Business Plan Non-Disclosure Agreement (NDA)

confidentiality agreement template for business plan

The business plan non-disclosure agreement is intended for use when sharing a business plan with consultants, investors, contractors, potential employees, and anyone else evaluating your planned enterprise. Regardless of the size or complexity of your plan, it is likely to include confidential information that hopefully gives you an advantage over competitors. Such information could include your marketing plan, revenue forecast, and capital spending. Note, if you use an NDA with your business plan with one person, you must use NDAs for all who read it, and you should mark the plan as “confidential.”

Product Development NDA – Use when consulting with third (3rd) parties about a potential invention and its use and functionality.

BUSINESS PLAN NON-DISCLOSURE AGREEMENT   This agreement (the “Agreement”) between _________________ (the “Disclosing Party”) and _________________ (the “Receiving Party”) is effective _________________ and is intended to prevent the unauthorized disclosure of Confidential Information (as defined below) contained in and relating to the business plan of Disclosing Party. The parties agree as follows: 1. Confidential Information “Confidential Information” is proprietary trade secret information contained within and relating to Disclosing Party’s business plan including but not limited to: business description, marketing plan, sales revenue forecast, profit and loss forecast, capital spending plan, cash flow forecast, future trends, personnel plan, business goals, personal financial statement, supporting documents and information conveyed in writing or in discussion that is indicated to be confidential. 2. Non-Disclosure Receiving Party will treat Confidential Information with the same degree of care and safeguards that it takes with its own Confidential Information, but in no event less than a reasonable degree of care. Without Disclosing Party’s prior written consent, Receiving Party will not: (a)  disclose Confidential Information to any third party; (b)  make or permit to be made copies or other reproductions of Confidential Information; or (c)  make any commercial use of Confidential Information. Receiving Party will carefully restrict access to Confidential Information to those of its officers, directors and employees who are subject to non-disclosure restrictions at least as protective as those set forth in this Agreement and who clearly need such access to participate on Receiving Party’s behalf in the analysis and negotiation of a business relationship or any contract or agreement with Disclosing Party. Receiving Party will advise each officer, director or employee to whom it provides access to any Confidential Information that they are prohibited from using it or disclosing it to others without Disclosing Party’s prior written consent. 3. Return of Business Plan Materials Upon Disclosing Party’s request, Receiving Party shall within 30 days return all original materials provided by Disclosing Party and any copies, notes or other documents in Receiving Party’s possession pertaining to Confidential Information. 4. Exclusions This agreement does not apply to any information that: (a)  was in Receiving Party’s possession or was known to Receiving Party, without an obligation to keep it confidential, before such information was disclosed to Receiving Party by Disclosing Party; (b)  is or becomes public knowledge through a source other than Receiving Party and through no fault of Receiving Party; (c)  is or becomes lawfully available to Receiving Party from a source other than Disclosing Party; or (d)  is disclosed by Receiving Party with Disclosing Party’s prior written approval. 5. Term This Agreement and Receiving Party’s duty to hold Confidential Information in confidence shall remain in effect until _________________ or until whichever of the following occurs first: (a)  Disclosing Party sends Receiving Party written notice releasing it from this Agreement, or (b)  Confidential Information disclosed under this Agreement ceases to be a trade secret. 6. No Rights Granted This Agreement does not constitute a grant or an intention or commitment to grant any right, title or interest in Confidential Information to Receiving Party. 7. Warranty Disclosing Party warrants that it has the right to make the disclosures under this Agreement. 8. General Provisions (a)  Relationships.  Nothing contained in this Agreement shall be deemed to constitute either party a partner, joint venturer or employee of the other party for any purpose. (b)  Severability.  If a court finds any provision of this Agreement invalid or unenforceable, the remainder of this Agreement shall be interpreted so as best to effect the intent of the parties. (c)  Integration.  This Agreement expresses the complete understanding of the parties with respect to the subject matter and supersedes all prior proposals, agreements, representations and understandings. This Agreement may not be amended except in a writing signed by both parties. (d)  Waiver.   The failure to exercise any right provided in this Agreement shall not be a waiver of prior or subsequent rights. (e)  Injunctive Relief.  Any misappropriation of Confidential Information in violation of this Agreement may cause Disclosing Party irreparable harm, the amount of which may be difficult to ascertain, and therefore Receiving Party agrees that Disclosing Party shall have the right to apply to a court of competent jurisdiction for an order enjoining any such further misappropriation and for such other relief as Disclosing Party deems appropriate. This right of Disclosing Party is to be in addition to the remedies otherwise available to Disclosing Party. (f)   Indemnity.  Receiving Party agrees to indemnify Disclosing Party against any and all losses, damages, claims or expenses incurred or suffered by Disclosing Party as a result of Receiving Party’s breach of this Agreement. ( g)  Attorney Fees and Expenses.   In a dispute arising out of or related to this Agreement, the prevailing party shall have the right to collect from the other party its reasonable attorney fees and costs and necessary expenditures. (h)  Governing Law. This Agreement shall be governed in accordance with the laws of the State of _________________. (i)   Jurisdiction.   The parties consent to the exclusive jurisdiction and venue of the federal and state courts located in _________________ in any action arising out of or relating to this Agreement. The parties waive any other venue to which either party might be entitled by domicile or otherwise. ( j)   Successors & Assigns . This Agreement shall bind each party’s heirs, successors and assigns. Receiving Party may not assign or transfer its rights or obligations under this Agreement without the prior written consent of Disclosing Party. However, no consent is required f­or an assignment or transfer that occurs: (a) to an entity in which Receiving Party owns more than fifty percent of the assets; or (b) as part of a transfer of all or substantially all of the assets of Receiving Party to any party. Any assignment or transfer in violation of this section shall be void.   Disclosing Party: _____________________________________________ (Signature) _____________________ (Typed or Printed Name) Title: _____________________ Date: _____________________   Receiving Party: _____________________________________________ (Signature) _____________________ (Typed or Printed Name) Title: _____________________ Date: _____________________

How to Write

EXPLANATION FOR BUSINESS PLAN NON-DISCLOSURE AGREEMENT

Below we provide an explanation for each of the provisions of the Business Plan Non-Disclosure Agreement.

Introductory Paragraph

Fill in your company name (you are the disclosing party).  Fill in the name of the outside individual or company being granted access to your trade secrets (the Receiving Party). Finally, fill in the date the agreement will take effect. This can be the date it’s signed or a date in the future.

1. Confidential Information

This section defines what is protected against disclosure. Keep in mind that if you are disclosing information in conjunction with the plan, you should designate that information as confidential. If the information is spoken, you should announce the confidentiality.

2. Non-Disclosure

This clause makes clear that your trade secrets must be kept in confidence by the receiving party and may not be revealed to others without your prior written consent.

3. Return of Business Plan Materials

Here, the receiving party promises to return your business plan and related materials provided by your company, as well as copies, notes, and documents pertaining to the business plan. The agreement gives the receiving party 30 days to return the materials, but you can change this time period if you wish.

4. Exclusions

This provision describes all the types of information that are not covered by the agreement. These exclusions are based on court decisions and state trade secret laws that say these types of information do not qualify for trade secret protection.

This clause provides the receiving party with an expiration date for the agreement. The Agreement should last as long as the information is likely to remain a trade secret. Five years is a common period, but it can be much shorter, even as little as six months. In Internet and technology businesses, the time period may need to be shorter because of the fast pace of innovation.

6. No Rights Granted

This clause makes clear that you are not granting any ownership rights in the confidential informat­ion to the receiving party.

7. Warranty

A warranty is a promise. Here, you promise the receiving party that you have the right to disclose the information. This is intended to assure the receiving party that it won’t be sued by some third party claiming that the trade secrets belonged to it and that you had no right to reveal them to the receiving party.

8. General Provisions

These miscellaneous provisions (often referred to as “boilerplate”) are often grouped together at the end of an agreement.

Relationships . Most agreements include a provision like this one, disclaiming any relationship other than that defined in the agreement.

Severability . The severability clause provides that if you wind up in a lawsuit over the agreement and a court rules that one part of the agreement is invalid, that part can be cut out and the rest of the agreement will remain valid.

Integration . The integration provision verifies that the version you are signing is the final version and that neither of you can rely on statements made in the past.

Waiver . This provision states that even if you don’t promptly complain about a violation of the NDA, you still have the right to complain about it later.

Injunctive Relief . An injunction is a court order directing a person to do (or stop doing) something. If someone violated your NDA, you would want a court order directing that person to stop using your secrets.

Indemnity . Some NDAs require the receiving party to pay for all damages (lost profits, attorney fees or other expenses) incurred by the other party as a result of the receiving party’s breach of the non-disclosure agreement. This obligation is known as indemnification. Leaving out the indemnity provision does not prevent you from suing and collecting damages for a breach (contract law holds the receiving party responsible for a breach), but the clause makes it easier to claim damages.

Attorney Fees and Expenses. If you don’t include an attorney fees clause in your agreement, a judge may (in most states) order the award of attorney fees in cases where the theft of the trade secret was willful and malicious. It’s up to the judge, which makes things unpredictable. You are far better off using an attorney fees provision. However, don’t be surprised if the other party is opposed to the idea. Why? Because it is the receiving party that is usually sued, not vice-versa, and the receiving party may believe that the provision will encourage you to litigate.

Governing Law . You can choose any state’s laws to govern the agreement, regardless of where you live or where the agreement is signed. Most businesses favor the state where their headquarters are located.

Jurisdiction . The purpose of adding a jurisdiction provision to an NDA is to get each party to consent in advance to jurisdiction in one county or state and to give up the right to sue or be sued anywhere else.

Successors and Assigns . This provision binds any company that acquires either party.

Signing the agreement. Someone with the necessary authority must sign the agreement on behalf of each party. Each party should sign two copies and keep one. This way, both parties have an original signed agreement.

confidentiality agreement template for business plan

Adobe PDF – Microsoft Word (.docx)

Related NDA's:

confidentiality agreement template for business plan

Thank you for downloading!

How would you rate your free form.

confidentiality agreement template for business plan

This business plan nondisclosure agreement is between , an individual , a(n) (the " Disclosing Party ") and , an individual , a(n) (the " Receiving Party ").

The Disclosing Party has created a business plan for  (the " Business Plan" ), which contains certain confidential and proprietary information. The Disclosing Party wants to make the Business Plan available to the Receiving Party for the purpose of .

