next renewal, subject to the remaining members and outstanding invitations fitting that capacity. The two included seats remain part of the base membership. Existing subscriptions keep their agreed prices and terms.
Personal notes and saved work remain private to their author. Company notes are shared within the company, show their author and date, and remain available to authorized company members if their author leaves. Only the author can edit or remove their company note. Authorized platform staff may access company notes to operate and support the service. Community notes are shared across eligible member companies and platform staff; choose the audience before posting. Adding team seats does not make existing personal notes visible to teammates or company owners.
Recurring memberships renew and charge the payment method you authorize until canceled. You authorize the disclosed subscription charges and applicable taxes. Payment processing is handled through Stripe. Manage your subscription through Account → Billing, or contact support@notabroker.io for assistance. For the current membership, cancellation stops future renewal and access continues through the end of the paid billing period. Signing out, removing a browser shortcut or stopping use does not cancel a subscription.
Existing subscriptions retain their agreed prices and purchase terms; this offer does not replace or reprice them. Any trial conversion, activation fee or initial commitment previously accepted applies only to that existing subscription. An existing Standard trial ends immediately when canceled; otherwise its disclosed recurring charges begin at the end of the trial unless canceled beforehand.
Except where required by law or expressly stated in your purchase terms, amounts paid for access already provided are not refundable, and unused time in a current billing period is not prorated. Contact support about duplicate or incorrect charges. Any mandatory cancellation, withdrawal, or refund rights remain available. We will give notice of changes to recurring charges where required; changes will not retroactively alter completed purchases.
5. Targeted Search and your private deliveries
Targeted Search is an optional membership upgrade for the company owner, subject to application approval. Applying and staff approval do not charge a card. After discussing the research scope, the owner must accept the disclosed full new monthly charge. Successful payment replaces the US $300 base membership with US $4,000/month; extra seats remain US $100/month each. The company keeps its ordinary workspace tools, and only the owner receives Targeted Search access. Acceptance starts a new monthly billing period and charges the full new month immediately, without credit for unused time on the previous membership or extra seats. There is no new signup fee, and access-code discounts do not apply. Payments renew until Targeted Search is ended or the whole company membership is canceled.
The service starts when successful payment is verified and continues for paid monthly periods while your search is underway. The team discusses setup, scope and expected timing directly with you; there is no fixed three- or four-month package or promised completion date. The service includes private custom CSV lists, appointment coordination through Calendly and personal check-ins every two weeks. Delivery is arranged directly with the team. Lead and appointment volumes depend on the search; no particular count, seller response, completed acquisition or financial outcome is guaranteed.
Your application and the research prepared for your search are personal to you as the applicant. Authorized staff can access them to provide and support the service. We keep your custom lists and customer-specific research separate from the shared member database and do not add them to that database or make them available to other members, including other members of your workspace.
The team responds to your application through your private Support conversation and confirms research scope and delivery arrangements directly with you. You may keep and use research provided to you for your own business search after the service or membership ends. This permission does not include resale or redistribution rights, exclusive rights over public facts, further research or appointments, or permanent hosted storage. Confidentiality, lawful-use obligations and third-party rights continue to apply.
The company owner may end Targeted Search through its service page or Account → Billing, and staff may schedule completion through Admin → Users. Targeted Search continues through its current paid period. At that period’s end, the same company subscription returns to US $300/month plus any extra seats, without another signup fee. Ending the search does not refund unused time or end ordinary membership. Canceling the whole company membership through Account → Billing instead stops all company membership renewal and does not restart the US $300 plan. Existing separate Targeted Search subscriptions retain their applicant-owned billing controls and agreed terms. Account closure is a separate request. Contact support@notabroker.io about incomplete delivery, an incorrect charge or a refund request. Requests are reviewed against the agreed scope, services delivered and applicable rights. This does not limit mandatory cancellation, withdrawal or refund rights.
Existing applications and purchases made under the earlier one-time offer retain their original US $4,000 payment and four-calendar-month terms, including no automatic renewal. They are not converted to monthly subscriptions or charged again by this change. Their application and service page identify the applicable terms.
6. Business information and confidentiality
Use nonpublic seller information, contact details, financial information, and member-only content solely to evaluate legitimate business opportunities within your permitted use of the service. Keep that information confidential. Do not publish it, resell it, distribute a lead list, expose it in a public system, or upload it to a third-party service that is not authorized to receive it.
You may share information with professional advisers who need it for your evaluation only when permitted by the source’s restrictions and an applicable confidentiality agreement or professional duty. You remain responsible for the disclosures you authorize. Separate nondisclosure agreements and seller instructions may impose additional restrictions. Platform access does not give you permission to contact a business’s employees, customers, or suppliers contrary to a seller’s instructions.
