Disclosures
Important information about Grand Round Partners and the nature of the information presented on this website.
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This page is a placeholder. The exact disclosures you need depend on how your firm is structured and regulated — for example, whether securities-related services are offered through a registered broker-dealer, or whether you operate under the federal M&A broker exemption. Have your securities/compliance counsel draft and approve the final language, including any FINRA, BrokerCheck, or Form CRS references that apply.
General
The information on this website is provided for general informational purposes only and does not constitute investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any security or to engage in any transaction.
No guarantee of results
Any figures, ranges, timelines, valuation estimates, or representative transactions shown are illustrative and are not a promise or guarantee of any particular outcome. Every engagement is different. A preliminary valuation estimate is not a formal opinion of value.
Securities & regulatory status
[Describe your regulatory status here. Example language to be finalized by counsel: "Securities-related services, where applicable, are offered through [Broker-Dealer Name], member FINRA/SIPC. [Firm] and [Broker-Dealer] are [affiliated/unaffiliated]." If operating under the M&A broker exemption, state that instead.]
Testimonials
Testimonials reflect the experience of specific clients and may not represent the experience of others. Testimonials are not a guarantee of future performance or success and, where applicable, are used in accordance with regulatory requirements.
Contact
For questions about these disclosures, contact advisors@grandroundpartners.com.