Disclosures

Jacob Pearson provides management consulting and training on the operations of organizations: people, process, software and AI. He is not a registered investment adviser, broker-dealer, CPA firm or law firm. Nothing on this site or in any proposal, deck, report, dashboard, newsletter or course is investment, legal, tax or accounting advice; an offer or solicitation of securities; a recommendation to buy, sell or hold any security, fund interest or asset; a valuation or fairness opinion; or an audit, review or attest opinion. No fee is contingent on a transaction, a capital raise or a valuation; any variable fee is tied only to operating value measured under a written attribution rule. Where Jacob has an interest in a product or service he discusses, he says so in writing. Example companies and case studies shown are made up. Targets and dashboard values are measured under a written attribution rule and are not guarantees of results. Talk to your own counsel, CPA and licensed adviser about legal, tax, accounting and investment matters.

Interests I have, stated in writing

I sell no third-party software and take no commissions. I run the AI-CYA newsletter and training line, and I may license my monitoring system and frameworks to others. If I recommend any of these inside a plan, I say so in writing before you decide.

Samples

The example companies, case studies, registers, maps and dashboards on this site are made up. They are not clients and they are not results.

Targets

Value targets are measured under a written rule agreed at the start of the engagement. They are targets, not guarantees.

Using AI

Where an AI version of my voice or likeness appears in a video, it is labeled “Presented by an AI version of Jacob.”

Management consulting. Charleston, SC Metro Area.

Jacob Pearson provides management consulting and training on the operations of organizations: people, process, software and AI. He is not a registered investment adviser, broker-dealer, CPA firm or law firm. Nothing on this site or in any proposal, deck, report, dashboard, newsletter or course is investment, legal, tax or accounting advice; an offer or solicitation of securities; a recommendation to buy, sell or hold any security, fund interest or asset; a valuation or fairness opinion; or an audit, review or attest opinion. No fee is contingent on a transaction, a capital raise or a valuation; any variable fee is tied only to operating value measured under a written attribution rule. Where Jacob has an interest in a product or service he discusses, he says so in writing. Example companies and case studies shown are made up. Targets and dashboard values are measured under a written attribution rule and are not guarantees of results. Talk to your own counsel, CPA and licensed adviser about legal, tax, accounting and investment matters.