Eidon Policies

Engagement Guidelines

Proprietary Notice & Confidentiality

The Eidon Capital Readiness System — including its assessment methodology, financial architecture frameworks, and analytical tools — is the proprietary intellectual property of Eidon Practice System Inc. By participating in this intake process, you agree to maintain the strict confidentiality of all Eidon-provided materials. These resources are licensed for your internal business use only and may not be reproduced, distributed, or repurposed without my express written consent.

Operational Standards and Communications

Practice Communication & Focus Standards

At Eidon, I treat time and focus as high-leverage assets — both mine and yours. When we work together, you receive 100% of my focus without external interruptions. I extend that same level of discipline to how I manage my operational cadence and client inquiries.

Email & Messaging Protocol

• Focused Processing Windows: Emails and messages are reviewed and processed twice daily — typically at 7:30 AM and 2:30 PM. This ensures deep-work blocks remain uninterrupted so I can deliver maximum financial performance and analysis for your business.
• Urgent Inquiries, Calls & Texts: You are always welcome to reach out via phone or text. However, if I am in a client session, deep analysis window, or strategic deep-dive, external communications are turned off. Calls will be returned during standard administrative windows.

Requesting Time & Meetings

• 15-Minute Tactical Syncs: To ensure our time together is high-impact and ruthlessly efficient, I do not take unscheduled drop-in calls.
• Pre-Meeting Context Required: If you need to align on a question or strategic point, please book a 15-minute slot through our scheduling link and provide your specific topic or question in advance. This allows me to review your financial data beforehand, arrive prepared with actionable answers, and respect your schedule.

Document Submission & Deliverable Standards

For security and data integrity, I do not accept sensitive financial documents via email. Clients must upload all files (tax returns, debt schedules, operating reports) to their secure, private Google Drive folder provided at onboarding.

How to Securely Submit Documents

1. Access: Upon onboarding or by your request you will receive an email invitation to a shared Google Drive folder. Click the "Open" button in that email.
2. Upload: Once in the folder, drag and drop your files from your computer into the browser window, or click the "+ New" button and select "File upload."
3. Confirmation: A notification will appear in the bottom right corner when the upload is complete. No further action is required.
4. Retrieving Deliverables: This same secure folder is where you will access your completed Capital Readiness Assessment Brief and other project deliverables. You will receive an email notification when new files are ready for your review.

Submission, Deadlines, & Client Responsibilities

1. Intake Materials: All required Tier 1 data must be uploaded at least 48 business hours prior to your scheduled diagnostic session. Incomplete data will result in an automatic reschedule of our session.
2. Financial Deadlines & Accountability: You are solely responsible for tracking your business's key financial and banking deadlines, covenants, and upcoming renewals. While I am committed to supporting you in meeting these, you must proactively inform me of these dates well in advance. Failure to notify me of critical deadlines may compromise my ability to assist you effectively.
3. Deliverables & Project Timelines: For Tier 2 and ongoing engagements, project milestones are dependent on the timely receipt of client documentation. If information is not provided as requested, project deadlines may be extended or paused until the necessary data is received.
4. Tier 1 Capital Readiness Assessment Brief: Deliverables are provided within 48 business hours following our 90-minute diagnostic session.

Disclaimer: Bank Outcomes & Liability

Eidon Practice System Inc. provides diagnostic strategy, financial architecture, and capital readiness systems. We do not offer financial advice, tax preparation, or accounting services. Engagement with Eidon does not guarantee the approval of any loan, financing application, or credit facility. Bank outcomes are determined exclusively by the lender's risk appetite, underwriting criteria, and internal policies at the time of application. By engaging my services, you acknowledge that all final financial decisions and borrowing outcomes remain your sole responsibility.