The Receiving Party will review, examine, inspect, or obtain the Business Plan only for the above-described purposes, and to otherwise maintain the confidentiality of that Business Plan pursuant to the terms of this agreement.

The parties therefore agree as follows:

1.   CONFIDENTIAL INFORMATION.

The Disclosing Party shall provide a copy of the Business Plan to the Receiving Party within  days of the signing of this agreement. In conjunction with its delivery of the Business Plan, the Disclosing Party may (but is not required to) disclose certain of its confidential and proprietary information to the Receiving Party. " Confidential Information " means:

  • (i) provided or shown to the Receiving Party or its directors, officers, employees, agents, and representatives (each a " Receiving Party Representative ") by or on behalf of the Disclosing Party or its directors, officers, employees, agents, and representatives (each a " Disclosing Party Representative "); or
  • (ii) obtained by the Receiving Party or a Receiving Party Representative from review of the Business Plan, or other documents or property of, or communications with, the Disclosing Party or a Disclosing Party Representative; and
  • (b) all notes, analyses, compilations, studies, summaries, and other material, whether provided orally, in writing, or by any other media, that contain or are based on all or part of the information described in subsection (a) (the " Derivative Materials ").

The Disclosing Party shall identify Confidential Information disclosed orally as confidential within  days of disclosure. The Disclosing Party's failure to identify information as Confidential Information is not an acknowledgment or admission by the Disclosing Party that that information is not confidential, and is not a waiver by the Disclosing Party of any of its rights with respect to that information.

2.   OBLIGATION TO MAINTAIN CONFIDENTIALITY.

  • A. a Receiving Party Representative who needs to know the Confidential Information for the purposes
  • of its business with the Disclosing Party; and
  • B. a Receiving Party Representative who signs a confidentiality agreement; and
  • C. with the Disclosing Party's prior written authorization; or
  • (ii) use the Confidential Information for any purposes other than those contemplated by this agreement.
  • (b) Term.  The Receiving Party shall, and shall require each Receiving Party Representative to, maintain the confidentiality and security of the Disclosing Party's Business Plan and other Confidential Information until the earlier of: (i) such time as the Business Plan and all Confidential Information of the Disclosing Party disclosed under this agreement becomes publicly known and is made generally available through no action or inaction of the Receiving Party or (ii) the third anniversary of the disclosure. However, to the extent that the Disclosing Party has disclosed information to the Receiving Party that constitutes a trade secret under law, the Receiving Party shall protect that trade secret for as long as the information qualifies as a trade secret.

3.   EXCLUSIONS.

The obligations and restrictions of this agreement do not apply to that part of the Confidential Information that:

  • (a) was or becomes publically available other than as a result of a disclosure by the Receiving Party in violation of this agreement;
  • (i) the source of such information is not bound by a confidentiality agreement with the Disclosing Party or is not otherwise prohibited from transmitting the information to the Receiving Party or a Receiving Party Representative by a contractual, legal, fiduciary, or other obligation; and
  • (ii) the Receiving Party provides the Disclosing Party with written notice of such prior possession either (A) before the execution and delivery of this agreement or (B) if the Receiving Party later becomes aware (through disclosure to the Receiving Party) of any aspect of the Business Plan or other Confidential Information as to which the Receiving Party had prior possession, promptly on the Receiving Party so becoming aware; or
  • (i) provide the Disclosing Party with prompt notice of any such request or requirement before disclosure so that the Disclosing Party may seek an appropriate protective order or other appropriate remedy; and
  • (ii) provide reasonable assistance to the Disclosing Party in obtaining any such protective order.
  • If a protective order or other remedy is not obtained or the Disclosing Party grants a waiver under this agreement, then the Receiving Party may furnish that portion (and only that portion) of the Business Plan or other Confidential Information that, in the written opinion of counsel reasonably acceptable to the Disclosing Party, the Receiving Party is legally compelled or otherwise required to disclose. The Receiving Party shall make reasonable efforts to obtain reliable assurance that confidential treatment will be accorded any part of the Business Plan or any Confidential Information so disclosed; or
  • (d) was developed by the Receiving Party independently without breach of this agreement.

4.   RETURN OF PROPERTY.

If the Disclosing Party requests, the Receiving Party shall and shall cause each Receiving Party Representative to promptly (and no later than  days after the request):

  • (a) return all Confidential Information and the Business Plan to the Disclosing Party; and
  • (b) destroy all Derivative Material and within days of this destruction, provide a written certificate to the Disclosing Party confirming this destruction.

5.   NO PUBLICITY.

The parties shall keep the existence of this agreement, and the transactions or discussions contemplated by this agreement, strictly confidential, except as required by law and except as the parties otherwise may agree in writing before a disclosure.

6.   OWNERSHIP RIGHTS.

The Receiving Party acknowledges that the Business Plan and Confidential Information are, and at all times will be, the Disclosing Party's sole property, even if suggestions made by the Receiving Party are incorporated into later versions of the Business Plan. The Receiving Party obtains no rights by license or otherwise in the Business Plan or other Confidential Information under this agreement. Neither party solicits any change in the other party's organization, business practice, service, or products, and the disclosure of the Business Plan or other Confidential Information may not be construed as evidencing any intent by a party to purchase any products or services of the other party or as an encouragement to expend funds in development or research efforts. The Business Plan or other Confidential Information may pertain to prospective or unannounced products. The Receiving Party may not use the Business Plan or other Confidential Information as a basis on which to develop or have a third party develop a competing or similar plan or undertaking.

7.   GOVERNING LAW; EQUITABLE RELIEF.

  • (a) Choice of Law. The laws of the state of govern this agreement (without giving effect to its conflicts of law principles).
  • (b) Choice of Forum. Both parties consent to the personal jurisdiction of the state and federal courts in County, .
  • (c) Equitable Relief. A breach of this agreement will cause irreparable harm to the Disclosing Party and monetary damages may not be a sufficient remedy for an unauthorized disclosure of the Business Plan or other Confidential Information. If the Receiving Party discloses the Business Plan or other Confidential Information in violation of this agreement, the Disclosing Party may, without waiving any other rights or remedies and without posting a bond or other security, seek an injunction, specific performance, or other equitable remedy to prevent competition or further disclosure, and may pursue other legal remedies.

8.   AMENDMENTS.

No amendment to this agreement will be effective unless it is in writing and signed by a party or its authorized representative.

9.   ASSIGNMENT AND DELEGATION.

  • (a) No Assignment. Neither party may assign any of its rights under this agreement, except with the prior written consent of the other party. All voluntary assignments of rights are limited by this subsection.
  • (b) No Delegation. Neither party may delegate any performance under this agreement, except with the prior written consent of the other party.
  • (c) Enforceability of an Assignment or Delegation. If a purported assignment or purported delegation is made in violation of this section, it is void.

10.   COUNTERPARTS;  ELECTRONIC SIGNATURES.

  • (a) Counterparts. The parties may execute this agreement in any number of counterparts, each of which is an original but all of which constitute one and the same instrument.
  • (b) Electronic Signatures. This agreement, agreements ancillary to this agreement, and related documents entered into in connection with this agreement are signed when a party's signature is delivered by facsimile, email, or other electronic medium. These signatures must be treated in all respects as having the same force and effect as original signatures.

11.   SEVERABILITY.

If any provision in this agreement is, for any reason, held to be invalid, illegal, or unenforceable in any respect, that invalidity, illegality, or unenforceability will not affect any other provisions of this agreement, but this agreement will be construed as if the invalid, illegal, or unenforceable provisions had never been contained in this agreement, unless the deletion of those provisions would result in such a material change that would cause completion of the transactions contemplated by this agreement to be unreasonable.

12.   NOTICES.

  • (a) Writing; Permitted Delivery Methods . Each party giving or making any notice, request, demand, or other communication required or permitted by this agreement shall give that notice in writing and use one of the following types of delivery, each of which is a writing for purposes of this agreement: personal delivery, mail (registered or certified mail, postage prepaid, return-receipt requested), nationally recognized overnight courier (fees prepaid), facsimile, or email.
  • (b) Addresses. A party shall address notices under this section to a party at the following addresses:
  • If to the Disclosing Party:
  • If to the Receiving Party:
  • (c) Effectiveness.  A notice is effective only if the party giving notice complies with subsections (a) and (b) and if the recipient receives the notice.

13.   WAIVER.

No waiver of a breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this agreement will be effective unless it is in writing and signed by the party waiving the breach, failure, right, or remedy. No waiver of any breach, failure, right, or remedy will be deemed a waiver of any other breach, failure, right, or remedy, whether or not similar, and no waiver will constitute a continuing waiver, unless the writing so specifies.

14.   ENTIRE AGREEMENT.

This agreement constitutes the final agreement of the parties. It is the complete and exclusive expression of the parties' agreement with respect to the subject matter of this agreement. All prior and contemporaneous communications, negotiations, and agreements between the parties relating to the subject matter of this agreement are expressly merged into and superseded by this agreement. The provisions of this agreement may not be explained, supplemented, or qualified by evidence of trade usage or a prior course of dealings. Neither party was induced to enter this agreement by, and neither party is relying on, any statement, representation, warranty, or agreement of the other party except those set forth expressly in this agreement. Except as set forth expressly in this agreement, there are no conditions precedent to this agreement's effectiveness.

15.   HEADINGS .

The descriptive headings of the sections and subsections of this agreement are for convenience only, and do not affect this agreement's construction or interpretation.

16.   EFFECTIVENESS.

This agreement will become effective when all parties have signed it. The date this agreement is signed by the last party to sign it (as indicated by the date associated with that party's signature) will be deemed the date of this agreement.

17.   NECESSARY ACTS; FURTHER ASSURANCES.

Each party and its officers and directors shall use all reasonable efforts to take, or cause to be taken, all actions necessary or desirable to consummate and make effective the transactions this agreement contemplates or to evidence or carry out the intent and purposes of this agreement.

[SIGNATURE PAGE FOLLOWS]

Each party is signing this agreement on the date stated opposite that party's signature.

Free Business Plan Non-disclosure Agreement Template

Safeguard your business ideas with a business plan non-disclosure agreement template. ensure your confidential information stays protected when sharing with potential partners, investors, and banks..

Complete your document with ease

What's a business plan non-disclosure agreement?

Related templates

Employee Non-disclosure Agreement

Employee Non-disclosure Agreement

Keep your employees informed about what is confidential and can't be disclosed to third parties. Safeguard the proprietary information with an employee NDA and maintain trust in the people working for you.