These confidentiality obligations do not cover information you can demonstrate was already lawfully known to you without restrictions, became public without a breach, or was lawfully received from another unrestricted source. If disclosure is legally required, disclose only what is required and, when lawful, give the affected party a reasonable opportunity to seek protection. Confidentiality obligations continue after your access ends.
7. Your submissions and contributions
You retain ownership of content you submit. You grant us a nonexclusive license to host, store, reproduce, format, and display it as reasonably necessary to provide and support the service, including showing submitted listing information to its intended audience. This license does not turn private workspace notes into public content and is subject to our Privacy Policy and the feature’s access controls.
Submit only information you are authorized to provide. Business submissions must be accurate to the best of your knowledge and must not disclose someone else’s confidential information without permission. Identify your authority to represent a business honestly and notify us of material corrections. Do not submit passwords, full payment credentials, or unnecessary sensitive personal information.
We may review, decline, or restrict content that violates these terms, applicable law, or another person’s rights. Review or publication does not mean we have audited a business, verified every statement, or endorsed a transaction. Private and shared notes should be used according to the audience indicated by the feature.
8. Acceptable use
Do not use the service for fraud, impersonation, unlawful discrimination, harassment, unsolicited bulk marketing, or other unlawful activity. Respect privacy, intellectual property, confidentiality, and applicable communication laws when contacting business owners or other users.
Do not evade access controls, probe accounts without authorization, introduce malicious code, disrupt the service, scrape or harvest information in bulk, or use platform data to build or train a competing database or model without our written permission. Use shared Seller Leads within the app and respect their membership access restrictions. Do not remove ownership notices or misrepresent an affiliation with us.
9. Our content and third-party services
The platform’s software, branding, design, and original content belong to not.a.broker or its licensors. Subject to these terms, you receive a limited, nonexclusive, nontransferable right to use the service for your own legitimate business search and permitted workspace activity. Purchasing a membership does not transfer ownership of the platform or its data.
The continuing permission to keep and use research provided for your Targeted Search is described in the Targeted Search section above. It applies to those personal deliverables and does not transfer ownership of the platform or shared member database, or remove confidentiality and lawful-use restrictions.
Third-party websites, media, payment services, identity providers, and advisers operate under their own terms. A link or integration is not a guarantee of their work or an endorsement of every statement they make. Tell support if you believe content on our service infringes your rights, and include the relevant location, your contact details, and the basis for your request.
10. Availability and ending access
Features and information may change, and interruptions may occur for maintenance, security, provider issues, or other reasons. We may restrict or suspend access when reasonably necessary to address nonpayment, a material breach, suspected unauthorized access, or legal requirements. Where practical and appropriate, we will provide notice and an opportunity to resolve the issue.
You may stop using the service at any time, subject to outstanding payment obligations and your plan’s cancellation terms. Contact support to request account closure or assistance with your records. Account closure and subscription cancellation are separate requests unless expressly confirmed otherwise. Information retention is described in the Privacy Policy; ending access does not imply immediate deletion of every record.
11. Disclaimers and limits of liability
To the extent permitted by law, the service and information are provided as available, without warranties of accuracy, completeness, uninterrupted availability, merchantability, fitness for a particular purpose, or noninfringement. Business data may be incomplete, outdated, or based on third-party statements. You should independently verify material information before relying on it.
To the extent permitted by law, we are not liable for indirect, incidental, special, or consequential losses, including lost profits, lost opportunities, or losses arising from a proposed or completed acquisition. Our aggregate liability arising from the service is limited to the greater of US $100 or the amounts you paid us for the service during the 12 months before the event giving rise to the claim.
These exclusions and limits do not apply to fraud, willful misconduct, gross negligence, or liability that applicable law does not allow to be excluded or limited. Nothing in these terms removes mandatory consumer protections or other nonwaivable rights.
12. Responsibility for third-party claims
To the extent permitted by law, you agree to reimburse us for reasonable losses, damages, and legal costs from third-party claims caused by your unlawful use of the service, content you lacked authority to submit, or material breach of these terms. This obligation does not extend to the extent a claim is caused by our own misconduct. We will give reasonable notice and an opportunity to participate in the defense, and will not agree to a settlement that imposes an admission or nonmonetary obligation on you without your consent.
13. Disputes, updates, and general terms
Please contact support@notabroker.io first so we can try to resolve a concern. These terms do not require arbitration or waive access to a court that has jurisdiction. Applicable law and any mandatory protections determine the rights and remedies available to each party.
We may update these terms, with the revised date shown above. Material changes apply prospectively, and we will provide notice and seek renewed agreement where required by law. Separate purchase terms continue to govern existing commitments unless lawfully changed. If a provision cannot be enforced, the remaining provisions continue to apply to the extent permitted by law. Failure to enforce a provision is not a waiver of the right to enforce it later.
Questions about these terms, memberships, or the service can be sent to not.a.broker at support@notabroker.io.