The One Document That Transforms Your Expertise Into Professional Service

vlog Dec 02, 2025
Consulting Agreement Template

After decades building professional credibility, the last thing that should derail your consulting practice is missing paperwork. Yet experienced professionals make one critical mistake: relying on handshake deals that worked inside corporations but leave independent consultants completely exposed.

Inside corporations, when scope changed:

  • The budget absorbed it
  • Legal backed you up
  • Someone else handled fallout

As an independent consultant:

  • YOU are the legal team
  • YOU are HR
  • YOU pay when clients decide not to

This video walks through the consulting agreement that prevents 95% of problems before they start—and why clients who resist signing simple agreements are showing you exactly how they'll behave when payment comes due.

The 5 Essential Sections:

  1. Scope & Deliverables - Be absurdly specific about what's included AND what's not
  2. Timeline & Milestones - Document client responsibilities alongside yours
  3. Payment Terms - Remove all ambiguity (including deposit requirements)
  4. Mutual Responsibilities - Turn engagements into true partnerships
  5. Change Management - Your scope creep insurance policy

Your Action Step: Download the FREE Consulting Agreement Template (with section-by-section implementation guide) inside the Retirepreneur Hub: https://www.retirepreneur.com/retirepreneur-hub

Research shows entrepreneurs aged 50+ are twice as likely to succeed as those in their 30s. You have the experience, judgment, and credibility. You just need the right documentation framework.

At this stage of life, you've earned the right to be selective about clients and confident in your value. This document makes that possible.


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✍️ About the Author
Curt Roese is a CPA, entrepreneur, real estate broker, and a graduate student in entrepreneurship at the University of Florida. With over 40 years of experience in finance, small business, and real estate, Curt understands the challenges and opportunities that come with embarking on a new chapter after retirement.

He Founded Retirepreneur to help others navigate this transition, offering straightforward tools, honest advice, and practical strategies for launching second-act businesses.

His mission is to empower retirees to live a vibrant, fulfilling, financially secure future!