Independent Contractor Unilateral Non-disclosure Agreement

Independent Contractor Unilateral Non-disclosure Agreement

Protect your proprietary information when working with contractors. An independent contractor unilateral NDA establishes clear boundaries and terms.

Joint Venture Agreement Amendment

Joint Venture Agreement Amendment

Make changes to your joint venture terms with a joint venture agreement amendment. Modify your partnership terms efficiently and effectively.

Management Services Agreement

Management Services Agreement

Protect your business and outline the responsibilities when working with an outside management firm. A management services agreement helps define work terms, responsibilities, payment, and reporting expectations.

Mutual Non-disclosure Agreement

Mutual Non-disclosure Agreement

Level up your business partnerships with a mutual non-disclosure agreement. Ensure confidentiality and protect your sensitive data while sharing it with third parties.

Unilateral Non-disclosure Agreement

Unilateral Non-disclosure Agreement

Protect your valuable information and maintain privacy with a unilateral non-disclosure agreement. Safeguard your business secrets when sharing them with third parties.

confidentiality agreement template for business plan

  • Business Plan Builder

Financial Forecasting

  • Canvas Modeling
  • Product Tour
  • Business Consultants and Advisors
  • Entrepreneurs And Small Businesses
  • Accelerators & Incubators
  • Educators & Business Schools
  • Students & Scholars
  • Sample Business Plans
  • business plan course

Strategic Canvas Templates

  • E-Books, Guides & More
  • Success Stories

Upmetrics AI Assistant: Simplifying Business Planning through AI-Powered Insights. Learn How

Upmetrics

  • 400+ Sample Business Plans

Business Plan Course

E-books, guides & more.

  • WHY UPMETRICS?

Customers Success Stories

Business planning, ai assistance, see how upmetrics works  →, stratrgic planning, business consultants, entrepreneurs and small business, accelerators and incubators, educators & business schools, students & scholars.

  • Sample Plans

Writing a Business Plan Confidentiality Statement

Business Startup Checklist

Free Confidentiality Statement Template (NDA)

Ayush Jalan

  • December 12, 2023

Confidentiality Statement for Business Plan

Every company has a unique identity that sets it apart from its rival companies in the industry.  It is a combination of various aspects: The way you set your goals , your marketing strategy, your manufacturing process, or your entire business plan.

As crucial as it is to create a business plan that helps you stand out, it is perhaps just as crucial to protect your plan from any potential intellectual property theft. This is where a confidentiality statement for your business plan helps you safeguard your valuable assets.

A business plan confidentiality statement is a document that states that the information disclosed to the recipient can’t be disclosed to anyone outside the agreement. It is an agreement made between two parties before they enter a deal or exchange any sensitive information which is confidential.

Why Do You Need a Confidentiality Statement?

Even though trust is essential between partners or investors, there’s always a need to stay cautious while handing over your business plans. Even though the organization you plan to work with values confidentiality, everyone involved in it may not.

Your business plan is one of the most elaborate and classified documents. Before disclosing any information, the first and foremost thing is to sign a confidentiality statement. This will avoid the misuse of any information disclosed between the two parties.

How Does a Confidentiality Statement Protect You?

When a confidentiality statement is signed, it is agreed by both parties that they will not expose any of the information that is discussed or presented in the business plans. Additionally, the document should also mention the penalties in case of a violation of the agreement.

If the other party violates the statement of confidentiality, you can proceed legally and receive compensation for the damages you had to bear because of the violation. As per the contract, the compensation is paid.

The absence of a confidentiality statement is an invitation for others to use parts of your business plan. Although copyright laws can help you claim most of your information, some, still, stay unprotected.

Creating a Confidentiality Statement for the Business Plan

confidentiality statement of a business plan

Most companies include a brief confidential statement on their business plan cover page. Although it is not a requirement, it delivers a quick message that the document is highly classified. Furthermore, it is essential to create an exclusive document.

To write a stringent confidentiality statement for your business plan, these are the elements that you must include:

1. Date of Effect

The date of effect is the date from which the confidentiality statement becomes active. An agreement is not valid until all the parties sign it; the date of effect follows this.

2. Parties Involved in the Agreement

It is crucial to specify the parties that will sign the agreement. If someone, you want as a part of the confidentiality statement, hasn’t signed it, they’re not bound by the clauses mentioned in the document.

For instance, two companies are getting into a contract, and the CEOs, representing the entire company, are signing the document, it is essential to mention that all employees are also bound by the agreement even when they haven’t signed it.

3. Agreement Terms

Describe and mention all the terms that both parties are agreeing to. This is a crucial part of the agreement and hence, requires confidentiality. Anything that isn’t included is not protected.

Here, you can also include that the recipient needs written consent from the disclosing party—the owner of the information, in case any information needs to be disclosed to a third party who isn’t a part of the statement of confidentiality.

4. The Non-Confidential part

Along with mentioning the confidential part of your business plan, you also mention the non-confidential part of the agreement. In most cases, there’s a lot of information that is acquired from other sources. This information won’t show under confidential.

Information relevant to the receiving party won’t list under confidential, some of these are:

  • The information they owned before the agreement
  • If they legally received it from another source
  • The information they need to disclose in a lawsuit or administrative proceeding
  • If they have developed or are developing the information.

5. Consequences in case of Agreement’s breach

Here, you mention all the legal consequences that will follow if the receiving party violates the agreement. This can include the procedure and the monetary penalties. According to the uniqueness of the information exposed, the compensation can vary.

6. Limits of the Usage of Information

The objective of a statement of confidentiality is to restrict the usage of the information that is disclosed to the recipient. Here, you mention the extent to which the information can be used. Also, specify the standard of security that needs to be followed while handling confidential information.

7. Date of Termination

Every agreement has an expiry date, after which both parties are free of the binding clauses. This termination date is set based on various factors like the end of the partnership, the end of a project or an event, or simply the end of the period mentioned in the agreement.

8. Miscellaneous Clauses

This part of the agreement is usually at the end of the document, which includes any other clauses that don’t necessarily fit into the above categories, but the owner of the information wants to include.

9. Signatures of all Parties

Clearly, this is the most important part of an agreement. Without the signatures of all the parties, the document is pointless and of no value. The agreement, as mentioned previously, can’t go into effect unless everyone involved signs it.

We have written a confidentiality statement example for you, including the above-mentioned elements. This will help you get a better understanding of how to write a confidentiality statement for your business plan.

Business Plan Confidentiality Statement Example (Key Points)

This BUSINESS PLAN NON-DISCLOSURE AGREEMENT (hereinafter known as the “Agreement”) between ______ (hereinafter known as the “Company”) and ________ (hereinafter known as the “Recipient”) becomes effective as of this ____ day of ____, 20___ (hereinafter known as the “Effective Date”).

Article III: Term

– The Recipient’s obligations of non-use and non-disclosure concerning Confidential Information will remain in effect in perpetuity. – The Recipient’s obligations of non-use and non-disclosure concerning Confidential Information will remain in effect for ____ years from the Effective Date.

Article VIII: Governing Law

This Agreement shall be governed by the laws of the State of ____________, without regard to conflict of law principles.

Article XII: Notices

Company’s Address ______________________________

Recipient’s Address ______________________________

Representative Signature: Date: Representative Printed Name: Representative Title:

Recipient Signature: Date: Recipient Printed Name:

Protect Your Information with a Confidentiality Statement

As a business owner, it is a duty to protect your ideas and marketing strategies . Create a confidentiality statement for your business plan and ensure that your business interests are safe and in good hands.

Build your Business Plan Faster

with step-by-step Guidance & AI Assistance.

crossline

About the Author

confidentiality agreement template for business plan

Ayush is a writer with an academic background in business and marketing. Being a tech-enthusiast, he likes to keep a sharp eye on the latest tech gadgets and innovations. When he's not working, you can find him writing poetry, gaming, playing the ukulele, catching up with friends, and indulging in creative philosophies.

Related Articles

confidentiality agreement template for business plan

How to Write a Business Plan Complete Guide

confidentiality agreement template for business plan

How to Write a Business Plan Executive Summary: Tips & Example

confidentiality agreement template for business plan

Strategic Marketing Process: A Full Step-by-Step Guide

Upmetrics logo

Reach Your Goals with Accurate Planning

No Risk – Cancel at Any Time – 15 Day Money Back Guarantee

trustpilot reviews

Popular Templates

Business-Plan-Confidentiality-Statement-Template

Business Plan Confidentiality Agreement

A business plan confidentiality agreement (or NDA) is used when sharing a business idea or plan with consultants, investors, or anyone else that is evaluating your business. It establishes what information cannot be shared and prevents any misunderstandings. This confidentiality agreement is used as a legally binding document with the parties that are meeting each other. It will help establish definitions about trade secrets and when information can be shared.

non-disclosure agreement - business plan

Create a Personalized Business Plan Confidentiality Agreement Form online in under 5 minutes!

Build Your Document

Answer a few simple questions to make your document in minutes

Save and Print

Save progress and finish on any device, download and print anytime

Sign and Use

Your valid, lawyer-approved document is ready

The Importance of a Business Plan NDA

Risks of not using it, what to include in a business plan non-disclosure agreement.

Even when a business is new, there can still be plans or ideas that can be stolen. Having an NDA agreement for a business plan prevents your unique ideas from being misused by another party.

As with any confidentiality agreement, a business plan NDA will keep your information safe. You will know that your business idea will not be used by someone else. Your plan may have potential trade secrets and other company secrets that you do not want public. A statement of confidentiality will prevent that from happening.

Using a business plan disclosure agreement can prepare you for using NDAs for your business career, both with third parties and employees. Many businesses have trade secrets and confidential information that you want to control the release of. Using the nda template from the beginning will help your business establish good practices.

A business plan covers many different ideas and aspects of running a business. Marketing, competition, and finances are all included. This is valuable information that you want to protect, in many cases for the entire time you are running your business.

Business plans cover a lot of important information that you will want to protect, oftentimes for the entire time it’s operating. Keeping these plans safe will help your business have a successful start and continue to grow.

Aspects of your business plans that you will want to be protected by a business plan confidentiality agreement include market analysis and strategy, list of competitors, staffing and employee plans, and financial data.

This research and planning cover not only your business idea but what you have discovered about other businesses in a similar market. These plans can be protected with a non-disclosure agreement for a business plan to help you keep the right information safe.

