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Terms of Use

These Terms govern access to the Class One Broker website, brokerage portal, deal workspaces, and related services.

Last updated October 20, 2026
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Class One Broker is a business-to-business platform for business brokerages and M&A advisory firms. It is not a consumer marketplace, broker-dealer, law firm, accounting firm, valuation practice, or lender.

1. Agreement and organizational authority

These Terms of Use (“Terms”) form an agreement between the organization identified in an order form, subscription, invitation, or account (“Customer”) and World Power Enterprises LLC, which provides the Service under the Class One Broker name (“Class One Broker,” “Class One,” “we,” “us,” or “our”). If you accept on behalf of an organization, you represent that you may bind it. If you do not agree, do not access the Service.

The “Service” includes classonebroker.com, app.classonebroker.com, broker workspaces, authorized transaction portals, APIs, AI-assisted features, communications, and associated support. An order form, data processing addendum, or signed agreement controls if it expressly conflicts with these public Terms.

2. Intended business users

The Service is offered to professional business brokers, M&A advisors, their authorized personnel, and transaction participants whom a Customer invites for a defined deal purpose. It is not directed to the general public for personal, family, or household use. Users must be at least 18 and legally able to enter binding agreements.

3. What you confirm when you use the Service

By using the Service, you confirm that:

  • you have the authority to act for your organization, and the right to submit the information and documents you upload or enter;
  • the information you give us about yourself and your organization is accurate and you will keep it current;
  • you will use the Service only in line with these Terms and the laws and professional rules that apply to you, in the United States or elsewhere; and
  • nothing you submit is intended to harm Class One or anyone else, or contains viruses or other harmful code.

4. Accounts, administrators, and security

  • Each account is for one authorized person and may not be shared.
  • Customer administrators may invite, suspend, remove, and assign roles or deal access to their users.
  • You must keep credentials and recovery methods secure, use required multi-factor authentication, and report suspected compromise promptly.
  • Class One may require re-verification, revoke sessions, or restrict an account to protect the Service, Customer Data, or another person.

5. Customer Data and instructions

As between the parties, Customer owns the records, documents, communications, contacts, financial information, instructions, and other content it submits or generates through the Service (“Customer Data”). Customer grants Class One a limited, non-exclusive right to host, copy, process, transmit, and display Customer Data only to provide, secure, support, and improve the Customer-facing Service as described in these Terms and the Privacy Policy.

Customer is responsible for the accuracy and lawfulness of Customer Data; its instructions; its relationships with sellers, buyers, and advisors; and all notices, consents, permissions, licenses, and lawful bases required to process or disclose that data.

Much of what goes into a deal comes from sellers, buyers, and their advisors. Class One does not check whether a tax return, bank statement, profit and loss statement, lease, or other document is genuine, complete, or up to date, and is not responsible for mistakes, gaps, or misstatements in material that Customer or a deal participant supplies.

6. Confidential deal information

The Service supports confidential business-sale workflows, but Class One is not a party to the Customer's NDA, fiduciary duty, listing agreement, engagement, or professional relationship. The Customer decides which people may see each teaser, CIM, financial record, data-room item, communication, offer, or diligence response and must configure access accordingly. A platform permission does not replace a required NDA or legal authorization.

Class One treats Customer Data as confidential. We use it only to run the Service for Customer, let our personnel and providers see it only when they need to for that purpose and are bound to keep it confidential, and disclose it otherwise only as the Privacy Policy describes or when the law compels us. If the law compels a disclosure, we will tell Customer first where we lawfully can.

7. AI and automated features

AI features may prepare drafts, retrieve permitted information, organize records, summarize material, propose next actions, and call approved tools. Outputs may be incomplete, inaccurate, or unsuitable. Authorized users must review outputs and remain responsible for decisions and use. Consequential actions may require an explicit approval and may be blocked by policy even when requested by an authorized user.

This applies in particular to AI-written CIMs, teasers, broker opinions of value, financial recasts and add-backs, document summaries, and email drafts. AI can misread a scanned page, pick the wrong figure, or state something with confidence that the source does not support, even when it shows a citation. Before anything leaves the Service, a qualified person at Customer must check it against the source documents. Customer is responsible for every statement it sends to a seller, buyer, lender, or anyone else, whether or not AI drafted it.

Class One does not provide legal, tax, accounting, valuation, brokerage, lending, regulatory, or investment advice. Financial Analyst output is not a substitute for review by a licensed CPA. The Service does not guarantee a valuation, sale, buyer qualification, financing or SBA approval, legal compliance, or transaction outcome.

