Policies

Effective date: June 28, 2026

These policies explain the general terms for using this website and working with Bowie & Co., and how we handle your information. The specific terms of any engagement — scope, deliverables, pricing, payment, deposits, refunds, cancellations, and related matters — are governed by the separate written agreement you sign for that engagement, which controls if anything here conflicts with it.

These Terms govern your use of this website (the “Site”) and the services offered by Bowie & Company, LLC (“Bowie & Co.,” “we,” “us,” or “our”). By using the Site, booking a call, or engaging us, you (“you” or the “Client”) agree to these Terms. If you do not agree, please do not use the Site or our services.

1. About us

Bowie & Co. is a strategy, operations, and growth consulting practice based in Baltimore, Maryland. This Site describes our services, lets you book a free introductory call, and may let you purchase services online.

2. The services

We provide operational and strategic guidance and, where scoped, hands-on execution. Services are delivered remotely by default; on-site work is available by prior arrangement at additional cost. We generally offer three ways to work together:

• The Strategy Session — a focused, one-time working session on a specific decision or problem, with a written summary and recommended next steps.
• The Project — a defined, scoped engagement (done-with-you or done-for-you) with agreed deliverables, timeline, and price, typically beginning with a scoping call.
• The Partnership — an ongoing monthly engagement providing senior strategic and operational support, offered in tiers that differ in time commitment and scope.

Work may draw on capabilities including financial and cash-flow clarity, operations and systems, strategy and growth, AI adoption, team and organizational design, and business foundations. Descriptions on this Site are summaries; the actual work performed is defined in your engagement agreement. We may modify, add, or discontinue offerings and update pricing at any time; changes do not affect engagements already under a signed agreement.

3. Engagement agreement and NDA

Every engagement is governed by a separate written agreement. Before substantive work begins, the Client and Bowie & Co. will enter into (a) an engagement agreement (also called a statement of work or services agreement) defining the specific services, deliverables, timeline, fees, and payment terms for that engagement, and (b) a mutual non-disclosure agreement (NDA) protecting the confidential information each party shares.

The signed engagement agreement — not these Terms and not any figure shown on the Site — is the controlling document for the services to be performed and the prices, deposits, payment schedules, refunds, cancellations, late charges, and related terms that apply. No engagement agreement is binding until signed by both parties. Each party will keep the other’s confidential information in confidence in accordance with the NDA and use it only to perform or receive the services.

4. Pricing and payment

Prices, ranges, and tiers shown on the Site or in marketing materials are starting figures, are subject to change, and may contain errors; final pricing and all payment terms are set in your signed engagement agreement. Online payments and orders are handled by third-party providers (for example, Squarespace Commerce and its payment partners); we do not store full payment-card details. Outside costs paid to third parties — such as software subscriptions, government filing fees, and vendor charges — are not included in our fees and are billed directly to you by those providers, unless your engagement agreement states otherwise. Fees are exclusive of any applicable taxes, which are your responsibility unless stated otherwise.

5. Booking and scheduling

Calls and sessions are booked through our scheduling tool. Please provide accurate information so we can prepare. Rescheduling, cancellation, refund, and no-show terms applicable to a paid engagement are set out in your engagement agreement.

6. Use of the Site

You may use the Site for lawful, personal, and business-informational purposes. You agree not to use the Site in violation of any law or these Terms; attempt to gain unauthorized access to the Site or its systems; interfere with or disrupt the Site or introduce malicious code; scrape or harvest content or data except as expressly permitted; or misrepresent your identity. We may suspend or restrict access to anyone who misuses the Site.

7. Intellectual property

The Site and its content — including text, graphics, logos, the “Bowie & Co.” name and wordmark, layout, and design — are owned by or licensed to Bowie & Company, LLC and protected by intellectual-property laws. You may view and print Site content for your own non-commercial reference, but may not otherwise copy, modify, distribute, sell, or use our content or marks without our prior written permission.

Unless your engagement agreement states otherwise: upon full payment for an engagement, you own the final custom deliverables we create specifically for you; we retain ownership of our pre-existing and independently developed methods, frameworks, templates, tools, and know-how, and grant you a non-exclusive, perpetual license to use any of those embedded in your deliverables for your internal business purposes. We may describe the general nature of work performed for marketing and case-study purposes, and will name a specific client only with that client’s permission, consistent with the NDA.

8. Not legal, tax, or financial advice

Our services and the content on this Site are operational and strategic guidance, and where scoped, execution support. They are not legal, tax, accounting, investment, securities, or other regulated professional advice, and should not be relied on as such. We do not provide financing and are not a lender. Entity formation, tax, securities, and similar questions should go to a qualified attorney, CPA, or licensed professional, and we will tell you when a matter belongs with one. You are responsible for your own business decisions — we inform; you decide. We do not act as your fiduciary, officer, employee, or agent unless expressly agreed in writing.

9. Client responsibilities

To deliver effectively, we rely on you to provide timely access to the information, people, systems, and materials reasonably needed; give prompt feedback and decisions; ensure the information you provide is accurate and lawful to share; and maintain your own backups and records. Delays caused by missing inputs may affect timelines and are not our responsibility.