When you don’t use a business plan confidentiality agreement you have the risk of your business idea being used or sold without your permission. It would be a shame if all of the time and energy that you spent on developing just the right ideas were used by someone else. Business plans being stolen is a real threat and you want to protect yourself from it.

If the worst-case scenario occurs and the business idea is stolen from you, a business plan confidentiality agreement will also give you recourse options, including compensation. It will save you time and money to establish what information was publicly known and what was revealed during the business plan meeting.

With a confidentiality agreement, all parties have agreed to what information was not allowed to be shared, making getting legal help easier. There will be less confusion with NDAs signed before any confidential information is shared.

Template Preview

A business plan non-disclosure agreement should include many similar aspects of other statements of confidentiality. These agreements define the terms of what is confidential and what can happen if there is a breach of contract.

1. Define Confidential Information

The first item to include in a non-disclosure agreement for a business plan is to define confidential information and how it applies in this document. It can include revenue predictions, spending plans, and predicted future trends among many other aspects of running a business. Without these terms being defined.

2. The Agreement of Confidentiality

The next item to include is the agreement of confidentiality on the receiving parties. This includes talking about what is the meeting, making copies of any documents, or making commercials from the topics discussed. This will also cover how the receiving party will handle being asked about confidential information.

In cases where documents and materials are being shared, a confidentiality agreement will also disclose that these materials be returned within a time frame. The receiving party cannot make copies or share this information without the consent of the business owner.

3. Exclusions

Exclusions are included in a business plan confidentiality agreement to cover what the receiving party already knew before the agreement, if information becomes public knowledge, or is available through other sources legally.

4. Duration

A non-disclosure agreement for a business plan also covers how long the agreement is in effect. This can be until a specified date or certain provisions are met, such as being released from the confidentiality agreement or the information stops being a trade secret.

5. Courts and Contracts

A statement of confidentiality will also include general provisions about if the agreement is determined to be void by a court and an agreement that the current contract supersedes previous contracts and agreements.

6. Legal Ramifications

Legal ramifications for a breach of the confidentiality agreement are also included. This can include legal action and pay for legal fees. These fees will be paid to the disclosing party or business owner, from the receiving party to cover damages and loss of business from the broken contract.

Once the business plan confidentiality agreement is signed and dated, the contract is placed into effect unless otherwise made void.

When drafting a confidentiality agreement for a business idea, you want to use the right language and organize it correctly. They can cover a lot of information and you want to ensure that all the right information is accounted for to protect your business plans.

  • Free Help Wanted Ads
  • Forms & Templates
  • Sample Letters
  • Type of Business

At Your Business

Growthink logo white

Business Plan Confidentiality Statement

A business plan serves as a comprehensive roadmap that outlines the strategic vision, objectives, and operational framework of a business venture. It encompasses critical details such as market analysis, financial projections, marketing strategies, and operational procedures, providing a comprehensive overview of the business’s objectives and trajectory. In the process of developing a business plan , entrepreneurs often encounter the necessity of safeguarding sensitive and proprietary information, prompting the inclusion of a confidentiality statement within the document. A business plan confidentiality statement is a vital component that underscores the commitment to protecting confidential information and proprietary data, ensuring that the business’s competitive edge and strategic insights remain secure and safeguarded from unauthorized disclosure or misuse.

Purpose and Scope of the Confidentiality Statement

The primary purpose of a business plan confidentiality statement is to establish a legally binding agreement between the business and the intended readers or recipients of the business plan. This agreement emphasizes the confidential nature of the information contained within the business plan and serves as a formal acknowledgment of the recipient’s responsibility to maintain the confidentiality of the proprietary data and insights shared by the business. By clearly defining the scope and parameters of confidentiality, the statement reinforces the business’s commitment to protecting its intellectual property, trade secrets, and strategic business insights from unauthorized access, distribution, or exploitation.

Key Components of a Business Plan Confidentiality Statement

A robust business plan confidentiality statement typically includes the following key components:

  • Definition of Confidential Information: Clearly defining the scope of confidential information that is encompassed within the business plan, including proprietary data, financial projections, marketing strategies, operational procedures, and any other sensitive business insights that are not intended for public disclosure.
  • Non-Disclosure Commitment: Outlining the recipient’s obligation to maintain strict confidentiality and refrain from disclosing, reproducing, or distributing the confidential information contained within the business plan to any external parties without the prior written consent of the business.
  • Limitations on Use: Stipulating the permissible uses of the confidential information solely for the purpose of evaluating the business proposal and facilitating potential business collaborations or investment opportunities, emphasizing the restriction on using the information for personal gain or competitive advantage.
  • Duration of Confidentiality: Specifying the duration of the confidentiality agreement, including the timeframe during which the recipient is obligated to maintain the confidentiality of the information, as well as any provisions for the perpetual protection of certain proprietary information beyond the termination of the business relationship.
  • Legal Recourse and Remedies: Enumerating the legal remedies and consequences associated with the breach of confidentiality, including potential legal action, financial penalties, and the imposition of injunctive relief to mitigate the unauthorized dissemination or misuse of the confidential information.
  • Binding Nature of the Agreement: Expressing the mutual agreement and understanding between the parties involved, highlighting the binding nature of the confidentiality agreement, and underscoring the significance of adhering to ethical business practices and professional integrity throughout the business engagement.

Ensuring Comprehensive Protection of Intellectual Property

By incorporating a well-crafted confidentiality statement within the business plan, entrepreneurs can proactively safeguard their intellectual property, trade secrets, and proprietary business insights, fostering a secure and trustworthy environment for sharing confidential information with potential investors, business partners, or stakeholders. The inclusion of a confidentiality statement not only fortifies the legal protection of sensitive data but also reinforces the business’s commitment to transparency, integrity, and ethical business conduct, fostering a culture of mutual trust and respect within the realm of business collaborations and strategic partnerships.

Examples of Confidentiality Statements For Business Plans

Here are a few examples of business plan confidentiality statements that you can use as references or templates for drafting your own business plan confidentiality agreement:

Simple Business Plan Confidentiality Statement:

“This business plan and the information contained herein are confidential and proprietary to [Company Name]. The recipient acknowledges that the information provided in this document is solely for the purpose of evaluating potential business collaborations or investment opportunities and agrees to maintain strict confidentiality. The recipient further agrees not to disclose, reproduce, or distribute any part of this business plan without the prior written consent of [Company Name]. Any unauthorized use or disclosure of this information may result in legal action and other appropriate remedies.”

Comprehensive Business Plan Confidentiality Statement:

“The contents of this business plan, including all financial, operational, and marketing data, are the sole and exclusive property of [Company Name]. The recipient acknowledges that the information provided in this document is strictly confidential and is disclosed solely for the purpose of evaluating potential business opportunities. The recipient agrees to exercise the utmost discretion in safeguarding the confidentiality of this information and to refrain from disclosing, reproducing, or disseminating any part of this business plan to any third party without the express written consent of [Company Name]. Any unauthorized use, disclosure, or distribution of this information may result in legal action, financial penalties, and injunctive relief to protect the proprietary interests of [Company Name]. This confidentiality agreement remains valid for a period of [specify duration] following the termination of any business relationship or engagement.”

Confidentiality Statement for Business Plan Presentation:

“This presentation contains confidential and proprietary information belonging to [Company Name] and is intended solely for the use of the intended recipients. The recipient acknowledges that the information provided in this presentation is of a sensitive and confidential nature and agrees to maintain the strictest confidence in safeguarding the proprietary data and insights shared herein. The recipient further agrees not to disclose, reproduce, or distribute any part of this presentation without the express written consent of [Company Name]. This confidentiality obligation extends to all discussions, materials, and information shared during or following the presentation. Violation of this confidentiality agreement may result in legal action and other appropriate remedies to protect the intellectual property and business interests of [Company Name].”

Growthink logo white

This site uses cookies to deliver and enhance the quality of its services and to analyze traffic.

Business-in-a-Box's Confidentiality Agreement Template

Confidentiality Agreement Template

Understanding a confidentiality agreement.

When it comes to making sure your documents remain confidential and anonymous, confidentiality agreements are massively important. Indeed, this is imperative for many different types of files. And so, it’s essential that you know how to use and write the agreements. Today, we’ll be looking at what confidentiality agreements are and how they can benefit your business. Moreover, we’ll consider how to write your own confidentiality agreements and why confidentiality agreement templates could be the solution that you need.

What Are Confidentiality Agreements?

Firstly, we need to define what confidentiality agreements actually are. Confidentiality agreements are documents designed to provide your business with confidentiality protection. That is to say, these documents establish the legal requirements of involved parties not to share any information contained within sensitive documents or otherwise learned through interactions.

Sometimes, a confidentiality agreement might be referred to as a non-disclosure agreement. Both names provide an overview of the documents’ purpose: to guarantee that shared information is managed privately and not disclosed.

The Basics of Confidentiality Agreements

At the most basic, a confidentiality agreement serves to outline the confidentiality requirements of an interaction. The confidentiality agreement sets out the relationship between the involved parties. It provides protection for the information that is shared during these aforementioned interactions.

In other words, involved parties may use a non-disclosure agreement to enforce confidentiality regulations legally. It sets out what the parties involved can and cannot share with members of the public.

Purposes of Confidentiality Agreements

Confidentiality agreements pretty much do what they say on the label: they establish the rules surrounding confidentiality for a relationship. As such, they protect against the shared information being leaked or shared to those individuals who may use it for ulterior motives than the original.

Commonly, an entity will create confidentiality agreements in situations where sensitive information is being handled. Examples of cases where businesses or entities use confidentiality agreements might include:

  • Before or during joint venture discussions - Non-disclosure agreements at these times prevent a participant from discussing joint ventures, then taking the agreements to another partner. This protects both or all parties involved with the confidentiality agreements.
  • Employees who are starting on a new contract - Businesses that hire new staff often have their staff members fill out a non-disclosure form or confidentiality agreement. By doing so, staff cannot share internal, confidential information with rival firms/members of the public.
  • During pre-release discussions and editing - Before a document is released to the public, a confidentiality agreement may be required. In this scenario, the confidentiality agreements serve to protect the data and information until such a time as it’s made publicly available.
  • For sharing creative content - If you’ve produced creative content (for example, a book or artwork) and want to share it before it goes public, confidentiality agreements can help. The confidentiality agreement can prevent other people from distributing the work that you have created.