8. Not professional advice; no reliance by others

Class One is a software company. It is not a CPA firm, law firm, appraiser, registered broker-dealer, investment adviser, lender, or licensed business broker, and it does not act as any of these for Customer or for anyone in a deal. In particular:

  • a broker opinion of value or price range produced with the Service is the broker's own opinion. It is not an appraisal, a fairness opinion, or a certified or USPAP-compliant valuation;
  • a financial recast, add-back schedule, or earnings summary is a working analysis. It is not an audit, review, compilation, or Quality of Earnings report and carries no CPA assurance;
  • output from the Service is not prepared for, and may not be used to meet, bank, SBA, or other lender underwriting requirements; and
  • Customer decides whether a transaction involves securities or needs a licence, registration, or disclosure, and must get its own advice on those questions.

The Service and its output are provided for Customer's use only. Sellers, buyers, lenders, and other third parties have no right to rely on them as statements by Class One, and Customer will not tell them otherwise. When Customer shares material made with the Service, it should include its own disclaimers suited to the deal.

9. Microsoft 365, Google and other connected services

A Customer may choose to connect Microsoft 365 (OneDrive and Outlook), Google Sign-In, Gmail, Calendar, or other third-party services. Those services remain governed by their own terms and privacy policies. For Microsoft 365, Class One asks for read-only access to files and folders the user can open, and for access to the user's mailbox to read messages the user chooses to file into a deal and to save drafts; Class One does not send email on the user's behalf through Microsoft 365. Customer authorizes Class One to access only the permissions selected in the connection flow for the user-facing features described there. Google sign-in and Google Workspace access are separate permissions; connecting one does not silently connect the other. Users may disconnect a service, subject to ordinary retention of transaction records already created under Customer control.

10. Electronic signatures and records

Documents such as NDAs and listing agreements may be sent for signature from inside the Service through Customer's own DocuSign or SignWell account. That provider's terms apply to the signing process and to Customer's account with it. Customer decides which documents are suitable for electronic signature and is responsible for whether an e-signed document is valid and enforceable for its purpose. You agree that notices, records, and agreements between you and Class One may be given and kept electronically.

11. Communications and SMS

The Service may send administrative email and, only after a separate opt-in, transactional text messages for account security, one-time passcodes, and service alerts. SMS consent is optional and is not a condition of purchasing or using unrelated features. The program, frequency, rates, HELP/STOP, carrier, consent, and privacy terms are in the SMS & OTP Terms. Customers using Class One outreach tools remain responsible for their own recipients, lawful basis, sender registration, content, quiet hours, opt-outs, and applicable anti-spam and telemarketing rules.

12. Acceptable use

You must follow the Acceptable Use Policy. Among other things, you may not access a deal without permission, disclose confidential information unlawfully, upload malicious code, evade security controls, send unlawful or unwanted communications, impersonate another person, or use the Service to create unauthorized voice or likeness replicas.

13. Third-party services and providers

The Service may rely on hosting, authentication, communications, document, AI, e-signature, data-room, accounting, and other providers. We are not responsible for third-party services, their independent acts, policy changes, outages, or data that Customer directs to them, except for our obligations in an applicable signed agreement or data processing addendum. AI providers such as Google (Gemini) and OpenAI generate text on request; we do not control or guarantee what they return. Vendors, advisors, or partners named or shown on the website or in the Service are independent businesses, and listing them is not an endorsement.

The website and the Service may link to websites we do not operate. Those links are there for convenience only. We do not control or endorse those websites and are not responsible for their content, products, or privacy practices; read their own terms before relying on them.

14. Service ownership and feedback

Class One and its licensors own the Service, software, interfaces, documentation, and related intellectual property, excluding Customer Data. Subject to payment and these Terms, Customer receives a limited, non-exclusive, non-transferable right to use the Service for its internal business operations during the subscription. Feedback may be used without restriction or compensation, but it does not transfer Customer Data or confidential information.

15. Copyright complaints

If you believe material in the Service infringes your copyright, send legal@classonebroker.com your contact details, a description of the work, where the material appears, a statement that you believe in good faith the use is not authorized, and a statement, under penalty of perjury, that your notice is accurate and that you own or may act for the owner of the right, with your physical or electronic signature. We may remove or disable the material, notify the user who posted it, and close the accounts of users who repeatedly infringe.

16. Fees, term, suspension, and data return

Fees, limits, subscription term, renewal, payment, support, export window, and service commitments appear in the applicable order form. Unless the order form says otherwise, fees exclude taxes, and amounts already paid are not refundable except where the law requires a refund. We may suspend or restrict access when reasonably necessary to address a security threat, legal requirement, material violation, misuse, or nonpayment. Where practical, we will use a proportionate restriction and provide notice and an opportunity to cure.

Either party may end the subscription as the order form allows, or if the other party materially breaches these Terms and does not fix the breach within 30 days of written notice. When the subscription ends, access stops, Customer may export its data during any export window in the order form, and Customer Data is then deleted as described in the Privacy Policy. Ending the subscription does not cancel fees already owed.