10. Disclaimers

The Site, its content, and our services are provided “as is” and “as available.” We perform services with reasonable skill and care consistent with professional standards, but, except as expressly stated, we disclaim all other warranties, express or implied, including merchantability, fitness for a particular purpose, and non-infringement. We do not guarantee any specific business, financial, or other outcome; results depend on many factors outside our control, including your execution and market conditions.

11. Limitation of liability

To the maximum extent permitted by law, Bowie & Co. and its principal will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for lost profits, revenue, data, or business, arising out of or related to the Site or the services, even if advised of the possibility. Our total aggregate liability arising out of or related to an engagement will not exceed the total fees you paid to us for that engagement.

12. Indemnification

You agree to indemnify and hold harmless Bowie & Company, LLC and its principal from claims, damages, and expenses (including reasonable attorneys’ fees) arising from your misuse of the Site, your breach of these Terms or an engagement agreement, your use of deliverables, your business decisions, or your violation of law or third-party rights, except to the extent caused by our gross negligence or willful misconduct.

13. Third-party links and services

The Site may link to or rely on third-party websites and services (for example, our host, payment processor, scheduler, and social platforms). We are not responsible for their content, policies, or practices, and your use of them is at your own risk and subject to their terms.

14. Term and termination

Either party may terminate an engagement as provided in the engagement agreement. We may suspend or terminate for non-payment, breach, or unlawful or abusive conduct. On termination, you remain responsible for fees for work performed and committed through the effective date of termination. Provisions that by their nature should survive — including confidentiality, intellectual property, disclaimers, limitation of liability, and indemnification — survive termination.

15. Governing law and disputes

These Terms and any engagement are governed by the laws of the State of Maryland, without regard to conflict-of-laws rules. The parties will first attempt in good faith to resolve any dispute through informal discussion and then through mediation. If a dispute is not resolved through mediation, it will be brought exclusively in the state or federal courts located in Baltimore City, Maryland, and the parties consent to the jurisdiction of those courts.

16. Changes to these Terms

We may update these Terms from time to time. The version posted on the Site at the time of your use, purchase, or engagement applies to that interaction, and the “Effective date” above will be updated. Continued use of the Site or our services after changes constitutes acceptance.

This Privacy Policy explains, in plain terms, what information we collect through this Site and how we use it. It applies to Bowie & Company, LLC.

1. Information we collect

We collect information you give us directly — including your name, email address, phone number, business details, and anything you submit through forms, bookings, newsletter sign-ups, or purchases. We also collect standard technical information automatically — such as device, browser, pages visited, and usage data — through cookies and our website platform’s built-in analytics.

2. How we use your information

We use your information to provide and improve our services, respond to inquiries, schedule and conduct calls, process purchases, operate and secure the Site, and for marketing and promotional purposes. This means the contact information you provide — including your name, email address, and phone number — and other information you submit can and will be used to send you marketing and promotional communications, updates, and offers from Bowie & Co., by email and by text message.

3. We do not sell your information

We do not sell your personal information to third parties. We share information only with service providers who help us operate — for example, our website host and platform (Squarespace), our payment processor, our scheduling tool, and our email and text-messaging providers — who are permitted to use it only to provide those services to us, and where required by law or to protect our rights. Sharing with these service providers is not a sale.

4. Marketing communications and your choices

Email. You can opt out of marketing emails at any time using the unsubscribe link in any message, or by emailing us at the address below.

Text messages (SMS). By providing your phone number and opting in, you consent to receive marketing and promotional text messages from Bowie & Co. at that number, including messages sent by automated means. Consent is not a condition of purchasing anything. Message frequency varies, and message and data rates may apply. You can opt out at any time by replying STOP to any message, and reply HELP for help. After you opt out, you may still receive non-marketing messages necessary to deliver something you requested.

Opting out of marketing does not stop service-related communications about an engagement or purchase you have with us.

5. Cookies and analytics

The Site uses cookies and similar technologies, including those used by our website platform and its built-in analytics, to operate the Site and understand how it is used. You can manage or disable cookies through your browser settings; some features may not work properly without them.

6. Your privacy rights

You may request to access, correct, or delete the personal information we hold about you by emailing us at the address below. We will respond within a reasonable time and as required by applicable law. We may need to verify your identity before acting on a request, and some information may be retained where the law allows or requires it.

7. Data security and retention

We take reasonable measures to protect your information and retain it only as long as needed for the purposes described here or as required by law. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Children’s privacy

The Site is intended for businesses and adults. It is not directed to children, and we do not knowingly collect personal information from children. If you believe a child has provided us information, please contact us and we will delete it.

9. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Changes are effective when posted, and the “Effective date” at the top of this page will be updated. Your continued use of the Site after changes means you accept them.

10. Contact us

Questions about these policies or your information: Bowie & Company, LLC — marcus@thebowieco.com — Baltimore, Maryland.