This is just a very limited list of examples of where a confidentiality agreement may be required. Indeed, you can draw up confidentiality agreements for use in any situations where you think an extra layer of data protection might be necessary. In doing so, you will protect the information from being shared with individuals or firms who do not share the same ethics and/or goals as your business.

Thus, the most notable purpose of confidentiality agreements is keeping plans secret. This is important in many ways, including marketing strategies, private new products and innovations, and the like.

Limitations for Confidentiality Agreements

Confidentiality agreements only outline the legal requirements associated with information and the regulations around sharing this information. As such, there are a few limitations to confidentiality agreements that should be considered. The most obvious limiting factors for confidentiality agreements are as follows.

First, you should be aware that a confidentiality agreement can only do so much to protect your data. While confidentiality agreements can make it illegal for any parties involved in the agreement to share information, there’s still plenty to be said for human error. An individual could still accidentally share the data through a slip of the tongue. While you would still be able to file a case against them, they may have compromised the sensitive info by then.

What’s more, the confidentiality agreement is only binding if all parties involved have signed it. As such, all involved individuals should ensure that they (and their fellow parties) have signed the agreement before any data is shared.

Of course, it is always important that the confidentiality agreement is thorough. Indeed, any loopholes could allow parties to share information and data safely without any repercussions. As such, it’s always vital you get professional legal advice for your confidentiality agreements. Moreover, starting with confidentiality agreement templates can give you a sound basis for your confidentiality agreements.

What to Include in Confidentiality Agreements

If you think that a confidentiality agreement might be the right solution for your needs, then it’s important to consider what you should include carefully. Luckily, we’re on hand to help you develop the ideal confidentiality agreement templates for your needs!

A good confidentiality template needs to include a few key points. These are summarised as follows:

  • The contact information (i.e. names, address, telephone number) of everyone who is involved with the confidentiality agreements
  • Definition of what content and information is deemed confidential by the agreement
  • Define when participants in the NDA can use the information and for what purposes
  • Duration of the confidentiality agreement / under what circumstances the contract will end
  • Breach remedies and jurisdiction clauses, in the event of information being shared against the terms of the non-disclosure agreement

Always Get a Second Opinion

A non-disclosure agreement is, first and foremost, a legally binding document. As a result of this, it is imperative that you get your confidentiality agreements right. Hence, before sending any confidentiality documents, it is imperative that you get a second opinion on the file. Ideally, you should seek this second opinion from a professional legal expert. However, getting second opinions from your colleagues or employees may also be suitable. These second opinions on the work will inform you whether you’ve written your confidentiality agreement well and without loopholes or errors.

Confidentiality Agreement Templates

If you need to create a confidentiality agreement for your firm, business, or creative work, you might be struggling to start. Indeed, getting started with writing a confidentiality agreement can be incredibly difficult! If this is the case for you then you may wish to use confidentiality agreement templates to determine the best legal solution for your needs.

Are Confidentiality Agreement Templates a Good Option?

Have you ever considered using confidentiality agreement templates to write your NDA? If you need an NDA, it’s essential you include all of the vital information to make it a success. However, many people don’t know where to start. This is where a template could come in handy.

But are confidentiality agreement templates actually a good option for you to consider? There are a many different reasons why you might want to use confidentiality agreement templates instead of writing your non-disclosure agreement freeform.

  • Make sure the formatting for your confidentiality agreement is right. It can be incredibly challenging to come up with an effective layout for your agreement, and there are so many things to consider. What parts of the file should come first? How should the agreement be laid out? Well, using confidentiality agreement templates can be extremely useful to this end, as the template will come with all the formatting pre-designed. So, you won’t need to spend lots of time considering how to format your confidentiality agreements when using a template.
  • Professional design and content planning. If you decide to use a confidentiality agreement template, you can be confident that the template has been made by a professional. And, when it comes to legal documentation that’s designed to protect the privacy of your content, getting things right really can’t be stressed highly enough. So, you should always ensure that you’ve had a professional opinion for the agreement – and a template could be a great way to get started with this.
  • Confidentiality agreement templates improve your firm’s efficiency. Efficiency is, invariably, one of the most important aspects of a successful business. Poor efficiency will mean that your firm’s productivity is lesser but with the costs being the same or higher. By contrast, if your business is running efficiently, you can be confident that you’ll be getting the best value-for-money from your staffing costs. So, why get your business’ staff to do a job that they aren’t trained for, which will invariably be a costly way of doing things. Choose to use a confidentiality agreement template instead. You will likely cut out a considerable amount of the costs associated with the draft!
  • Your staff knows the business better than anyone. This is something that many people don’t consider, but it’s essential nonetheless. When drafting a confidentiality agreement, you need to make sure that the content is relevant to your business or creative project. Unfortunately, though, many people – even lawyers and legal experts – won’t understand your business or project as you do. This is pretty much a given. What’s more, this is a critical reason that you may want to try confidentiality agreement templates!
  • Hiring a legal expert is costly. The costs associated with a confidentiality agreement should not be the sole deciding factor. With that being said, it’s still worth noting that hiring a legal expert to help you write your confidentiality agreements will be expensive. Therefore, choosing confidentiality agreement templates instead can save you a considerable amount of money for drafting your NDA.

Where to Find Confidentiality Agreement Templates?

If you think that you need a confidentiality agreement, then confidentiality agreement templates can be incredibly useful. They can allow you to quickly and easily compose a non-disclosure agreement. What’s more, if you’ve chosen a template that a professional confidentiality agreement templates creator has written, you can be confident that the template will guide you to include all necessary information.

Don’t get caught out without the right confidentiality agreements template. We pride ourselves on offering a generous range of the highest quality confidentiality agreement templates. Our templates are designed to be easy to use and reliable. That is why so many people have chosen to create their confidentiality agreements with our range of templates.

Sign Up to Find Your Ideal Confidentiality Agreement Templates Today!

If you’ve been looking for the highest quality confidentiality agreement templates, then look no further than our range. We’re proud to offer the finest templates for confidentiality agreements. We have made all of our templates with professionalism and reliability in mind.

Do not compromise. Sign up to Business-in-a-Box to get access to our expansive collection of over 3,000+ templates. There’s sure to be a template that meets your needs for a high-quality confidentiality agreement template.

Related documents

3,000+ templates & tools to help you start, run & grow your business, all the templates you need to plan, start, organize, manage, finance & grow your business, in one place., templates and tools to manage every aspect of your business., 8 business management modules, in 1 place., document types included.

ZenBusinessPlans

Home » Business Plan Tips

How to Write a Business Plan Confidentiality Agreement

Are you about pitching your idea to investors? If YES, here is a detailed guide on how to write an ironclad confidentiality agreement for a business plan. Confidentiality statements are documents that are prepared for the safety of parties that are about to go into a business contract.

Also known as non-disclosure agreements, confidentiality statements help to preserve sensitive information that various business parties might bring to the table when transacting business. Business confidentiality statement in essence is a document that states that when a company’s business plan has been revealed, they will not be able to discuss the contents of it with anyone that is not part of the agreement.

Confidentiality or nondisclosure agreement has various uses in the world of business. An individual with a patentable invention or idea may need to enter into partnership with a manufacturer or marketing firm; and of course, he would want to keep his or her invention a secret.

Again, two companies considering a joint venture may need to share the names of their investors – but may not want those names to reach competitors’ ears. Confidentiality agreements can cover all these scenarios; the parties can tailor them to their specific needs before a meeting or negotiation, or over the course of a contractual relationship.

Tips to Note When Writing a Business Plan Confidentiality Statement

A. use the proper contract format.

The proper contract format that is generally used when writing a confidentiality statement is the standard contract format. In this writing format, single-spaced paragraphs with a double space between them is used. Each paragraph constitutes a separate term of the contract and are also numbered for specification. If you have any sub-paragraphs, indent them under the main paragraph and mark them with a letter, as though you were writing an outline.

B. Agreement type

There are two types of agreement to use when writing your confidentiality statement. A unilateral and mutual confidentiality agreement. A unilateral confidentiality agreement is used when only one party is disclosing information, while a mutual agreement is used when both or all parties involved are disclosing information.

You have to decide whether the confidential relationship established will be mutual or one-way. Mutual confidentiality agreements are necessary when you’re providing information to a company so they can provide you with something secret in return. For example, you may be disclosing your plans for a secret invention to a professional who will help you devise a marketing plan.

You need a one-way confidentiality agreement if you need to share confidential information with an employee or contractor who will not be sharing secrets of their own, simply doing work for you. There are also other scenarios where you may require either type of agreement, that is why you have to note the type of confidentiality agreement you need.

How to Write an Ironclad Business Plan Confidentiality Agreement

Provide a list of parties involved in the agreement.

When writing a confidential agreement, you must identify who are the parties to be covered by the agreement. If someone is to be involved in the agreement, but he or she is not listed, you must know that the agreement is not binding on them.

For example, if the agreement is between two companies, the CEO of the company may be able to sign for her entire company, but the agreement should also specify that all employees of the company who have access to the information are bound by its provisions.

Parties can be identified by referring to classes of people, such as “employees” or “engineers,” as long as the person signing the agreement has the authority to bind those people.

Unless the agreement forbids a contractor to have a subcontractor assist with the work, all subcontractors should be included as parties to the agreement as well. This is done so as not to leave any loopholes behind that people can take advantage of.

Describe what the other party is agreeing to

In this part, you need to make known the types of information you wish to keep confidential. This can include any sort of information that might be exchanged between the parties. For instance, if you are designing a software, you might include not only the code and design of the app itself, but also any prototypes, testing procedures and results, or reviews and comments from designers.

This portion of the agreement is designed to set the boundaries of confidential information without disclosing the information itself. It can also be stated that information cannot be disclosed without written consent of the Disclosing Party. The information should only be used for business purposes, and only on a “need to know” basis. And that the information can only be disclosed when the receiving party signs a non disclosure agreement.

List information excluded from confidentiality

Of course not all information should be hidden in a business arrangement. So, for this reason, you need to specify the information that are not under confidentiality. These information may not be a list of specific things, but broad categories of information that don’t have to be protected as confidential. Most of these categories are created by law.

For instance, if an information is already public knowledge then it is not be put under the category of protection. Likewise, information that the receiving party learns from a third party or of which they had prior knowledge cannot be considered confidential, and should be listed as non confidential.

One of the most important exclusions is that if the receiver creates something independently before entering the confidential relationship, it cannot be considered party of the confidentiality agreement even if it happens to use or include some of the same or similar secret information or processes.