17. Disclaimers

Except where a signed agreement says otherwise, we provide the Service and all output “as is” and “as available”. As far as the law allows, Class One makes no warranty of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, title, accuracy, completeness, and non-infringement. No online system is perfectly secure or continuously available, and we do not promise that the Service or AI output will be uninterrupted, error-free, or complete. We do not promise any deal result, such as a sale, a sale price, a number of buyers, financing, or a closing date.

18. Limitation of liability

To the maximum extent permitted by law, neither party will be liable for lost profits, revenue, goodwill, or data, or for special, incidental, indirect, consequential, punitive, or exemplary damages, even if told they were possible. Class One is also not liable for a lost or delayed deal, the price paid or received for a business, or a decision to buy, sell, finance, or close. Except for payment obligations, confidentiality breaches, indemnity obligations, or liability that law does not permit the parties to limit, each party's aggregate liability will not exceed the fees paid or payable for the Service during the 12 months before the event giving rise to the claim.

19. Indemnity

Customer will defend, indemnify, and hold harmless Class One, its owners, and its personnel against third-party claims, and the resulting losses, settlements, and reasonable attorneys' fees, arising from Customer Data, Customer's instructions, its transaction activities, materials it shares with sellers, buyers, lenders, or others, unlawful communications, or its violation of these Terms or another person's rights. Class One will tell Customer promptly about the claim, let Customer control the defense, and cooperate at Customer's expense; Customer may not settle a claim in a way that admits fault for Class One without Class One's consent. Any Class One intellectual property indemnity is governed by the applicable signed order form.

20. Release

Class One is not a party to Customer's deals. To the extent the law allows, Customer releases Class One, its owners, and its personnel from claims that arise out of a deal itself, including disputes between sellers, buyers, brokers, lenders, or advisors, the purchase, sale, financing, or operation of a business, and decisions made relying on Service output. Where a law limits the release of claims a party does not yet know about, Customer waives that limit as far as the law permits.

21. Public website and content

The pages at classonebroker.com are provided for general information about Class One Broker. You may read them and contact us through them. You may not copy, republish, scrape, resell, or build a competing product from the website, its text, images, or design, or present it in a way that suggests we endorse you. Nothing on the website is an offer of brokerage, legal, tax, accounting, valuation, or investment services.

22. Trademarks

“Class One”, “Class One Broker”, “Broker OS”, and the Class One logo are names and marks of Class One and its affiliates. Other names and logos shown in the Service belong to their owners. You may not use any of these marks without the owner's written permission, other than to refer truthfully to the Service.

23. Governing terms and disputes

The Service is provided by World Power Enterprises LLC. These Terms are governed by the laws of the State of Florida, without regard to its conflict-of-law rules. The state and federal courts located in Florida have exclusive jurisdiction over any dispute about these Terms or the Service, and each party accepts their jurisdiction. If a Customer's order form or signed subscription agreement names a different contracting entity, governing law, venue, or arbitration terms, that document controls. Nothing limits either party's right to seek urgent equitable relief to protect confidential information, security, or intellectual property.

Each party will bring claims only in its own name and not as a plaintiff or class member in a class, collective, or representative action. Each party waives any right to a jury trial in any dispute about these Terms or the Service. A claim about these Terms or the Service must be filed within one year after the claimant knew or should have known of it; after that it is barred, unless the law does not allow a shorter period.

24. Events beyond our control

Neither party is responsible for a delay or failure, other than a failure to pay, caused by something it cannot reasonably control, such as a natural disaster, war, terrorism, civil unrest, labor action, epidemic, government order, utility or internet failure, a cyberattack it could not reasonably prevent, or an outage at a hosting, AI, or communications provider.

25. Export controls and sanctions

Customer will not use or allow access to the Service from a country or region subject to comprehensive U.S. sanctions, by anyone on a U.S. government restricted-party list, or in any way that breaks U.S. export control or sanctions laws. Customer confirms that neither it nor its users are such a person.

26. General

These Terms, together with the Privacy Policy, the Acceptable Use Policy, and any order form or signed agreement, are the whole agreement between the parties about the Service. Customer may not assign or transfer these Terms without our written consent; we may assign them to an affiliate or to a successor of the business. If a court finds part of these Terms unenforceable, the rest stays in effect. If we do not act on a breach, that is not a waiver of our right to act on it or on a later breach. Sections that by their nature should continue after the agreement ends (including ownership, confidentiality, disclaimers, limits of liability, and indemnity) continue to apply.

The parties are independent contractors, and these Terms create no partnership, agency, or employment relationship. No one other than Customer and Class One has rights under these Terms. We may give notices by email to the account administrator or by notice in the Service; Customer gives legal notices to us at legal@classonebroker.com. A notice counts as given when it is sent, unless the sender learns it was not delivered.

27. Changes and contact

We may update these Terms as the Service and legal requirements change. Material changes will be communicated to Customer administrators and shown by a revised effective date. Questions or legal notices may be sent to legal@classonebroker.com.

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