Advisory Exchange TM

Please contact OTB Advisory if you would like to be one of our testers.

How it works (“Terms and Conditions”):

• Confidentiality.  All information submitted is professionally moderated and no company or personal identifiable information will be shared externally by OTB Advisory.  All work is subject to the applicable rules of professional conduct.  All personal and company identifiable information is subject to confidentiality and non-disclosure provisions.  Any individual/company wishing to enter into a non-disclosure agreement prior to sharing information can do so upon request.  These confidentiality and non-disclosure provisions apply when information is submitted through the forms below regardless of whether there is a separate non-disclosure agreement.  It is the users’ responsibility to ensure that any information submitted does not breach intellectual property, non-disclosure, or confidentiality provisions applicable to the users.
• Information obtained here will be stored in OTB Advisory’s secure database.  Users provide express consent for OTB Advisory to securely store such information and use it to generate further business for OTB Advisory and other users provided that confidentiality and non-disclosure provisions are met.
• This is a virtual skills, information and service exchange.  Moderated information of general nature (without any personal or company identifiable information) can be publicly posted in a forum format – or our “ticker tape”.  Users provide express consent to share general information in forum format provided that the confidentiality and non-disclosure provisions above are met.
• All personal or business connections made through or using information obtained from this website are under OTB Advisory’s trademark and brand and are subject to OTB Advisory service fees.  The current service fee is 5% of transaction value.  These fees will be deducted from transaction price.  Payments will be processed by OTB Advisory.
• OTB Advisory may wish to bid on the skills/information/service.  OTB Advisory’s service fees apply to such transactions.
• Any deliverables originating through this website will be completed under the OTB Advisory brand and subject to the use of OTB Advisory processes including quality control.

• ASK: SELLER:  I HAVE A SKILL/SERVICE OFFERING/INFORMATION
• BID: BUYER: I NEED A SKILL/SERVICE OFFERING/INFORMATION

You will be paid on the basis of the clearing price, or based on the negotiated price between the parties if no clearing price exists.  The clearing price is the price at which your need can be met but no lower than this price.  OTB Advisory will evaluate the contents of the bid and ask, and match the two.  Once matched, the transaction triggers the obligation for payment from the buyer to the seller, net of the service fee.   OTB Advisory will clear the payments, net of the service fee.  OTB Advisory will also address reasonable customer complaints about deliverable quality.

The main purpose of the platform is to connect buyers and sellers of information, knowledge or other forms of intellectual capital.  We use a specific methodology for assessing questions and answers to ensure that they match in terms of expectations.  We also use proprietary processes to ensure service quality of all transactions at low costs.  OTB Advisory will evaluate the information for both buyers and sellers to ensure that the request and expectations are clearly defined and the response meets the expectations of the buyer.  We have two decades of experience in the Big 4 environment and are able to evaluate the quality of submissions.  Our founder was one of the best national technical partners at one of the Big 4 firms and has received training from some of the best colleges in the US including the Harvard Business School.  Our mission is to help more companies succeed and get access to high quality advisory service at affordable prices.  Maintaining your trust is a key success factor for us.  Our business will not succeed unless we stay true to our promises.  Services will be subject to a money back guarantee if your expectations are not reasonably and objectively met.

We are qualified to provide advice in a variety of areas not primarily covered by our core service pillars, including tax, audit, reviews, inspections, etc.  We are not valuators and will refer you to other qualified firms if you need help with a business valuation.

If you post a question that we are not qualified to moderate, we will not accept the question into the system and will not open it for bidding.

This is an evolving service – any questions, comments, concerns or suggestions can be submitted at any time through the Contact Our Team page.