Other things that are not under the confidentiality agreement include;

  • An information the Receiving Party owned before the agreement
  • If the Receiving Party legally received it from another source
  • If the Receiving Party is required to disclose in a lawsuit or administrative proceeding
  • If it is being or has been developed by the Receiving Party’s employees, consultants, or agents.

Describe what happens if the other party breaches the contract

Wherever there is a law, there must be consequences for breaking it. A typical remedy for this type of contract is an injunction. You can ask for a court order to stop the person who breached confidentiality from continuing to share the information in violation of the agreement.

In some federal cases, under the DTSA, a court may grant the owner the right to seize the property which may be used in “extraordinary circumstances.” You may also require the return of Confidential Information.

You also have the ability to sue for damages incurred as a result of the breach of confidentiality, which may include penalties. For example, in some states you may have the ability to get double or triple damages if the breach was intentional rather than accidental.

Some confidentiality agreements include stiff financial penalties if secret information is revealed to the general public. Others leave the consequences up to a judge or arbitrator to decide. How detailed you want to get with penalties generally relates to how unique the information being disclosed is, and how damaging it would be if it got out.

Establish the obligations of the party receiving the information

Confidentiality agreements typically limit the ways the receiving party can use the confidential information provided, as well as provide the standard for keeping and protecting confidential information.

For example, if you’re looking for investor evaluations of something you’ve invented, your confidentiality agreement may specify that the information can only be used for the purposes of evaluating the product and not in the evaluator’s own business.

If you’re having an employee or contractor sign a confidentiality agreement, you would probably want to limit your employee’s use of information to the performance of job duties directly related to the employment.

Many confidentiality agreements recite that receivers must keep the information disclosed to them in the same way they would keep their own confidential information. However, this statement only works if the receiving party has a known policy for handling confidential information.

Generally, confidentiality standards include limiting access to the information and taking basic precautions to keep the information secure so it doesn’t easily fall into outside hands. Such precautions might include, for example, using encryption for emails discussing the confidential information.

If your confidentiality agreement relates to software designs, inventions or technology, it should include a statement that the receiver of the information has no license, expressed or implied, in the information by virtue of its disclosure.

State when the agreement ends

Whatever has a beginning must have an end, and same applies to a confidentiality agreement. In writing one, you have to specify when the agreement is going to elapse, and when the parties can get out of the loop. State when the agreement ends and what notice must be given to the other party about the termination. You can set one of two options for when the agreement ends:

Your agreement should specify two time periods: the period during which disclosure will be made, and the time period thereafter during which the information should be kept confidential.

American confidentiality agreements typically last for a period of five years, although some may only last two or three years. The end point doesn’t have to be a specific date, but there should be a specific date used as a starting point. Otherwise it’s unclear when the agreement will take effect and for how long it will be enforceable.

If your agreement specifies a confidentiality period of two years, for example, but fails to establish when that two year period starts, the receiver of the information can argue that she didn’t believe the agreement had gone into effect yet.

Another way to set a specific starting date is to have the confidentiality period start from the date the agreement is signed. If you use this method, make sure you don’t disclose any secrets until you have the signature and the agreement is in force.

The confidentiality time period also may end when a certain event happens. For example, if you’re seeking evaluation of a new product, the confidentiality period may end when you market and distribute that product in stores.

Add any necessary miscellaneous provisions

This section is typically located towards the end. The miscellaneous section is sometimes called boilerplate. All agreements contain various clauses that don’t fit in any other section, such as which state’s law will apply and whether attorneys’ fees will be available to an injured party if they agreement is breached. These agreements are then put under the miscellaneous section. This section, though negligent, but should not be overlooked because of the details it is wont to contain.

Provide space for all parties to sign the agreement

For your confidentiality agreement to be binding, it has to be signed. For this reason, you have to provide a page where parties involved in the agreement would pen down their signatures. Without the agreement signed, it cannot go into effect.

With the use of a confidentiality statement, otherwise known as a non-disclosure agreement, the parties can keep nonpublic information under wraps. These contracts bind the parties to very specific pledges on the disclosure of information and are enforceable under the laws of the state where they are created.

More on Business Plan Tips

  • Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Legal Templates

Home Business Non-Disclosure Agreement Confidentiality

Confidentiality Agreement Template

Use our Confidentiality Agreement to protect your sensitive information.

confidentiality agreement template

Updated January 2, 2024 Written by Josh Sainsbury | Reviewed by Brooke Davis

Use a confidentiality agreement if you need a party to keep specific information disclosed for a certain period or as long as the relationship with that party lasts, whether as a business or between individuals.

What is a Confidentiality Agreement?

Types of confidentiality agreements, when should i use a confidentiality agreement, what does a confidentiality agreement protect, what to include in a confidentiality agreement, confidentiality agreement sample, frequently asked questions.

A confidentiality agreement is a legally binding contract to protect confidential or proprietary information shared between businesses or individuals.

The parties agree not to disclose the information outlined in the agreement for the duration of the relationship or a specified period.

  • Mutual: used when both parties disclose and receive information that must remain confidential.
  • Unilateral: used when one party discloses confidential information (disclosing party) while the other party receives and promises to keep the information confidential (receiving party).

If you and another individual or business wish to pursue a relationship that requires disclosing confidential information, you should use a confidentiality agreement. For example, if you’re engaging with:

  • Employees: New hires should sign an employee confidentiality agreement or a specified period after termination.
  • Independent contractors: Prevent independent contractors from sharing sensitive information with competitors.
  • Consulting firms: Ensure your internal information is safeguarded during and after an audit.
  • Businesses:   Protect your proprietary information when pursuing joint ventures, partnerships, mergers, and acquisitions.
  • Interviewees: Protect the information shared with a candidate during the interview process with an interview confidentiality agreement .

If you’ve been asked to enter into a non-disclosure agreement, it’s essential to understand when you should (and shouldn’t) sign an NDA .

A confidentiality agreement protects any information you’ve categorized as confidential in your form:

  • Marketing strategies : long- and short-term plans for marketing a company’s products and services to customers
  • Product plans : every stage of product development from ideation and beta testing to product launch
  • Financial information : all documentation and procedures that make up a company’s finances, including forecasts, reports, taxes, expenditures, profits, losses, and more
  • Source code : original code created by programmers employed or contracted by the company
  • Intellectual property : copyrights, patents, and trade secrets developed or purchased by the company

A standard confidentiality agreement should include the following information:

  • Receiving and Disclosing Party : If either party is a business, you’ll need to specify which type (LLC, corporation, etc.) and where it was formed, as well as include a representative’s name, title, and contact information.
  • Confidential Information : Specify the types of confidential information the agreement protects
  • Non-Compete Clause : Decide whether or not to include a non-compete clause, and specify when the non-compete period ends.
  • Non-Solicitation Clause : Restrict the receiving party from hiring your employees for some time by including a non-solicitation clause.
  • Term: Outline how long the agreement will last — this is often how long the potential business relationship is.
  • Duration : Define how long the receiving party must maintain confidentiality after the agreement ends.
  • Jurisdiction : Establish which state’s laws will govern the agreement.
  • Effective Date : Decide when the agreement goes into effect.

Here’s what a standard confidentiality agreement looks like:

confidentiality agreement template

How do I ensure my confidentiality agreement form is valid?

Although state laws differ, your confidentiality agreement form will be legally binding and enforceable if:

  • It’s signed and dated by both the receiving and disclosing party
  • The confidential information defined in the agreement is unavailable to the public
  • The scope of the agreement is not overly broad
  • An item listed as confidential, such as a product design, cannot be developed or replicated easily without access to the designs.

Just because the document is valid doesn’t mean the other party will adhere to it. Understand what to do if someone breaks your NDA .

Can confidentiality agreements be indefinite?

Yes, confidentiality agreements can be indefinite. Even if there’s a definite term, the obligations of the agreement can be stated to go on indefinitely.

However, most signatories to the agreement would prefer the document to expire at some point.

How long should a confidentiality agreement last?

A confidentiality agreement should last as long as you require the information to be confidential. Typical time frames are between one and five years, but they can be as long as needed.

The agreement should last an appropriate length of time to cover the disclosing party’s interests.

  • Lease Agreement
  • Power of Attorney
  • Non-Disclosure Agreement
  • Eviction Notice
  • Legal Resources
  • Partner With Us
  • Terms of Use
  • Privacy Policy
  • Do Not Sell My Personal Information

confidentiality agreement template

The document above is a sample. Please note that the language you see here may change depending on your answers to the document questionnaire.

Thank you for downloading one of our free legal templates!

Would you leave us a review?

We hope you've found what you need and can avoid the time, costs, and stress associated with dealing with a lawyer.

A review would mean the world to us (it only takes about 15 seconds).

Thanks again, and good luck!

Free Confidentiality Agreement Template for Microsoft Word

Download this free Confidentiality Agreement Template as a Word document to enable confidential discussions between yourself and third parties.

Confidentiality Agreement

THIS CONFIDENTIALITY AGREEMENT (the “Agreement”) dated this [Insert date]

[Insert Name] of [Insert Organisation] (the “Information Provider”)

– AND –

[Insert Name] of [Insert Organisation] (the “Recipient”)

BACKGROUND:

A. The Information Provider and the Recipient desire to enter into a confidentiality agreement with regard to: [Insert description] (the “Permitted Purpose”).

B. In connection with the Permitted Purpose, the Recipient will receive certain confidential information (the ‘Confidential Information’).

IN CONSIDERATION OF and as a condition of the Information Provider providing the Confidential Information to the Recipient in addition to other valuable consideration, the receipt and sufficiency of which consideration is hereby acknowledged, the parties to this Agreement agree as follows:

Confidential Information

1. All written and oral information and materials disclosed or provided by the Information Provider to the Recipient under this Agreement constitute Confidential Information regardless of whether such information was provided before or after the date of this Agreement or how it was provided to the Recipient.

