Confidential Deal Review Agreement

This agreement is between PG Strategic Inc. ("PG Strategic") and _______________ ("Broker") for the purpose of sharing confidential business and financial information for preliminary evaluation.

Purpose
From time to time, Broker may share details about financing opportunities, lending scenarios, or business transactions with PG Strategic to determine whether PG Strategic can provide assistance, guidance, or funding solutions. This agreement establishes the terms under which such information will be handled and protected.

Nature of This Agreement
This agreement is intended as a preliminary confidentiality acknowledgment for initial deal review and evaluation purposes. It is not a formal Non-Disclosure Agreement (NDA). Should the parties proceed to a more substantive business relationship or transaction, a separate, more comprehensive NDA may be executed on a deal-specific basis with more detailed terms and legal protections. This agreement serves only to facilitate initial information sharing in a professional and confidential manner.

What We're Protecting
Any non-public business information shared by Broker with PG Strategic will be treated as confidential. This includes, but is not limited to:

• Business financial statements and projections
• Bank statements and cash flow records
• Tax returns and related tax documentation
• Business plans, deal summaries, and transaction details
• Borrower or client identifying information
• Any other proprietary or sensitive materials provided verbally, electronically, or in writing
  
  

How PG Strategic Will Use Your Information
PG Strategic agrees to:

• Use confidential information solely for the purpose of evaluating whether PG Strategic can provide financing assistance, advisory services, or other support related to the opportunity presented by Broker.
• Maintain strict confidentiality of all information received and not disclose, distribute, or share it with any third parties without Broker's express prior written consent.
• Not use confidential information to compete with Broker, circumvent Broker's role, pursue any transaction independently, or misappropriate any business opportunity without Broker's explicit consent.
• Take reasonable precautions to protect the confidential information from unauthorized access or disclosure.

No Obligations Created
This agreement does not obligate either party to proceed with any transaction, financing arrangement, referral relationship, or ongoing business relationship. Both parties retain full discretion to decline participation in any opportunity for any reason. This agreement is for evaluation and discussion purposes only.

Ownership and Return of Information
All confidential information shared remains the sole property of the party who provided it. No license, rights, or ownership interest in such information is granted or implied by this agreement. Upon request, PG Strategic will return or destroy any physical or electronic materials provided by Broker.

Duration of Confidentiality
The confidentiality obligations set forth in this agreement begin on the date information is first shared and continue for a period of two (2) years thereafter.

Governing Law
This agreement shall be governed by and construed in accordance with the laws of the State of New York, without regard to conflict of law principles.

Effective Date: This Agreement is effective as of the date submitted by the undersigned counterparty.