Last Updated: February 24, 2025

Sam’s List is a platform operated by Samslist LLC ("Company," "we," "our," or "us"). These Terms of Service ("Terms") govern your use ofwww.samslist.coand any related services (collectively, the "Platform"). By accessing or using Sam’s List, you agree to these Terms.

Overview of Services

• Sam’s List is a technology platform that allows users to connect with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors (collectively, "Professionals").
  
• Sam’s List does not provide investment, financial, legal, tax, or accounting advice.
  
• Sam’s List is not a registered investment adviser, broker-dealer, accounting firm, or provider of CFO services.
  
• Sam’s List does not recommend or match users with specific Professionals. Users independently decide which Professionals they wish to engage.
  

Professional Review Process & User Responsibilities

• Sam’s List reviews applications from Professionals before listing them on the Platform and verifies certain credentials where possible. However, users are solely responsible for conducting their own due diligence before engaging any Professional.
  
• Users are encouraged to verify credentials through official regulatory sources, such as:
  • SEC Investment Adviser Public Disclosure (IAPD) –www.adviserinfo.sec.gov
    
  • FINRA BrokerCheck –www.brokercheck.finra.org
    
  • IRS Directory of Federal Tax Return Preparers –www.irs.gov
    
  • AICPA or relevant state boards for CPA verification
    

Professional Responsibilities

• Professionals listed on Sam’s List must maintain valid licenses and comply with all applicable regulatory and ethical guidelines.
  
• Professionals are responsible for ensuring that all information provided on their profile is accurate and must update any changes within 7 days.
  
• Sam’s List does not verify ongoing regulatory compliance after initial acceptance.
  

Compensation Disclosure & Conflicts of Interest

• Some Professionals pay for additional leads or enhanced visibility on Sam’s List.
  
• Paid placement does not affect rankings, recommendations, or matching outcomes.
  
• This compensation creates a material conflict of interest, and users should assess Professionals independently before engagement.
  

Third-Party Services & Data Collection

• Sam’s List uses third-party services, including Google Analytics, Airtable, Stripe, HubSpot, and Loops, to facilitate analytics, payment processing, marketing communications, and customer relationship management.
  
• These third-party services handle user data according to their respective privacy policies. Sam’s List does not control how these third parties process user data.
  

Disclaimers & Limitation Of Liability

No Professional Advice Or Fiduciary Relationship

• Sam’s List does not provide financial, investment, legal, tax, or accounting advice.
  
• Sam’s List is not responsible for the quality, accuracy, or reliability of any Professional’s services.
  
• Users are solely responsible for verifying the credentials and qualifications of any Professional before engagement.
  
• Using Sam’s List does not establish a fiduciary, client, or professional relationship between the user and Samslist LLC.
  

Independent Verification & Due Diligence

• While Sam’s List may verify certain credentials of Professionals, we do not guarantee the accuracy, completeness, or ongoing validity of any information provided.
  
• Users must conduct their own due diligence before engaging any Professional.
  
• Regulatory resources include:
  • SEC Investment Adviser Public Disclosure (IAPD) –www.adviserinfo.sec.gov
    
  • FINRA BrokerCheck –www.brokercheck.finra.org
    
  • IRS Directory of Federal Tax Return Preparers –www.irs.gov
    
  • AICPA or relevant state boards for CPA verification
    

No Endorsements Or Guarantees

• Sam’s List does not endorse, recommend, or guarantee the services of any Professional listed on the platform.
  
• Users engage with Professionals at their own discretion and risk.
  
• Samslist LLC is not liable for any losses, damages, or consequences resulting from user interactions with Professionals.
  

Termination & Modifications

• Sam’s List may terminate access to the Platform for users or Professionals who violate these Terms.
  
• We reserve the right to update these Terms at any time, with notice provided via email or on the Platform. Continued use after updates constitutes acceptance of the revised Terms.
  

Dispute Resolution & Arbitration

• Governing Law: These Terms are governed by the laws of the State of Delaware, without regard to conflict-of-law principles.
  
• Arbitration Agreement: Any dispute arising from these Terms shall be resolved through binding arbitration in New York, NY, under the rules of the American Arbitration Association (AAA).
  
• Class Action Waiver: Users agree to resolve disputes individually and waive the right to participate in any class action or collective proceeding.
  

Privacy & Data Security

• Sam’s List takes data privacy seriously and complies with applicable regulations, including the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).
  
• For more details on data usage, see our Privacy Policy page.
  

Contact Information

For any questions about these Terms, please contact contact@samslist.co