2. ‘Confidential Information’ means all data and information relating to the product or products of the Information Provider as well as all data and information relating to the Information Provider, including but not limited to, the following:

a. ‘Customer Information’ which includes names of customers of the Information Provider, their representatives, all customer contact information, contracts and their contents and parties, customer services, data provided by customers and the type, quantity and specifications of products and services purchased, leased, licensed or received by customers of the Information Provider;

b. ‘Intellectual Property’ which includes information relating to the Information Provider’s proprietary rights prior to any public disclosure of such information, including but not limited to the nature of the proprietary rights, production data, technical and engineering data, technical concepts, test data and test results, simulation results, the status and details of research and development of products and services, and information regarding acquiring, protecting, enforcing and licensing proprietary rights (including patents, copyrights and trade secrets);

c. ‘Marketing and Development Information’ which includes marketing and development plans of the Information Provider, price and cost data, price and fee amounts, pricing and billing policies, quoting procedures, marketing techniques and methods of obtaining business, forecasts and forecast assumptions and volumes, and future plans and potential strategies of the Information Provider which have been or are being discussed;

d. ‘Business Operations’ which includes internal personnel and financial information of the Information Provider, vendor names and other vendor information (including vendor characteristics, services and agreements), purchasing and internal cost information, internal services and operational manuals, external business contacts including those stored on social media accounts or other similar platforms or databases operated by the Information Provider, and the manner and methods of conducting the Information Provider’s business;

e. ‘Product Information’ which includes all specifications for products of the Information Provider as well as work product resulting from or related to work or projects of the Information Provider, of any type or form in any stage of actual or anticipated research and development;

f. ‘Production Processes’ which includes processes used in the creation, production and manufacturing of the work product of the Information Provider, including but not limited to, formulas, patterns, moulds, models, methods, techniques, specifications, processes, procedures, equipment, devices, programs, and designs;

g. ‘Service Information’ which includes all data and information relating to the services provided by the Information Provider, including but not limited to, plans, schedules, manpower, inspection, and training information;

h. ‘Proprietary Computer Code’ which includes all sets of statements, instructions or programs of the Information Provider, whether in human readable or machine readable form, that are expressed, fixed, embodied or stored in any manner and that can be used directly or indirectly in a computer (‘Computer Programs’); any report format, design or drawing created or produced by such Computer Programs; and all documentation, design specifications and charts, and operating procedures which support the Computer Programs;

i. ‘Computer Technology’ which includes all scientific and technical information or material of the Information Provider, pertaining to any machine, appliance or process, including but not limited to, specifications, proposals, models, designs, formulas, test results and reports, analyses, simulation results, tables of operating conditions, materials, components, industrial skills, operating and testing procedures, shop practices, know-how and show-how;

j. ‘Accounting Information’ which includes, without limitation, all financial statements, annual reports, balance sheets, company asset information, company liability information, revenue and expense reporting, profit and loss reporting, cash flow reporting, accounts receivable, accounts payable, inventory reporting, purchasing information and payroll information of the Information Provider; and

k. Confidential Information will also include any information that has been disclosed by a third party to the Information Provider and is protected by a non-disclosure agreement entered into between the third party and the Information Provider.

3. Confidential Information will not include the following information:

a. Information that is generally known in the industry of the Information Provider;

b. Information that is now or subsequently becomes generally available to the public through no wrongful act of the Recipient;

c. Information rightly in the possession of the Recipient prior to receiving the Confidential Information from the Information Provider, the burden being on the Recipient to establish this through documentation;

d. Information that is independently created by the Recipient without direct or indirect use of the Confidential Information, the burden being on the Recipient to establish this through documentation; or

e. Information that the Recipient rightfully obtains from a third party who has the right to transfer or disclose it, the burden being on the Recipient to establish this through documentation.

Confidential Obligations

4. Except as otherwise provided in this Agreement, the Recipient must keep the Confidential Information confidential.

5. Except as otherwise provided in this Agreement, the Confidential Information will remain the exclusive property of the Information Provider and will only be used by the Recipient for the Permitted Purpose. The Recipient will not use the Confidential Information for any purpose that might be directly or indirectly detrimental to the Information Provider or any associated affiliates or subsidiaries.

6. The obligations to ensure and protect the confidentiality of the Confidential Information imposed on the Recipient in this Agreement and any obligations to provide notice under this Agreement will survive the expiration or termination, as the case may be, of this Agreement and those obligations will last indefinitely.

7. The Recipient may disclose any of the Confidential Information:

  • i. the Recipient has informed such personnel of the confidential nature of the Confidential Information;
  • ii. such personnel agree to be legally bound to the same burdens of confidentiality and non-use as the Recipient;
  • iii. the Recipient agrees to take all necessary steps to ensure that the terms of this Agreement are not violated by such personnel; and
  • iv. the Recipient agrees to be responsible for and indemnify the Information Provider for any breach of this Agreement by their personnel.
  • b. to a third party where the Information Provider has consented in writing to such disclosure; and
  • c. to the extent required by law.

8. The Recipient agrees to retain all Confidential Information at their usual place of business and to store all Confidential Information separate from other information and documents held in the same location. Further, the Confidential Information may not be used, reproduced, transformed, or stored on a computer or device that is accessible to persons to whom disclosure may not be made, as set out in this Agreement.

Ownership and Title

9. Nothing contained in this Agreement will grant to or create in the Recipient, either expressly or impliedly, any right, title, interest or license in or to the intellectual property of the Information Provider.

10. The Recipient agrees and acknowledges that the Confidential Information is of a proprietary and confidential nature and that any failure to maintain the confidentiality of the Confidential Information in breach of this Agreement cannot be reasonably or adequately compensated for in money damages and would cause irreparable injury to the Information Provider. Accordingly, the Recipient agrees that the Information Provider is entitled to, in addition to all other rights and remedies available to them at law or in equity, an injunction restraining the Recipient and any agents of the Recipient, from directly or indirectly committing or engaging in any act restricted by this Agreement in relation to the Confidential Information.

Return of Confidential Information

11. The Recipient will keep track of all Confidential Information provided to them and the location of such information. The Information Provider may at any time request the return of all Confidential Information from the Recipient. Upon the request of the Information Provider, or in the event that the Recipient ceases to require use of the Confidential Information, or upon the expiration or termination of this Agreement, the Recipient will:

  • a. return all Confidential Information to the Information Provider and will not retain any copies of this information;
  • b. destroy or have destroyed all memoranda, notes, reports and other works based on or derived from the Recipient’s review of the confidential information; and
  • c. provide a certificate to the Information Provider that such materials have been destroyed or returned, as the case may be.

12. In the event that the Recipient is required in a civil, criminal or regulatory proceeding to disclose any part of the Confidential Information, the Recipient will give to the Information Provider prompt written notice of such request so the Information Provider may seek an appropriate remedy or alternatively to waive the Recipient’s compliance with the provisions of this Agreement in regards to the request.

13. If the Recipient loses or fails to maintain the confidentiality of any of the Confidential Information in breach of this Agreement, the Recipient will immediately notify the Information Provider and take all reasonable steps necessary to retrieve the lost or improperly disclosed Confidential Information.

14. Any notices or delivery required in this Agreement will be deemed completed when hand-delivered, delivered by agent, or seven (7) days after being placed in the post, postage prepaid, to the parties at the addresses contained in this Agreement or as the parties may later designate in writing.

15. The addresses for any notice to be delivered to any of the parties to this Agreement are as follows:

  • [Insert address]

Representations

16. In providing the Confidential Information, the Information Provider makes no representations, either express or implied as to its adequacy, sufficiency, completeness, correctness or its lack of defect of any kind, including any patent or trade mark infringement that may result from the use of such information. The Information Provider will not be liable for any damage or loss that may occur from such provision or use of the Confidential Information.

Termination

17. Either party may terminate this Agreement by providing written notice to the other party. Except as otherwise provided in this Agreement, all rights and obligations under this Agreement will terminate at that time. Assignment

18. Except where a party has changed its corporate name or merged with another corporation, this Agreement may not be assigned or otherwise transferred by either party in whole or part without the prior written consent of the other party to this Agreement.

19. This Agreement may only be amended or modified by a written instrument executed by both the Information Provider and the Recipient.

Governing Law

20. This Agreement will be construed in accordance with and governed by the laws of [Insert location].

General Provisions

21. Time is of the essence in this Agreement.

22. This Agreement may be executed in counterpart.

23. Headings are inserted for the convenience of the parties only and are not to be considered when interpreting this Agreement. Words in the singular mean and include the plural and vice versa. Words in the masculine mean and include the feminine and vice versa.

24. The clauses, paragraphs, and subparagraphs contained in this Agreement are intended to be read and construed independently of each other. If any part of this Agreement is held to be invalid, this invalidity will not affect the operation of any other part of this Agreement.

25. The Recipient is liable for all costs, expenses and expenditures including, and without limitation, the complete legal costs incurred by the Information Provider in enforcing this Agreement as a result of any default of this Agreement by the Recipient.

26. The Information Provider and the Recipient acknowledge that this Agreement is reasonable, valid and enforceable. However, if a court of competent jurisdiction finds any of the provisions of this Agreement to be too broad to be enforceable, it is the intention of the Information Provider and the Recipient that such provision be reduced in scope by the court only to the extent deemed necessary by that court to render the provision reasonable and enforceable, bearing in mind that it is the intention of the Recipient to give the Information Provider the broadest possible protection to maintain the confidentiality of the Confidential Information.

27. No failure or delay by the Information Provider in exercising any power, right or privilege provided in this Agreement will operate as a waiver, nor will any single or partial exercise of such rights, powers or privileges preclude any further exercise of them or the exercise of any other right, power or privilege provided in this Agreement.

28. This Agreement will inure to the benefit of and be binding upon the respective heirs, executors, administrators, successors and assigns, as the case may be, of the Information Provider and the Recipient.

29. This Agreement constitutes the entire agreement between the parties and there are no further items or provisions, either oral or otherwise.

IN WITNESS WHEREOF ____________________ and ____________________ have duly affixed their signatures under hand and seal on this ________ day of ________________, ________.

_______________________________ WITNESS: ______________________ Address: ________________________ Occupation: _____________________ _______________________________ ______________________(Information Provider) _______________________________ WITNESS: ______________________ Address: ________________________ Occupation: _____________________ _______________________________ ______________________(Recipient)

Related Documents

Advertising agreement, arbitration agreement, barter agreement, business sale agreement.

