D3 — The Developer Deal Desk The Developer Deal Desk
Service Terms & Engagement Acknowledgment

The terms every engagement runs on.

These terms govern all work performed by The Developer Deal Desk, a division of Chestnut Bridge Partners, LLC. They are accepted at payment and are incorporated into every engagement by reference.

Version 1.0 · Effective 3 September 2026

§1

Scope of services

The Developer Deal Desk is the real-estate and development division of Chestnut Bridge Partners, LLC. It provides pre-acquisition, pre-construction, and development services: deal screening and written verdicts, feasibility and highest and best use analysis, density and residual land value analysis, construction budget and schedule-of-values review, LOI and business-term commentary, investor and lender package preparation and capital-stack design, monthly advisory retainers, owner's representation and lender-side project monitoring, and development and program management. The scope of any engagement is the scope described in writing when the engagement is confirmed. Nothing outside that description is included.

We do not provide legal advice, tax advice, appraisal services, engineering or architectural design, environmental testing, general contracting, or brokerage services, and nothing in a deliverable should be relied on as any of those. Where a decision depends on one of them, the deliverable will say so.

Corporate and financial advisory services — financial due diligence on an operating business, corporate financial modeling, fractional CFO support, US regulatory and compliance navigation, corporate capital raises, and cross-border market entry — are provided by Chestnut Bridge Partners, LLC under separate engagement and are not governed by these terms.

§2

Fees and payment

Fees are published — as flat amounts for defined deliverables, and as a monthly floor with a percentage basis for the two development engagements — and are confirmed in writing before work begins. We do not quote ranges. Payment terms are set per engagement:

EngagementFee & payment terms
72-Hour Deal Verdict$1,995100% before work begins
Deal Structure & Budget Review$4,500100% before work begins
Feasibility & Highest and Best Use Study$7,50050% to start; balance before delivery
Investor & Lender Package$12,50050% to start; balance before delivery
Deal Desk Retainer$3,500 / moUp to 3 reviews · additional reviews $1,495 · monthly in advance · 30 days' notice
Deal Desk Retainer Plus$7,500 / moUp to 6 reviews · additional reviews $1,495 · monthly in advance · 30 days' notice
Owner's Representationfrom $7,500 / moor 2% of construction cost, whichever is greater · monthly in advance · six-month minimum
Development Managementfrom $12,500 / moor 4% of total development cost, whichever is greater · monthly in advance · six-month minimum · $75,000 minimum engagement

Once work has begun, fees are non-refundable except as set out in §3. 100% of the Deal Verdict fee credits toward any deeper Deal Desk engagement commenced within 30 days of memo delivery, including the retainers and the development engagements.

Retainer allowances do not roll forward from month to month. Work beyond the agreed scope or the selected retainer level is not performed until it has been approved in advance and priced as an additional deal review at $1,495, an upgraded retainer level, or a separate work authorization. On Owner's Representation and Development Management the monthly floor is billed in advance; where the percentage basis exceeds the floor, the balance is invoiced monthly against the approved construction or development budget then in effect, and the engagement minimum applies regardless of early termination.

§3

Turnaround commitment

On-time commitment. If we miss the turnaround committed for your engagement, you choose the remedy: a full refund of the fee, or delivery of the deliverable at 50% of the fee. The choice is yours, not ours.

Out-of-scope refund. If we determine after payment but before beginning work that a submission falls outside our scope or capability, the engagement is declined and the fee is refunded in full.

The turnaround clock begins only when payment and a complete file have both been received, and is measured in calendar hours from that point. Delays caused by incomplete or late-arriving materials extend the delivery date day for day and do not count against this commitment.

Monthly retainers and development engagements are continuing services and are not subject to a turnaround clock; their service levels are those stated in the engagement description.

§4

Client responsibilities

You are responsible for providing accurate and reasonably complete information about the property, the project and the transaction. Our analysis rests on what you supply together with public records and stated market assumptions; we do not independently audit, verify, or survey the materials provided.

We will identify material gaps in a submitted file promptly. Where a gap cannot be closed in time, the deliverable states the assumption used in its place.

On owner's-representation and development-management engagements, you remain the owner and the decision-maker. We act on your instruction, coordinate your consultants and contractors, and report to you; we do not hold contracts with your design or construction team unless a separate written authorization says so.

§5

Nature of the deliverables

All deliverables are professional opinions prepared to support a business decision, based on the information provided and the assumptions stated in the deliverable itself. They are not appraisals, not investment advice, not legal or tax advice, not engineering or architectural opinions, and not a guarantee of any outcome, approval, entitlement, financing, sale, valuation, or investment result.

Figures are estimates and ranges, not certainties. Market conditions, entitlement outcomes, construction pricing, and capital availability change. Any decision to buy, sell, build, or finance remains yours, and you should verify all material facts in your own due diligence.

§6

Confidentiality and conflicts

Everything you submit is treated as confidential. We do not disclose your identity, your deal, or your materials to any third party without your written consent, except where disclosure is required by law. Files are retained only as long as needed to perform and document the engagement.

No competing pursuit. Chestnut Bridge Partners, LLC and its affiliated entities have acquired and developed real estate in the markets we advise on. Any property submitted to the Deal Desk is off limits to the firm and its affiliates for 24 months from the date of submission: we will not pursue, option, or acquire it, refer it to a competing buyer, or use information from your submission for our own account. Disclosure of existing interests. Where the firm or an affiliate holds an existing interest in or adjacent to a subject property, that interest is disclosed to you in writing before the engagement is accepted, and the engagement is declined where the interest is material to the analysis. Both obligations survive the end of the engagement.

Published deal reviews use live public listings with which we have no relationship. Client files are never used in a public review. Case studies, if used at all, are anonymized and published only with written consent.

§7

Limitation of liability and dispute resolution

To the maximum extent permitted by law, our total aggregate liability arising out of or relating to an engagement is limited to the fees actually paid for that engagement. Neither party is liable for indirect, incidental, consequential, special, or punitive damages, or for lost profits or lost opportunity, however caused.

These terms are governed by the laws of the State of Maryland, without regard to its conflict-of-laws rules. The parties will first attempt to resolve any dispute in good faith through direct discussion. Any dispute not resolved that way will be settled by binding arbitration in Maryland before a single arbitrator under the Commercial Arbitration Rules of the American Arbitration Association, and each party waives any right to a jury trial or to participate in a class action. Either party may seek injunctive relief in court to protect confidential information.

§8

Engagement acknowledgment

By paying the fee, submitting the intake questionnaire with the acknowledgment box checked, or otherwise instructing us to begin work, you confirm that you have read and accept these Service Terms — including the payment and non-refundability provisions in §2, the clock-start rule in §3, the nature-of-deliverables statement in §5, and the limitation of liability in §7 — and that you have authority to accept them on behalf of the engaging party.

§9

Privacy, changes, and contact

Personal and deal information is handled in accordance with the Chestnut Bridge Partners Privacy Policy and Terms of Use, both of which are incorporated here by reference.

We may update these terms from time to time. The version in effect at the time your engagement is confirmed is the version that governs it. Superseded versions are retained and available on request.

Questions about these terms: The Developer Deal Desk — info@developerdealdesk.com · 202-207-0698.

Two guarantees worth reading twice.

Late is free — full refund, or the deliverable at half price, your choice. And if we decline your deal as out of scope before work begins, the fee is refunded in full.

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