All Formats

Business Confidentiality Agreement – 10+ Free Word, PDF Documents Download

For a complete safeguard of any contract or business deal, it is always good to have a non-disclosure obligation resting with both parties and the same can be formed through a business confidentiality agreement templates . The agreement is formed with the written consent of contractual parties to ensure the confidentiality of information which is crucial for business. You can also see Rental Agreement Templates .

confidentiality agreement template for business plan

Agreement Template Bundle

agreement template bundle 788x510

  • Google Docs

Business Agreement Template Bundle

business agreement template bundle 788x510

Business Confidentiality Agreement Sample

business confidentiality agreement template

Business Meeting Confidentiality Agreement Template

meeting confidentiality agreement template

Business Non-disclosure and Confidentiality Agreement

non disclosure and confidentiality agreement template

Mutual Business Confidentiality Agreement

mutual business confidentiality agreement

  • Word (2003 or Higher)

Generic Business Confidential Agreement

generic business confidential agreement

File Format

Precedent business confidentiality agreement.

precedent business confidentiality agreement

Business Contract Disclosure Agreement

business contract disclosure agreement

Business Non Disclosure Confidentiality Agreement

business non disclosure confidentiality agreement

Business Plan Confidentiality Agreement

business plan confidentiality agreement

Business Confidentiality Agreement Form

business confidentiality agreement form

Business Confidentiality Unilateral Agreement

business confidentiality unilateral agreement

> How to draft a business confidentiality agreement?

  • The agreement should be clear and straight forward and should not be overwhelmed with ambiguities and double standard words.
  • Take the expert’s advice or legal person to design the technical points of the agreement.
  • It should contain all legal consequences that may be auctioned in case of breach of any clause of the agreement

> What is business confidentiality agreement?

> benefits of using a business confidentiality agreement:.

  • To simplify the terms of business and get security by building an obliged trust through the agreement.
  • In case of breach, easy legal procedure and ultimately which leads to less amount of litigation process.
  • The binding nature of agreement creates a legal fear among the parties for disclosing any sensitive information.

More in Agreements

Graphic design business card template, business card background template, finance consultant business card template, professional real estate business card template, digital marketing agency creative business card template, modern black business card template, freelance graphic designer business card template, dj business card with photo template, simple freelancer business card template, unique business card template.

  • 44+ Simple Rental Agreement Templates – PDF, Word
  • 33+ Purchase and Sale Agreement Templates in MS Word | PDF | Apple Pages | Google Docs
  • 41+ Best Tenancy Agreement Templates
  • 21+ Payment Agreement Templates in Google Docs | Pages | MS Word | PDF
  • 11+ Recruitment Agency Service Level Agreement Templates in PDF | MS Word
  • 5+ Retained Search Agreement Templates in PDF
  • 15+ Recruitment Agreement Templates in PDF | MS Word | Google Docs | Apple Pages |
  • 11+ Logistics Service Agreement Templates in PDF | MS Word
  • 10+ Recruitment Services Agreement Template in PDF | MS Word
  • 11+ Logistics Agreement Templates in Google Docs | MS Word | Pages | PDF
  • 28+ Simple Tenancy Agreement Templates – PDF
  • 9+ Retirement Agreement Templates in Google Docs | Word | Pages | PDF
  • 12+ Divorce Agreement Templates
  • 27+ Simple Rental Agreement Templates – Free Sample, Example Format Download
  • 16+ Memorandum of Agreement Templates – PDF, DOC

IMAGES

  1. Business Confidentiality Agreement

    confidentiality agreement template for business plan

  2. FREE 11+ Confidentiality Agreement Contract Forms in PDF

    confidentiality agreement template for business plan

  3. FREE 10+ Business Confidentiality Agreement Templates in MS Word

    confidentiality agreement template for business plan

  4. 7 Free Confidentiality Agreement Templates

    confidentiality agreement template for business plan

  5. Confidentiality Agreement Template

    confidentiality agreement template for business plan

  6. 35+ Confidentiality Agreement Templates

    confidentiality agreement template for business plan

VIDEO

  1. Confidentiality in Business

  2. The Foundation of Every Successful Business

  3. Suggestions for Maintaining Confidentiality

  4. The difference between anonymity and confidentiality

  5. Ensuring Confidentiality in Business Valuation

  6. Best Practices in Contract Law for Small Businesses

COMMENTS

  1. Sample Confidentiality Agreement (NDA)

    Need Professional Help? Talk to a Business Law Attorney. First Name Continue An example of a basic confidentiality agreement is provided below. It can serve as a starting point for your own NDA. For an NDA that's customized to your business and situation, you can use our Nondisclosure (Confidentiality) Agreement form.

  2. Business Plan Non-Disclosure Agreement Template

    A business plan non-disclosure agreement is a document intended to protect private information about your business plan. It notifies the other party that you intend to share confidential information. It lays out potential penalties that the other entity, often a company or a potential business partner, will have to pay if they disclose ...

  3. Business Plan Non-Disclosure Agreement (NDA)

    Virginia Create Document Updated December 22, 2022 A business plan non-disclosure agreement (NDA) allows someone to share a business plan without fear of a third party using it for their own benefit. Business plans are highly confidential, especially detailing a marketing strategy with a different approach to a specific market.

  4. Business Plan Non-Disclosure Agreement (NDA)

    Fill Now Download PDF (282.57 KB) Download Word (22.29 KB) The business plan non-disclosure agreement is intended for use when sharing a business plan with consultants, investors, contractors, potential employees, and anyone else evaluating your planned enterprise.

  5. PDF BUSINESS PLAN NON-DISCLOSURE AGREEMENT & GUIDE

    3. Business Plan Non-Disclosure Agreement Instructions The following provision-by-provision instructions will help you understand the terms of your business plan non-disclosure agreement. The numbers and letters below (e.g., Section 1, Section 2(c), etc.) correspond to provisions in the contract.

  6. Simple Confidentiality Agreement Template for Free

    Additional documents accompanying the Confidentiality Agreement should be marked as "confidential" before being given to a second party. If attaching additional documents, note them in the following format below. Use this free confidentiality agreement template to protect confidential information when disclosing it.

  7. Free Business Plan Non-disclosure Agreement Template

    Unilateral Non-disclosure Agreement. Protect your valuable information and maintain privacy with a unilateral non-disclosure agreement. Safeguard your business secrets when sharing them with third parties. Protect your business secrets with our business plan non-disclosure agreement. Safeguard sensitive data and strategic insights from unwanted ...

  8. Free Non-Disclosure Agreement (NDA) Template

    A Non-Disclosure Agreement (NDA), also known as a confidentiality agreement, is a contract between two parties where one shares sensitive information and the other party promises to keep it confidential.Confidential information is often sensitive, technical, commercial, or valuable in nature (e.g., trade secrets or proprietary information). Both parties sign the Confidentiality Agreement ...

  9. Business Confidentiality Agreement Template

    Business Confidentiality Agreement Template Use our free non-disclosure template to protect your IP, such as secrets and techniques, from getting stolen. Make work flow with Connecteam's digital forms & checklists Easily create digital forms and checklists for any task your team needs to complete on the job

  10. Understanding Business Plan Non-Disclosure Agreements (NDA)

    A Business Plan Non-Disclosure Agreement, also known as a Confidentiality Agreement or NDA, is a legal contract that aims to protect the confidential and proprietary information shared in the plan from being disclosed or used by third parties without authorization. It establishes a legally binding agreement between the parties involved, and it ...

  11. How To Write a Business Plan Confidentiality Statement

    Learn How Writing a Business Plan Confidentiality Statement Free Confidentiality Statement Template (NDA) Download Template Ayush Jalan December 12, 2023 7 Min Read Every company has a unique identity that sets it apart from its rival companies in the industry.

  12. Business Plan Confidentiality (NDA) Agreement Template [PDF]

    NDA Template Business Plan Confidentiality Agreement Business Plan Confidentiality Agreement A business plan confidentiality agreement (or NDA) is used when sharing a business idea or plan with consultants, investors, or anyone else that is evaluating your business.

  13. Free Confidentiality Agreement

    A Confidentiality Agreement, also known as a privacy agreement, is a legally binding contract that individuals or businesses use to protect sensitive information. The purpose of this contract is to: Clearly describe what information is confidential ; Outline the permitted uses for the information; Document the receiving party's promise to abide by the agreement

  14. PDF Business Plan Non-disclosure and Confidentiality Agreement

    The term "Confidential Information" as used in this Agreement shall mean any data or information that is competitively sensitive material and not generally known to the public, including, but not limited to, information relating to any of the following, which Disclosing Party considers confidential: (Check all that apply)

  15. Sample Business Plan Confidentiality Agreement

    Business Plan Confidentiality Template: Business Plan Confidentiality Agreement: The undersigned reader of [Company's Name] Business Plan hereby acknowledges that the information provided is completely confidential and therefore the reader agrees not to disclose anything found in the business plan without the express written consent of ...

  16. Business Plan Confidentiality Statement

    This agreement emphasizes the confidential nature of the information contained within the business plan and serves as a formal acknowledgment of the recipient's responsibility to maintain the confidentiality of the proprietary data and insights shared by the business.

  17. Confidentiality Agreement Template

    File size 56kb Pages 5 Understanding a Confidentiality Agreement When it comes to making sure your documents remain confidential and anonymous, confidentiality agreements are massively important. Indeed, this is imperative for many different types of files. And so, it's essential that you know how to use and write the agreements.

  18. How to Write a Business Plan Confidentiality Agreement

    Are you about pitching your idea to investors? If YES, here is a detailed guide on how to write an ironclad confidentiality agreement for a business plan. Confidentiality statements are documents that are prepared for the safety of parties that are about to go into a business contract.

  19. Free Confidentiality Agreement Template

    Frequently Asked Questions What is a Confidentiality Agreement? A confidentiality agreement is a legally binding contract to protect confidential or proprietary information shared between businesses or individuals. The parties agree not to disclose the information outlined in the agreement for the duration of the relationship or a specified period.

  20. What Is A Confidentiality Agreement?

    A confidentiality agreement is a contract between two or more parties regulating the treatment of specified private information. While these agreements can exist in a variety of contexts, they are ...

  21. Free Confidentiality Agreement Template for Microsoft Word

    Confidential Information. 1. All written and oral information and materials disclosed or provided by the Information Provider to the Recipient under this Agreement constitute Confidential Information regardless of whether such information was provided before or after the date of this Agreement or how it was provided to the Recipient. 2.

  22. 21 Basic Confidentiality Agreement Examples (Free Templates)

    The key elements of confidentiality agreement templates include: Identification of all the parties Definition of what is to be considered as confidential Exclusions from confidentiality treatment The terms of the Agreement

  23. Business Confidentiality Agreement

    Business Confidentiality Agreement - 10+ Free Word, PDF Documents Download For a complete safeguard of any contract or business deal, it is always good to have a non-disclosure obligation resting with both parties and the same can be formed through a business confidentiality agreement templates.